NonprofitsEstate Planning Council Of Rochester

Estate Planning Council Of Rochester

PENFIELD, NY

Total revenue

$49K

Total expenses

$34K

Net assets

$45K

Grants received

EIN

161351917

Tax year

2023

Mission

To provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.

Financials

FY 2023

Revenue

Contributions & grants$11K
Program service revenue$3K
Investment income$363
Other revenue
Total revenue$49K

Expenses

Grants paid
Salaries & benefits$6K
Fundraising
Other expenses$20K
Total expenses$34K
Total assets$45K
Net assets$45K

People

7 listed

NameRoleCompensation

Diana Barlow

Executive Director

Board

$6K

3 hrs/wk

Barbara Clemons

Vice-President

Board

1 hrs/wk

Victoria Kleehammer

Vice-President

Board

1 hrs/wk

Maria Caton

President

Board

1 hrs/wk

Richard Marchese

Secretary

Board

1 hrs/wk

Elizabeth Thorley

Past President

Board

1 hrs/wk

Steve Solimano

Treasurer

Board

1 hrs/wk

Details

EIN161351917
Subsection06
Ruling date1993-08
ESTATE PLANNING COUNCIL OF ROCHESTER — Mission, Financials & Grants Received | Grantivo