Civic Intelligence

Estate Planning Council of Westchester County Inc

990 • Fiscal year 2019 • EIN 23-7129676

May 01, 2018 to Apr 30, 2019 • Filed on Aug 15, 2019

Organization ProfileWWW.EPCWC.ORG
500 Mamaroneck Avenue No 301Harrison, NY 10528-1648

(914) 909-3421

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$61,691

Up $6,334 (+11%) from 2018

Net Assets

Up

$61,605

Up $6,248 (+11%) from 2018

Liabilities

Up

$86

Up $86 from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin68th percentile

Revenue

Down

$62,197

Down $486 (-0.8%) from 2018

Expenses

Down

$55,949

Down $5,289 (-8.6%) from 2018

Net Income

Up

$6,248

Up $4,803 (+332%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$61,691
Liabilities$86
Net Assets$61,605
Open 2019 Filing

Operations Trend

Revenue Growth45th 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

2019

Revenue$62,197
Expenses$55,949
Net Income$6,248
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$62,197
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$55,357$61,605▲ $6,248
Savings and Temporary Cash Investments$33,298$33,398▲ $100
Cash and Non-Interest-Bearing Accounts$22,059$28,293▲ $6,234
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$55,357$61,691▲ $6,334
Liabilities
Accounts Payable and Accrued Expenses-$86-
Total Liabilities$0$86▲ $86
Net Assets / Fund Balance
Total Net Assets Fund Balance$55,357$61,605▲ $6,248
Total Liabilities and Net Assets / Fund Balance$55,357$61,691▲ $6,334
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Patrick J Osullivan EsqImmediate Past President
Barbara E Bel CPAPresident
Vittorio F Pavia CtfaVice President
Catherine M Censullo CPADirector
Douglas S Ruttenberg CPADirector
Elyse L Schajer EsqDirector
Jeffrey M Neeck CluDirector
Julia a Peloso-barnes CfpDirector
Lauren J Mccallion EsqDirector
Lawrence J Thaul CluDirector
Paul J Bugbee CluDirector
Paul M Millman EsqDirector
Rosa M Kohler CfpDirector
Susan Edwards Colson CPADirector
Valorie Joy Promisel EsqDirector
Lauren J Mccallion EsqSecretary
Michael K Rosenman CluTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,080
Program Service Revenue
$0
Investment Income
$117
Other Revenue
$0
Change in Net Assets
$6,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,949
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---$35,550
Fees for Services Other---$9,000
Insurance---$883
Office Expenses---$756
Fees for Services Accounting---$625
Other Expenses---$374
Travel---$68
Total Functional Expenses$0$0$0$55,949
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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
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 10528-1648

Signing Officer

Name
Vittorio F Pavia
Title
President
Phone
9143818900
Signed
2019-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vittorio F Pavia Ctfa
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
Michael Verderosa
Phone
9143281729
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrator services 9,000.”

Raw XML Appendix367 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt086
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AN ASSOCIATION OF PROFESSIONALS PROVIDING EDUCATION IN THE AREA OF ESTATE PLANNING.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL K ROSENMAN
IRS990/BooksInCareOfDetail/PhoneNum02036532112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 LUDLOW STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0STAMFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006902
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt022059
IRS990/CashNonInterestBearingGrp/EOYAmt028293
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt035550
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt062080
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0117
IRS990/CYOtherExpensesAmt055949
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06248
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt055949
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062197
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICERS, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THESE DISCIPLINES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0625
IRS990/FeesForServicesOtherGrp/TotalAmt09000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL J BUGBEE CLU
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE M CENSULLO CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICK J OSULLIVAN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL M MILLMAN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm4LAUREN J MCCALLION ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN EDWARDS COLSON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6LAWRENCE J THAUL CLU
IRS990/Form990PartVIISectionAGrp/PersonNm7ROSA M KOHLER CFP
IRS990/Form990PartVIISectionAGrp/PersonNm8VALORIE JOY PROMISEL ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm9DOUGLAS S RUTTENBERG CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY M NEECK CLU
IRS990/Form990PartVIISectionAGrp/PersonNm11JULIA A PELOSO-BARNES CFP
IRS990/Form990PartVIISectionAGrp/PersonNm12ELYSE L SCHAJER ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm13BARBARA E BEL CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14VITTORIO F PAVIA CTFA
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL K ROSENMAN CLU
IRS990/Form990PartVIISectionAGrp/PersonNm16LAUREN J MCCALLION ESQ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt062197
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0883
IRS990/InvestmentIncomeGrp/ExclusionAmt0117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt062080
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AN ASSOCIATION OF PROFESSIONALS PROVIDING EDUCATION IN THE AREA OF ESTATE PLANNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt055357
IRS990/NetAssetsOrFundBalancesEOYAmt061605
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0756
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2BOOKKEEPING
IRS990/OtherExpensesGrp/Desc3AWARDS
IRS990/OtherExpensesGrp/TotalAmt05785
IRS990/OtherExpensesGrp/TotalAmt12308
IRS990/OtherExpensesGrp/TotalAmt2600
IRS990/OtherExpensesGrp/TotalAmt3374
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VITTORIO F PAVIA CTFA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt062638
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045
IRS990/PYOtherExpensesAmt061238
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01445
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt061238
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt062683
IRS990/ReconcilationRevenueExpnssAmt06248
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt055357
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt061605
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033298
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033398
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 9,000.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt055357
IRS990/TotalAssetsEOYAmt061691
IRS990/TotalAssetsGrp/BOYAmt055357
IRS990/TotalAssetsGrp/EOYAmt061691
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt062080
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt055949
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt086
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055357
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061605
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0117
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062197
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt055357
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061691
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt068
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 MAMARONECK AVENUE SUITE 301
IRS990/USAddress/CityNm0HARRISON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010528
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.EPCWC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VITTORIO F PAVIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09143818900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
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/ZIPCd0105281648
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3513BB6AD7FBF54D2AAFA83F4443AA25028A7CB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.2.246.66
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:07:27
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/PreparationDt02019-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL VERDEROSA
ReturnHeader/ReturnTs02019-08-29T13:36:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,691
Liabilities
$86
Net assets
$61,605
Revenue
$62,197
Expenses
$55,949
Net income
$6,248
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
2019Detailed filing. Detailed filing data is available for this year.$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