Civic Intelligence

Estate Planning Council of Central New York

EIN 16-1063452 • 501(c)6 • Syracuse, NY

Profile

The object of the estate planning council is to provide a means whereby interested members of the legal, banking, life underwriting, accounting, and financial planning professions can become educated in recent developments in income, estate, and gift taxation. The estate planning council provides a medium of mutual interest wherein meaningful discussions can promote better understanding and cooperation among the groups represented all to the end that they, cooperatively, may better serve the public. The estate planning council has monthly and annual meetings where speakers address recent developments and interpretations of the income, estate, and gift tax areas.

431 East Fayette StSyracuse, NY 13202

www.epccny.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$2,111

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

NTEE S41 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

106%

Faster revenue growth than 93% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$32,317

Up $106 (+0.3%) from 2024

Liabilities

Up

$341

Up $1 (+0.3%) from 2024

Net Assets

Up

$31,976

Up $105 (+0.3%) from 2024

Operations
Liabilities / Revenue64th percentileNet Margin41st percentile

Revenue

Up

$30,021

Up $15,440 (+106%) from 2024

Expenses

Up

$29,916

Up $3,764 (+14%) from 2024

Net Income

Up

$105

Up $11,676 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$60K$40K$20K$0Assets 2011: $24,747Liabilities 2011: $02011Assets 2012: $23,999Liabilities 2012: $0Net Assets 2012: $23,9992012Assets 2013: $26,850Liabilities 2013: $0Net Assets 2013: $26,8502013Assets 2014: $30,764Liabilities 2014: $0Net Assets 2014: $30,7642014Assets 2015: $18,021Liabilities 2015: $0Net Assets 2015: $18,0212015Assets 2016: $22,038Liabilities 2016: $0Net Assets 2016: $22,0382016Assets 2017: $27,019Liabilities 2017: $0Net Assets 2017: $27,0192017Assets 2018: $30,358Liabilities 2018: $0Net Assets 2018: $30,3582018Assets 2019: $46,588Liabilities 2019: $677Net Assets 2019: $45,9112019Assets 2020: $38,667Liabilities 2020: $3042020Assets 2021: $53,707Liabilities 2021: $566Net Assets 2021: $53,1412021Assets 2022: $49,734Liabilities 2022: $0Net Assets 2022: $49,7342022Assets 2023: $44,432Liabilities 2023: $990Net Assets 2023: $43,4422023Assets 2024: $32,211Liabilities 2024: $340Net Assets 2024: $31,8712024Assets 2025: $32,317Liabilities 2025: $341Net Assets 2025: $31,9762025

Highlighted filing

2025

Assets$32,317
Liabilities$341
Net Assets$31,976
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $36,286Expenses 2011: $36,764Net Income 2011: -$4782011Revenue 2012: $33,853Expenses 2012: $34,601Net Income 2012: -$7482012Revenue 2013: $32,652Expenses 2013: $29,801Net Income 2013: $2,8512013Revenue 2014: $31,163Expenses 2014: $27,249Net Income 2014: $3,9142014Revenue 2015: $33,043Expenses 2015: $45,786Net Income 2015: -$12,7432015Revenue 2016: $40,047Expenses 2016: $36,030Net Income 2016: $4,0172016Revenue 2017: $41,511Expenses 2017: $36,530Net Income 2017: $4,9812017Revenue 2018: $38,516Expenses 2018: $35,177Net Income 2018: $3,3392018Revenue 2019: $49,613Expenses 2019: $34,060Net Income 2019: $15,5532019Revenue 2020: $25,872Expenses 2020: $33,420Net Income 2020: -$7,5482020Revenue 2021: $30,357Expenses 2021: $15,579Net Income 2021: $14,7782021Revenue 2022: $12,757Expenses 2022: $16,164Net Income 2022: -$3,4072022Revenue 2023: $13,763Expenses 2023: $20,055Net Income 2023: -$6,2922023Revenue 2024: $14,581Expenses 2024: $26,152Net Income 2024: -$11,5712024Revenue 2025: $30,021Expenses 2025: $29,916Net Income 2025: $1052025

