Nonprofit · EIN 06-1031980
ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC
Tax-exempt · ROCKY HILL, CT 06067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $56,926 | $43,730 | $13,196 | $51,150 | – | $51,150 |
| May 31, 2024 | 990-EZ | $43,823 | $52,011 | -$8,188 | $37,954 | – | $37,954 |
| May 31, 2023 | 990-EZ | $36,609 | $47,570 | -$10,961 | $46,142 | – | $46,142 |
| May 31, 2022 | 990-EZ | $30,402 | $24,924 | $5,478 | $57,103 | – | $57,103 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $280
- Membership dues
- $36,990
- Program service revenue
- $17,670
- Investment income
- $1,986
Expenses
- Grants and similar amounts paid
- $480
- Compensation of officers, directors and key employees
- $17,985
- Professional fees and payments to contractors
- $17,985
- Other expenses
- $25,265
- Program services (functional)
- $30,130
Balance sheet and other
- Total assets, start of year
- $37,954
- Total assets, end of year
- $51,150
- Total liabilities, end of year
- –
- Net assets, end of year
- $51,150
- Cash, savings and investments
- $51,150
- Gross receipts
- $56,926
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jaclyn Farnham | Executive Dir. | 10 | $17,985 |
| Ned Steiger | President | 3 | $0 |
| Eliot Bassin | Treasurer | 1 | $0 |
| Stacie Aubrey | Vice President | 1 | $0 |
| David Fasi | Treasurer | 1 | $0 |
| Ruth Fortune | Secretary | 1 | $0 |
| April Paterno | Director | 0.5 | $0 |
| Steven Basche | Director | 0.5 | $0 |
| Rosa Chen | Director | 0.5 | $0 |
| Michael Welch | Director | 0.5 | $0 |
| Drew Iacovazzi | Director | 0.5 | $0 |
| Marissa Pepe Turrell | Director | 0.5 | $0 |
| Patrick Sullivan | Director | 0.5 | $0 |
| Lisa Staron | Past President | 0.5 | $0 |
990-EZ for the year ended May 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jaclyn Farnham | Executive Dir. | 10 | $17,490 |
| Lisa Staron | President | 3 | $0 |
| Stacey Aubrey | Treasurer | 1 | $0 |
| Ned Steiger | Vice President | 1 | $0 |
| David Fasi | Treasurer | 1 | $0 |
| Eliot Bassin | Secretary | 1 | $0 |
| April Paterno | Director | 0.5 | $0 |
| Sharon Holland Purtill | Director | 0.5 | $0 |
| Rosa Chen | Director | 0.5 | $0 |
| Drew Iacovazzi | Director | 0.5 | $0 |
| Susan Dana | Director | 0.5 | $0 |
| John DelGrego | Director | 0.5 | $0 |
| Corey Veneziano | Past President | 0.5 | $0 |
| Eliot Bassin as of 612024 | Treasurer | 1 | $0 |
990-EZ for the year ended May 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jaclyn Farnham | Executive Dir. | 10 | $17,490 |
| Corey Veneziano | President | 3 | $0 |
| Lisa Staron | Vice President | 1 | $0 |
| Stacey Aubrey | Secretary | 1 | $0 |
| Ned Steiger | Treasurer | 1 | $0 |
| Susan Dana | Director | 0.5 | $0 |
| David Fasi | Director | 0.5 | $0 |
| Edward Pratesi to 122022 | Vice President | 1 | $0 |
| Louise Pisarski | Director | 0.5 | $0 |
| Ruth Fortune | Director | 0.5 | $0 |
| Elliot Bassin | Director | 0.5 | $0 |
| Sharon Purtill | Director | 0.5 | $0 |
| Hollis Dorman | Director | 0.5 | $0 |
| John Henry Decker | Past President | 1 | $0 |
990-EZ for the year ended May 31, 2022: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jaclyn Farnham | Executive Dir. | 10 | $14,658 |
| John Henry Decker | President | 3 | $0 |
| Edward E Pratesi | Vice President | 1 | $0 |
| Corey Veneziano | Secretary | 1 | $0 |
| Lisa Staron | Treasurer | 1 | $0 |
| Stacey Aubrey | Director | 0.5 | $0 |
| Ned Steiger | Director | 0.5 | $0 |
| Louise Pisarski | Director | 0.5 | $0 |
| Ruth Fortune | Director | 0.5 | $0 |
| Elliot Bassin | Director | 0.5 | $0 |
| Patricia Rose Beauregard | Director | 0.5 | $0 |
| Hollis Dorman | Director | 0.5 | $0 |
| Nicholas Sheridan | Director | 0.5 | $0 |
| Deborah Rothstein | Past President | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 95 WEST ST, ROCKY HILL, CT 06067-3546
- In care of
- % DONALD C DICKEY
- Signed the 990-EZ
- David Fasi, Treasurer
- Phone
- (860) 721-7400
- Website
- www.ebpchartford.org
- Return prepared by
- Adam P Cohen CPA LLC
Mission
To provide a forum for professionals - attorneys, trust officers, CPAs, financial planners, gift planners and appraisers.
Program accomplishments
- Held four general membership meetings on educational topics of interest to members,four seminars and one social event.Expenses $29,670
- A grant to a charitable organization in lieu of accounting fees and a grant to Hartford Foundation for Public Giving for the Deborah Eldridge Fund.Expenses $460 · grants $460
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 06-1031980
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1981
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,150
- Income (IRS master file)
- $56,926
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $56,926 | $43,730 | $51,150 | XML |
| 990-EZ | May 2024 | $43,823 | $52,011 | $37,954 | XML |
| 990-EZ | May 2023 | $36,609 | $47,570 | $46,142 | XML |
| 990-EZ | May 2022 | $30,402 | $24,924 | $57,103 | XML |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1031980).
Questions about ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC
- What is the EIN of ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC?
- The employer identification number (EIN) of ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC is 06-1031980.
- Is ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1981.
- Are donations to ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who are the officers and directors of ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC?
- The 990-EZ for the year ended May 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $17,985 (Jaclyn Farnham, Executive Dir.).
- How much revenue does ESTATE AND BUSINESS PLANNINGCOUNCIL OF HARTFORD INC have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $56,926, expenses of $43,730 and total assets of $51,150 at year end.
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