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Estate Planning Council Of Central New York Inc

  • Syracuse, NY
  • Tax-exempt since Dec. 2002
  • EIN: 16-1063452

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$14.6k (2024)

Expenses
$26.2k (2024)

Total Assets
$32.2k (2024)

Total Liabilities
$340 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,581
Expenses
$26,152
Net Income
-$11,571
Net Assets
$31,871
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $31
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,550
31.2%
Assets/Debt
Total Assets $32,211
Total Liabilities $340
Net Assets $31,871
Compensation
Key Employees and Officers Compensation Other
Jennifer Spagnola (Council Executive) $1,841 $0
Jennifer L Alfieri Esq (Director) $0 $0
Robert D Scolaro Esq (Director) $0 $0
Mary Anne Cody Esq (Director) $0 $0
William P Davies (President) $0 $0
Michele Dickey (Treasurer) $0 $0
Andrew Schaffel Cltc Lutcf Cap (Vice President) $0 $0
Teryl Kidd (Secretary) $0 $0
Heather L Berry Ctfa (Sergeant At Arms) $0 $0
Thomas M Griffith Aep Cap Chfc (Immediate Past President) $0 $0
Georgia Crinnin Esq (Director) $0 $0
Jeffrey Culver Trust Office (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 11, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,763
Expenses
$20,055
Net Income
-$6,292
Net Assets
$43,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $13
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,750
20.0%
Assets/Debt
Total Assets $44,432
Total Liabilities $990
Net Assets $43,442
Compensation
Key Employees and Officers Compensation Other
Jennifer Spagnola (Council Executive) $1,508 $0
Jennifer L Alfieri Esq (Director) $0 $0
Robert D Scolaro Esq (Director) $0 $0
Mary Anne Cody Esq (Former President) $0 $0
Thomas M Griffith Cap Chfc Cfp (President) $0 $0
Michele Dickey (Treasurer) $0 $0
Richard Murphy (Director (Served Through Aug 2022)) $0 $0
William Davies (Vice President) $0 $0
Teryl Tidd (Secretary) $0 $0
Andrew Schaffel Cltc Lutcf Cap (Sergeant At Arms) $0 $0
Heather L Barry Ctfa (Director) $0 $0
Georgia Crinnin Esq (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 19, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,757
Expenses
$16,164
Net Income
-$3,407
Net Assets
$49,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,250
17.6%
Assets/Debt
Total Assets $49,734
Total Liabilities $0
Net Assets $49,734
Compensation
Key Employees and Officers Compensation Other
Jennifer Spagnola (Council Executive) $1,907 $0
Jennifer L Alfieri Esq (Director) $0 $0
David W Treichler Aif Clu Cfp (Director) $0 $0
Robert D Scolaro Esq (Director) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalbach To (Director) $0 $0
Mary Anne Cody Esq (President) $0 $0
Thomas M Griffith Cap Chfc Cfp (Vice President) $0 $0
Kevin R Sullivan Cfp (Director) $0 $0
Michele Dickey (Treasurer) $0 $0
Richard Murphy (Director) $0 $0
Susan Viel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 27, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,357
Expenses
$15,579
Net Income
$14,778
Net Assets
$53,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,300
10.9%
Program Services $0
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,750
12.4%
Assets/Debt
Total Assets $53,707
Total Liabilities $566
Net Assets $53,141
Compensation
Key Employees and Officers Compensation Other
Charlotte G Crandall (Council Executive) $3,342 $0
Jennifer L Alfieri Esq (President) $0 $0
David W Treichler Aif Clu Cfp (Director) $0 $0
Robert D Scolaro Esq (Immediate Past President) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalbach To (Director) $0 $0
Mary Anne Cody Esq (Director) $0 $0
Alyssa M Barreiro Esq To (Director) $0 $0
Thomas M Griffith Cap Chfc Cfp (Director) $0 $0
Kevin R Sullivan Cfp (Director) $0 $0
Aaron Frishman (Director) $0 $0
Michele Dickey (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 8, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,872
Expenses
$33,420
Net Income
-$7,548
Net Assets
$38,363
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,240
8.7%
Assets/Debt
Total Assets $38,667
Total Liabilities $304
Net Assets $38,363

