National Association Of Estate Planning Councils
EIN 596161524 · 501(c)(6) · Public charity · Westlake, OH · recognized 1965
- Assets
- $1.2M
- Revenue
- $1.3M
- Expenses
- $1.3M
- Investment income
- $12.6K
Form 990 fiscal year ended 12/31/2024
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 |
|---|---|---|
| Mjm Services | Administrative and accounting | $395,475 |
| Ed Socorro | Marketing services | $102,403 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Lawrence J Macklin | President | $0 | $0 |
| David D Green | President-elect | $0 | $0 |
| Rachel L Votto | Treasurer | $0 | $0 |
| Bronwyn L Martin | Secretary | $0 | $0 |
| Mary Katherine Mac Nee | Immediate past president | $0 | $0 |
| Monique Lavender Greenberg | Director | $0 | $0 |
| April D Wise | Director | $0 | $0 |
| Karly A Laughlin | Director | $0 | $0 |
| Katherine M Sheehan | Director | $0 | $0 |
| Lawrence K Bogar | Director | $0 | $0 |
| Nimisha Patel | Director | $0 | $0 |
| Juan C Ros | Director | $0 | $0 |
| Robert J Ruelle | Director | $0 | $0 |
| Thomas M Griffith | Director | $0 | $0 |
| Ginger F Mlakar | Director | $0 | $0 |
| Remy Carpenter | Director | $0 | $0 |
| Mavis Mckenley | Director | $0 | $0 |
| Sahar Pouyanrad | Director | $0 | $0 |
| John W Clidas | Director | $0 | $0 |
| Clark M Mccleary | Director emeritus | $0 | $0 |
| Harvey A Hutchinson Iii | Director | $0 | $0 |