NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS (EIN 596161524) - 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

1963

Legal Domicile

Principal Officer

LAWRENCE J MACKLIN

Phone

2166963225

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS, founded in 1963, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024.

Mission

THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS (NAEPC) WILL PROMOTE EXCELLENCE IN ESTATE PLANNING BY SERVING ESTATE PLANNING COUNCILS AND THEIR CREDENTIALED MEMBERS, DELIVERING EXCEPTIONAL RESOURCES AND UNSURPASSED EDUCATION, AND RECOGNIZING THOSE MEMBERS WITHIN WHO HOLD THE ACCREDITED ESTATE PLANNER (AEP) DESIGNATION AND ESTATE PLANNING LAW SPECIALIST (EPLS) CERTIFICATION.

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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 $398,655

Program Service Revenue $884,214

Investment Income $12,572

Other Revenue $2,266

TOTAL REVENUE $1,297,707

Expense Breakdown

Grants Paid $4,495

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,298,855

TOTAL EXPENSES $1,303,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,297,707	$1,358,501	0.0%
Expenses	$1,303,350	$1,263,389	+0.0%
Net Income	$-5,643	$95,112	-1.1%

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
LAWRENCE J MACKLIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID D GREEN	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
RACHEL L VOTTO	TREASURER	2.00	Officer Director	$0	$0	$0
BRONWYN L MARTIN	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY KATHERINE MAC NEE	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MONIQUE LAVENDER GREENBERG	DIRECTOR	2.00	Director	$0	$0	$0
APRIL D WISE	DIRECTOR	2.00	Director	$0	$0	$0
KARLY A LAUGHLIN	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE M SHEEHAN	DIRECTOR	2.00	Director	$0	$0	$0
LAWRENCE K BOGAR	DIRECTOR	2.00	Director	$0	$0	$0
NIMISHA PATEL	DIRECTOR	2.00	Director	$0	$0	$0
JUAN C ROS	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT J RUELLE	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS M GRIFFITH	DIRECTOR	2.00	Director	$0	$0	$0
GINGER F MLAKAR	DIRECTOR	2.00	Director	$0	$0	$0
REMY CARPENTER	DIRECTOR	2.00	Director	$0	$0	$0
MAVIS MCKENLEY	DIRECTOR	2.00	Director	$0	$0	$0
SAHAR POUYANRAD	DIRECTOR	2.00	Director	$0	$0	$0
JOHN W CLIDAS	DIRECTOR	2.00	Director	$0	$0	$0
CLARK M MCCLEARY	DIRECTOR EMERITUS	2.00	Director	$0	$0	$0
HARVEY A HUTCHINSON III	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
2024	$1,297,707	$1,303,350	$1,227,866	$-5,643
2023	$1,358,501	$1,263,389	$1,500,249	$95,112
2022	$1,366,900	$1,132,140	$1,124,383	$234,760
2021	$870,548	$663,622	$981,911	$206,926
2020	$773,836	$584,540	$776,896	$189,296
2019	$1,250,506	$1,207,600	$529,589	$42,906
2018	$1,184,627	$1,180,046	$520,464	$4,581

NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS