Nonprofit · EIN 16-1351917
ESTATE PLANNING COUNCIL OF ROCHESTER
Tax-exempt · PENFIELD, NY 14526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $53,303 | $40,437 | $12,866 | $57,995 | $0 | $57,995 |
| June 30, 2024 | 990-EZ | $48,759 | $34,430 | $14,329 | $45,129 | $0 | $45,129 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,900
- Membership dues
- $36,740
- Program service revenue
- $2,662
- Investment income
- $1
Expenses
- Compensation of officers, directors and key employees
- $16,600
- Salaries, compensation and benefits (total)
- $16,600
- Professional fees and payments to contractors
- $600
- Other expenses
- $23,237
- Program services (functional)
- $19,744
Balance sheet and other
- Total assets, start of year
- $45,129
- Total assets, end of year
- $57,995
- Total liabilities, end of year
- $0
- Net assets, end of year
- $57,995
- Cash, savings and investments
- $57,995
- Gross receipts
- $53,303
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 |
|---|---|---|---|
| Diana Smith | Executive Director | 3 | $16,600 |
| Barbara Clemons | President | 1 | $0 |
| Victoria Kleehammer | Vice-President | 1 | $0 |
| Richard Marchese | Vice-President | 1 | $0 |
| Diane Donnelly | Treasurer | 1 | $0 |
| Michael McNaughton | Secretary | 1 | $0 |
| Maria Caton | Past President | 1 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diana Barlow | Executive Director | 3 | $6,250 |
| Maria Caton | President | 1 | $0 |
| Barbara Clemons | Vice-President | 1 | $0 |
| Victoria Kleehammer | Vice-President | 1 | $0 |
| Steve Solimano | Treasurer | 1 | $0 |
| Richard Marchese | Secretary | 1 | $0 |
| Elizabeth Thorley | Past President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 54 WOODLINE DR, PENFIELD, NY 14526-2414
- Mailing address (990-N for 2018)
- PO BOX 227, EAST ROCHESTER NY 14445
- Principal officer (990-N for 2018)
- ELIZABETH THORLEY, PO BOX 227, EAST ROCHESTER NY 14445
- Signed the 990-EZ
- Victoria Kleehammer, President
- Phone
- (585) 260-6663
- Website
- WWW.EPCROCHESTER.ORG
- Return prepared by
- Allied CPAs PC
Mission
To provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
Program accomplishments
- Providing continuing education seminars to members pertaining to current estate planning issues and developments.Expenses $19,744
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 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
- 16-1351917
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $57,995
- Income (IRS master file)
- $53,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $53,303 | $40,437 | $57,995 | IRS |
| 990-EZ | June 2024 | $48,759 | $34,430 | $45,129 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: ELIZABETH THORLEY | June 30, 2019 | ≤ $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 16-1351917).
Questions about ESTATE PLANNING COUNCIL OF ROCHESTER
- What is the EIN of ESTATE PLANNING COUNCIL OF ROCHESTER?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF ROCHESTER is 16-1351917.
- Is ESTATE PLANNING COUNCIL OF ROCHESTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1993.
- Are donations to ESTATE PLANNING COUNCIL OF ROCHESTER tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF ROCHESTER 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 ROCHESTER 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 ROCHESTER last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ESTATE PLANNING COUNCIL OF ROCHESTER?
- The 990-N for 2018 names ELIZABETH THORLEY.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF ROCHESTER?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $16,600 (Diana Smith, Executive Director).
- How much revenue does ESTATE PLANNING COUNCIL OF ROCHESTER have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $53,303, expenses of $40,437 and total assets of $57,995 at year end.
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