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EIN 36-6112867

Chicago Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Chicago
State
Illinois
Year formed
1977
Most recent tax filings
2023-06-01
NTEE code, primary
P03: Human Services Professional Societies and Associations
Description
Chicago Estate Planning Council fosters an understanding among estate planning specialists from different disciplines through education and networking events. It encourages the highest standards of professional and ethical conduct. The council holds luncheon programs, annual outings, workshops, and webinars to educate and inform members about developments in estate and wealth planning while fostering relationships among estate planning specialists from different disciplines.
Total revenues
$470,232
2023
Total expenses
$422,089
2023
Total assets
$468,265
2023
Num. employees
0
2023

Program areas at Chicago Estate Planning Council

Hold luncheon programs, an annual outing, courses, workshops, and webinars to educate and inform members about developments in the Estate and wealth Planning, while fostering a relationship among Estate Planning specialists from different disciplines.

Personnel at Chicago Estate Planning Council

NameTitleCompensation
Kathleen CallahanExecutive Director$0
Gregg M SimonVice President$0
Julie PleshivoyPresident$0
Terry NavarroSecretary$0
Kathryn H GarlowTreasurer$0
...and 2 more key personnel

Financials for Chicago Estate Planning Council

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$457,537
Investment income and dividends$10,045
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$2,650
Total revenues$470,232

Form 990s for Chicago Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-25990View PDF
2022-062023-05-12990View PDF
2021-062022-07-18990OView PDF
2020-062021-04-12990View PDF
2019-062020-10-14990View PDF
...and 10 more Form 990s
Data update history
July 3, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 29, 2023
Updated personnel
Identified 5 new personnel
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2021
April 13, 2022
Updated personnel
Identified 2 new personnel
April 8, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsHuman service organizations
Issues
Human servicesCommunity improvementBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
330 N Wabash Ave 2000
Chicago, IL 60611
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
cepcweb.org/ 
Phone
(312) 644-6610
IRS details
EIN
36-6112867
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1977
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
P03: Human Services Professional Societies and Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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