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Estate Planning Council Of Westchester County Inc

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.

Summary charts: organization finances over time

Revenue
$44.2k (2023)

Expenses
$43.1k (2023)

Total Assets
$60.8k (2023)

Total Liabilities
$85 (2023)

Source: Form 990 tax filings from 2012 to 2023

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 April
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,249
Expenses
$43,130
Net Income
$1,119
Net Assets
$60,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
1.1%
Program Services $4,770
10.8%
Investment Income $17
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $225
0.5%
Assets/Debt
Total Assets $60,797
Total Liabilities $85
Net Assets $60,712
Compensation
Key Employees and Officers Compensation Other
Joanna C Feldman (Director) $0 $0
Edward Avery (Director) $0 $0
Paul M Millman (Director) $0 $0
Michael K Rosenman (Immediate Past President) $0 $0
Stephanie Giroux (Director) $0 $0
Joanne Brady (Director) $0 $0
Bharti Gupta (Director) $0 $0
Lisa Keating Gradilone (Director) $0 $0
Pattl Iengo (Director) $0 $0
Mara Rabin (Director) $0 $0
Elyse L Schajer (Director) $0 $0
Gina Sinon (Director) $0 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,129
Expenses
$31,635
Net Income
$3,494
Net Assets
$59,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $19
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,500
4.3%
Assets/Debt
Total Assets $59,687
Total Liabilities $94
Net Assets $59,593
Compensation
Key Employees and Officers Compensation Other
Ilene Amiel (Director) $0 $0
Edward Avery (Director) $0 $0
Paul M Millman (Director) $0 $0
Michael K Roseman (Director) $0 $0
Drew Bender (Director) $0 $0
Joanne Brady (Director) $0 $0
Michael Caputo (Director) $0 $0
Bharti Gupta (Director) $0 $0
Lisa Keating Gradilone (Director) $0 $0
Heather Oboda (Director) $0 $0
Mara Rabin (Director) $0 $0
Elyse L Schajer (Director) $0 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,534
Expenses
$32,426
Net Income
$12,108
Net Assets
$56,099
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,477
99.9%
Program Services $0
Investment Income $57
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,142
Total Liabilities $43
Net Assets $56,099
Compensation
Key Employees and Officers Compensation Related Other
Vittorio F Pavia Ctfa (Immediate Past President) $0 $0 $0
Catherine M Censullo Cpa (Director) $0 $0 $0
Paul M Millman Esq (Director) $0 $0 $0
Joanne Brady (Director) $0 $0 $0
Mara Rabin (Director) $0 $0 $0
Gina Sinon (Director) $0 $0 $0
Michael Caputo (Director) $0 $0 $0
Ann Herrero (Director) $0 $0 $0
Christopher Miehl (Director) $0 $0 $0
Drew Bender (Director) $0 $0 $0
Paul J Bugbee Clu (Director) $0 $0 $0
Elyse L Schajer Esq (Director) $0 $0 $0
Heather Oboda (Director) $0 $0 $0
Michael K Rosenman Clu (President) $0 $0 $0
Lauren J Mccallion Esq (Vice President) $0 $0 $0
Gabe Wolosky Cpa (Treasurer) $0 $0 $0
Julia A Peloso Barnes Cfp (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,157
Expenses
$79,771
Net Income
-$17,614
Net Assets
$43,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,820
99.5%
Program Services $0
Investment Income $337
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,034
Total Liabilities $43
Net Assets $43,991
Compensation
Key Employees and Officers Compensation Related Other
Barbara E Bel Cpa (Immediate Past President) $0 $0 $0
Catherine M Censullo Cpa (Director) $0 $0 $0
Paul M Millman Esq (Director) $0 $0 $0
Lauren J Mccallion Esq (Director) $0 $0 $0
Susan Edwards Colson Cpa (Director) $0 $0 $0
Lawrence J Thaul Clu (Director) $0 $0 $0
Rosa M Kohler Cfp (Director) $0 $0 $0
Valorie Joy Promisel Esq (Director) $0 $0 $0
Douglas S Ruttenberg Cpa (Director) $0 $0 $0
Jeffrey M Neeck Clu (Director) $0 $0 $0
Julia A Peloso Barnes Cfp (Director) $0 $0 $0
Elyse L Schajer Esq (Director) $0 $0 $0
Paul J Bugbee Clu (Director) $0 $0 $0
