Philadelphia Estate Planning Council
Nonprofit profile at a glance
- EIN
- 232006494
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Moorestown, NJ, USA
- Phone
- 8562340330
- Rating confidence
- Limited
Reported finances
- Revenue
- $197,765
- Expenses
- $216,517
- Assets
- $161,925
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
21 people listed
Executive titles in this filing
- CHRISTOPHER BORDEN (PRESIDENT)
- JACKLYNN BARRAS (VICE PRESIDENT)
- STEPHANIE SANDERSON-BRAEM (IMMEDIATE PAST PRESIDENT)
People named in this filing
- CHRISTOPHER BORDEN (PRESIDENT)
- JACKLYNN BARRAS (VICE PRESIDENT)
- FAREEHA ARSHAD (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To advocate and assist in the spreading of knowledge concerning estate planning and the administration of trusts and estates (i.e."fiduciary administration") among members of the council and, if deemed appropriate, from time to time, to others. To foster understanding of the proper relationship between the function of the life underwriter, trust officer, attorney, accountant, financial advisor and any other party or parties, having to do with estate planning and fiduciary administration, and to encourage the co-operation of persons acting under those disciplines. To support and promote proper ethical standards in dealing with one another, mutual clients and the public. To help the members render the highest type of service to clients and customers and to do any and all of those things that will aid and improve the process of careful and proper estate planning.
What it reported doing in 2024
To provide professionals involved in estate planning, both members and non-members, with opportunities to enhance their skills and expand their network through programs and interaction.
Operating model
- Revenue model
- Earned-program. 76% of the money available for current operations came from fees and other program revenue.
- 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: 90
- Accountability: 88
- Sustainability: 38
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -9.5%; rating input score 23; 23rd percentile among comparable filings
- Total-asset coverage ratio: 0.75; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: -9.7% per year; rating input score 0; 11th percentile among comparable filings
- Revenue growth: -2% per year; rating input score 0; 17th percentile among comparable filings
- Asset growth: 2.6% per year; rating input score 100; 36th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 21 of 21 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 21 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2011 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 23/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.