Skip to main content

Nonprofit · EIN 11-3034842

THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC

Tax-exempt · MASSAPEQUA PK, NY 11762

Financials

$67K$64K2022$66K$53K2023$81K$78K2024$99K$86K2025
Revenue Expenses · by fiscal year end
Financials of THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-EZ$98,757$86,489$12,268$144,753$0$144,753
June 30, 2025990-EZ$80,968$77,653$3,315$130,294$0$130,294
June 30, 2024990-EZ$65,752$52,938$12,814$126,979$0$126,979
June 30, 2023990-EZ$67,285$63,955$3,330$87,337–$87,337
Financial details: 990-EZ for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$18,615
Membership dues
$82,230
Investment income
$4,019
Net income from fundraising events
-$6,107

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$18,000
Professional fees and payments to contractors
$10,138
Printing, publications and postage
$414
Other expenses
$57,937
Program services (functional)
$61,909

Balance sheet and other

Total assets, start of year
$130,294
Total assets, end of year
$144,753
Total liabilities, end of year
$0
Net assets, end of year
$144,753
Cash, savings and investments
$137,432
Gross receipts
$113,609

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
JOSEPH LAFERLITAPRESIDENT5$0
JEFFERY GIBRALTERTREASURER5$0
ALYSSA DANZIGERSECRETARY5$0
ALISON GLADOWSKYIMMEDIATE PAST VICE PRESIDENT2$0
CHARLES DERISOBOARD MEMBER2$0
BRIAN CONBOYBOARD MEMBER2$0
MARK MOHTASHEMIBOARD MEMBER2$0
NICHOLAS MONETABOARD MEMBER2$0
ELISA PICKELBOARD MEMBER2$0
JOANNE CAMPBELL SCHIEFERBOARD MEMBER2$0
NICOLE SMITHBOARD MEMBER2$0
STEPHEN SILVERBERGBOARD MEMBER2$0
990-EZ for the year ended June 30, 2025: 12 people
NameTitleHours / weekCompensation
ALISON GLADOWSKYVICE PRESIDENT5$0
PASQUALE RAFANELLITREASURER5$0
JOSEPH LAFERLITASECRETARY5$0
ALYSSA DANZIGERSECRETARY5$0
NICOLE SMITHBOARD MEMBER2$0
STEPHEN SILVERBERGBOARD MEMBER2$0
MARK MOHTASHEMIBOARD MEMBER2$0
BRIAN CONBOYBOARD MEMBER2$0
PAULA PICKELBOARD MEMBER2$0
RICHARD CHALIFOUX FORMERBOARD MEMBER2$0
LAWRENCE BERWITZBOARD MEMBER2$0
NICHOLAS MONETABOARD MEMBER2$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
JEFFERY GIBRALTERPRESIDENT5$0
ELISA PICKELPRESIDENT5$0
ALISON GLADOWSKYVICE PRESIDENT5$0
PETER MANZIVICE PRESIDENT5$0
PASQUALE RAFANELLITREASURER5$0
MARK ACKERMANTREASURER5$0
JOSEPH LAFERLITASECRETARY5$0
ALYSSA DANZIGERSECRETARY5$0
NICOLE SMITHBOARD MEMBER2$0
STEPHEN SILVERBERGBOARD MEMBER2$0
MARK MOHTASHEMIBOARD MEMBER2$0
BRIAN D CONBOYBOARD MEMBER2$0
990-EZ for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
Elisa M PickelPresident3$0
Peter S ManziVice President2$0
Joseph T La FerlitaSecretary1$0
Mark AckermanTreasurer1$0

Address and contacts

Address (IRS master file)
PO BOX 338, MASSAPEQUA PK, NY 11762-0338
In care of
% FIRST BANK OF LONG ISLAND
Signed the 990-EZ
JEFFREY GIBRALTER, TREASURER
Phone
(516) 826-5982
Return prepared by
FULLER LOWENBERG & CO CPAS PC

Mission

THE ORGANIZATION WAS FORMED FOR THE FOLLOWING OBJECTIVES:TO FOSTER INTELLIGENT COOPERATION AND A CORDIAL UNDERSTANDING AMONG THE MEMBERS AS TO THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE ATTORNEY, CERTIFIED PUBLIC ACCOUNTANT, LIFE UNDERWRITER, TRUST OFFICERS AND FINANCIAL PLANNER IN THE FIELD OF FINANCIAL AND ESTATE PLANNING.TO ENCOURAGE NETWORKING OPPORTUNITIES AMONG MEMBERS THAT ESTABLISH AND FOSTER PROFESSIONAL RELATIONSHIPS.TO OFFER EDUCATIONAL AND INFORMATIONAL PROGRAMS TO ITS MEMBERS.TO PROMOTE THE EXCHANGE OF IDEAS AND KNOWLEDGE IN THE MULTI-FACETED DISCIPLINES OF ITS MEMBERS.

990-EZ for the year ended June 30, 2026

Program accomplishments

  • PROVIDE MEMBERS WITH UPDATES ON THE LATEST DEVELOPMENTS IN ESTATE PLANNING TO KEEP THEIR PROFESSIONAL KNOWLEDGE CURRENT.
    Expenses $61,909

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-EZ on file
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
11-3034842
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$144,753
Income (IRS master file)
$113,609

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2026$98,757$86,489$144,753XML
990-TJune 2026–––IRS
990-EZJune 2025$80,968$77,653$130,294XML
990-EZJune 2024$65,752$52,938$126,979XML
990-EZJune 2023$67,285$63,955$87,337XML

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 11-3034842).

Questions about THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC

What is the EIN of THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC?
The employer identification number (EIN) of THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC is 11-3034842.
Is THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY 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 THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
Who are the officers and directors of THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC?
The 990-EZ for the year ended June 30, 2026 lists 12 people; 0 received compensation from the organization.
How much revenue does THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC have?
On its 990-EZ for the year ended June 30, 2026 it reported revenue of $98,757, expenses of $86,489 and total assets of $144,753 at year end.

Other nonprofits in MASSAPEQUA PK

All nonprofits in MASSAPEQUA PK · New York · Community improvement and capacity building