AUMdb

Chicago Estate Planning Council

EIN 366112867 · 501(c)(6) · Public charity · Chicago, IL · recognized 1977

Assets
$505K
Revenue
$560K
Expenses
$533K
Investment income
$20.7K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Smithbucklin Corporation Management services $276,272

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kathryn H Garlow President $0 $0
Lisa Micka Vice president $0 $0
Paige Goepfert Treasurer $0 $0
Rebecca Juhant Secretary $0 $0
Gregg M Simon Immediate past president $0 $0
Don Gottesman Director $0 $0
Marguerite Griffin Director $0 $0
Steve Kriz Director $0 $0
Tadd Lindsay Director $0 $0
Erica Lord Director $0 $0
Tony Oommen Director $0 $0
Natalie Perry Director $0 $0
Raymond Prather Director $0 $0
Christine Quigley Director $0 $0
Kathleen Callahan Executive director (smithbucklin) $0 $0