Hampton Roads Estate Planning Council
Nonprofit profile at a glance
- EIN
- 510232801
- IRS 990-EZ coverage
- 2014–2025
- Forms available
- Form 990-EZ 2025
- Location
- Virginia Beach, VA, USA
- Phone
- 7572746212
- Rating confidence
- Limited
Reported finances
- Revenue
- $50,926
- Expenses
- $62,286
- Assets
- $64,198
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- MELISSA MOSER (PRESIDENT)
- RISE FLENNER (VICE PRESIDENT)
- GLEN ROBERTSON (VICE PRESIDENT)
- RANDY PARRISH (PAST PRESIDENT)
People named in this filing
- ELIZABETH DELUDE (DIRECTOR)
- HENRY PETERSEN (DIRECTOR)
- DAVID KAMER (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote the interest of teh general public by developing a better understanding of the services of those engaged in the field of estate planning.to encourage a multidisciplinary approach to estate planning amoung our members, the purpose of which is to increase effectiveness, and improve the quality of services provided.to foster student awareness of the profession and to support current students with an interest in entering the estate planning field.
What it reported doing in 2025
In additon to the classes the council provided additional opportunities for meaningful networking among members and guests by hosting a summer social. The council also held a joint networking and educational program with the hampton roads gift planning council and the association of fundraising professionals hampton roads chapter.
Operating model
- Revenue model
- Membership-supported. 65% 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; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -22.3%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 1.03; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -1.3% per year; rating input score 0; 45th percentile among comparable filings
- Asset growth: 14.2% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- 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 2014 to 2025
- 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.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 20/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.