Vittorio F Pavia Ctfa (President) $0 $0 $0
Michael K Rosenman Clu (Vice President) $0 $0 $0
Lauren J Mccallion Esq (Treasurer) $0 $0 $0
Gabe Wolosky Cpa (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,197
Expenses
$55,949
Net Income
$6,248
Net Assets
$61,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,080
99.8%
Program Services $0
Investment Income $117
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,691
Total Liabilities $86
Net Assets $61,605
Compensation
Key Employees and Officers Compensation Related Other
Paul J Bugbee Clu (Director) $0 $0 $0
Catherine M Censullo Cpa (Director) $0 $0 $0
Patrick J Osullivan Esq (Immediate Past President) $0 $0 $0
Paul M Millman Esq (Director) $0 $0 $0
Lauren J Mccallion Esq (Director) $0 $0 $0
Susan Edwards Colson Cpa (Director) $0 $0 $0
Lawrence J Thaul Clu (Director) $0 $0 $0
Rosa M Kohler Cfp (Director) $0 $0 $0
Valorie Joy Promisel Esq (Director) $0 $0 $0
Douglas S Ruttenberg Cpa (Director) $0 $0 $0
Jeffrey M Neeck Clu (Director) $0 $0 $0
Julia A Peloso Barnes Cfp (Director) $0 $0 $0
Elyse L Schajer Esq (Director) $0 $0 $0
Barbara E Bel Cpa (President) $0 $0 $0
Vittorio F Pavia Ctfa (Vice President) $0 $0 $0
Michael K Rosenman Clu (Treasurer) $0 $0 $0
Lauren J Mccallion Esq (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,683
Expenses
$61,238
Net Income
$1,445
Net Assets
$55,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,638
99.9%
Program Services $0
Investment Income $45
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,357
Total Liabilities $0
Net Assets $55,357
Compensation
Key Employees and Officers Compensation Related Other
Robert W Shaw Esq (Director) $0 $0 $0
Gail M Boggio Esq Cpa (Director) $0 $0 $0
Steven R Trend Clu (Director) $0 $0 $0
Gayle S Lob Cfp (Director) $0 $0 $0
Lauren J Mccallion Esq (Director) $0 $0 $0
Susan Edwards Colson Cpa (Director) $0 $0 $0
Lawrence J Thaul Clu (Director) $0 $0 $0
Rosa M Kohler Cfp (Director) $0 $0 $0
Valorie Joy Promisel Esq (Director) $0 $0 $0
Douglas S Ruttenberg Cpa (Director) $0 $0 $0
Jeffrey M Neeck Clu (Director) $0 $0 $0
Julia A Peloso Barnes Cfp (Director) $0 $0 $0
Patrick J O'sullivan Esq (President) $0 $0 $0
Barbara E Bel Cpa (Vice President) $0 $0 $0
Vittorio F Pavia To (Treasurer) $0 $0 $0
Michael K Rosenman Clu (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,902
Expenses
$64,319
Net Income
-$4,417
Net Assets
$53,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,820
99.9%
Program Services $0
Investment Income $82
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,984
Total Liabilities $72
Net Assets $53,912
Compensation
Key Employees and Officers Compensation Related Other
Michael Markhoff Esq (Director) $0 $0 $0
Gabe M Wolosky Cpa (Director) $0 $0 $0
Gil Elmaleh Clu (Director) $0 $0 $0
Vivian P Delillo To (Director) $0 $0 $0
Robert W Shaw Esq (Director) $0 $0 $0
Gail M Boggio Esq Cpa (Director) $0 $0 $0
Michael K Rosenman Clu (Director) $0 $0 $0
Gayle Lob Cfp (Director) $0 $0 $0
Lauren J Mccallion Esq (Director) $0 $0 $0
Susan Edwards Colson Cpa (Director) $0 $0 $0
Lawrence J Thaul Clu (Director) $0 $0 $0
Rosa M Kohler Cfp (Director) $0 $0 $0
Raymond J Beninato Clu (President) $0 $0 $0
Patrick J O'sullivan Esq (Vice President) $0 $0 $0
Barbara E Bel Cpa (Treasurer) $0 $0 $0
Vittorio F Pavia To (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,290
Expenses
$56,866
Net Income
$17,424
Net Assets
$58,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,209
99.9%
Program Services $0
Investment Income $81
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $58,378
Total Liabilities $49
Net Assets $58,329
Compensation
Key Employees and Officers Compensation Related Other
Kathy N Rosenthal Esq (Director) $0 $0 $0
Howard P Klein Cpa (Director) $0 $0 $0
James A Thompson Clu (Director) $0 $0 $0
Robert Leitner Cfp (Director) $0 $0 $0
Michael Markhoff Esq (Director) $0 $0 $0
Gabe M Wolosky Cpa (Director) $0 $0 $0