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,613
Expenses
$34,060
Net Income
$15,553
Net Assets
$45,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $200
0.4%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,000
12.1%
Assets/Debt
Total Assets $46,588
Total Liabilities $677
Net Assets $45,911
Compensation
Key Employees and Officers Compensation Other
Patricia P Greenhouse Cpa (Immediate Past President) $0 $0
David W Treichler Aif Clu Cfp (President) $0 $0
Charlotte G Crandall (Council Executive) $0 $0
Jennifer L Alfieri Esq (Secretary) $0 $0
Virginia F Calvert Esq (Director) $0 $0
Richard C Murphy Clu Lutcf Aep (Director) $0 $0
Robert D Scolaro Esq (Vice President) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalbach To (Director) $0 $0
Susan D Viel Cpa Aep (Director) $0 $0
Mary Anne Cody Esq (Treasurer) $0 $0
Alyssa M Barreiro Esq To (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 25, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,516
Expenses
$35,177
Net Income
$3,339
Net Assets
$30,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $705
1.8%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,550
14.4%
Assets/Debt
Total Assets $30,358
Total Liabilities $0
Net Assets $30,358
Compensation
Key Employees and Officers Compensation Other
Paul F Torrisi Jr Cfp Crpc (Immediate Past President) $0 $0
Patricia P Greenhouse Cpa (President) $0 $0
David W Treichler Aif Clu Cfp (Vice President) $0 $0
Charlotte G Crandall (Council Executive) $0 $0
Jennifer L Alfieri Esq (Treasurer) $0 $0
Virginia F Calvert Esq (Director) $0 $0
Richard C Murphy Clu Lutcf Aep (Director) $0 $0
Robert D Scolaro Esq (Secretary) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalbach To (Director) $0 $0
Teresa M Marriner Cfp Cltc (Director) $0 $0
Edward F Saroney Iii Cpa (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 5, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,511
Expenses
$36,530
Net Income
$4,981
Net Assets
$27,019
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $950
2.3%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,250
10.2%
Assets/Debt
Total Assets $27,019
Total Liabilities $0
Net Assets $27,019
Compensation
Key Employees and Officers Compensation Other
John A Policlu Chfc Aep (Immediate Past President) $0 $0
Paul F Torrisi Jr Cfp Crpc (President) $0 $0
Patricia P Greenhouse Cpa (Vice President) $0 $0
David W Treichler Clu Cfp (Secretary) $0 $0
Charlotte G Crandall (Council Executive) $0 $0
Jennifer L Alfieri Esq (Director) $0 $0
Joel T Redmond Cfp Cfa (Director) $0 $0
Richard C Murphy Clu Lutcf Aep (Director) $0 $0
Robert D Scolaro Esq (Treasurer) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalbach To (Director) $0 $0
Teresa M Marriner Cfp Cltc (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 8, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,047
Expenses
$36,030
Net Income
$4,017
Net Assets
$22,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $330
0.8%
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,450
8.6%
Assets/Debt
Total Assets $22,038
Total Liabilities $0
Net Assets $22,038
Compensation
Key Employees and Officers Compensation Other
Setright Longstreet Esq (Immediate Past President) $0 $0
John A Policlu Chfc Aep (President) $0 $0
Paul F Torrisi Jr Cfp Crpc (Vice President) $0 $0
Patricia P Greenhouse Cpa (Secretary) $0 $0
David W Treichler Clu Cfp (Treasurer) $0 $0
Charlotte G Crandall (Council Executive) $0 $0
Jennifer L Alfieri Esq (Director) $0 $0
Joel T Redmond Cfp Cfa (Director) $0 $0
Richard C Murphy Clu Lutcf Aep (Director) $0 $0
Robert D Scolaro Esq (Director) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalback To (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 9, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,043
Expenses
$45,786
Net Income
-$12,743
Net Assets
$18,021
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $550
1.7%
Investment Income $18
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,700
8.2%
Assets/Debt
Total Assets $18,021
Total Liabilities $0
Net Assets $18,021
Compensation
Key Employees and Officers Compensation Other
Setright Longstreet Esq (President) $0 $0
John A Policlu Chfc Aep (Vice President) $0 $0
Paul F Torrisi Jr Cfp Crpc (Secretary) $0 $0
Patricia P Greenhouse Cpa (Treasurer) $0 $0
Charlotte G Crandall (Council Executive) $0 $0
David S Kimpel Esq (Director) $0 $0
William T Kriesel Cpapfs Cfp A (Director) $0 $0
Richard C Murphy Clu Lutcf Aep (Director) $0 $0
Robert D Scolaro Esq (Director) $0 $0
David W Treichler Clu Cfp (Director) $0 $0
Lee M Gatta Clu Chfc Aep (Director) $0 $0
Sandra L Kalback To (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 4, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$31,163
Expenses
$27,249
Net Income
$3,914
Net Assets
$30,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,255
4.0%
Investment Income $23
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,764
Total Liabilities $0
Net Assets $30,764
Compensation
Key Employees and Officers Compensation Other
Ami Setright Longstreet Esq (Vice President) $0 $0
John A Poli Cluchfc Aep (Secretary) $0 $0
Paul F Torrisi Jr (Treasurer) $0 $0
Victor L Jenkins Clu Chfc Aep (President) $0 $0
Lee M Gatta Clu Aep Chfc (Director) $0 $0
Sandra L Kalbach (Director) $0 $0
David S Kimpelesq (Director) $0 $0
William T Kriesel Cpapfs Cfp A (Director) $0 $0
Teresa M Marriner Cfp Cltc (Director) $0 $0
Richard C Murphy Clu Lutcf Aep (Director) $0 $0
Edward F Saroney Iii Cpaabv Cv (Director) $0 $0
Robert D Scolaro Esq (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 17, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,652
Expenses
$29,801
Net Income
$2,851
Net Assets
$26,850
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,118
3.4%
Investment Income $29
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $26,850
Total Liabilities $0
Net Assets $26,850

Document Links

990-EZ
Filed on Dec. 26, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,853
Expenses
$34,601
Net Income
-$748
Net Assets
$23,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,683
5.0%
Investment Income $35
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,999
Total Liabilities $0
Net Assets $23,999

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,286
Expenses
$36,764
Net Income
-$478
Net Assets
$24,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,405
12.1%
Investment Income $174
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $24,747
Total Liabilities $0
Net Assets $24,747

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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