Estate Planning Council Of Rochester

  • Penfield, NY
  • Tax exemption issued: Aug. 1993
  • EIN: 16-1351917

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,303
Expenses
$40,437
Net Income
$12,866
Net Assets
$57,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,900
26.1%
Program Services $2,662
5.0%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,995
Total Liabilities $0
Net Assets $57,995
Compensation
Key Employees and Officers Compensation Other
Diana Smith (Executive Director) $16,600 $0
Barbara Clemons (President) $0 $0
Victoria Kleehammer (Vice-president) $0 $0
Richard Marchese (Vice-president) $0 $0
Diane Donnelly (Treasurer) $0 $0
Michael Mcnaughton (Secretary) $0 $0
Maria Caton (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 2026

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,759
Expenses
$34,430
Net Income
$14,329
Net Assets
$45,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,600
21.7%
Program Services $2,640
5.4%
Investment Income $363
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,129
Total Liabilities $0
Net Assets $45,129
Compensation
Key Employees and Officers Compensation Other
Diana Barlow (Executive Director) $6,250 $0
Maria Caton (President) $0 $0
Barbara Clemons (Vice-president) $0 $0
Victoria Kleehammer (Vice-president) $0 $0
Steve Solimano (Treasurer) $0 $0
Richard Marchese (Secretary) $0 $0
Elizabeth Thorley (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 2025

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

View Filing
PDF XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,096
Expenses
$57,593
Net Income
-$497
Net Assets
$30,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,900
27.8%
Program Services $2,100
3.7%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,800
Total Liabilities $0
Net Assets $30,800
Compensation
Key Employees and Officers Compensation Other
Richard Rivers (Executive Director) $0 $0
Elizabeth Thorley (President) $0 $0
Maria Caton (Vice President) $0 $0
Mary Szabat (Vice President) $0 $0
Victoria Kleehammer (Secretary) $0 $0
Richard Marchese (Treasurer) $0 $0
Donald Twietmeyer (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 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
$50,373
Expenses
$46,739
Net Income
$3,634
Net Assets
$31,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,700
21.2%
Program Services $1,747
3.5%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $390
0.8%
Assets/Debt
Total Assets $31,054
Total Liabilities $0
Net Assets $31,054
Compensation
Key Employees and Officers Compensation Other
Richard Rivers (Executive Dir.) $0 $0
Donald Twietmeyer (President) $0 $0
Elizabeth Thorley (Vice President) $0 $0
Maria Caton (Vice President) $0 $0
Mary Szabat (Secretary) $0 $0
Victoria Kleehammer (Treasurer) $0 $0
Lorraine Wolch (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 1, 2022

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
$50,362
Expenses
$44,407
Net Income
$5,955
Net Assets
$27,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,300
20.5%
Program Services $1,992
4.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $660
1.3%
Assets/Debt
Total Assets $27,914
Total Liabilities $500
Net Assets $27,414
Compensation
Key Employees and Officers Compensation Other
Richard Rivers (Executive Dir.) $0 $0
Lorraine Wolch (President) $0 $0
Donald Twietmeyer (Vice President) $0 $0
Elizabeth Thorley (Vice President) $0 $0
Maria Caton (Secretary) $0 $0
Mary Szabat (Treasurer) $0 $0
Lynn Carleton (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 1, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,230
Expenses
$52,324
Net Income
-$94
Net Assets
$21,447
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,610
16.5%
Program Services $4,859
9.3%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,447
Total Liabilities $0
Net Assets $21,447
Compensation
Key Employees and Officers Compensation Other
Richard Rivers (Executive Dir.) $0 $0
Lynn Carleton (President) $0 $0
Lorraine Wolch (Vice President) $0 $0
Donald Tweitmeyer (Vice President) $0 $0
Elizabeth Thorley (Secretary) $0 $0
Maria Caton (Treasurer) $0 $0
Kevin Best (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 3, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

Fiscal Year Ending June
2018

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

Fiscal Year Ending June
2017

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

Fiscal Year Ending June
2016

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,594
Expenses
$43,961
Net Income
-$367
Net Assets
$12,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,929
6.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $12,123
Total Liabilities $0
Net Assets $12,123
Compensation
Key Employees and Officers Compensation Other
Richard C Rivers (Executive Dir.) $17,520 $0
Mario Diluigi Coa (Exec Comm) $0 $0
Alan Ginsberg Clu Chfc (Exec Comm) $0 $0
Douglas E Parker Cfp (Past President) $0 $0
Natalie M Willoughby Ctfa (President) $0 $0
Douglas K Miller Clu (Secretary) $0 $0
Eileen C Semmler Cpa (1st Vp Spec Pro) $0 $0
Robert Greene (Exec Comm) $0 $0
Carol K Hardy Cfp Ctfa (Exec Comm) $0 $0
Catherine Noble (Exec Comm) $0 $0
Jennifer N Weidner (2nd Vp Spec Pro) $0 $0
Kevin Best Cfp (Treasurer) $0 $0
Robert J Baldes Clu Chfc (Exec Comm) $0 $0
Cressida A Dixon Esq (Exec Comm) $0 $0
Victoria C Ferren Cfp (Exec Comm) $0 $0
Megan Henry Ctfa (Exec Comm) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 7, 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
$41,066
Expenses
$42,901
Net Income
-$1,835
Net Assets
$12,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,065
100.0%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $13,000
Total Liabilities $510
Net Assets $12,490

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,204
Expenses
$43,121
Net Income
-$4,917
Net Assets
$14,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,199
100.0%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $14,324
Total Liabilities $0
Net Assets $14,324

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,010
Expenses
$34,224
Net Income
$1,786
Net Assets
$19,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,003
100.0%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $19,242
Total Liabilities $0
Net Assets $19,242

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

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
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 July
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

Primary 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

Primary 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

Primary 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

Primary 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

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

PDF

About This Data

What Is 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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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 »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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.

Updated