Estate Planning Council Of Rochester is located in East Rochester, NY. The organization was established in 1993. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services 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 Rochester 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 Rochester generated $50.4k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $46.7k during the year ending 06/2022. While expenses have increased by 1.5% per year over the past 4 years. They've been increasing with an increasing level of total revenue. 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
PROVIDING CONTINUING EDUCATION SEMINARS TO MEMBERS PERTAINING TO CURRENT ESTATE PLANNING ISSUES AND DEVELOPMENTS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Richard Rivers Executive Dir. | 3 | $0 | |
Donald Twietmeyer President | 1 | $0 | |
Mary Szabat Secretary | 1 | $0 | |
Elizabeth Thorley Vice President | 1 | $0 | |
Maria Caton Vice President | 1 | $0 | |
Victoria Kleehammer Treasurer | 1 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $10,700 |
Total Program Service Revenue | $1,747 |
Membership dues | $37,535 |
Investment income | $1 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $390 |
Total Revenue | $50,373 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $24,580 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $22,159 |
Total expenses | $46,739 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $29,804 |
Other assets | $0 |
Total assets | $31,054 |
Total liabilities | $0 |
Net assets or fund balances | $31,054 |
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