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EIN 23-7129676

Estate Planning Council of Westchester County

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Bronxville
State
New York
Year formed
1967
Most recent tax filings
2023-04-01
NTEE code, primary
S40: Business and Industry
Description
Strives to foster understanding of the proper relationship between the functions of the life insurance underwriter, trust officers, attorney, accountant, and any other parties having to do with Estate Planning, and to encourage co-operation of the persons acting under these disciplines. An association of professionals providing education in the area of Estate Planning. Meetings and events on topics of interest to Estate Planning professionals.
Total revenues
$44,249
2023
Total expenses
$43,130
2023
Total assets
$60,797
2023
Num. employees
0
2021

Program areas at Estate Planning Council of Westchester County

Strives to foster understanding of the proper relationship between the functions of the life underwriter, trust officers, attorney, accountant, and any other party or parties having to do with Estate Planning, and to encourage co-operation of persons acting under these disciplines.

Personnel at Estate Planning Council of Westchester County

NameTitleCompensation
Julia Peloso-BarnesVice President$0
Michael K RosenmanPresident / Treasurer / Secretary / Director$0
Gabe WoloskyTreasurer / Director$0
Lauren J McCallionVice President / Secretary / Director$0
Barbara E BelPresident$0
...and 4 more key personnel

Financials for Estate Planning Council of Westchester County

RevenuesFYE 04/2023
Total grants, contributions, etc.$39,237
Program services$4,770
Membership dues$38,737
Investment income and dividends$17
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$225
Total revenues$44,249

Form 990s for Estate Planning Council of Westchester County

Fiscal year endingDate received by IRSFormPDF link
2023-042023-10-06990EZView PDF
2022-042023-02-07990EZView PDF
2021-042021-11-12990View PDF
2019-042019-10-30990View PDF
2018-042019-03-15990View PDF
...and 8 more Form 990s
Data update history
June 16, 2023
Updated personnel
Identified 5 new personnel
June 12, 2023
Used new vendors
Identified 1 new vendor, including
May 30, 2023
Updated personnel
Identified 14 new personnel
May 17, 2023
Used new vendors
Identified 1 new vendor, including
October 2, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Crime and lawBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
150 Ellison Ave
Bronxville, NY 10708
Metro area
New York-Newark-Jersey City, NY-NJ-PA
Website URL
epcwc.org/ 
Phone
(914) 475-7962
IRS details
EIN
23-7129676
Fiscal year end
April
Taxreturn type
Form 990-EZ
Year formed
1967
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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