Du Page County Estate Planning Council
Revenue
$53k
year to 31 December 2024
Expenses
$46k
year to 31 December 2024
Total assets
$81k
$0 liabilities
Net assets
$81k
assets less liabilities
Directors and trustees
8
2.8y av
Left since last filing
0
no seats appear to have opened
Activity
S41
Community improvement and capacity building
Filings on record
3
latest 2024
Du Page County Estate Planning Council's network
8 peoplei8 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jeff Conrad CPA | Treasurer | 2024 | 2 yrs |
| Maggie Woroiecki BFA | Directors | 2024 | 2 yrs |
| Michael Sitrick JD Cfre | President | 2023 | 3 yrs |
| Michael-Anne Peck JD Ctfa | Company secretary | 2024 | 2 yrs |
| Michele Morgan Ctfa | Vice President | 2023 | 3 yrs |
| Tony Oommen CFP | Director | 2023 | 3 yrs |
| Angela Iaria jd | Director | 2024 | 2 yrs |
| Natalie McHugh cpa | Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Michael Sitrick JD Cfre | President | 2 | $0 | ||
| Michele Morgan Ctfa | Vice President | 2 | $0 | ||
| Jeff Conrad CPA | Treasurer | 2 | $0 | ||
| Michael-Anne Peck JD Ctfa | Secretary | 2 | $0 | ||
| Tony Oommen CFP | Director | 2 | $0 | ||
| Maggie Woroiecki Bfa | Directors | 2 | $0 | ||
| Angela Iaria JD | Director | 2 | $0 | ||
| Natalie McHugh CPA | Director | 2 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Du Page County Estate Planning Council
- EIN
- 363371932
- Address
- 1018 W Madison Street Suite 9, Chicago, IL, 60607-2008
- State
- Illinois
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 3 (IRS master file code)
- IRS ruling date
- 1 September 2011
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2024
- Principal officer
- Eric R Wilen JD LLM (Form 990-N, tax year 2022)
Most connected
Longest observed on the filings
≥3years on the filingsMichael Sitrick JD Cfre
≥3years on the filingsMichele Morgan Ctfa
≥3years on the filingsTony Oommen CFP
≥2years on the filingsJeff Conrad CPA
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $81k
- Total liabilities
- $0
- Net assets or fund balances
- $81k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $53k | $46k | $7k |
As filed on the IRS Form 990. US dollars.