Estate Planning Council Of Central New York Inc is located in Syracuse, NY. The organization was established in 2002. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Estate Planning Council Of Central New York Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Estate Planning Council Of Central New York Inc generated $12.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (15.1%) each year. All expenses for the organization totaled $16.2k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (10.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
THE COUNCIL HAD BI-MONTHLY MEETINGS AND THEN ONE ANNUAL MEETING. AT ALL MEETINGS THERE IS A PRESENTATION ON NEW ESTATE PLANNING IDEAS AND ISSUES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jennifer Spagnola Council Executive | 2 | $1,907 | |
Jennifer L Alfieri ESQ Director | 2 | $0 | |
Robert D Scolaro ESQ Director | 2 | $0 | |
David W Treichler Aif CLU CFP Director | 2 | $0 | |
Lee M Gatta CLU CHFC Aep Director | 2 | $0 | |
Sandra L Kalbach To Director | 2 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Membership dues | $10,500 |
Investment income | $7 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $2,250 |
Total Revenue | $12,757 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $1,907 |
Professional fees and other payments to independent contractors | $0 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $14,257 |
Total expenses | $16,164 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $49,734 |
Other assets | $0 |
Total assets | $49,734 |
Total liabilities | $0 |
Net assets or fund balances | $49,734 |
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