Nonprofit · EIN 51-0264251
ESTATE PLANNING COUNCIL OF DELAWARE INC
Tax-exempt · WILMINGTON, DE 19801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $67,254 | $79,046 | -$11,792 | $131,650 | $0 | $131,650 |
| June 30, 2024 | 990-EZ | $71,673 | $57,971 | $13,702 | $144,275 | $833 | $143,442 |
| June 30, 2023 | 990-EZ | $61,314 | $48,084 | $13,230 | $129,740 | $0 | $129,740 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $52,597
- Program service revenue
- $8,600
- Investment income
- $6,057
Expenses
- Compensation of officers, directors and key employees
- $10,829
- Salaries, compensation and benefits (total)
- $10,829
- Other expenses
- $68,217
Balance sheet and other
- Total assets, start of year
- $144,275
- Total assets, end of year
- $131,650
- Total liabilities, end of year
- $0
- Net assets, end of year
- $131,650
- Cash, savings and investments
- $130,054
- Gross receipts
- $67,254
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 |
|---|---|---|---|
| LAURA LLOYD | EXECUTIVE DIRECTOR | 5 | $10,829 |
| JAMES GALLAGHER | BOARD MEMBER | 1 | $0 |
| BARBARA LARKIN | TREASURER | 1 | $0 |
| JEFFREY KACZMARCZYK SR | BOARD MEMBER | 1 | $0 |
| JENNIFER SMITH | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| KARLY LAUGHLIN | PRESIDENT | 1 | $0 |
| JOSEPH BOSIK | VICE PRESIDENT | 1 | $0 |
| BILL DUGDALE | BOARD MEMBER | 1 | $0 |
| ERIN MARKHAM | SECRETARY | 1 | $0 |
| MICHAEL KELLY | BOARD MEMBER | 1 | $0 |
| MARK F SINGER JR | BOARD MEMBER | 1 | $0 |
| THERESA L HUGHES | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA LLOYD | EXECUTIVE DIRECTOR | 5 | $9,001 |
| JAMES GALLAGHER | BOARD MEMBER | 1 | $0 |
| BARBARA LARKIN | BOARD MEMBER | 1 | $0 |
| MARK E DOYLE | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| JENNIFER SMITH | PRESIDENT | 1 | $0 |
| KARLY LAUGHLIN | VICE PRESIDENT | 1 | $0 |
| JOSEPH BOSIK | SECRETARY | 1 | $0 |
| BILL DUGDALE | BOARD MEMBER | 1 | $0 |
| ERIN MARKHAM | TREASURER | 1 | $0 |
| MICHAEL KELLY | BOARD MEMBER | 1 | $0 |
| MARK F SINGER JR | BOARD MEMBER | 1 | $0 |
| THERESA L HUGHES | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA LLOYD | EXECUTIVE DIRECTOR | 5 | $8,004 |
| JOSEPH GARNIEWSKI | BOARD MEMBER | 1 | $0 |
| JAMES GALLAGHER | BOARD MEMBER | 1 | $0 |
| BARBARA LARKIN | BOARD MEMBER | 1 | $0 |
| PAUL BECHLY | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| MARK E DOYLE | PRESIDENT | 1 | $0 |
| JENNIFER SMITH | VICE PRESIDENT | 1 | $0 |
| KARLY LAUGHLIN | SECRETARY | 1 | $0 |
| JOSEPH BOSIK | TREASURER | 1 | $0 |
| BILL DUGDALE | BOARD MEMBER | 1 | $0 |
| ERIN MARKHAM | BOARD MEMBER | 1 | $0 |
| MICHAEL KELLY | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 N KING ST STE 200, WILMINGTON, DE 19801-3780
- In care of
- % TREASURER
- Signed the 990-EZ
- JOSEPH BOSIK IV, PRESIDENT
- Phone
- (302) 573-6864
- Website
- WWW.EPCDELAWARE.ORG
- Return prepared by
- BELFINT LYONS & SHUMAN PA
Mission
THE DELAWARE EPC STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, CPA, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
Program accomplishments
- THE DELAWARE ESTATE PLANNING COUNCIL IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING. THE DELAWARE EPC STRIVES TO FOSTER UNDERSTANDING OF THE RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, CPA, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
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
- 51-0264251
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $131,650
- Income (IRS master file)
- $67,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $67,254 | $79,046 | $131,650 | IRS |
| 990-EZ | June 2024 | $71,673 | $57,971 | $144,275 | IRS |
| 990-EZ | June 2023 | $61,314 | $48,084 | $129,740 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 51-0264251).
Questions about ESTATE PLANNING COUNCIL OF DELAWARE INC
- What is the EIN of ESTATE PLANNING COUNCIL OF DELAWARE INC?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF DELAWARE INC is 51-0264251.
- Is ESTATE PLANNING COUNCIL OF DELAWARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1982.
- Are donations to ESTATE PLANNING COUNCIL OF DELAWARE INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF DELAWARE 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 ESTATE PLANNING COUNCIL OF DELAWARE 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 DELAWARE 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 DELAWARE INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $10,829 (LAURA LLOYD, EXECUTIVE DIRECTOR).
- How much revenue does ESTATE PLANNING COUNCIL OF DELAWARE INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $67,254, expenses of $79,046 and total assets of $131,650 at year end.
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