NonprofitsPhiladelphia Estate Planning Council

Philadelphia Estate Planning Council

MOORESTOWN, NJ

Total revenue

$198K

Total expenses

$217K

Net assets

$162K

Grants received

EIN

232006494

Tax year

2024

Mission

To provide professionals involved in estate planning, both members and non-members, with opportunities to enhance their skills and expand their network through programs and interaction.

Financials

FY 2024

Revenue

Contributions & grants$56K
Program service revenue$195K
Investment income$7K
Other revenue
Total revenue$198K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$217K
Total expenses$217K
Total assets$162K
Net assets$162K

People

21 listed

NameRoleCompensation

CHRISTOPHER BORDEN

PRESIDENT

Board

2 hrs/wk

JACKLYNN BARRAS

VICE PRESIDENT

Board

2 hrs/wk

FAREEHA ARSHAD

SECRETARY

Board

2 hrs/wk

ALAN WEISSBERGER

TREASURER

Board

2 hrs/wk

STEPHANIE SANDERSON-BRAEM

IMMEDIATE PAST PRESIDENT

Board

2 hrs/wk

RICHARD BELL

DIRECTOR

Board

2 hrs/wk

RENZO CERABINO

DIRECTOR

Board

2 hrs/wk

MICHAEL DEFILLIPO

DIRECTOR

Board

2 hrs/wk

LEANNE EVANS

DIRECTOR

Board

2 hrs/wk

SHARON GREENBERG

DIRECTOR

Board

2 hrs/wk

KIM HEYMAN

DIRECTOR

Board

2 hrs/wk

SHANE JOHNSON

DIRECTOR

Board

2 hrs/wk

JAMES KELLY

DIRECTOR

Board

2 hrs/wk

RACHEL KIESER

DIRECTOR

Board

2 hrs/wk

JILLIAN KUKUCKA

DIRECTOR

Board

2 hrs/wk

MATTHEW LEVITSKY

DIRECTOR

Board

2 hrs/wk

ERIN MCQUIGGAN

DIRECTOR

Board

2 hrs/wk

LISA MITTELMAN

DIRECTOR

Board

2 hrs/wk

JOSH NILES

DIRECTOR

Board

2 hrs/wk

BRADLEY TEREBELO

DIRECTOR

Board

2 hrs/wk

TIM ZEIGLER

DIRECTOR

Board

2 hrs/wk

Details

EIN232006494
Subsection06
Ruling date1976-08
Formed1989
Employees0
Volunteers75
PHILADELPHIA ESTATE PLANNING COUNCIL — Mission, Financials & Grants Received | Grantivo