Estate Planning Council of NYC Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

Stephanie Hines

Phone

8552930784

Tax Period

2024-06-01 to 2025-05-31

Estate Planning Council of NYC Inc, founded in 1959, is a small nonprofit in the Education sector that reported $179K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $154K left a modest 14% surplus.

Mission

To provide a better understanding of the estate planning services provided by accountants, attorneys, life underwriters, and trust officers and to promote cooperation among these groups.

Program Service Accomplishments

Program 1

Expenses: $140,376 Revenue: $88,325

Meetings and conferences of various estate planning topics, including the Estate Planners Day event.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $90,219

Program Service Revenue $88,325

Investment Income $0

Other Revenue $0

TOTAL REVENUE $178,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,376

Other Expenses $153,694

TOTAL EXPENSES $153,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,544	$211,756	-0.2%
Expenses	$153,694	$163,992	-0.1%
Net Income	$24,850	$47,764	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
K Eli Akhavan	President	2.00	Officer Director	$0	$0	$0
Danielle Barrett	Vice President	2.00	Officer Director	$0	$0	$0
Stephanie Hines	Treasurer	2.00	Officer Director	$0	$0	$0
Erin Ardleigh	Secretary	2.00	Officer Director	$0	$0	$0
Frazer Rice	Director	2.00	Director	$0	$0	$0
Pamela Mosiello	Director	2.00	Director	$0	$0	$0
Rozlenn Giwani	Director	2.00	Director	$0	$0	$0
Richard Dauman	Director	2.00	Director	$0	$0	$0
William Connor	Director	2.00	Director	$0	$0	$0
Michael Hymes	Director	2.00	Director	$0	$0	$0
Caroline Seaton	Director	2.00	Director	$0	$0	$0
Julianna Obeid	Director	2.00	Director	$0	$0	$0
Katie Watt	Director	2.00	Director	$0	$0	$0
Tara Mahon	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$178,544	$153,694	$266,811	$24,850
2024	$211,756	$163,992	$250,611	$47,764
2023	$211,500	$195,651	$228,757	$15,849
2019	$209,355	$213,297	$230,710	$-3,942