PHILADELPHIA ESTATE PLANNING COUNC… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

DENISE DOWNING

Phone

8562340330

Tax Period

2024-09-01 to 2025-08-31

PHILADELPHIA ESTATE PLANNING COUNCIL, founded in 1989, is a small nonprofit that reported $198K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

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.

Program Service Accomplishments

Program 1

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.

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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 $55,630

Program Service Revenue $195,112

Investment Income $7,098

Other Revenue $-60,075

TOTAL REVENUE $197,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $216,517

TOTAL EXPENSES $216,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,765	$253,524	-0.2%
Expenses	$216,517	$263,275	-0.2%
Net Income	$-18,752	$-9,751	+0.9%

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
CHRISTOPHER BORDEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JACKLYNN BARRAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
FAREEHA ARSHAD	SECRETARY	2.00	Officer Director	$0	$0	$0
ALAN WEISSBERGER	TREASURER	2.00	Officer Director	$0	$0	$0
STEPHANIE SANDERSON-BRAEM	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD BELL	DIRECTOR	2.00	Director	$0	$0	$0
RENZO CERABINO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL DEFILLIPO	DIRECTOR	2.00	Director	$0	$0	$0
LEANNE EVANS	DIRECTOR	2.00	Director	$0	$0	$0
SHARON GREENBERG	DIRECTOR	2.00	Director	$0	$0	$0
KIM HEYMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHANE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES KELLY	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL KIESER	DIRECTOR	2.00	Director	$0	$0	$0
JILLIAN KUKUCKA	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW LEVITSKY	DIRECTOR	2.00	Director	$0	$0	$0
ERIN MCQUIGGAN	DIRECTOR	2.00	Director	$0	$0	$0
LISA MITTELMAN	DIRECTOR	2.00	Director	$0	$0	$0
JOSH NILES	DIRECTOR	2.00	Director	$0	$0	$0
BRADLEY TEREBELO	DIRECTOR	2.00	Director	$0	$0	$0
TIM ZEIGLER	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	$197,765	$216,517	$161,925	$-18,752
2024	$253,524	$263,275	$180,677	$-9,751
2023	$215,713	$205,769	$190,172	$9,944
2022	$163,384	$184,070	$177,775	$-20,686
2021	$131,955	$120,399	$198,461	$11,556
2020	$195,330	$207,203	$186,905	$-11,873
2019	$252,157	$226,073	$198,778	$26,084

PHILADELPHIA ESTATE PLANNING COUNCIL