Estate Planning Council of Central New York
Nonprofit profile at a glance
- EIN
- 161063452
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Syracuse, NY, USA
- Phone
- 3158835562
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $30,021
- Expenses
- $29,916
- Assets
- $32,317
- Liabilities
- $341
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- WILLIAM P DAVIES (IMMEDIATE PAST PRESIDENT)
- ANDREW SCHAFFEL CLTC LUTCF CAP (PRESIDENT)
- HEATHER L BERRY CTFA (VICE PRESIDENT)
People named in this filing
- JENNIFER L ALFIERI ESQ (DIRECTOR)
- JENNIFER SPAGNOLA (COUNCIL EXECUTIVE)
- ROBERT D SCOLARO ESQ (DIRECTOR)
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
The object of the estate planning council is to provide a means whereby interested members of the legal, banking, life underwriting, accounting, and financial planning professions can become educated in recent developments in income, estate, and gift taxation. The estate planning council provides a medium of mutual interest wherein meaningful discussions can promote better understanding and cooperation among the groups represented all to the end that they, cooperatively, may better serve the public. The estate planning council has monthly and annual meetings where speakers address recent developments and interpretations of the income, estate, and gift tax areas.
What it reported doing in 2024
The council had monthly and annual meetings and then one annual meeting. At all meetings there is a presentation on new estate planning ideas and issues.
Operating model
- Revenue model
- Membership-supported. 89% of the money available for current operations came from membership dues.
- 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. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 40
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 99.7%; 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: 0.3%; rating input score 46; 46th percentile among comparable filings
- Total-asset coverage ratio: 1.08; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 7.1%; rating input score 10; 10th percentile among comparable filings
Growth
- Program expense growth: 2.1% per year; rating input score 100; 54th percentile among comparable filings
- Revenue growth: -4.4% per year; rating input score 0; 36th percentile among comparable filings
- Asset growth: 4.7% per year; rating input score 100; 57th percentile among comparable filings
Details
- Where the money goes: 99.7% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $30K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 46/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Officer compensation ratio scored 10/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.