Salt Lake Estate Planning Council

Nonprofit profile at a glance

EIN
870401428
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
North Salt Lake, UT, USA
Phone
8016940127
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Reported finances

Revenue
$48,978
Expenses
$63,601
Assets
$53,997
Liabilities
$3,774

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • ADRIENNE JACK (PRESIDENT)
  • DUSTIN SNYDER (VICE PRESIDENT)
  • BRIANNE FALLIS (EXECUTIVE DIRECTOR)

People named in this filing

  • ADRIENNE JACK (PRESIDENT)
  • DUSTIN SNYDER (VICE PRESIDENT)
  • LIZ BERNHARD (SECRETARY)

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

To foster a better understanding among estate planning specialists from different disciplines of estate planning and of organization issues to help them better serve their clients and the public. To provide opportunities for a shared learning experience. To provide networking opportunities with an organization serving estate planning professionals, and to encourage the highest standards of professional and ethical conduct.

What it reported doing in 2024

Monthly luncheons with speakers covering estate and tax technical subjects for members and guests, providing professional continuing education credits.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 82
  • Sustainability: 24
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.1%; rating input score 83
  • Program expense ratio: 64%; rating input score 64

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -29.9%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 13.8%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: -3.5% per year; rating input score 0; 39th percentile among comparable filings
  • Revenue growth: -0.6% per year; rating input score 0; 49th percentile among comparable filings
  • Asset growth: 5.7% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 83.1% of revenue deployed · 64% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $41K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Filing history: 11 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 18/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.