NonprofitsSalt Lake Estate Planning Council

Community Improvement & Capacity Building

Salt Lake Estate Planning Council

N SALT LAKE, UT

Total revenue

$49K

Total expenses

$64K

Net assets

$50K

Grants received

EIN

870401428

Tax year

2024

Mission

To foster a better understanding among estate planning specialists from different disciplines of estate planning and of organization issues to help them better serve their clients and the public. To provide opportunities for a shared learning experience. To provide networking opportunities with an organization serving estate planning professionals, and to encourage the highest standards of professional and ethical conduct.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$29K
Investment income$5
Other revenue$467
Total revenue$49K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$55K
Total expenses$64K
Total assets$54K
Net assets$50K

People

5 listed

NameRoleCompensation

BRIANNE FALLIS

EXECUTIVE DIRECTOR

Board

$9K

5 hrs/wk

ADRIENNE JACK

PRESIDENT

Board

1 hrs/wk

DUSTIN SNYDER

VICE PRESIDENT

Board

1 hrs/wk

LIZ BERNHARD

SECRETARY

Board

1 hrs/wk

LYNN EVANS

TREASURER

Board

1 hrs/wk

Details

EIN870401428
NTEE codeS41
Subsection06
Ruling date2002-06
SALT LAKE ESTATE PLANNING COUNCIL — Mission, Financials & Grants Received | Grantivo