Gil Elmaleh Clu (Director) $0 $0 $0
Vivian P Delillo To (Director) $0 $0 $0
Robert W Shaw Esq (Director) $0 $0 $0
Gail M Boggio Esq Cpa (Director) $0 $0 $0
Michael K Rosenman Clu (Director) $0 $0 $0
Gayle Lob Cfp (Director) $0 $0 $0
Jose A Reynoso Esq To (President) $0 $0 $0
Raymond J Beninato Clu (Vice President) $0 $0 $0
Barbara E Bel Cpa (Treasurer) $0 $0 $0
Patrick J O'sullivan Esq (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,324
Expenses
$66,707
Net Income
-$1,383
Net Assets
$40,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,244
99.9%
Program Services $0
Investment Income $80
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,043
Total Liabilities $138
Net Assets $40,905
Compensation
Key Employees and Officers Compensation Related Other
L William Fishman Esq (Director) $0 $0 $0
Barbara E Bel Cpa (Director) $0 $0 $0
Joanne K Brady Clu (Director) $0 $0 $0
Philip A Dimaulo To (Director) $0 $0 $0
Kathy N Rosenthal Esq (Director) $0 $0 $0
Howard P Klein Cpa (Director) $0 $0 $0
James A Thompson Clu (Director) $0 $0 $0
Robert Leitner Cfp (Director) $0 $0 $0
Patrick J O'sullivan Esq (Director) $0 $0 $0
Gabe M Wolosky Cpa (Director) $0 $0 $0
Gil Elmaleh Clu (Director) $0 $0 $0
Vivian P Delillo To (Director) $0 $0 $0
Michele Lazzara Cpa (President) $0 $0 $0
Michael Weitzner Esq (Vice President) $0 $0 $0
Jose A Reynoso To (Treasurer) $0 $0 $0
Raymond J Beninato Clu (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,355
Expenses
$44,812
Net Income
$6,543
Net Assets
$42,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,805
97.0%
Program Services $0
Investment Income $65
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,485
2.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,288
Total Liabilities $0
Net Assets $42,288
Compensation
Key Employees and Officers Compensation Related Other
L William Fishman Esq (Director) $0 $0 $0
Barbara E Bel Cpa (Director) $0 $0 $0
Raymond J Beninato Clu (Director) $0 $0 $0
Philip A Dimaulo To (Director) $0 $0 $0
Neil R Lubarsky Esq (Director) $0 $0 $0
Robert J Barber Cpa (Director) $0 $0 $0
Joanne K Brady Clu (Director) $0 $0 $0
Kenneth R Stuart Cfp (Director) $0 $0 $0
Kathy N Rosenthal Esq (Director) $0 $0 $0
Howard P Klein Cpa (Director) $0 $0 $0
James A Thompson Clu (Director) $0 $0 $0
Robert Leitner Cfp (Director) $0 $0 $0
Paul Katz Clu (President) $0 $0 $0
Michele Lazzara Cpa (Vice President) $0 $0 $0
Jose A Reynoso To Esq (Secretary) $0 $0 $0
Michael Weitzner Esq (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,439
Expenses
$44,689
Net Income
$12,750
Net Assets
$35,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,100
87.2%
Program Services $0
Investment Income $39
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,300
12.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,745
Total Liabilities $0
Net Assets $35,745

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,919
Expenses
$84,542
Net Income
-$28,623
Net Assets
$22,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,373
95.4%
Program Services $0
Investment Income $276
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,270
4.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,995
Total Liabilities $0
Net Assets $22,995

Document Links

Fiscal Year Ending April
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

Fiscal Year Ending April
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

Fiscal Year Ending April
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

Fiscal Year Ending April
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

Fiscal Year Ending April
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

Fiscal Year Ending April
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

Fiscal Year Ending April
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

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.

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