Estate Planning Council of Rochester
Nonprofit profile at a glance
- EIN
- 161351917
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2018
- Location
- Penfield, NY, USA
- Phone
- 5852606663
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $53,303
- Expenses
- $40,437
- Assets
- $57,995
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Barbara Clemons (President)
- Victoria Kleehammer (Vice-President)
- Richard Marchese (Vice-President)
- Maria Caton (Past President)
- Diana Smith (Executive Director)
People named in this filing
- Barbara Clemons (President)
- Victoria Kleehammer (Vice-President)
- Richard Marchese (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 provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
What it reported doing in 2024
Providing continuing education seminars to members pertaining to current estate planning issues and developments.
Operating model
- Revenue model
- Membership-supported. 69% 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
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 82
- Sustainability: 61
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 37%; rating input score 37
- Program expense ratio: 48.8%; rating input score 49
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 24.1%; rating input score 77; 77th percentile among comparable filings
- Total-asset coverage ratio: 1.43; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 41.1%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: -10.3% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: 1.7% per year; rating input score 100; 59th percentile among comparable filings
- Asset growth: 12.7% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 37% of revenue deployed · 48.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $20K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 6 filing years from 2014 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 37/100.
- Moderate — Financial Efficiency: Program expense ratio scored 49/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- High — Sustainability: Officer compensation ratio scored 4/100.