Nonprofit · EIN 88-0013925
SOCIETY OF SETTLEMENT PLANNERS INC
Tax-exempt · BUFFALO, NY 14224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $116,632 | $102,324 | $14,308 | $63,879 | – | $63,879 |
| December 31, 2024 | 990-EZ | $67,365 | $86,335 | -$18,970 | $49,571 | – | $49,571 |
| December 31, 2023 | 990-EZ | $68,835 | $93,926 | -$25,091 | $68,541 | $0 | $68,541 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $14,995
- Program service revenue
- $101,637
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $670
- Other expenses
- $101,654
Balance sheet and other
- Total assets, start of year
- $49,571
- Total assets, end of year
- $63,879
- Total liabilities, end of year
- –
- Net assets, end of year
- $63,879
- Cash, savings and investments
- $63,879
- Gross receipts
- $116,632
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL ISAAC JR | PRESIDENT | 3 | $0 |
| STEPHEN HALTERBECK | TREASURER | 3 | $0 |
| DANIEL MAXWELL | SECRETARY | 3 | $0 |
| JOE ANDERSON | DIRECTOR | 1 | $0 |
| JEREMY BABENER | DIRECTOR | 1 | $0 |
| RHONDA BENTZEN | DIRECTOR | 1 | $0 |
| CHRIS BUA | DIRECTOR | 1 | $0 |
| JOE DI GANGI | DIRECTOR | 1 | $0 |
| RYAN GARRISON | DIRECTOR | 1 | $0 |
| JOHN MENDOZA | DIRECTOR | 1 | $0 |
| SEAN PENDRAY | DIRECTOR | 1 | $0 |
| STACY SCRIP | DIRECTOR | 1 | $0 |
| JOHN STONE | DIRECTOR | 1 | $0 |
| JOSEPH TOMBS | DIRECTOR | 1 | $0 |
| MARK VROMAN | DIRECTOR | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACEE WAGNER | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL ISAAC JR | PRESIDENT | 3 | $0 |
| STEPHEN HALTERBECK | TREASURER | 3 | $0 |
| DANIEL MAXWELL | SECRETARY | 3 | $0 |
| JOE ANDERSON | DIRECTOR | 1 | $0 |
| JEREMY BABENER | DIRECTOR | 1 | $0 |
| RHONDA BENTZEN | DIRECTOR | 1 | $0 |
| CHRIS BUA | DIRECTOR | 1 | $0 |
| JOE DI GANGI | DIRECTOR | 1 | $0 |
| RYAN GARRISON | DIRECTOR | 1 | $0 |
| JOHN MENDOZA | DIRECTOR | 1 | $0 |
| SEAN PENDRAY | DIRECTOR | 1 | $0 |
| STACY SCRIP | DIRECTOR | 1 | $0 |
| JOHN STONE | DIRECTOR | 1 | $0 |
| JOSEPH TOMBS | DIRECTOR | 1 | $0 |
| MARK VROMAN | DIRECTOR | 1 | $0 |
| TRACEE WAGNER | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS BUA | DIRECTOR | 1 | $0 |
| DANIEL MAXWELL | SECRETARY | 3 | $0 |
| JEREMY BABENER | DIRECTOR | 1 | $0 |
| JOE ANDERSON | DIRECTOR | 1 | $0 |
| JOE DI GANGI | DIRECTOR | 1 | $0 |
| JOHN MENDOZA | DIRECTOR | 1 | $0 |
| JOHN STONE | DIRECTOR | 1 | $0 |
| JOSEPH TOMBS | DIRECTOR | 1 | $0 |
| MARK VROMAN | DIRECTOR | 1 | $0 |
| PAUL ISAAC JR | PRESIDENT | 3 | $0 |
| RHONDA BENTZEN | DIRECTOR | 1 | $0 |
| RYAN GARRISON | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4134 SENECA ST, BUFFALO, NY 14224-3044
- In care of
- % DAVID M HIGGINS
- Signed the 990-EZ
- STEPHEN HALTERBECK, TREASURER
- Phone
- (916) 581-7551
- Website
- WWW.SETTLEMENTPLANNERS.ORG
- Return prepared by
- HEDRICK STODGHILL LLP
Mission
PROMOTE COMMON BUSINESS INTEREST OF MEMBERS.
Program accomplishments
- ESTABLISH AND ELEVATE THE STANDARDS FOR SETTLEMENT PLANNERS.
- EDUCATIONAL PROGRAMS REGARDING CURRENT ISSUES IN SETTLEMENT PLANNING.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 88-0013925
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $63,879
- Income (IRS master file)
- $116,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $116,632 | $102,324 | $63,879 | XML |
| 990-EZ | December 2024 | $67,365 | $86,335 | $49,571 | XML |
| 990-EZ | December 2023 | $68,835 | $93,926 | $68,541 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 88-0013925).
Questions about SOCIETY OF SETTLEMENT PLANNERS INC
- What is the EIN of SOCIETY OF SETTLEMENT PLANNERS INC?
- The employer identification number (EIN) of SOCIETY OF SETTLEMENT PLANNERS INC is 88-0013925.
- Is SOCIETY OF SETTLEMENT PLANNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2003.
- Are donations to SOCIETY OF SETTLEMENT PLANNERS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOCIETY OF SETTLEMENT PLANNERS 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 SOCIETY OF SETTLEMENT PLANNERS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY OF SETTLEMENT PLANNERS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of SOCIETY OF SETTLEMENT PLANNERS INC?
- The 990-EZ for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SOCIETY OF SETTLEMENT PLANNERS INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $116,632, expenses of $102,324 and total assets of $63,879 at year end.
Other nonprofits in BUFFALO
- BUFFALO URBAN DEVELOPMENT CORPORATION EIN 22-2324226 · last filed 990 for 2024
- 43NORTH BPC INC EIN 47-2878159 · last filed 990 for 2024
- BUFFALO NIAGARA CONVENTION CENTER MANAGEMENT CORPORATION EIN 16-1090602 · last filed 990 for 2025
- CENTER FOR REGIONAL STRATEGIES INC EIN 92-1953714 · last filed 990 for 2025
- LAUNCH NEW YORK INC EIN 45-3980649 · last filed 990 for 2025
- BUFFALO & ERIE COUNTY INDUSTRIAL LAND DEVELOPMENT CORP EIN 22-2413596 · last filed 990 for 2025
- BUFFALO ERIE NIAGARA LAND IMPROVEMENT CORPORATION EIN 46-3582754 · last filed 990 for 2024
- WESTMINSTER ECONOMIC DEVELOPMENTINITIATIVE INC EIN 20-4230463 · last filed 990 for 2024
All nonprofits in BUFFALO · New York · Community improvement and capacity building