Civic Intelligence

Estate and Business Planning Council Of

EIN 06-1031980 • 501(c)6 • Rocky Hill, CT

Profile

To provide a forum for professionals - attorneys, trust officers, CPAs, financial planners, gift planners and appraisers.

95 West StreetRocky Hill, CT 06067

www.ebpchartford.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

84th percentile

23%

Higher net margin than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$17,985

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,150

Up $13,196 (+35%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$51,150

Up $13,196 (+35%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$56,926

Up $13,103 (+30%) from 2024

Expenses

Down

$43,730

Down $8,281 (-16%) from 2024

Net Income

Up

$13,196

Up $21,384 (+261%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $26,387Liabilities 2012: $02012Assets 2013: $21,440Liabilities 2013: $02013Assets 2014: $15,846Liabilities 2014: $0Net Assets 2014: $15,8462014Assets 2015: $15,888Liabilities 2015: $0Net Assets 2015: $15,8882015Assets 2016: $19,166Liabilities 2016: $0Net Assets 2016: $19,1662016Assets 2017: $23,341Liabilities 2017: $0Net Assets 2017: $23,3412017Assets 2018: $29,813Liabilities 2018: $0Net Assets 2018: $29,8132018Assets 2019: $26,637Liabilities 2019: $0Net Assets 2019: $26,6372019Assets 2020: $35,270Liabilities 2020: $0Net Assets 2020: $35,2702020Assets 2021: $51,625Liabilities 2021: $0Net Assets 2021: $51,6252021Assets 2022: $57,103Liabilities 2022: $0Net Assets 2022: $57,1032022Assets 2023: $46,142Liabilities 2023: $0Net Assets 2023: $46,1422023Assets 2024: $37,954Net Assets 2024: $37,9542024Assets 2025: $51,150Net Assets 2025: $51,1502025

Highlighted filing

2025

Assets$51,150
Liabilities-
Net Assets$51,150
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $36,541Expenses 2012: $38,770Net Income 2012: -$2,2292012Revenue 2013: $38,234Expenses 2013: $43,181Net Income 2013: -$4,9472013Revenue 2014: $41,483Expenses 2014: $47,077Net Income 2014: -$5,5942014Revenue 2015: $41,198Expenses 2015: $41,156Net Income 2015: $422015Revenue 2016: $42,191Expenses 2016: $38,913Net Income 2016: $3,2782016Revenue 2017: $40,652Expenses 2017: $36,477Net Income 2017: $4,1752017Revenue 2018: $39,757Expenses 2018: $33,285Net Income 2018: $6,4722018Revenue 2019: $37,236Expenses 2019: $40,412Net Income 2019: -$3,1762019Revenue 2020: $44,235Expenses 2020: $35,602Net Income 2020: $8,6332020Revenue 2021: $37,590Expenses 2021: $21,235Net Income 2021: $16,3552021Revenue 2022: $30,402Expenses 2022: $24,924Net Income 2022: $5,4782022Revenue 2023: $36,609Expenses 2023: $47,570Net Income 2023: -$10,9612023Revenue 2024: $43,823Expenses 2024: $52,011Net Income 2024: -$8,1882024Revenue 2025: $56,926Expenses 2025: $43,730Net Income 2025: $13,1962025

Highlighted filing

2025

Revenue$56,926
Expenses$43,730
Net Income$13,196
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,150
Liabilities
-
Net assets
$51,150
Revenue
$56,926
Expenses
$43,730
Net income
$13,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.2$51.2$56.9$43.7$13.2
2024Detailed filing. Detailed filing data is available for this year.$38.0$38.0$43.8$52.0$8.19
2023Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$36.6$47.6$11.0
2022Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$30.4$24.9$5.48
2021Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$37.6$21.2$16.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$0.00$35.3$44.2$35.6$8.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.00$26.6$37.2$40.4$3.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$0.00$29.8$39.8$33.3$6.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$40.7$36.5$4.18
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$42.2$38.9$3.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$41.2$41.2$0.04
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.8$0.00$15.8$41.5$47.1$5.59
2013Summary only. Only limited summary data is available for this year.$21.4$0.00$38.2$43.2$4.95
2012Summary only. Only limited summary data is available for this year.$26.4$0.00$36.5$38.8$2.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 8, 2026
Return Version
2024v5.2
Gross Receipts
$56,926
Mission and Program Overview

Mission

To provide a forum for professionals - attorneys, trust officers, CPAs, financial planners, gift planners and appraisers.

