Nonprofit · EIN 13-6162135
ESTATE PLANNING COUNCIL OF NEW YORK CITY INC
Tax-exempt · FARMINGDALE, NY 11735
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $178,544 | $153,694 | $24,850 | $266,811 | $9,071 | $257,740 |
| May 31, 2024 | 990 | $211,756 | $163,992 | $47,764 | $250,611 | $17,721 | $232,890 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $90,219
- Membership dues
- $90,219
- Program service revenue
- $88,325
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $780
- Travel
- $406
- Program services (functional)
- $140,376
- Management and general (functional)
- $13,318
Balance sheet and other
- Total assets, start of year
- $250,611
- Total assets, end of year
- $266,811
- Total liabilities, end of year
- $9,071
- Net assets, end of year
- $257,740
- Net assets without donor restrictions
- $257,740
- Gross receipts
- $178,544
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1959
- State of legal domicile
- NY
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 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| K Eli Akhavan | President Trustee or director, Officer | 2 | $0 |
| Danielle Barrett | Vice President Trustee or director, Officer | 2 | $0 |
| Stephanie Hines | Treasurer Trustee or director, Officer | 2 | $0 |
| Erin Ardleigh | Secretary Trustee or director, Officer | 2 | $0 |
| Frazer Rice | Director Trustee or director | 2 | $0 |
| Pamela Mosiello | Director Trustee or director | 2 | $0 |
| Rozlenn Giwani | Director Trustee or director | 2 | $0 |
| Richard Dauman | Director Trustee or director | 2 | $0 |
| William Connor | Director Trustee or director | 2 | $0 |
| Michael Hymes | Director Trustee or director | 2 | $0 |
| Caroline Seaton | Director Trustee or director | 2 | $0 |
| Julianna Obeid | Director Trustee or director | 2 | $0 |
| Katie Watt | Director Trustee or director | 2 | $0 |
| Tara Mahon | Director Trustee or director | 2 | $0 |
990 for the year ended May 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frazer Rice | President Trustee or director, Officer | 2 | $0 |
| Stephanie Hines | Vice President Trustee or director, Officer | 2 | $0 |
| Eli Akhavan | Treasurer Trustee or director, Officer | 2 | $0 |
| Danielle Barrett | Secretary Trustee or director, Officer | 2 | $0 |
| Lauren Rocklin | Director Trustee or director | 2 | $0 |
| Pamela Mosiello | Director Trustee or director | 2 | $0 |
| Rozlenn Giwani | Director Trustee or director | 2 | $0 |
| Richard Dauman | Director Trustee or director | 2 | $0 |
| Michael Hymes | Director Trustee or director | 2 | $0 |
| Caroline Seaton | Director Trustee or director | 2 | $0 |
| Julianna Obeid | Director Trustee or director | 2 | $0 |
| Katie Watt | Director Trustee or director | 2 | $0 |
| Erin Ardleigh | Director Trustee or director | 2 | $0 |
| Shannon McNulty | Director Trustee or director | 2 | $0 |
| Tara Mahon | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 71 VERDI ST, FARMINGDALE, NY 11735-6319
- In care of
- % NYS SOCIETY OF CPAS
- Principal officer (990 for 2024)
- Stephanie Hines, 71 Verdi Street, Farmingdale, NY 11735
- Signed the 990
- Stephanie Hines, Treasurer
- Phone
- (855) 293-0784
- Return prepared by
- BATTAGLIA & ASSOCIATES CPA'S PLLC
Mission
To provide a better understanding of the estate planning services provided by accountants, attorneys, life underwriters, and trust officers and to promote cooperation among these groups.
Program accomplishments
- Meetings and conferences of various estate planning topics, including the Estate Planners Day event.Expenses $140,376 · revenue $88,325
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 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6162135
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B03)
- Assets (IRS master file)
- $266,811
- Income (IRS master file)
- $178,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $178,544 | $153,694 | $266,811 | XML |
| 990 | May 2024 | $211,756 | $163,992 | $250,611 | XML |
| 990 | May 2023 | $211,500 | $195,651 | $228,757 | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990-EZ | May 2018 | – | – | – | 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 13-6162135).
Questions about ESTATE PLANNING COUNCIL OF NEW YORK CITY INC
- What is the EIN of ESTATE PLANNING COUNCIL OF NEW YORK CITY INC?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF NEW YORK CITY INC is 13-6162135.
- Is ESTATE PLANNING COUNCIL OF NEW YORK CITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ESTATE PLANNING COUNCIL OF NEW YORK CITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESTATE PLANNING COUNCIL OF NEW YORK CITY 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 PLANNING COUNCIL OF NEW YORK CITY 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 PLANNING COUNCIL OF NEW YORK CITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ESTATE PLANNING COUNCIL OF NEW YORK CITY INC?
- The 990 for the year ended May 31, 2025 names Stephanie Hines.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF NEW YORK CITY INC?
- The 990 for the year ended May 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL OF NEW YORK CITY INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $178,544, expenses of $153,694 and total assets of $266,811 at year end.
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