Highlighted filing

2025

Revenue$30,021
Expenses$29,916
Net Income$105
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$32,317
Liabilities
$341
Net assets
$31,976
Revenue
$30,021
Expenses
$29,916
Net income
$105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.3$0.34$32.0$30.0$29.9$0.11
2024Detailed filing. Detailed filing data is available for this year.$32.2$0.34$31.9$14.6$26.2$11.6
2023Detailed filing. Detailed filing data is available for this year.$44.4$0.99$43.4$13.8$20.1$6.29
2022Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$12.8$16.2$3.41
2021Detailed filing. Detailed filing data is available for this year.$53.7$0.57$53.1$30.4$15.6$14.8
2020Summary only. Only limited summary data is available for this year.$38.7$0.30$25.9$33.4$7.55
2019Detailed filing. Detailed filing data is available for this year.$46.6$0.68$45.9$49.6$34.1$15.6
2018Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$38.5$35.2$3.34
2017Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$41.5$36.5$4.98
2016Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$40.0$36.0$4.02
2015Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$33.0$45.8$12.7
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$31.2$27.2$3.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.00$26.9$32.7$29.8$2.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.00$24.0$33.9$34.6$0.75
2011Summary only. Only limited summary data is available for this year.$24.7$0.00$36.3$36.8$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$30,021
Mission and Program Overview

Mission

The object of the estate planning council is to provide a means whereby interested members of the legal, banking, life underwriting, accounting, and financial planning professions can become educated in recent developments in income, estate, and gift taxation. The estate planning council provides a medium of mutual interest wherein meaningful discussions can promote better understanding and cooperation among the groups represented all to the end that they, cooperatively, may better serve the public. The estate planning council has bi-monthly meetings where speakers address recent developments and interpretations of the income, estate, and gift tax areas.

The object of the estate planning council is to provide a means whereby interested members of the legal, banking, life underwriting, accounting, and financial planning professions can become educated in recent developments in income, estate, and gift taxation. The estate planning council provides a medium of mutual interest wherein meaningful discussions can promote better understanding and cooperation among the groups represented all to the end that they, cooperatively, may better serve the public. The estate planning council has monthly and annual meetings where speakers address recent developments and interpretations of the income, estate, and gift tax areas.

Program Services

DescriptionGrantsExpenses
THE COUNCIL HAD MONTHLY AND ANNUAL MEETINGS AND THEN ONE ANNUAL MEETING. AT ALL MEETINGS THERE IS A PRESENTATION ON NEW ESTATE PLANNING IDEAS AND ISSUES.$0$29,916
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SPAGNOLACouncil Executive-$2,111-$2,111
JENNIFER L ALFIERI ESQDirector-$0--
ROBERT D SCOLARO ESQDirector-$0--
MARY ANNE CODY ESQDirector-$0--
WILLIAM P DAVIESImmediate Past President-$0--
MICHELE DICKEYTreasurerPT$0--
ANDREW SCHAFFEL CLTC LUTCF CAPPresident-$0--
TERYL KIDDSecretary-$0--
HEATHER L BERRY CTFAVice President-$0--
THOMAS M GRIFFITH AEP CAP CHFCDirector-$0--
GEORGIA CRINNIN ESQDirector-$0--
JEFFREY CULVER TRUST OFFICEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Estate Planning Council of Central
EIN
16-1063452
Phone
3158835562
Address
431 EAST FAYETTE ST, SYRACUSE, NY 13202

Signing Officer

Name
William Davies
Title
Treasurer
Phone
3158835562
Signed
2025-09-30
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 31.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: website sponsorship. Amount: 3,250. Description: guest fees. Amount: 150. Total to form 990-ez, line 8: 3,400.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: annual meeting and speaker. Amount: 10,946. Description: council operations. Amount: 279. Description: national estate planning associatio. Amount: 6,678. Description: sponsorship expense. Amount: 1,000. Description: bookkeeping. Amount: 150. Description: meetings. Amount: 5,154. Description: office insurance policy. Amount: 310. Description: misc expenses. Amount: 629. Description: bank fees. Amount: 325. Description: website. Amount: 1,200. Description: nextgen events. Amount: 884. Description: contributions. Amount: 250. Total to form 990-ez, line 16: 27,805.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 340. End of year amount: 341.”

