ARLINGTON, VA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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: 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.
SIGNIFICANT ACTIVITIES THIS YEAR INCLUDE IN PERSON AND VIRTUAL EDUCATIONAL EVENTS, GOLF TOURNAMENT, SOCIAL NETWORKING EVENTS. THE FIRST FAMILY OFFICE SYMPOSIUM, A HALF-DAY ADVANCED-LEVEL EDUCATION...
SIGNIFICANT ACTIVITIES THIS YEAR INCLUDE IN PERSON AND VIRTUAL EDUCATIONAL EVENTS, GOLF TOURNAMENT, SOCIAL NETWORKING EVENTS. THE FIRST FAMILY OFFICE SYMPOSIUM, A HALF-DAY ADVANCED-LEVEL EDUCATION AND NETWORKING EVENT WAS HELD.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $184,021 | N/A | N/A |
| Expenses | $161,529 | N/A | N/A |
| Net Income | $22,492 | $0 | N/A |
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
Sign In| 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 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2023 | $184,021 | $161,529 | $283,345 | $22,492 |
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