Nonprofit · EIN 23-2006494
PHILADELPHIA ESTATE PLANNING COUNCIL
Tax-exempt · MOORESTOWN, NJ 08057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $197,765 | $216,517 | -$18,752 | $161,925 | $0 | $161,925 |
| August 31, 2024 | 990 | $253,524 | $263,275 | -$9,751 | $180,677 | $0 | $180,677 |
| August 31, 2023 | 990 | $215,713 | $205,769 | $9,944 | $190,172 | $0 | $190,172 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $55,630
- Program service revenue
- $195,112
- Investment income
- $7,098
- Net income from fundraising events
- -$61,075
- Other revenue
- -$60,075
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $180,677
- Total assets, end of year
- $161,925
- Total liabilities, end of year
- $0
- Net assets, end of year
- $161,925
- Gross unrelated business income
- $1,000
- Gross receipts
- $279,701
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1989
- State of legal domicile
- PA
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 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BORDEN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JACKLYNN BARRAS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| FAREEHA ARSHAD | SECRETARY Trustee or director, Officer | 2 | $0 |
| ALAN WEISSBERGER | TREASURER Trustee or director, Officer | 2 | $0 |
| STEPHANIE SANDERSON-BRAEM | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICHARD BELL | DIRECTOR Trustee or director | 2 | $0 |
| RENZO CERABINO | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL DEFILLIPO | DIRECTOR Trustee or director | 2 | $0 |
| LEANNE EVANS | DIRECTOR Trustee or director | 2 | $0 |
| SHARON GREENBERG | DIRECTOR Trustee or director | 2 | $0 |
| KIM HEYMAN | DIRECTOR Trustee or director | 2 | $0 |
| SHANE JOHNSON | DIRECTOR Trustee or director | 2 | $0 |
| JAMES KELLY | DIRECTOR Trustee or director | 2 | $0 |
| RACHEL KIESER | DIRECTOR Trustee or director | 2 | $0 |
| JILLIAN KUKUCKA | DIRECTOR Trustee or director | 2 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW LEVITSKY | DIRECTOR Trustee or director | 2 | $0 |
| ERIN MCQUIGGAN | DIRECTOR Trustee or director | 2 | $0 |
| LISA MITTELMAN | DIRECTOR Trustee or director | 2 | $0 |
| JOSH NILES | DIRECTOR Trustee or director | 2 | $0 |
| BRADLEY TEREBELO | DIRECTOR Trustee or director | 2 | $0 |
| TIM ZEIGLER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended August 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FAREEHA ARSHAD | DIRECTOR Trustee or director | 2 | $0 |
| JACKLYNN BARRAS | TREASURER Trustee or director, Officer | 2 | $0 |
| RICHARD BELL | DIRECTOR Trustee or director | 2 | $0 |
| CHRISOPHER BORDEN | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| LEANNE EVANS | DIRECTOR Trustee or director | 2 | $0 |
| KIM HEYMAN | DIRECTOR Trustee or director | 2 | $0 |
| THOMAS MCDONNELL | DIRECTOR Trustee or director | 2 | $0 |
| ERIN MCQUIGGAN | DIRECTOR Trustee or director | 2 | $0 |
| JOSH NILES | DIRECTOR Trustee or director | 2 | $0 |
| JIM REVELS | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| STEPHANIE SANDERSON-BRAEM | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ALAN WEISSBERGER | SECRETARY Trustee or director, Officer | 2 | $0 |
| TIM ZEIGLER | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL DEFILLIPO | DIRECTOR Trustee or director | 2 | $0 |
| JAMES KELLY | DIRECTOR Trustee or director | 2 | $0 |
| BRADLEY TEREBELO | DIRECTOR Trustee or director | 2 | $0 |
| SHARON GREENBERG | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW LEVITSKY | DIRECTOR Trustee or director | 2 | $0 |
| SHANE JOHNSON | DIRECTOR Trustee or director | 2 | $0 |
| JILLIAN KUKUCKA | DIRECTOR Trustee or director | 2 | $0 |
| LISA MITTELMAN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended August 31, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FAREEHA ARSHAD | DIRECTOR Trustee or director | 2 | $0 |
| JACKLYNN BARRAS | SECRETARY Trustee or director, Officer | 2 | $0 |
| RICHARD BELL | DIRECTOR Trustee or director | 2 | $0 |
