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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 83-1043106

BERKS COUNTY ESTATE PLANNING COUNCIL

Tax-exempt · READING, PA 19601

Financials

$11K$14K2022$11K$10K2023$10K$11K2024
Revenue Expenses · by fiscal year end
Financials of BERKS COUNTY ESTATE PLANNING COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$10,094$11,341-$1,247$6,452$0$6,452
June 30, 2024990-EZ$10,658$9,846$812$7,699$0$7,699
June 30, 2023990-EZ$10,627$13,614-$2,987$6,887$0$6,887
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$300
Membership dues
$9,793
Investment income
$1

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$884
Other expenses
$10,457
Program services (functional)
$11,341

Balance sheet and other

Total assets, start of year
$7,699
Total assets, end of year
$6,452
Total liabilities, end of year
$0
Net assets, end of year
$6,452
Cash, savings and investments
$6,452
Gross receipts
$10,094

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.

NameTitleHours / weekCompensation
MICHAEL DINAN CFPPRESIDENT1$0
JENNIFER NEVINS ESQSECRETARY1$0
MARTIN A DAROCHA CPATREASURER1$0
TRICIA SALVATORE LUDGATE CFPIMMEDIATE PAST PRESIDENT1$0
RUSSELL E FABIARZ ESQDIRECTOR1$0
990-EZ for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
TRICIA SALVATORE LUDGATE CFPPRESIDENT1$0
MICHAEL DINAN CFPVICE PRESIDENT1$0
KIM L RESSLER CFP CTFASECRETARY1$0
JENNIFER NEVINS ESQTREASURER1$0
ROBERT R KREITZ ESQIMMEDIATE PAST PRESIDENT1$0
RUSSELL E FABIARZ ESQDIRECTOR1$0
MARTIN A DAROCHA CPADIRECTOR1$0
STEPHANIE KANEDIRECTOR1$0
990-EZ for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
ROBERT R KREITZ ESQPRESIDENT1$0
TRICIA SALVATORE LUDGATE CFPVICE PRESIDENT1$0
MICHAEL DINAN CFPSECRETARY1$0
KIM L RESSLER CFP CTFATREASURER1$0
SARAH L RUBRIGHT MCCAHON ESQIMMEDIATE PAST PRESIDENT1$0
MARTIN A DAROCHA CPADIRECTOR1$0
JENNIFER NEVINS ESQDIRECTOR1$0
STEPHANIE KANEDIRECTOR1$0

Address and contacts

Address (IRS master file)
237 COURT ST, READING, PA 19601-3924
In care of
% ROCHELLE GREY
Signed the 990-EZ
MICHAEL J DINAN CFP, PRESIDENT
Phone
(610) 685-2223
Return prepared by
RKL LLP

Mission

HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.
    Expenses $11,341

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for BERKS COUNTY ESTATE PLANNING COUNCIL

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
83-1043106
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2020
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$6,452
Income (IRS master file)
$10,094

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$10,094$11,341$6,452XML
990-EZJune 2024$10,658$9,846$7,699IRS
990-EZJune 2023$10,627$13,614$6,887XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––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 83-1043106).

Questions about BERKS COUNTY ESTATE PLANNING COUNCIL

What is the EIN of BERKS COUNTY ESTATE PLANNING COUNCIL?
The employer identification number (EIN) of BERKS COUNTY ESTATE PLANNING COUNCIL is 83-1043106.
Is BERKS COUNTY ESTATE PLANNING COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2020.
Are donations to BERKS COUNTY ESTATE PLANNING COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BERKS COUNTY ESTATE PLANNING COUNCIL file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of BERKS COUNTY 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 BERKS COUNTY ESTATE PLANNING COUNCIL 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 BERKS COUNTY ESTATE PLANNING COUNCIL?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BERKS COUNTY ESTATE PLANNING COUNCIL have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $10,094, expenses of $11,341 and total assets of $6,452 at year end.

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