Nonprofit · EIN 52-1065720
WASHINGTON D C ESTATE PLANNING COUNCIL
Tax-exempt · HAGERSTOWN, MD 21740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $231,139 | $176,914 | $54,225 | $349,286 | $0 | $349,286 |
| June 30, 2024 | 990-EZ | $162,850 | $152,039 | $10,811 | $294,632 | $0 | $294,632 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $197,850
- Membership dues
- $87,600
- Program service revenue
- $24,845
- Investment income
- $13,280
- Net income from fundraising events
- -$4,836
- Other revenue
- -$4,836
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,637
Balance sheet and other
- Total assets, start of year
- $294,622
- Total assets, end of year
- $349,286
- Total liabilities, end of year
- $0
- Net assets, end of year
- $349,286
- Publicly traded securities
- $216,110
- Gross receipts
- $262,176
- Employees
- 0
- Volunteers
- 80
- Year formed
- 1975
- State of legal domicile
- DC
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAIME LAWSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRANDON ROSS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARGARET FISCHER | TREASURER Trustee or director, Officer | 1 | $0 |
| MICHELLE CHAPIN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JENNIFER GOODE | DIRECTOR Trustee or director | 1 | $0 |
| JOSHUA HEADLEY | DIRECTOR Trustee or director | 1 | $0 |
| VERNON HOLLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| CAROLYN ROGERS | DIRECTOR Trustee or director | 1 | $0 |
| LOGAN WINN | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOGAN WINN | PRESIDENT | 2 | $0 |
| BRETT SCOLA | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| JAIME LAWSON | VICE PRESIDENT | 1 | $0 |
| BRANDON ROSS | TREASURER | 1 | $0 |
| MARGARET FISCHER | SECRETARY | 1 | $0 |
| JOSHUA HEADLEY | DIRECTOR | 1 | $0 |
| MICHELLE CHAPIN | DIRECTOR | 1 | $0 |
| VERNON HOLLEMAN | DIRECTOR | 1 | $0 |
| JILL RYNKOWSKI DOYLE | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14148 SHELBY CIR, HAGERSTOWN, MD 21740-2458
- Principal officer (990 for 2024)
- MICHELLE CHAPIN, 14148 SHELBY CIRCLE, HAGERSTOWN, MD 21740
- Signed the 990
- MICHELLE CHAPIN, TREASURER
- Phone
- (703) 532-8778
- Website
- WWW.WDCEPC.ORG
- Return prepared by
- THOMPSON GREENSPON
Mission
TO HELP ITS MEMBERS TO RENDER THE HIGHEST POSSIBLE SERVICE TO THEIR CLIENTS AND CUSTOMERS; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES OFFERED THEREBY; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTER INTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH EACH PARTICIPATING MEMBERSHIP GROUP BEARS TO THE OTHERS; TO PROMOTE ACQUAINTANCESHIP AND COOPERATION AMONG THE PARTICIPATING GROUPS; AND TO ENCOURAGE STUDENTS FROM DIVERSE BACKGROUNDS TO ENTER THE FIELD OF ESTATE PLANNING; ALL TO THE END THAT THE CLIENTS OF THE MEMBERS AND THE GENERAL PUBLIC MAY BE BETTER SERVED.
Program accomplishments
- SIGNIFICANT ACTIVITIES THIS YEAR INCLUDE IN PERSON AND VIRTUAL EDUCATIONAL EVENTS, GOLF TOURNAMENT, AND SOCIAL NETWORKING EVENTS. A FAMILY OFFICE SYMPOSIUM, A HALF-DAY ADVANCED-LEVEL EDUCATION AND NETWORKING EVENT WAS ALSO HELD.
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 52-1065720
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $349,286
- Income (IRS master file)
- $262,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $231,139 | $176,914 | $349,286 | XML |
| 990-EZ | June 2024 | $162,850 | $152,039 | $294,632 | XML |
| 990 | June 2023 | $184,021 | $161,529 | $283,345 | 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 52-1065720).
Questions about WASHINGTON D C ESTATE PLANNING COUNCIL
- What is the EIN of WASHINGTON D C ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of WASHINGTON D C ESTATE PLANNING COUNCIL is 52-1065720.
- Is WASHINGTON D C ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
- Are donations to WASHINGTON D C ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WASHINGTON D C 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 WASHINGTON D C ESTATE PLANNING COUNCIL 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 WASHINGTON D C ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WASHINGTON D C ESTATE PLANNING COUNCIL?
- The 990 for the year ended June 30, 2025 names MICHELLE CHAPIN.
- Who are the officers and directors of WASHINGTON D C ESTATE PLANNING COUNCIL?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does WASHINGTON D C ESTATE PLANNING COUNCIL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $231,139, expenses of $176,914 and total assets of $349,286 at year end.
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