Estate Planning Council of Delaware Inc

Nonprofit profile at a glance

EIN
510264251
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024
Location
Wilmington, DE, USA
Phone
3025736864
Rating confidence
Limited

Official website

Reported finances

Revenue
$67,254
Expenses
$79,046
Assets
$131,650
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • LAURA LLOYD (EXECUTIVE DIRECTOR)
  • JENNIFER SMITH (IMMEDIATE PAST PRESIDENT)
  • KARLY LAUGHLIN (PRESIDENT)
  • JOSEPH BOSIK (VICE PRESIDENT)

People named in this filing

  • JAMES GALLAGHER (BOARD MEMBER)
  • LAURA LLOYD (EXECUTIVE DIRECTOR)
  • BARBARA LARKIN (TREASURER)

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 Delaware epc strives to foster understanding of the proper relationship between the functions of the life underwriter, trust officer, attorney, cpa, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.

What it reported doing in 2024

The Delaware estate planning council is an interdisciplinary organization for professionals involved in estate planning. The Delaware epc strives to foster understanding of the relationship between the functions of the life underwriter, trust officer, attorney, cpa, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.

Operating model

Revenue model
Membership-supported. 78% of the money available for current operations came from membership dues.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -17.5%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 1.67; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 13.7%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -0.4% per year; rating input score 0; 50th percentile among comparable filings
  • Asset growth: 4.8% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 16 filing years from 2009 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.
  • High — Sustainability: Operating margin scored 25/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.