WASHINGTON DC ESTATE PLANNING COUNCIL (EIN 521065720) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

BRANDON ROSS

Phone

7035328778

Tax Period

2022-07-01 to 2023-06-30

WASHINGTON DC ESTATE PLANNING COUNCIL, founded in 1975, is a small nonprofit that reported $184K in total revenue in fiscal year 2022. Expenses of $162K left a modest 12% surplus.

Mission

MISSION: HELP ITS MEMBERS TO RENDER THE HIGHEST POSSIBLE SERVICE TO THEIR CLIENTS AND CUSTOMERS; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES OFFERED THEREBY; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTER INTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH EACH PARTICIPATING MEMBERSHIP GROUP BEARS TO THE OTHERS; TO PROMOTE ACQUAINTANCESHIP AND COOPERATION AMONG THE PARTICIPATING GROUPS; AND TO ENCOURAGE STUDENTS FROM DIVERSE BACKGROUNDS TO ENTER THE FIELD OF ESTATE PLANNING; ALL TO THE END THAT THE CLIENTS OF THE MEMBERS AND THE GENERAL PUBLIC MAY BE BETTER SERVED.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $150,651

Program Service Revenue $26,519

Investment Income $5,336

Other Revenue $1,515

TOTAL REVENUE $184,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $161,529

TOTAL EXPENSES $161,529

Year-over-Year Comparison

	2022	2021	Change
Revenue	$184,021	N/A	N/A
Expenses	$161,529	N/A	N/A
Net Income	$22,492	$0	N/A

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
BRETT SCOLA	PRESIDENT	2.00	Officer Director	$0	$0	$0
LOGAN WINN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAIME LAWSON	TREASURER	1.00	Officer Director	$0	$0	$0
BRANDON ROSS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARGARET FISCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE CHAPIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT GREENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
YUSUF ABUGIDEIRI	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY PLOCKI	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$184,021	$161,529	$283,345	$22,492

WASHINGTON DC ESTATE PLANNING COUNCIL