Nonprofit · EIN 23-7129676
ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC
Tax-exempt · WHITE PLAINS, NY 10605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $48,935 | $51,714 | -$2,779 | $71,721 | – | $71,721 |
| June 30, 2024 | 990-EZ | $17,545 | $11,650 | $5,895 | $74,565 | $65 | $74,500 |
| April 30, 2024 | 990-EZ | $50,710 | $42,817 | $7,893 | $68,735 | $130 | $68,605 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $31,850
- Program service revenue
- $16,325
- Investment income
- $760
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $3,446
- Printing, publications and postage
- $299
- Other expenses
- $47,969
- Program services (functional)
- $28,315
Balance sheet and other
- Total assets, start of year
- $74,565
- Total assets, end of year
- $71,721
- Total liabilities, end of year
- –
- Net assets, end of year
- $71,721
- Cash, savings and investments
- $71,721
- Gross receipts
- $48,935
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE ARRIGO | Vice President | 2 | $0 |
| CHRISTOPHER MIEHL | Treasurer | 2 | $0 |
| BHARTI GUPTA | Director | 2 | $0 |
| JOANNA C FELDMAN | Director | 2 | $0 |
| YVETTE-MICHELLE WYNN | President | 2 | $0 |
| ANA MARIA GOMEZ | Secretary | 1 | $0 |
| ELAINE M KATZ | Director | 1 | $0 |
| GEORGE KONTOGIANNIS | Director | 1 | $0 |
| MARIA NIGRO | Director | 1 | $0 |
| JULIA PELOSO-BARNES | PAST PRESIDENT | 1 | $0 |
| PATRICIA IENGO | Director | 1 | $0 |
| SANJIV K JASWAL | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD AVERY | DIRECTOR | 1 | $0 |
| BHARTI GUPTA | DIRECTOR | 1 | $0 |
| LISA KEATING-GRADILONE | DIRECTOR | 1 | $0 |
| ELYSE L SCHAJER | DIRECTOR | 1 | $0 |
| ELAINE M KATZ | DIRECTOR | 1 | $0 |
| SANJIV K JASWAL | DIRECTOR | 1 | $0 |
| PATTL IENGO | DIRECTOR | 1 | $0 |
| STEPHANIE GIROUX | DIRECTOR | 1 | $0 |
| JOANNA C FELDMAN | DIRECTOR | 1 | $0 |
| PETER GALAGHER | DIRECTOR | 1 | $0 |
| ANA MARIA GOMEZ | DIRECTOR | 1 | $0 |
| GEORGE KONTOGIANNIS | DIRECTOR | 1 | $0 |
990-EZ for the year ended April 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD AVERY | DIRECTOR | 1 | $0 |
| PAUL M MILLMAN | DIRECTOR THRU 6/30/23 | 1 | $0 |
| JOANNE BRADY | DIRECTOR THRU 6/30/23 | 1 | $0 |
| BHARTI GUPTA | DIRECTOR | 1 | $0 |
| LISA KEATING-GRADILONE | DIRECTOR | 1 | $0 |
| MARA RABIN | DIRECTOR THRU 6/30/23 | 1 | $0 |
| ELYSE L SCHAJER | DIRECTOR | 1 | $0 |
| GINA SINON | DIRECTOR THRU 6/30/23 | 1 | $0 |
| ELAINE M KATZ | DIRECTOR | 2 | $0 |
| JENNIFER K PITMAN | DIRECTOR THRU 6/30/23 | 1 | $0 |
| SANJIV K JASWAL | DIRECTOR | 1 | $0 |
| PATTL IENGO | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 333 MAMARONECK AVE 330, WHITE PLAINS, NY 10605-1440
- In care of
- % STEVEN SCHURKMAN
- Signed the 990-EZ
- MARIE ARRIGO, President
- Phone
- (914) 428-7500
- Website
- WWW.EPCWC.ORG
- Return prepared by
- DEODAT S SINGH CPA PC
Mission
MEMBERSHIP ORGANIZATION COMPRISED OF CERTIFIED PUBLIC ACCOUNTANTS, CHARTERED LIFE INSURANCE UNDERWRITERS, CERTIFIED FINANCIAL PLANNERS, AND OTHER PROFESSIONALS AFFILIATED WITH ESTATE PLANNING AND WHO ARE DEDICATED TO A MULTI-DISCIPLINARY TEAM APPROACH TO PROVIDE ESTATE PLANNING SERVICES.
Program accomplishments
- PROVIDE EDUCATIONAL INSTRUCTION IN THE ESTATE PLANNING ARENA AS WELL AS NETWORKING OPPORTUNITIES FOR MEMBERS TO ENGAGE WITH OTHER ESTATE PLANNERS.Expenses $28,315
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7129676
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $71,721
- Income (IRS master file)
- $48,935
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $48,935 | $51,714 | $71,721 | XML |
| 990-EZ | June 2024 | $17,545 | $11,650 | $74,565 | IRS |
| 990-EZ | April 2024 | $50,710 | $42,817 | $68,735 | XML |
| 990-EZ | April 2023 | – | – | – | IRS |
| 990-EZ | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 23-7129676).
Questions about ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC
- What is the EIN of ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC is 23-7129676.
- Is ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1972.
- Are donations to ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $48,935, expenses of $51,714 and total assets of $71,721 at year end.
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