| CHRISOPHER BORDEN | TREASURER Trustee or director, Officer | 2 | $0 |
| LEANNE EVANS | DIRECTOR Trustee or director | 2 | $0 |
| RACHEL GROSS | DIRECTOR Trustee or director | 2 | $0 |
| KIM HEYMAN | DIRECTOR Trustee or director | 2 | $0 |
| ERIC HILDENBRAND | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 |
| THOMAS MCDONNELL | DIRECTOR Trustee or director | 2 | $0 |
| ERIN MCQUIGGAN | DIRECTOR Trustee or director | 2 | $0 |
| JOSH NILES | DIRECTOR Trustee or director | 2 | $0 |
| JULIE OLLEY | DIRECTOR Trustee or director | 2 | $0 |
| JIM REVELS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| STEPHANIE SANDERSON-BRAEM | VICE PRESIDENT & PROGRAMS CHAIR Trustee or director, Officer | 2 | $0 |
| ALAN WEISSBERGER | DIRECTOR Trustee or director | 2 | $0 |
| TIM ZEIGLER | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL DEFILLIPO | DIRECTOR Trustee or director | 2 | $0 |
| JAMES KELLY | DIRECTOR Trustee or director | 2 | $0 |
| BRADLEY TEREBELO | DIRECTOR Trustee or director | 2 | $0 |
| SHARON GREENBERG | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW LEVITSKY | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 579, MOORESTOWN, NJ 08057-0579
- Principal officer (990 for 2024)
- DENISE DOWNING, PO BOX 579, MOORESTOWN, NJ 080570579
- Signed the 990
- DENISE DOWNING, EXECUTIVE DIRECTOR
- Phone
- (856) 234-0330
- Website
- WWW.PHILAEPC.ORG
- Return prepared by
- ISDANER & COMPANY LLC
Mission
TO ADVOCATE AND ASSIST IN THE SPREADING OF KNOWLEDGE CONCERNING ESTATE PLANNING AND THE ADMINISTRATION OF TRUSTS AND ESTATES (I.E."FIDUCIARY ADMINISTRATION") AMONG MEMBERS OF THE COUNCIL AND, IF DEEMED APPROPRIATE, FROM TIME TO TIME, TO OTHERS. TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, FINANCIAL ADVISOR AND ANY OTHER PARTY OR PARTIES, HAVING TO DO WITH ESTATE PLANNING AND FIDUCIARY ADMINISTRATION, AND TO ENCOURAGE THE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES. TO SUPPORT AND PROMOTE PROPER ETHICAL STANDARDS IN DEALING WITH ONE ANOTHER, MUTUAL CLIENTS AND THE PUBLIC. TO HELP THE MEMBERS RENDER THE HIGHEST TYPE OF SERVICE TO CLIENTS AND CUSTOMERS AND TO DO ANY AND ALL OF THOSE THINGS THAT WILL AID AND IMPROVE THE PROCESS OF CAREFUL AND PROPER ESTATE PLANNING.
Program accomplishments
- TO PROVIDE PROFESSIONALS INVOLVED IN ESTATE PLANNING, BOTH MEMBERS AND NON-MEMBERS, WITH OPPORTUNITIES TO ENHANCE THEIR SKILLS AND EXPAND THEIR NETWORK THROUGH PROGRAMS AND INTERACTION.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 23-2006494
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $161,925
- Income (IRS master file)
- $279,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $197,765 | $216,517 | $161,925 | XML |
| 990 | August 2024 | $253,524 | $263,275 | $180,677 | XML |
| 990 | August 2023 | $215,713 | $205,769 | $190,172 | XML |
| 990 | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 23-2006494).
Questions about PHILADELPHIA ESTATE PLANNING COUNCIL
- What is the EIN of PHILADELPHIA ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of PHILADELPHIA ESTATE PLANNING COUNCIL is 23-2006494.
- Is PHILADELPHIA ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
- Are donations to PHILADELPHIA ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHILADELPHIA ESTATE PLANNING COUNCIL 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 PHILADELPHIA ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILADELPHIA ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of PHILADELPHIA ESTATE PLANNING COUNCIL?
- The 990 for the year ended August 31, 2025 names DENISE DOWNING.
- Who are the officers and directors of PHILADELPHIA ESTATE PLANNING COUNCIL?
- The 990 for the year ended August 31, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does PHILADELPHIA ESTATE PLANNING COUNCIL have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $197,765, expenses of $216,517 and total assets of $161,925 at year end.
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