East Coast Estate Planning Council Inc
Nonprofit profile at a glance
- EIN
- 591927317
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2018
- Location
- Jupiter, FL, USA
- Phone
- 5613714517
- Rating
- 90
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $78,325
- Expenses
- $81,652
- Assets
- $49,900
- Liabilities
- $16
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Matthew Scheer (Immediate Past President)
- Joe Young (President)
- Chris Losquadro (1st Vice President)
- Joseph Gitto (2nd Vice President)
People named in this filing
- Matthew Scheer (Immediate Past President)
- Joe Young (President)
- Chris Losquadro (1st Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To educate members in estate planning and to foster a cooperative enviroment in which the public receives high quality and efficient service.
What it reported doing in 2024
To educate the general public about estate planning services that can be rendered by the various professions represented by the members. To promote cooperation among the various professions in the design and offering of estate planning services to the general public. To educate members in estate planning and to foster a coop- erative environment in which the public receives high quality and efficient service.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -4.2%; rating input score 37; 37th percentile among comparable filings
- Total-asset coverage ratio: 0.61; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 7.7% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: 5.8% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: 5.9% per year; rating input score 100; 61st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $82K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2009 to 2024
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 37/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.