ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC (EIN 237129676) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

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.

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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 (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

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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

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

Total Directors

Key Employees

Highest Compensated

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

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC