NonprofitsPalm Beach County Estate Planning Council Inc

Community Improvement & Capacity Building

Palm Beach County Estate Planning Council Inc

JUPITER, FL

Total revenue

$151K

Total expenses

$166K

Net assets

$138K

Grants received

EIN

650163826

Tax year

2024

Mission

Primary exempt purpose: to promote cooperation among various professionals engaged in the field of estate planning.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$69K
Investment income$4K
Other revenue
Total revenue$151K

Expenses

Grants paid$11K
Salaries & benefits
Fundraising
Other expenses$123K
Total expenses$166K
Total assets$138K
Net assets$138K

People

12 listed

NameRoleCompensation

DOMENICK MACRI SR MBA MST AEP

PRESIDENT

Board

2 hrs/wk

ANTHONY PACE CFP

PRESIDENT-EL

Board

2 hrs/wk

ADAM SLAVIN CPA

VP MEMBERSHI

Board

2 hrs/wk

MARK BROWN JD

VP PROGRAMMI

Board

2 hrs/wk

SARAH GAYMON CPA

SECRETARY

Board

2 hrs/wk

TOMMY THOMPSON

TREASURER

Board

2 hrs/wk

STEPHEN ZALOOM

IMMED PAST P

Board

2 hrs/wk

SYNDIE LEVIEN

IMMED PAST P

Board

2 hrs/wk

LAURA BARRY

DIRECTOR

Board

2 hrs/wk

ERIN MARIE WALLACE

DIRECTOR

Board

2 hrs/wk

GAVIN MCNALLY

DIRECTOR

Board

2 hrs/wk

SANDRA STELLA

DIRECTOR

Board

2 hrs/wk

Details

EIN650163826
NTEE codeS41
Subsection06
Ruling date2002-06
PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC — Mission, Financials & Grants Received | Grantivo