Nonprofit · EIN 47-1351623
ESTATE PLANNING COUNCIL OF RHODE ISLAND
Tax-exempt · WALTHAM, MA 02451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $76,620 | $61,675 | $14,945 | $112,383 | $177 | $112,206 |
| June 30, 2025 | 990-EZ | $60,497 | $54,467 | $6,030 | $97,327 | $66 | $97,261 |
| June 30, 2024 | 990-EZ | $59,042 | $57,353 | $1,689 | $93,644 | $2,413 | $91,231 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Membership dues
- $74,613
- Investment income
- $2,007
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $61,675
Balance sheet and other
- Total assets, start of year
- $97,327
- Total assets, end of year
- $112,383
- Total liabilities, end of year
- $177
- Net assets, end of year
- $112,206
- Cash, savings and investments
- $111,308
- Gross receipts
- $76,620
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jason E Archambault | Director | 1 | $0 |
| Darah P Schofield | Director | 1 | $0 |
| James L Sullivan | Director | 1 | $0 |
| Joanne Speroni-Woody | Director | 1 | $0 |
| Caitlyn L Beauregard | President and Director | 2 | $0 |
| Kate Kishfy | Vice President and Director | 1 | $0 |
| Grant Brown | Treasurer and Director | 2 | $0 |
| Kristen Prull Moonan | Secretary and Director | 1 | $0 |
| Lisa Roth Blackman | Director | 1 | $0 |
990-EZ for the year ended June 30, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jason E Archambault | Director | 1 | $0 |
| Darah P Schofield | Director | 1 | $0 |
| Bridget L Mullaney | Director | 1 | $0 |
| Joanne Speroni-Woody | President and Director | 2 | $0 |
| Caitlyn L Beauregard | Vice President and Directo | 1 | $0 |
| Kate Kishfy | Treasurer and Director | 2 | $0 |
| Grant Brown | Director | 1 | $0 |
| Kristen Prull Moonan | Secretary and Director | 1 | $0 |
| Lisa Roth Blackman | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jason E Archambault | Director | 1 | $0 |
| Judith P Higgins | Director | 1 | $0 |
| Bridget L Mullaney | President and Director | 1 | $0 |
| Joanne Speroni-Woody | Vice President and Director | 1 | $0 |
| Caitlyn L Beauregard | Secretary and Director | 1 | $0 |
| Kate Kishfy | Treasurer and Director | 2 | $0 |
| Grant Brown | Director | 1 | $0 |
| Kristen Prull Moonan | Director | 1 | $0 |
| Lisa Roth Blackman | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60 HICKORY DRIVE SUITE 6100, WALTHAM, MA 02451-1013
- In care of
- % CAITLYN R BEAUREGARD
- Signed the 990-EZ
- CAITLYN R BEAUREGARD, President
- Phone
- (401) 333-3836
- Website
- epcri.org
- Return prepared by
- Judith P Higgins CPA
Mission
Improving business conditions of members
Program accomplishments
- Quarterly dinner meetings with speakers on professional topics
- Educational meetings
- Attendance of members at national association meeting
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 | 990-EZ on file |
| 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
- 47-1351623
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $112,383
- Income (IRS master file)
- $76,620
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $76,620 | $61,675 | $112,383 | XML |
| 990-EZ | June 2025 | $60,497 | $54,467 | $97,327 | XML |
| 990-EZ | June 2024 | $59,042 | $57,353 | $93,644 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 47-1351623).
Questions about ESTATE PLANNING COUNCIL OF RHODE ISLAND
- What is the EIN of ESTATE PLANNING COUNCIL OF RHODE ISLAND?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF RHODE ISLAND is 47-1351623.
- Is ESTATE PLANNING COUNCIL OF RHODE ISLAND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2015.
- Are donations to ESTATE PLANNING COUNCIL OF RHODE ISLAND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF RHODE ISLAND 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 RHODE ISLAND 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 ESTATE PLANNING COUNCIL OF RHODE ISLAND 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 ESTATE PLANNING COUNCIL OF RHODE ISLAND?
- The 990-EZ for the year ended June 30, 2026 lists 9 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL OF RHODE ISLAND have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $76,620, expenses of $61,675 and total assets of $112,383 at year end.
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