NonprofitsFresno Estate Planning Council

Fresno Estate Planning Council

FRESNO, CA

Total revenue

$210

Total expenses

$2K

Net assets

$45K

Grants received

EIN

942165402

Tax year

2023

Mission

The fresno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law, accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - improving the delivery of estate planning services to the public.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue
Investment income
Other revenue
Total revenue$210

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$2K
Total expenses$2K
Total assets$45K
Net assets$45K

People

6 listed

NameRoleCompensation

JEFF L ROWLAND

PRESIDENT

Board

0

KIM HEROLD

VICE PRESIDENT

Board

0

JEFF SHOOPMAN

TREASURER

Board

0

MICHAEL GRANNIS

BOARD MEMBER

Board

0

CLAY BLANTON

PAST PRESIDENT

Board

0

JEFFREY MARKARIAN

ASST. TREASURER

Board

0

Details

EIN942165402
Subsection06
Ruling date1973-02
FRESNO ESTATE PLANNING COUNCIL — Mission, Financials & Grants Received | Grantivo