Skip to main content

Nonprofit · EIN 22-2453055

ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

Tax-exempt (reinstated) · LIVINGSTON, NJ 07039

Financials

$37K$48K2023$54K$54K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$54,002$54,379-$377$57,373$0$57,373
December 31, 2023990-EZ$37,136$47,725-$10,589$57,750$0$57,750
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Membership dues
$25,915
Program service revenue
$27,455
Investment income
$632

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$23,256
Printing, publications and postage
$222
Other expenses
$30,901
Program services (functional)
$54,378

Balance sheet and other

Total assets, start of year
$57,750
Total assets, end of year
$57,373
Total liabilities, end of year
$0
Net assets, end of year
$57,373
Cash, savings and investments
$57,373
Gross receipts
$54,002

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BENJAMIN LEHROFFDIRECTOR0$0
CATHERINE ROMANIADIRECTOR0$0
CHRIS KOZADIRECTOR0$0
JOY MATEKDIRECTOR0$0
LYNN MAGNUSSONDIRECTOR0$0
ADAM SANDLERDIRECTOR0$0
CHRISTOPHER PARILLODIRECTOR0$0
MATTHEW RHEINGOLDDIRECTOR0$0
GARY BOROWIECIMMEDIATE PAST PRESIDENT0$0
STEVEN HOLTVP PROGRAMS0$0
KEVIN CENTURRINOVP MEMBERSHIP0$0
CHRISTINE CZAPEKPRESIDENT0$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
BENJAMIN LEHROFF 11 - 630PRESIDENT0$0
GARY BOROWIEC 11-63071-VP PROGRAMMING/PRESIDENT0$0
STEVEN HOLT 11 - 63071-1231TREASURER/VP MEMBERSHIP0$0
KEVIN CENTURRINO 11 - 63071-SECRETARY/TREASURER0$0
CHRISTINE CZAPEK 11 - 63071VP MEMBERSHIP/VP PROGRAMS0$0
KAREN FIERROSECRETARY0$0
CATHERINE ROMANIADIRECTOR0$0
CHRIS KOZADIRECTOR0$0
DREW MALDONADODIRECTOR0$0
MIKE TEPPERMANDIRECTOR0$0
STACEY VALENTINEDIRECTOR0$0
GARY WALKERDIRECTOR0$0

Address and contacts

Address (IRS master file)
CO CLA 293 EISENHOWER PKWY, LIVINGSTON, NJ 07039-0000
In care of
% SOBEL & CO LLC
Mailing address (990-N for 2021)
C/O SOBEL CO 293 EISENHOWER PKWY, LIVINGSTON NJ 07039
Principal officer (990-N for 2021)
CATHERINE ROMANIA ESQ, WITMAN STADTMAUER PA 26 COLUMBIA, TPKE 100, FLORHAM PARK NJ 07932
Signed the 990-EZ
CHRISTINE CZAPEK, PRESIDENT
Phone
(973) 994-9494
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO EDUCATE MEMBERS ABOUT THE FUNCTIONS OF AND RELATIONSHIPS BETWEEN THE PARTIES INVOLVED IN ESTATE PLANNING AND TO PROMOTE AND EDUCATE THE COMMUNITY REGARDNG THE BENEFITS OF ESTATE PLANNING.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION CODUCTED MEETINGS FOR ITS MEMBERS TO PROVIDE THEM WITH EDUCATION RELATED TO THE RELATIONSHIPS BETWEEN AND THE FUNCTIONS OF THE PARTIES INVOLVED IN ESTATE PLANNING.
    Expenses $54,378

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
22-2453055
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
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B01)
Assets (IRS master file)
$57,373
Income (IRS master file)
$54,002

Revocation and reinstatement

Exemption revoked
May 15, 2016
Posted by the IRS
February 28, 2017
Reinstated
Effective May 15, 2016

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$54,002$54,379$57,373IRS
990-EZDecember 2023$37,136$47,725$57,750XML
990-EZDecember 2022–––IRS
990-N for 2021
Officer: CATHERINE ROMANIA ESQ
December 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: DEIDRE WHEATLEY-LISS
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: LESLIE DRAPER
December 31, 2018≤ $50,000 receipts––e-Postcard

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 22-2453055).

Questions about ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

What is the EIN of ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY?
The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY is 22-2453055.
Is ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective May 15, 2016.
Are donations to ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY 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 NORTHERN NEW JERSEY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who is the principal officer of ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY?
The 990-N for 2021 names CATHERINE ROMANIA ESQ.
Who are the officers and directors of ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY?
The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $54,002, expenses of $54,379 and total assets of $57,373 at year end.

Other nonprofits in LIVINGSTON

All nonprofits in LIVINGSTON · New Jersey · Education