Estate Planning Council Of Westchester County Inc
- Assets
- $60.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Bronxville, NY
- Founding
- 02/1972
- Data as of
- 04/2023
- EIN
- 23-7129676
Organization Overview
Estate Planning Council Of Westchester County Inc is located in Bronxville, NY. The organization was established in 1972. According to its NTEE Classification (S20) the organization is classified as: Community & Neighborhood Development, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Estate Planning Council Of Westchester County Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 04/2023, Estate Planning Council Of Westchester County Inc generated $44.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (7.1%) each year. All expenses for the organization totaled $43.1k during the year ending 04/2023. As we would expect to see with falling revenues, expenses have declined by (3.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
MEETINGS AND EVENTS ON TOPICS OF INTEREST TO ESTATE PLANNING PROFESSIONALS
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joanna C Feldman Director | 1 | $0 | |
Edward Avery Director | 1 | $0 | |
Paul M Millman Director | 1 | $0 | |
Michael K Rosenman Immediate Past President | 1 | $0 | |
Stephanie Giroux Director | 1 | $0 | |
Joanne Brady Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $500 |
| Total Program Service Revenue | $4,770 |
| Membership dues | $38,737 |
| Investment income | $17 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $225 |
| Total Revenue | $44,249 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $11,600 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $31,530 |
| Total expenses | $43,130 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $60,797 |
| Other assets | $0 |
| Total assets | $60,797 |
| Total liabilities | $85 |
| Net assets or fund balances | $60,712 |