Estate Planning Council of St Louis Co Joan Hecker Assoc Mgr
Nonprofit profile at a glance
- EIN
- 436056606
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- St Louis, MO, USA
- Phone
- 3145203564
- Rating confidence
- Limited
Reported finances
- Revenue
- $129,409
- Expenses
- $124,808
- Assets
- $148,542
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- ELLIOT DOLE (President)
- PAUL TRUBER (Vice President)
People named in this filing
- JOAN HECKER (Executive Dir.)
- RENE MORENCY (Secretary)
- ELLIOT DOLE (President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The estate planning council of st. Louis promotes a multi-disciplinary "team" approach to estate planning and increases the knowledge and skills of its members in the field of estate planning by--* sponsoring the highest quality continuing educational programs with speakers of national prominence in their field, and by* offering its members opportunities to network with highly qualified attorneys, accountants, trust officers, and financial advisors with common professional interest in service to their clients.
What it reported doing in 2024
Promoted the professional discipline of estate planning in the st. Louis metropolitan area by providing educational and social forums for its members. Also provided its members with estate planning resources.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 47
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 3.6%; rating input score 44; 44th percentile among comparable filings
- Total-asset coverage ratio: 1.19; rating input score 65; 65th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.9% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 8.9% per year; rating input score 100; 58th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 44/100.