Civic Intelligence

Estate Planning Council of Westchester County Inc

990 • Fiscal year 2014 • EIN 23-7129676

May 01, 2013 to Apr 30, 2014 • Filed on Aug 08, 2014

Organization ProfileWWW.EPCWC.ORG
C/O Michele Lazzara Cpa 660 WhitePlain10591

(914) 909-3421

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$42,288

Up $6,543 (+18%) from 2013

Net Assets

Up

$42,288

Up $6,543 (+18%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin74th percentile

Revenue

$51,355

No earlier filing loaded for comparison.

Expenses

Up

$44,812

Up $123 (+0.3%) from 2013

Net Income

$6,543

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $51,618Liabilities 2011: $0Net Assets 2011: $51,6182011Assets 2012: $22,995Liabilities 2012: $0Net Assets 2012: $22,9952012Assets 2013: $35,745Liabilities 2013: $0Net Assets 2013: $35,7452013Assets 2014: $42,288Liabilities 2014: $0Net Assets 2014: $42,2882014Assets 2015: $41,043Liabilities 2015: $138Net Assets 2015: $40,9052015Assets 2016: $58,378Liabilities 2016: $49Net Assets 2016: $58,3292016Assets 2017: $53,984Liabilities 2017: $72Net Assets 2017: $53,9122017Assets 2018: $55,357Liabilities 2018: $0Net Assets 2018: $55,3572018Assets 2019: $61,691Liabilities 2019: $86Net Assets 2019: $61,6052019Assets 2020: $44,034Liabilities 2020: $43Net Assets 2020: $43,9912020Assets 2021: $56,142Liabilities 2021: $43Net Assets 2021: $56,0992021Assets 2022: $59,687Liabilities 2022: $94Net Assets 2022: $59,5932022Assets 2023: $60,797Liabilities 2023: $85Net Assets 2023: $60,7122023Assets 2024: $74,565Liabilities 2024: $65Net Assets 2024: $74,5002024Assets 2025: $71,721Net Assets 2025: $71,7212025

Highlighted filing

2014

Assets$42,288
Liabilities$0
Net Assets$42,288
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $41,0152011Expenses 2012: $84,5422012Expenses 2013: $44,6892013Revenue 2014: $51,355Expenses 2014: $44,812Net Income 2014: $6,5432014Revenue 2015: $65,324Expenses 2015: $66,707Net Income 2015: -$1,3832015Revenue 2016: $74,290Expenses 2016: $56,866Net Income 2016: $17,4242016Revenue 2017: $59,902Expenses 2017: $64,319Net Income 2017: -$4,4172017Revenue 2018: $62,683Expenses 2018: $61,238Net Income 2018: $1,4452018Revenue 2019: $62,197Expenses 2019: $55,949Net Income 2019: $6,2482019Revenue 2020: $62,157Expenses 2020: $79,771Net Income 2020: -$17,6142020Revenue 2021: $44,534Expenses 2021: $32,426Net Income 2021: $12,1082021Revenue 2022: $35,129Expenses 2022: $31,635Net Income 2022: $3,4942022Revenue 2023: $44,249Expenses 2023: $43,130Net Income 2023: $1,1192023Revenue 2024: $17,545Expenses 2024: $11,650Net Income 2024: $5,8952024Revenue 2025: $48,935Expenses 2025: $51,714Net Income 2025: -$2,7792025

Highlighted filing

2014

Revenue$51,355
Expenses$44,812
Net Income$6,543
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Aug 8, 2014
Return Version
2013v3.0
Gross Receipts
$51,355
Mission and Program Overview

Mission

Membership organization comprised of certified public accountants, chartered life insurance underwriters, certified financial planners, and other professionals affiliated with estate planning and who are dedicated to a multi-disciplinary team approach to provide estate planning services.

An association of professionals providing education in the area of estate planning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$35,745$42,288▲ $6,543
Savings and Temporary Cash Investments$12,999$38,130▲ $25,131
Cash and Non-Interest-Bearing Accounts$23,046$4,267▼ $18,779
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Prepaid Expenses and Deferred Charges$-300$-109▲ $191
Total Assets$35,745$42,288▲ $6,543
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,745$42,288▲ $6,543
Total Liabilities and Net Assets / Fund Balance$35,745$42,288▲ $6,543
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Paul Katz CluPresident
Michele Lazzara CPAVice President
Barbara E Bel CPADirector
Howard P Klein CPADirector
James a Thompson CluDirector
Joanne K Brady CluDirector
Kathy N Rosenthal EsqDirector
Kenneth R Stuart CfpDirector
L William Fishman EsqDirector
Neil R Lubarsky EsqDirector
Philip a Dimaulo toDirector
Raymond J Beninato CluDirector
Robert J Barber CPADirector
Robert Leitner CfpDirector
Jose a Reynoso to EsqSecretary
Michael Weitzner EsqTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,805
Program Service Revenue
$0
Investment Income
$65
Other Revenue
$1,485
Change in Net Assets
$6,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,812
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
Conferences and Meetings---$29,851
Office Expenses---$942
Fees for Services Accounting---$600
Other Expenses---$556
Total Functional Expenses$0$0$0$44,812
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,485
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Return reviewed by appropriate person before filing.”

Form 990, Part VI, Section C, Line 19

“All available upon request”

Filing and Contact Details

Filer

EIN
23-7129676
Phone
9149093421

Signing Officer

Name
Michele Lazzara CPA
Title
Vice President
Phone
9149093421
Signed
2014-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Katz Clu
Formed
1967
Legal Domicile
Ny
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Danny W Stanton CPA
Phone
9143281729
Raw XML Appendix344 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL AVAILABLE UPON REQUEST
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01550
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051355
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042288
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10565 TAXTER ROAD SUITE 625
IRS990/USAddress/City0ELMSFORD
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode010523
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.EPCWC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE LAZZARA CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09149093421
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0237129676
ReturnHeader/Filer/PhoneNum09149093421
ReturnHeader/Filer/USAddress/AddressLine10C/O MICHELE LAZZARA CPA 660 WHITE
ReturnHeader/Filer/USAddress/AddressLine20PLAIN
ReturnHeader/Filer/USAddress/City0TARRYTOWN
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133866104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DANNY W STANTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101025 WESTCHESTER AVE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010604
ReturnHeader/PreparerPersonGrp/PhoneNum09143281729
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANNY W STANTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-02T11:39:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,288
Liabilities
$0
Net assets
$42,288
Revenue
$51,355
Expenses
$44,812
Net income
$6,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.7$71.7$48.9$51.7$2.78
2024Detailed filing. Detailed filing data is available for this year.$74.6$0.07$74.5$17.5$11.7$5.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.8$0.09$60.7$44.2$43.1$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.7$0.09$59.6$35.1$31.6$3.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.1$0.04$56.1$44.5$32.4$12.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.0$0.04$44.0$62.2$79.8$17.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.7$0.09$61.6$62.2$55.9$6.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.4$0.00$55.4$62.7$61.2$1.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.0$0.07$53.9$59.9$64.3$4.42
2016Detailed filing. Detailed filing data is available for this year.$58.4$0.05$58.3$74.3$56.9$17.4
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.14$40.9$65.3$66.7$1.38
2014Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$51.4$44.8$6.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$0.00$35.7$44.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.00$23.0$84.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.6$0.00$51.6$41.0
Peer Organizations

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