Civic Intelligence

Berks County Estate Planning Council

EIN 83-1043106 • 501(c)6 • Reading, PA

Reading, PA
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

29th percentile

-12%

Higher net margin than 29% 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

30th percentile

-16%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

42nd percentile

-5.3%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$7,699

Up $812 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,699

Up $812 (+12%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin29th percentile

Revenue

Up

$10,658

Up $31 (+0.3%) from 2023

Expenses

Down

$9,846

Down $3,768 (-28%) from 2023

Net Income

Up

$812

Up $3,799 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$15K$10K$5.0K$0Assets 2019: $9,710Liabilities 2019: $02019Assets 2020: $11,644Liabilities 2020: $0Net Assets 2020: $11,6442020Assets 2021: $13,431Liabilities 2021: $0Net Assets 2021: $13,4312021Assets 2022: $9,874Liabilities 2022: $0Net Assets 2022: $9,8742022Assets 2023: $6,887Liabilities 2023: $0Net Assets 2023: $6,8872023Assets 2024: $7,699Liabilities 2024: $0Net Assets 2024: $7,6992024

Highlighted filing

2024

Assets$7,699
Liabilities$0
Net Assets$7,699
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $13,877Expenses 2019: $11,070Net Income 2019: $2,8072019Revenue 2020: $11,013Expenses 2020: $9,079Net Income 2020: $1,9342020Revenue 2021: $10,653Expenses 2021: $8,866Net Income 2021: $1,7872021Revenue 2022: $7,183Expenses 2022: $10,740Net Income 2022: -$3,5572022Revenue 2023: $10,627Expenses 2023: $13,614Net Income 2023: -$2,9872023Revenue 2024: $10,658Expenses 2024: $9,846Net Income 2024: $8122024

Highlighted filing

2024

Revenue$10,658
Expenses$9,846
Net Income$812
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,699
Liabilities
$0
Net assets
$7,699
Revenue
$10,658
Expenses
$9,846
Net income
$812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.70$0.00$7.70$10.7$9.85$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$10.6$13.6$2.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.87$0.00$9.87$7.18$10.7$3.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$10.7$8.87$1.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$11.0$9.08$1.93
2019Summary only. Only limited summary data is available for this year.$9.71$0.00$13.9$11.1$2.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$10,658
Mission and Program Overview

Mission

Helping our members best serve their clients through continuing education and networking opportunities that promote excellence in professionalism.

Program Services

DescriptionGrantsExpenses
HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.$0$9,846
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA SALVATORE LUDGATE CFPPresident-$0--
MICHAEL DINAN CFPVice President-$0--
KIM L RESSLER CFP CTFASecretary-$0--
JENNIFER NEVINS ESQTreasurer-$0--
ROBERT R KREITZ ESQImmediate Past President-$0--
RUSSELL E FABIARZ ESQDirector-$0--
MARTIN A DAROCHA CPADirector-$0--
STEPHANIE KANEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Berks County Estate Planning Council
EIN
83-1043106
Phone
6106852223
Address
237 COURT STREET, READING, PA 19601

Signing Officer

Name
Tricia Salvatore Ludgate Cfp
Title
President
Phone
6106852223
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD, WYOMISSING, PA 19610-6008
Preparer
Ruthann J Woll CPA
Phone
6103761595
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 1.”

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

“Description: insurance. Amount: 589. Description: meals & entertainment. Amount: 6,998. Description: membership dues. Amount: 1,375. Total to form 990-ez, line 16: 8,962.”

Raw XML Appendix136 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06106852225
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0237 COURT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0READING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07699
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0975
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0812
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0884
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07699
IRS990EZ/GrossReceiptsAmt010658
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09682
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07699
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07699
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/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA SALVATORE LUDGATE CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL DINAN CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM L RESSLER CFP CTFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER NEVINS ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT R KREITZ ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUSSELL E FABIARZ ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTIN A DAROCHA CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEPHANIE KANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08962
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09846
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt09846
IRS990EZ/TotalProgramServiceExpensesAmt09846
IRS990EZ/TotalRevenueAmt010658
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BERKSCOUNTYEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 589. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 6,998. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,375. TOTAL TO FORM 990-EZ, LINE 16: 8,962.
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/PersonNm0TRICIA SALVATORE LUDGATE CFP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106852223
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKS COUNTY ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0831043106
ReturnHeader/Filer/PhoneNum06106852223
ReturnHeader/Filer/USAddress/AddressLine1Txt0237 COURT STREET
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RKL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BROADCASTING ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196106008
ReturnHeader/PreparerPersonGrp/PhoneNum06103761595
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTHANN J WOLL CPA
ReturnHeader/ReturnTs02025-05-13T01:19:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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