Civic Intelligence

Estate Planning Council of Rochester

EIN 16-1351917 • 501(c)6 • Penfield, NY

Profile

Inform members of developments in estate planning

54 Woodline DrivePenfield, NY 14445

www.epcrochester.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

29%

Higher net margin than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$6,250

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

47%

Faster asset growth than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-15%

Faster revenue growth than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$45,129

Up $14,329 (+47%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$45,129

Up $14,329 (+47%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Down

$48,759

Down $8,337 (-15%) from 2023

Expenses

Down

$34,430

Down $23,163 (-40%) from 2023

Net Income

Up

$14,329

Up $14,826 (+2983%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$60K$40K$20K$0Assets 2012: $19,242Liabilities 2012: $02012Assets 2013: $14,324Liabilities 2013: $02013Assets 2014: $13,000Liabilities 2014: $5102014Assets 2015: $12,123Net Assets 2015: $12,1232015Assets 2020: $21,447Net Assets 2020: $21,4472020Assets 2021: $27,914Liabilities 2021: $500Net Assets 2021: $27,4142021Assets 2022: $31,054Net Assets 2022: $31,0542022Assets 2023: $30,800Liabilities 2023: $0Net Assets 2023: $30,8002023Assets 2024: $45,129Liabilities 2024: $0Net Assets 2024: $45,1292024

Highlighted filing

2024

Assets$45,129
Liabilities$0
Net Assets$45,129
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $36,010Expenses 2012: $34,224Net Income 2012: $1,7862012Revenue 2013: $38,204Expenses 2013: $43,121Net Income 2013: -$4,9172013Revenue 2014: $41,066Expenses 2014: $42,901Net Income 2014: -$1,8352014Revenue 2015: $43,594Expenses 2015: $43,961Net Income 2015: -$3672015Revenue 2020: $52,230Expenses 2020: $52,324Net Income 2020: -$942020Revenue 2021: $50,362Expenses 2021: $44,407Net Income 2021: $5,9552021Revenue 2022: $50,373Expenses 2022: $46,739Net Income 2022: $3,6342022Revenue 2023: $57,096Expenses 2023: $57,593Net Income 2023: -$4972023Revenue 2024: $48,759Expenses 2024: $34,430Net Income 2024: $14,3292024

Highlighted filing

2024

Revenue$48,759
Expenses$34,430
Net Income$14,329
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,129
Liabilities
$0
Net assets
$45,129
Revenue
$48,759
Expenses
$34,430
Net income
$14,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$48.8$34.4$14.3
2023Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$57.1$57.6$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$31.1$50.4$46.7$3.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.50$27.4$50.4$44.4$5.96
2020Detailed filing. Detailed filing data is available for this year.$21.4$21.4$52.2$52.3$0.09
2015Detailed filing. Detailed filing data is available for this year.$12.1$12.1$43.6$44.0$0.37
2014Summary only. Only limited summary data is available for this year.$13.0$0.51$41.1$42.9$1.84
2013Summary only. Only limited summary data is available for this year.$14.3$0.00$38.2$43.1$4.92
2012Summary only. Only limited summary data is available for this year.$19.2$0.00$36.0$34.2$1.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$48,759
Mission and Program Overview

Mission

Inform members of developments in estate planning

To provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.

Program Services

DescriptionGrantsExpenses
Providing continuing education seminars to members pertaining to current estate planning issues and developments.$0$15,283
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana BarlowExecutive Director-$6,250-$6,250
Maria CatonPresident-$0--
Barbara ClemonsVice-President-$0--
Victoria KleehammerVice-President-$0--
Steve SolimanoTreasurer-$0--
Richard MarcheseSecretary-$0--
Elizabeth ThorleyPast President-$0--
Filing and Contact Details

Filer

Filer Name
Estate Planning Council of Rochester
EIN
16-1351917
Phone
5852606663
Address
54 Woodline Drive, Penfield, NY 14526

Signing Officer

Name
Barbara Clemons
Title
President
Phone
5852606663
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Allied CPAs PC
Address
90 Linden Oaks Suite 100, Rochester, NY 14625
Preparer
Charles R Chapin CPA
Phone
5854106733
Supplemental Narrative

Additional Explanations

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

“Description: Interest. Amount: 363.”

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

“Description: Committee Expenses. Amount: 1,302. Description: Continuing Education. Amount: 5,316. Description: Dues. Amount: 1,575. Description: Meeting Expense. Amount: 6,727. Description: Membership. Amount: 432. Description: Merchant Fees. Amount: 1,211. Description: Networking Expense. Amount: 1,665. Description: Office Expense. Amount: 1,086. Description: Information Technology. Amount: 691. Total to Form 990-EZ, line 16: 20,005.”

Raw XML Appendix132 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/BusinessNameLine1Txt0Diane Barlow
IRS990EZ/BooksInCareOfDetail/PhoneNum05852606663
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt054 Woodline Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Penfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030800
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045129
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010600
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt014329
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08175
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030800
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045129
IRS990EZ/GrossReceiptsAmt048759
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0363
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt035156
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030800
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045129
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030800
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045129
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt66250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maria Caton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barbara Clemons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Victoria Kleehammer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Solimano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Richard Marchese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Elizabeth Thorley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Diana Barlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020005
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
IRS990EZ/ProgramServiceRevenueAmt02640
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing continuing education seminars to members pertaining to current estate planning issues and developments.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015283
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt06250
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt034430
IRS990EZ/TotalProgramServiceExpensesAmt015283
IRS990EZ/TotalRevenueAmt048759
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.epcrochester.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 363.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Committee Expenses. Amount: 1,302. Description: Continuing Education. Amount: 5,316. Description: Dues. Amount: 1,575. Description: Meeting Expense. Amount: 6,727. Description: Membership. Amount: 432. Description: Merchant Fees. Amount: 1,211. Description: Networking Expense. Amount: 1,665. Description: Office Expense. Amount: 1,086. Description: Information Technology. Amount: 691. Total to Form 990-EZ, line 16: 20,005.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
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/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Clemons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05852606663
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Estate Planning Council of Rochester
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0161351917
ReturnHeader/Filer/PhoneNum05852606663
ReturnHeader/Filer/USAddress/AddressLine1Txt054 Woodline Drive
ReturnHeader/Filer/USAddress/CityNm0Penfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270542316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allied CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 Linden Oaks Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014625
ReturnHeader/PreparerPersonGrp/PhoneNum05854106733
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles R Chapin CPA
ReturnHeader/ReturnTs02025-05-15T15:24:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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