Civic Intelligence

Estate Planning Council of Suffolk County Inc

EIN 11-2412057 • 501(c)3 • Massapequa Park, NY

Profile

The objective of the organization is to provide the best information available to its membership on current topics. Better informed and educated members are better able to serve the general public. The organization has membership meetings throughout the year with guest speakers that address topics and issues on a varity of topics.

PO Box 338Massapequa Park, NY 11762

www.epcscny.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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

11th percentile

-80%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-44%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,427

Down $18,091 (-44%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$23,427

Down $18,091 (-44%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$22,725

Up $6,630 (+41%) from 2022

Expenses

Up

$40,816

Up $27,742 (+212%) from 2022

Net Income

Down

-$18,091

Down $21,112 (-699%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2013: $9,093Liabilities 2013: $02013Assets 2014: $3,892Liabilities 2014: $02014Assets 2015: $7,582Liabilities 2015: $02015Assets 2016: $11,103Liabilities 2016: $0Net Assets 2016: $11,1032016Assets 2017: $17,627Liabilities 2017: $0Net Assets 2017: $17,6272017Assets 2018: $26,144Liabilities 2018: $0Net Assets 2018: $26,1442018Assets 2019: $31,987Liabilities 2019: $0Net Assets 2019: $31,9872019Assets 2020: $38,304Liabilities 2020: $0Net Assets 2020: $38,3042020Assets 2021: $38,497Liabilities 2021: $0Net Assets 2021: $38,4972021Assets 2022: $41,518Liabilities 2022: $0Net Assets 2022: $41,5182022Assets 2023: $23,427Net Assets 2023: $23,4272023

Highlighted filing

2023

Assets$23,427
Liabilities-
Net Assets$23,427
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $16,145Expenses 2013: $22,798Net Income 2013: -$6,6532013Revenue 2014: $17,420Expenses 2014: $22,621Net Income 2014: -$5,2012014Revenue 2015: $17,157Expenses 2015: $13,467Net Income 2015: $3,6902015Revenue 2016: $17,830Expenses 2016: $14,309Net Income 2016: $3,5212016Revenue 2017: $23,165Expenses 2017: $16,641Net Income 2017: $6,5242017Revenue 2018: $28,500Expenses 2018: $19,983Net Income 2018: $8,5172018Revenue 2019: $24,750Expenses 2019: $18,907Net Income 2019: $5,8432019Revenue 2020: $20,647Expenses 2020: $14,330Net Income 2020: $6,3172020Revenue 2021: $15,595Expenses 2021: $15,402Net Income 2021: $1932021Revenue 2022: $16,095Expenses 2022: $13,074Net Income 2022: $3,0212022Revenue 2023: $22,725Expenses 2023: $40,816Net Income 2023: -$18,0912023

Highlighted filing

2023

Revenue$22,725
Expenses$40,816
Net Income-$18,091
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,427
Liabilities
-
Net assets
$23,427
Revenue
$22,725
Expenses
$40,816
Net income
-$18,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$23.4$23.4$22.7$40.8$18.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$0.00$41.5$16.1$13.1$3.02
2021Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$15.6$15.4$0.19
2020Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$20.6$14.3$6.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$0.00$32.0$24.8$18.9$5.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$0.00$26.1$28.5$20.0$8.52
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$23.2$16.6$6.52
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$17.8$14.3$3.52
2015Summary only. Only limited summary data is available for this year.$7.58$0.00$17.2$13.5$3.69
2014Summary only. Only limited summary data is available for this year.$3.89$0.00$17.4$22.6$5.20
2013Summary only. Only limited summary data is available for this year.$9.09$0.00$16.1$22.8$6.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Feb 9, 2024
Return Version
2022v5.0
Gross Receipts
$22,725
Mission and Program Overview

Mission

Objective of the organization is to provide the best information available to it membership on current topics. Better informed and educated members are better able to serve

Program Services

DescriptionGrantsExpenses
Objective of the organization is to provide thebest information available to it membershipon current topics in order to better serve the general public.$0$27,948
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey F GibralterPresident-$0--
Allison GladowskyVice President-$0--
Anthony FalconeSecretary-$0--
Pasquale RafanelliTreasurer-$0--
Alyssa DanzigerInformation Officer-$0--
Filing and Contact Details

Filer

Filer Name
Estate Planning Council of Suffolk County Inc
EIN
11-2412057
Phone
5168265982
Address
PO Box 338, Massapequa Park, NY 11762

Signing Officer

Name
Pasquale Rafanelli
Title
Treasurer
Phone
5168265982
Signed
2024-02-09

Preparer

Firm
Jeffrey T Spiegel CPA
Address
119 PADDINGTON CIR, SMITHTOWN, NY 11787
Preparer
Jeffrey T Spiegel
Phone
6317241725
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Sponsorship Fees 7345.”

Form 990EZ, Part I, Line 16

“Merchant service fees 813.”

Form 990EZ, Part I, Line 16

“Insurance 1311.”

Form 990EZ, Part I, Line 16

“Meeting expenses 5503.”

Form 990EZ, Part I, Line 16

“National membership dues 1600.”

Form 990EZ, Part I, Line 16

“Gifts”

Form 990EZ, Part I, Line 16

“Board meeting costs 30490.”

Raw XML Appendix178 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
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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum06317193222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 Veterans Highway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jericho
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011788
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041518
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02075
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18091
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023427
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022725
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013305
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023427
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023427
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeffrey F Gibralter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Allison Gladowsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anthony Falcone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pasquale Rafanelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alyssa Danziger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Information Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherExpensesTotalAmt039717
IRS990EZ/OtherRevenueTotalAmt07345
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Objective of the organization is to provide the best information available to it membership on current topics. Better informed and educated members are better able to serve
IRS990EZ/PrintingPublicationsPostageAmt0299
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Objective of the organization is to provide thebest information available to it membershipon current topics in order to better serve the general public.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027948
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040816
IRS990EZ/TotalProgramServiceExpensesAmt027948
IRS990EZ/TotalRevenueAmt022725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt099812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt099812
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024750
IRS990ScheduleA/Total509Grp/TotalAmt099812
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sponsorship Fees 7345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Merchant service fees 813.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 1311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting expenses 5503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4National membership dues 1600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Gifts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board meeting costs 30490.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Pasquale Rafanelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05168265982
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Estate Planning Council of Suffolk County Inc
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0112412057
ReturnHeader/Filer/PhoneNum05168265982
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 338
ReturnHeader/Filer/USAddress/CityNm0Massapequa Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011762
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814341925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY T SPIEGEL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 PADDINGTON CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SMITHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011787
ReturnHeader/PreparerPersonGrp/PhoneNum06317241725
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey T Spiegel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-19T15:23:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Pasquale
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rafanelli
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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)3 • <$500k nonprofits