Civic Intelligence

Philadelphia Estate Planning Council

EIN 23-2006494 • 501(c)6 • Moorestown, NJ

Profile

To advocate and assist in the spreading of knowledge concerning estate planning and the administration of trusts and estates (i.e."fiduciary administration") among members of the council and, if deemed appropriate, from time to time, to others. To foster understanding of the proper relationship between the function of the life underwriter, trust officer, attorney, accountant, financial advisor and any other party or parties, having to do with estate planning and fiduciary administration, and to encourage the co-operation of persons acting under those disciplines. To support and promote proper ethical standards in dealing with one another, mutual clients and the public. To help the members render the highest type of service to clients and customers and to do any and all of those things that will aid and improve the process of careful and proper estate planning.

PO Box 579Moorestown, NJ 08057-0579

www.philaepc.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 2025

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

32nd percentile

-9.5%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

36th percentile

-10%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$161,925

Down $18,752 (-10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$161,925

Down $18,752 (-10%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin32nd percentile

Revenue

Down

$197,765

Down $55,759 (-22%) from 2024

Expenses

Down

$216,517

Down $46,758 (-18%) from 2024

Net Income

Down

-$18,752

Down $9,001 (-92%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2011: $125,356Liabilities 2011: $0Net Assets 2011: $125,3562011Assets 2012: $111,911Liabilities 2012: $0Net Assets 2012: $111,9112012Assets 2013: $136,917Liabilities 2013: $0Net Assets 2013: $136,9172013Assets 2014: $142,680Liabilities 2014: $0Net Assets 2014: $142,6802014Assets 2015: $162,928Liabilities 2015: $0Net Assets 2015: $162,9282015Assets 2016: $171,324Liabilities 2016: $0Net Assets 2016: $171,3242016Assets 2017: $141,347Liabilities 2017: $0Net Assets 2017: $141,3472017Assets 2018: $172,694Liabilities 2018: $0Net Assets 2018: $172,6942018Assets 2019: $198,778Liabilities 2019: $0Net Assets 2019: $198,7782019Assets 2020: $186,905Liabilities 2020: $0Net Assets 2020: $186,9052020Assets 2021: $198,461Liabilities 2021: $0Net Assets 2021: $198,4612021Assets 2022: $177,775Liabilities 2022: $0Net Assets 2022: $177,7752022Assets 2023: $190,172Liabilities 2023: $0Net Assets 2023: $190,1722023Assets 2024: $180,677Liabilities 2024: $0Net Assets 2024: $180,6772024Assets 2025: $161,925Liabilities 2025: $0Net Assets 2025: $161,9252025

Highlighted filing

2025

Assets$161,925
Liabilities$0
Net Assets$161,925
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $227,951Expenses 2011: $217,852Net Income 2011: $10,0992011Expenses 2012: $238,3982012Revenue 2013: $279,165Expenses 2013: $254,159Net Income 2013: $25,0062013Revenue 2014: $249,956Expenses 2014: $244,193Net Income 2014: $5,7632014Revenue 2015: $275,795Expenses 2015: $255,547Net Income 2015: $20,2482015Revenue 2016: $251,296Expenses 2016: $242,900Net Income 2016: $8,3962016Revenue 2017: $220,650Expenses 2017: $250,627Net Income 2017: -$29,9772017Revenue 2018: $263,387Expenses 2018: $232,040Net Income 2018: $31,3472018Revenue 2019: $252,157Expenses 2019: $226,073Net Income 2019: $26,0842019Revenue 2020: $195,330Expenses 2020: $207,203Net Income 2020: -$11,8732020Revenue 2021: $131,955Expenses 2021: $120,399Net Income 2021: $11,5562021Revenue 2022: $163,384Expenses 2022: $184,070Net Income 2022: -$20,6862022Revenue 2023: $215,713Expenses 2023: $205,769Net Income 2023: $9,9442023Revenue 2024: $253,524Expenses 2024: $263,275Net Income 2024: -$9,7512024Revenue 2025: $197,765Expenses 2025: $216,517Net Income 2025: -$18,7522025

Highlighted filing

2025

Revenue$197,765
Expenses$216,517
Net Income-$18,752
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$161,925
Liabilities
$0
Net assets
$161,925
Revenue
$197,765
Expenses
$216,517
Net income
-$18,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.98$2.17$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$2.54$2.63$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.16$2.06$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.63$1.84$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.32$1.20$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.95$2.07$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.52$2.26$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$2.63$2.32$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$2.21$2.51$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$2.51$2.43$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$2.76$2.56$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.50$2.44$0.06
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$2.79$2.54$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$2.38
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$2.28$2.18$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 14, 2025
Return Version
2024v5.2
Gross Receipts
$279,701
Mission and Program Overview

Mission

To advocate and assist in the spreading of knowledge concerning estate planning and the administration of trusts and estates (i.e."fiduciary administration") among members of the council and, if deemed appropriate, from time to time, to others. To foster understanding of the proper relationship between the function of the life underwriter, trust officer, attorney, accountant, financial advisor and any other party or parties, having to do with estate planning and fiduciary administration, and to encourage the co-operation of persons acting under those disciplines. To support and promote proper ethical standards in dealing with one another, mutual clients and the public. To help the members render the highest type of service to clients and customers and to do any and all of those things that will aid and improve the process of careful and proper estate planning.

