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EIN 20-1035946

Charlotte Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Charlotte
State
North Carolina
Year formed
2005
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
Charlotte Estate Planning Council promotes public interest by offering quarterly educational meetings for attorneys, accountants, certified financial planners, certified life underwriters, and related professionals. CEPC fosters cooperation and encourages the sharing of ideas among estate planning professionals from various disciplines. As a local affiliate of the National Association of Estate Planners & Councils (NAEPC), CEPC upholds high professional and educational standards in the estate planning field.
Total revenues
$94,601
2024
Total expenses
$80,514
2024
Total assets
$70,443
2024
Num. employees
n/a

Personnel at Charlotte Estate Planning Council

NameTitleCompensation
Frank RobardsImmediate Past President$0
Thomas WhitlockVice President$0
Jennifer MuckleySecretary$0
Kenneth R. Samuelson2024 - 2025 President$0
Andrea ChomakosPresident$0

Financials for Charlotte Estate Planning Council

RevenuesFYE 06/2024
Total grants, contributions, etc.$60,780
Program services$0
Membership dues$60,780
Investment income and dividends$1,621
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$32,200
Total revenues$94,601

Form 990s for Charlotte Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2024-062024-09-11990EZView PDF
2023-062023-08-23990EZView PDF
2022-062022-08-25990EZView PDF
2021-062021-10-18990EZView PDF
2020-062021-04-19990EZView PDF
...and 10 more Form 990s
Data update history
January 3, 2025
Updated personnel
Identified 3 new personnel
October 21, 2024
Posted financials
Added Form 990EZ for fiscal year 2024
October 21, 2024
Updated personnel
Identified 1 new personnel
September 27, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
September 27, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Crime and lawBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
1300 Baxter St
Charlotte, NC 28204
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Website URL
charlotteepc.org/ 
Phone
(704) 940-7382
IRS details
EIN
20-1035946
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2005
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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