1. Directory
  2. Alabama
  3. Birmingham
  4. The Estate Planning Council of Birmingham
EIN 63-6065828

The Estate Planning Council of Birmingham

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Birmingham
State
Alabama
Year formed
1968
Most recent tax filings
2023-12-01
NTEE code, primary
S40: Business and Industry
Description
The organization's primary exempt purpose is to provide continuing professional education to area professionals. The organization also provides a forum for a discussion of estate tax planning techniques and educates the public regarding estate planning. The organization provides qualified CPE to members. It also sponsors an outreach program to the metro area, at no cost to the community, to educate the public on estate planning.
Total revenues
$72,531
2023
Total expenses
$86,457
2023
Total assets
$181,594
2023
Num. employees
n/a

Personnel at The Estate Planning Council of Birmingham

NameTitleCompensation
Howard NeiswenderVice President$0
Lynda J LewisPresident$0
Cherion SibleyPast President$0
Jeffery S SmithPast President / Vice President / Secretary$0
Michael WagnerPast President$0

Financials for The Estate Planning Council of Birmingham

RevenuesFYE 12/2023
Total grants, contributions, etc.$45,485
Program services$27,000
Membership dues$45,485
Investment income and dividends$46
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$0
Total revenues$72,531

Form 990s for The Estate Planning Council of Birmingham

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990EZView PDF
2022-122023-05-11990EZView PDF
2021-122022-05-13990EZView PDF
2020-122021-11-15990EZView PDF
2019-122020-09-28990EZView PDF
...and 7 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 30, 2023
Updated personnel
Identified 5 new personnel
June 21, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
June 18, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Employment organizationsBusiness and community development organizations
Issues
EducationHuman servicesCrime and lawRehabilitation for ex-offendersBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 1691
Birmingham, AL 35201
Metro area
Birmingham-Hoover, AL
County
Jefferson County, AL
Phone
(205) 960-2377
IRS details
EIN
63-6065828
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1968
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
611430: Professional and Management Development Training
Parent/child status
Independent
Free account sign-up

Want updates when The Estate Planning Council of Birmingham has new information, or want to find more organizations like The Estate Planning Council of Birmingham?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy