ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC

EIN: 237129676

HARRISON, NY

Total Revenue
$44,534
Total Expenses
$32,426
Total Assets
$56,142
Net Assets
$56,099
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
NY
Principal Officer
MICHAEL K ROSENMAN CLU
Phone
9149093421
Tax Period
2020-05-01 to 2021-04-30

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC, founded in 1967, is a micro nonprofit that reported $45K in total revenue in fiscal year 2020. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 27% operating margin.

Mission

AN ASSOCIATION OF PROFESSIONALS PROVIDING EDUCATION IN THE AREA OF ESTATE PLANNING.

Program Service Accomplishments

Program 1

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...

Read more

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $44,477
Program Service Revenue $0
Investment Income $57
Other Revenue $0
TOTAL REVENUE $44,534

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $32,426
TOTAL EXPENSES $32,426

Year-over-Year Comparison

2020 2019 Change
Revenue $44,534 $62,157 -0.3%
Expenses $32,426 $79,771 -0.6%
Net Income $12,108 $-17,614 -1.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VITTORIO F PAVIA CTFA IMMEDIATE PAST PRESIDENT 0.10
Director
$0 $0 $0
CATHERINE M CENSULLO CPA DIRECTOR 0.10
Director
$0 $0 $0
PAUL M MILLMAN ESQ DIRECTOR 0.10
Director
$0 $0 $0
JOANNE BRADY DIRECTOR 0.10
Director
$0 $0 $0
MARA RABIN DIRECTOR 0.10
Director
$0 $0 $0
GINA SINON DIRECTOR 0.10
Director
$0 $0 $0
MICHAEL CAPUTO DIRECTOR 0.10
Director
$0 $0 $0
ANN HERRERO DIRECTOR 0.10
Director
$0 $0 $0
CHRISTOPHER MIEHL DIRECTOR 0.10
Director
$0 $0 $0
DREW BENDER DIRECTOR 0.10
Director
$0 $0 $0
PAUL J BUGBEE CLU DIRECTOR 0.10
Director
$0 $0 $0
ELYSE L SCHAJER ESQ DIRECTOR 0.10
Director
$0 $0 $0
HEATHER OBODA DIRECTOR 0.10
Director
$0 $0 $0
MICHAEL K ROSENMAN CLU PRESIDENT 0.20
Officer
$0 $0 $0
LAUREN J MCCALLION ESQ VICE PRESIDENT 0.20
Officer
$0 $0 $0
GABE WOLOSKY CPA TREASURER 0.20
Officer
$0 $0 $0
JULIA A PELOSO-BARNES CFP SECRETARY 0.20
Officer
$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
2021 $44,534 $32,426 $56,142 $12,108
2020 $62,157 $79,771 $44,034 $-17,614
2019 $62,197 $55,949 $61,691 $6,248
Explore More Nonprofits
→Top 100 Nonprofits in New York →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC with other nonprofits in New York and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.