Raw XML Appendix158 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum03154726511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0210 EAST FAYETTE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0105
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032317
IRS990EZ/GrossReceiptsAmt030021
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt026590
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031871
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031976
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031871
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031976
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12111
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER L ALFIERI ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SPAGNOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT D SCOLARO ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY ANNE CODY ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM P DAVIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELE DICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW SCHAFFEL CLTC LUTCF CAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERYL KIDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HEATHER L BERRY CTFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THOMAS M GRIFFITH AEP CAP CHFC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GEORGIA CRINNIN ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JEFFREY CULVER TRUST OFFICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COUNCIL EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027805
IRS990EZ/OtherRevenueTotalAmt03400
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF THE ESTATE PLANNING COUNCIL IS TO PROVIDE A MEANS WHEREBY INTERESTED MEMBERS OF THE LEGAL, BANKING, LIFE UNDERWRITING, ACCOUNTING, AND FINANCIAL PLANNING PROFESSIONS CAN BECOME EDUCATED IN RECENT DEVELOPMENTS IN INCOME, ESTATE, AND GIFT TAXATION. THE ESTATE PLANNING COUNCIL PROVIDES A MEDIUM OF MUTUAL INTEREST WHEREIN MEANINGFUL DISCUSSIONS CAN PROMOTE BETTER UNDERSTANDING AND COOPERATION AMONG THE GROUPS REPRESENTED ALL TO THE END THAT THEY, COOPERATIVELY, MAY BETTER SERVE THE PUBLIC. THE ESTATE PLANNING COUNCIL HAS MONTHLY AND ANNUAL MEETINGS WHERE SPEAKERS ADDRESS RECENT DEVELOPMENTS AND INTERPRETATIONS OF THE INCOME, ESTATE, AND GIFT TAX AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE COUNCIL HAD MONTHLY AND ANNUAL MEETINGS AND THEN ONE ANNUAL MEETING. AT ALL MEETINGS THERE IS A PRESENTATION ON NEW ESTATE PLANNING IDEAS AND ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029916
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt02111
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0340
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0341
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt029916
IRS990EZ/TotalProgramServiceExpensesAmt029916
IRS990EZ/TotalRevenueAmt030021
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EPCCNY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 31.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: WEBSITE SPONSORSHIP. AMOUNT: 3,250. DESCRIPTION: GUEST FEES. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 8: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ANNUAL MEETING AND SPEAKER. AMOUNT: 10,946. DESCRIPTION: COUNCIL OPERATIONS. AMOUNT: 279. DESCRIPTION: NATIONAL ESTATE PLANNING ASSOCIATIO. AMOUNT: 6,678. DESCRIPTION: SPONSORSHIP EXPENSE. AMOUNT: 1,000. DESCRIPTION: BOOKKEEPING. AMOUNT: 150. DESCRIPTION: MEETINGS. AMOUNT: 5,154. DESCRIPTION: OFFICE INSURANCE POLICY. AMOUNT: 310. DESCRIPTION: MISC EXPENSES. AMOUNT: 629. DESCRIPTION: BANK FEES. AMOUNT: 325. DESCRIPTION: WEBSITE. AMOUNT: 1,200. DESCRIPTION: NEXTGEN EVENTS. AMOUNT: 884. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 250. TOTAL TO FORM 990-EZ, LINE 16: 27,805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 340. END OF YEAR AMOUNT: 341.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DAVIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03158835562
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTATE PLANNING COUNCIL OF CENTRAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NEW YORK
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0161063452
ReturnHeader/Filer/PhoneNum03158835562
ReturnHeader/Filer/USAddress/AddressLine1Txt0431 EAST FAYETTE ST
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-09-30T16:44:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
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