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EIN 87-0401428

Salt Lake Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
North Salt Lake
State
Utah
Year formed
2002
Most recent tax filings
2022-12-01
NTEE code, primary
S41: Promotion of Business
Description
Salt Lake Estate Planning Council fosters a better understanding among estate planning specialists from different disciplines of estate planning and organization issues to help them better serve their clients and the public. The council provides opportunities for a shared learning experience through monthly luncheons with speakers covering estate and tax technical subjects for members and guests, providing professional continuing education credits. Additionally, it organizes and holds a full-day technical conference for members and guests on estate and tax planning subjects.
Total revenues
$41,976
2022
Total expenses
$23,248
2022
Total assets
$79,594
2022
Num. employees
n/a

Personnel at Salt Lake Estate Planning Council

NameTitleCompensation
Jerry BreggPresident$0
L Matthew EgnewPast President$0
William IncePresident$0

Financials for Salt Lake Estate Planning Council

RevenuesFYE 12/2022
Total grants, contributions, etc.$20,140
Program services$21,654
Membership dues$20,140
Investment income and dividends$8
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$174
Total revenues$41,976

Form 990s for Salt Lake Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990EZView PDF
2021-122022-11-15990EZView PDF
2020-122021-05-28990EZView PDF
2019-122021-05-25990EZView PDF
2018-122021-05-28990EZView PDF
...and 9 more Form 990s
Data update history
July 6, 2023
Updated personnel
Identified 1 new personnel
October 9, 2021
Posted financials
Added Form 990EZ for fiscal year 2018
September 12, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
September 12, 2021
Updated personnel
Identified 4 new personnel
August 22, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedNo full-time employees
General information
Address
406 Kent Dr
North Salt Lake, UT 84054
Metro area
Ogden-Clearfield, UT
County
Davis County, UT
Website URL
saltlakeestateplanners.org/ 
Phone
(801) 694-0127
IRS details
EIN
87-0401428
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2002
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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