To provide professionals involved in estate planning, both members and non-members, with opportunities to enhance their skills and expand their network through programs and interaction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$180,677$161,925▼ $18,752
Savings and Temporary Cash Investments$150,209$132,307▼ $17,902
Cash and Non-Interest-Bearing Accounts$30,468$29,618▼ $850
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$180,677$161,925▼ $18,752
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$180,677$161,925▼ $18,752
Total Liabilities and Net Assets / Fund Balance$180,677$161,925▼ $18,752
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Stephanie Sanderson-braemImmediate Past President
Christopher BordenPresident
Jacklynn BarrasVice President
Bradley TerebeloDirector
Erin McquigganDirector
James KellyDirector
Jillian KukuckaDirector
Josh NilesDirector
Kim HeymanDirector
Leanne EvansDirector
Lisa MittelmanDirector
Matthew LevitskyDirector
Michael DefillipoDirector
Rachel KieserDirector
Renzo CerabinoDirector
Richard BellDirector
Shane JohnsonDirector
Sharon GreenbergDirector
Tim ZeiglerDirector
Fareeha ArshadSecretary
Alan WeissbergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,630
Program Service Revenue
$195,112
Investment Income
$7,098
Other Revenue
$-60,075
All Other Contributions
$750
Change in Net Assets
$-18,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,517
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$100,000
Conferences and Meetings---$81,829
All Other Expenses---$15,293
Other Expenses---$4,490
Total Functional Expenses$0$0$0$216,517
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$81,936
Fundraising Gross Income$20,861
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ethics Forum$10,155-$7,841-
Golf Outing$45,625$900$55,478$-54,578
Total Events$75,741$20,861$81,936$-61,075
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization uses a management company to keep their books and records and prepare internal financial statements.”

Form 990, Part VI, Section B, Line 11B

“The final draft of the form 990 was made available to the entire board of directors for comments.”

Form 990, Part VI, Section B, Line 12C

“The organization receives a signed conflict of interest statement annually from the board of directors. The board of directors is required to read, and sign an acknowledgement indicating that they have read and understand the conflict of interest policies of the organization.”

Form 990, Part VI, Section C, Line 18

“The organization makes its 990 available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request”

Filing and Contact Details

Filer

Filer Name
Philadelphia Estate Planning Council
EIN
23-2006494
Phone
8562340330
Address
PO BOX 579, MOORESTOWN, NJ 08057-0579

Signing Officer

Name
Denise Downing
Title
Executive Director
Phone
8562340330
Signed
2025-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Downing
Formed
1989
Legal Domicile
Pa
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
75

Preparer

Firm
Isdaner & Company LLC
Address
ONE BALA PLAZA SUITE 502, BALA CYNWYD, PA 19004
Preparer
Edward W Doran CPA
Phone
6106684200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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IRS990/GrantsToOrganizationsInd00
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IRS990/MissionDesc0TO ADVOCATE AND ASSIST IN THE SPREADING OF KNOWLEDGE CONCERNING ESTATE PLANNING AND THE ADMINISTRATION OF TRUSTS AND ESTATES (I.E."FIDUCIARY ADMINISTRATION") AMONG MEMBERS OF THE COUNCIL AND, IF DEEMED APPROPRIATE, FROM TIME TO TIME, TO OTHERS. TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, FINANCIAL ADVISOR AND ANY OTHER PARTY OR PARTIES, HAVING TO DO WITH ESTATE PLANNING AND FIDUCIARY ADMINISTRATION, AND TO ENCOURAGE THE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES. TO SUPPORT AND PROMOTE PROPER ETHICAL STANDARDS IN DEALING WITH ONE ANOTHER, MUTUAL CLIENTS AND THE PUBLIC. TO HELP THE MEMBERS RENDER THE HIGHEST TYPE OF SERVICE TO CLIENTS AND CUSTOMERS AND TO DO ANY AND ALL OF THOSE THINGS THAT WILL AID AND IMPROVE THE PROCESS OF CAREFUL AND PROPER ESTATE PLANNING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES A MANAGEMENT COMPANY TO KEEP THEIR BOOKS AND RECORDS AND PREPARE INTERNAL FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINAL DRAFT OF THE FORM 990 WAS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT ANNUALLY FROM THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS REQUIRED TO READ, AND SIGN AN ACKNOWLEDGEMENT INDICATING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICIES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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