Estate Planning Council Of Rhode Island
- Assets
- $93.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Waltham, MA
- Founding
- 04/2015
- Data as of
- 06/2024
- EIN
- 47-1351623
Organization Overview
Estate Planning Council Of Rhode Island is located in Waltham, MA. The organization was established in 2015. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, 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 Rhode Island 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 06/2024, Estate Planning Council Of Rhode Island generated $59.0k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (1.4%) each year. All expenses for the organization totaled $57.4k during the year ending 06/2024. As we would expect to see with falling revenues, expenses have declined by (0.3%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jason E Archambault Director | 1 | $0 | |
Judith P Higgins Director | 1 | $0 | |
Bridget L Mullaney President And Director | 1 | $0 | |
Joanne Speroni-Woody Vice President And Director | 1 | $0 | |
Caitlyn L Beauregard Secretary And Director | 1 | $0 | |
Kate Kishfy Treasurer And Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $56,620 |
| Investment income | $2,422 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $59,042 |
| 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 | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $56,353 |
| Total expenses | $57,353 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $93,644 |
| Other assets | $0 |
| Total assets | $93,644 |
| Total liabilities | $2,413 |
| Net assets or fund balances | $91,231 |