Civic Intelligence

Estate Planning Council of Westchester County Inc

990 • Fiscal year 2017 • EIN 23-7129676

May 01, 2016 to Apr 30, 2017 • Filed on Jun 09, 2017

Organization ProfileWWW.EPCWC.ORG
500 Mamaroneck Avenue No 301Harrison, NY 10528

(914) 909-3421

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.4%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.5%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$53,984

Down $4,394 (-7.5%) from 2016

Net Assets

Down

$53,912

Down $4,417 (-7.6%) from 2016

Liabilities

Up

$72

Up $23 (+47%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin26th percentile

Revenue

Down

$59,902

Down $14,388 (-19%) from 2016

Expenses

Up

$64,319

Up $7,453 (+13%) from 2016

Net Income

Down

-$4,417

Down $21,841 (-125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$53,984
Liabilities$72
Net Assets$53,912
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

2017

Revenue$59,902
Expenses$64,319
Net Income-$4,417
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jun 9, 2017
Return Version
2016v3.0
Gross Receipts
$59,902
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$58,329$53,912▼ $4,417
Savings and Temporary Cash Investments$33,197$33,263▲ $66
Cash and Non-Interest-Bearing Accounts$25,181$20,721▼ $4,460
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,378$53,984▼ $4,394
Liabilities
Other Liabilities$49$72▲ $23
Total Liabilities$49$72▲ $23
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,329$53,912▼ $4,417
Total Liabilities and Net Assets / Fund Balance$58,378$53,984▼ $4,394
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Raymond J Beninato CluPresident
PATRICK J O'SULLIVAN ESQVice President
Gabe M Wolosky CPADirector
Gail M Boggio Esq CPADirector
Gayle Lob CfpDirector
Gil Elmaleh CluDirector
Lauren J Mccallion EsqDirector
Lawrence J Thaul CluDirector
Michael K Rosenman CluDirector
Michael Markhoff EsqDirector
Robert W Shaw EsqDirector
Rosa M Kohler CfpDirector
Susan Edwards Colson CPADirector
Vivian P Delillo toDirector
Vittorio F Pavia toSecretary
Barbara E Bel CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,820
Program Service Revenue
$0
Investment Income
$82
Other Revenue
$0
Change in Net Assets
$-4,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,319
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---$35,698
Fees for Services Other---$9,100
Travel---$1,778
Office Expenses---$622
Fees for Services Accounting---$600
Other Expenses---$570
All Other Expenses---$311
Total Functional Expenses$0$0$0$64,319
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$72
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The organization's governing body is elected by the members of the organization.”

Form 990, Part VI, Section A, line 7A

“The general members of the organization have the right to elect members of the governing board.”

Form 990, Part VI, Section A, line 7B

“The general members of the organization have the right to approve the election of the governing body.”

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

“return reviewed by appropriate person before filing.”

Form 990, Part VI, Section C, line 19

“all available upon request”

Filing and Contact Details

Filer

Filer Name
Estate Planning Council
EIN
23-7129676
Phone
9149093421
Address
500 Mamaroneck Avenue No 301, Harrison, NY 10528

Signing Officer

Name
Raymond J Beninato Clu
Title
President
Phone
9149464777
Signed
2017-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick J O'Sullivan ESQ
Formed
1967
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Emmerman Boyle & Associates LLC
Address
1025 Westchester Ave Suite 301, WHITE PLAINS, NY 10604
Preparer
Danny W Stanton CPA
Phone
9143281729
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Administrator services 9,100.”

Raw XML Appendix362 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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S GOVERNING BODY IS ELECTED BY THE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GENERAL MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO APPROVE THE ELECTION OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3return reviewed by appropriate person before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4all available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATOR SERVICES 9,100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058378
IRS990/TotalAssetsEOYAmt053984
IRS990/TotalAssetsGrp/BOYAmt058378
IRS990/TotalAssetsGrp/EOYAmt053984
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt059820
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt064319
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049
IRS990/TotalLiabilitiesEOYAmt072
IRS990/TotalLiabilitiesGrp/BOYAmt049
IRS990/TotalLiabilitiesGrp/EOYAmt072
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053912
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt082
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059902
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt053984
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01778
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0445 Hamilton Avenue
IRS990/USAddress/CityNm0White Plains
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010601
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.EPCWC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND J BENINATO CLU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09149464777
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF WESTCHESTER COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0237129676
ReturnHeader/Filer/PhoneNum09149093421
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 Mamaroneck Avenue No 301
ReturnHeader/Filer/USAddress/CityNm0Harrison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010528
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3513BB6AD7FBF54D2AAFA83F4443AA25028A7CB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.127.229.84
ReturnHeader/FilingSecurityInformation/IPDt02017-06-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:27:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133866104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Emmerman Boyle & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01025 Westchester Ave Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09143281729
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danny W Stanton CPA
ReturnHeader/ReturnTs02017-07-10T10:22:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,984
Liabilities
$72
Net assets
$53,912
Revenue
$59,902
Expenses
$64,319
Net income
-$4,417
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
2017Detailed filing. Detailed filing data is available for this year.$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