Estate Planning Council of Rockland County Inc

Overview

Mission

To promote excellence in estate planning, delivering exceptional resources and unsurpassed education.

What it reported doing in 2020

To promote excellence in estate planning and delivering exceptional resources and unsurpassed education.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

Nonprofit profile at a glance

EIN
133837508
IRS 990-EZ coverage
2018–2020
Forms available
Form 990-EZ 2020, Form 990-N 2009
Headquarters
Pearl River, NY, USA
Rating
58
Verdict
MIXED
Rating confidence
Limited
Sector
Professional Societies, Associations

Official website

The verdict

MIXED - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 100
  • Accountability: NotEnoughData
  • Sustainability: 40
  • Growth: 33

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited
  • Public monitoring controls: Limited
  • Public policy transparency: Limited
  • Public financial transparency: Limited
  • Impact reporting controls: Limited
  • Public relationship transparency: Limited

Accountability

  • Public governance controls: Limited
  • Zakat policy transparency: Limited

Sustainability

  • Operating margin: -64.4%; rating input score 17; 17th percentile among comparable filings
  • Operating reserve ratio: 3.5; rating input score 69; 69th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -84.5% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 49.5% per year; rating input score 100; 95th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 annual filings from 2018 to 2020
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.