Nonprofit · EIN 16-1063452
ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC
Tax-exempt · SYRACUSE, NY 13202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $30,021 | $29,916 | $105 | $32,317 | $341 | $31,976 |
| June 30, 2024 | 990-EZ | $14,581 | $26,152 | -$11,571 | $32,211 | $340 | $31,871 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $26,590
- Investment income
- $31
- Other revenue
- $3,400
Expenses
- Compensation of officers, directors and key employees
- $2,111
- Salaries, compensation and benefits (total)
- $2,111
- Other expenses
- $27,805
- Program services (functional)
- $29,916
Balance sheet and other
- Total assets, start of year
- $32,211
- Total assets, end of year
- $32,317
- Total liabilities, end of year
- $341
- Net assets, end of year
- $31,976
- Cash, savings and investments
- $32,317
- Gross receipts
- $30,021
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 |
|---|---|---|---|
| JENNIFER SPAGNOLA | COUNCIL EXECUTIVE | 2 | $2,111 |
| JENNIFER L ALFIERI ESQ | DIRECTOR | 2 | $0 |
| ROBERT D SCOLARO ESQ | DIRECTOR | 2 | $0 |
| MARY ANNE CODY ESQ | DIRECTOR | 2 | $0 |
| WILLIAM P DAVIES | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| MICHELE DICKEY | TREASURER | 5 | $0 |
| ANDREW SCHAFFEL CLTC LUTCF CAP | PRESIDENT | 2 | $0 |
| TERYL KIDD | SECRETARY | 2 | $0 |
| HEATHER L BERRY CTFA | VICE PRESIDENT | 2 | $0 |
| THOMAS M GRIFFITH AEP CAP CHFC | DIRECTOR | 2 | $0 |
| GEORGIA CRINNIN ESQ | DIRECTOR | 2 | $0 |
| JEFFREY CULVER TRUST OFFICE | DIRECTOR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SPAGNOLA | COUNCIL EXECUTIVE | 2 | $1,841 |
| JENNIFER L ALFIERI ESQ | DIRECTOR | 2 | $0 |
| ROBERT D SCOLARO ESQ | DIRECTOR | 2 | $0 |
| MARY ANNE CODY ESQ | DIRECTOR | 2 | $0 |
| WILLIAM P DAVIES | PRESIDENT | 2 | $0 |
| MICHELE DICKEY | TREASURER | 5 | $0 |
| ANDREW SCHAFFEL CLTC LUTCF CAP | VICE PRESIDENT | 2 | $0 |
| TERYL KIDD | SECRETARY | 2 | $0 |
| HEATHER L BERRY CTFA | SERGEANT AT ARMS | 2 | $0 |
| THOMAS M GRIFFITH AEP CAP CHFC | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| GEORGIA CRINNIN ESQ | DIRECTOR | 2 | $0 |
| JEFFREY CULVER TRUST OFFICE | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 431 EAST FAYETTE ST, SYRACUSE, NY 13202-1902
- Signed the 990-EZ
- WILLIAM DAVIES, TREASURER
- Phone
- (315) 883-5562
- Website
- WWW.EPCCNY.ORG
Mission
THE OBJECT OF THE ESTATE PLANNING COUNCIL IS TO PROVIDE A MEANS WHEREBY INTERESTED MEMBERS OF THE LEGAL, BANKING, LIFE UNDERWRITING, ACCOUNTING, AND FINANCIAL PLANNING PROFESSIONS CAN BECOME EDUCATED IN RECENT DEVELOPMENTS IN INCOME, ESTATE, AND GIFT TAXATION. THE ESTATE PLANNING COUNCIL PROVIDES A MEDIUM OF MUTUAL INTEREST WHEREIN MEANINGFUL DISCUSSIONS CAN PROMOTE BETTER UNDERSTANDING AND COOPERATION AMONG THE GROUPS REPRESENTED ALL TO THE END THAT THEY, COOPERATIVELY, MAY BETTER SERVE THE PUBLIC. THE ESTATE PLANNING COUNCIL HAS MONTHLY AND ANNUAL MEETINGS WHERE SPEAKERS ADDRESS RECENT DEVELOPMENTS AND INTERPRETATIONS OF THE INCOME, ESTATE, AND GIFT TAX AREAS.
Program accomplishments
- THE COUNCIL HAD MONTHLY AND ANNUAL MEETINGS AND THEN ONE ANNUAL MEETING. AT ALL MEETINGS THERE IS A PRESENTATION ON NEW ESTATE PLANNING IDEAS AND ISSUES.Expenses $29,916
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
- 16-1063452
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $32,317
- Income (IRS master file)
- $30,021
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $30,021 | $29,916 | $32,317 | XML |
| 990-EZ | June 2024 | $14,581 | $26,152 | $32,211 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 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 16-1063452).
Questions about ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC
- What is the EIN of ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC is 16-1063452.
- Is ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2002.
- Are donations to ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK 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 CENTRAL NEW YORK 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 CENTRAL NEW YORK INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $2,111 (JENNIFER SPAGNOLA, COUNCIL EXECUTIVE).
- How much revenue does ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $30,021, expenses of $29,916 and total assets of $32,317 at year end.
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