Program Services

DescriptionGrantsExpenses
Held four general membership meetings on educational topics of interest to members,four seminars and one social event.-$29,670
A grant to a charitable organization in lieu of accounting fees and a grant to Hartford Foundation for Public Giving for the Deborah Eldridge Fund.$460$460
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jaclyn FarnhamExecutive DirectorPT$17,985-$17,985
Ned SteigerPresident-$0--
Eliot BassinTreasurer-$0--
Stacie AubreyVice President-$0--
David FasiTreasurer-$0--
Ruth FortuneSecretary-$0--
April PaternoDirector-$0--
Steven BascheDirector-$0--
Rosa ChenDirector-$0--
Michael WelchDirector-$0--
Drew IacovazziDirector-$0--
Marissa Pepe TurrellDirector-$0--
Patrick SullivanDirector-$0--
Lisa StaronPast President-$0--
Filing and Contact Details

Filer

Filer Name
Estate and Business Planning Council of
EIN
06-1031980
Phone
8607217400
Address
95 West Street, Rocky Hill, CT 06067

Signing Officer

Name
David Fasi
Title
Treasurer
Signed
2026-01-08
Discuss with paid preparer
Yes

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $381”

Other Expenses.1005

“Travel $129”

Other Expenses.1012

“Insurance $620”

Other Expenses.1

“Meeting expenses $16983”

Other Expenses.2

“Website hosting + apps $2631”

Other Expenses.3

“Member social event $2295”

Other Expenses.4

“PayPal fees $1513”

Other Expenses.5

“Gifts and awards $360”

Other Expenses.6

“NAEPC dues $303”

Other Expenses.7

“Annual report - SOTS $50”

Raw XML Appendix170 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jaclyn Farnham Exec Dir
IRS990EZ/BooksInCareOfDetail/PhoneNum08607217400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt095 West Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rocky Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0060673546
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037954
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0280
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013196
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017985
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051150
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0480
IRS990EZ/GrossReceiptsAmt056926
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01986
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037954
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1317985
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ned Steiger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eliot Bassin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stacie Aubrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Fasi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ruth Fortune
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5April Paterno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Steven Basche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rosa Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michael Welch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Drew Iacovazzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Marissa Pepe Turrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Patrick Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Lisa Staron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Jaclyn Farnham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide a forum for professionals - attorneys, trust officers, CPAs, financial planners, gift planners and appraisers.
IRS990EZ/ProgramServiceRevenueAmt017670
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held four general membership meetings on educational topics of interest to members,four seminars and one social event.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A grant to a charitable organization in lieu of accounting fees and a grant to Hartford Foundation for Public Giving for the Deborah Eldridge Fund.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0460
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029670
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043730
IRS990EZ/TotalProgramServiceExpensesAmt030130
IRS990EZ/TotalRevenueAmt056926
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ebpchartford.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting expenses $16983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website hosting + apps $2631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Member social event $2295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PayPal fees $1513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gifts and awards $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NAEPC dues $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Annual report - SOTS $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Fasi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Estate and Business Planning Council of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Hartford Inc
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0061031980
ReturnHeader/Filer/PhoneNum08607217400
ReturnHeader/Filer/USAddress/AddressLine1Txt095 West Street
ReturnHeader/Filer/USAddress/CityNm0Rocky Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061609121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adam P Cohen CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 South Main St Suite 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605216400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam P Cohen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-21T08:19:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits