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Estate Planning Council Of Rhode Island

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
$59k (2024)

Expenses
$57.4k (2024)

Total Assets
$93.6k (2024)

Total Liabilities
$2.41k (2024)

Source: Form 990 tax filings from 2014 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
$59,042
Expenses
$57,353
Net Income
$1,689
Net Assets
$91,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,422
4.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $93,644
Total Liabilities $2,413
Net Assets $91,231
Compensation
Key Employees and Officers Compensation Other
Jason E Archambault (Director) $0 $0
Judith P Higgins (Director) $0 $0
Bridget L Mullaney (President And Director) $0 $0
Joanne Speroni Woody (Vice President And Director) $0 $0
Caitlyn L Beauregard (Secretary And Director) $0 $0
Kate Kishfy (Treasurer And Director) $0 $0
Grant Brown (Director) $0 $0
Kristen Prull Moonan (Director) $0 $0
Lisa Roth Blackman (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,363
Expenses
$53,490
Net Income
$3,873
Net Assets
$89,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $663
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $89,592
Total Liabilities $50
Net Assets $89,542
Compensation
Key Employees and Officers Compensation Other
Ashley Abate Macksoud (Director) $0 $0
Judith P Higgins (President And Director) $0 $0
Bridget L Mullaney (Vice President And Director) $0 $0
Joanne Speroni Woody (Treasurer And Director) $0 $0
Caitlyn L Beauregard (Secretary And Director) $0 $0
Kate Kishfy (Director) $0 $0
Grant Brown (Director) $0 $0
John Ratcliffe (Director) $0 $0
Kristen Prull Moonan (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,380
Expenses
$31,239
Net Income
$12,141
Net Assets
$85,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,669
Total Liabilities $0
Net Assets $85,669
Compensation
Key Employees and Officers Compensation Other
Ashley Abate Macksoud (President And Director) $0 $0
Judith P Higgins (Vice President And Director) $0 $0
Bridget L Mullaney (Secretary And Director) $0 $0
Joanne Speroni Woody (Treasurer And Director) $0 $0
Caitlyn L Beauregard (Director) $0 $0
Kate Kishfy (Director) $0 $0
Grant Brown (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,975
Expenses
$19,776
Net Income
$11,199
Net Assets
$73,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $73,528
Total Liabilities $0
Net Assets $73,528
Compensation
Key Employees and Officers Compensation Other
Karen J Bacon (President And Director) $0 $0
Ashley Abate Macksoud (Vice President And Director) $0 $0
Bridget L Mullaney (Secretary And Director) $0 $0
Judith P Higgins (Treasurer And Director) $0 $0
Anthony Mignanelli (Director) $0 $0
Bridgett L Mullaney (Director) $0 $0
Caitlyn R Beauregard (Director) $0 $0
Joanne Speroni Woody (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,975
Expenses
$46,940
Net Income
$21,035
Net Assets
$62,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,900
11.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $62,329
Total Liabilities $0
Net Assets $62,329
Compensation
Key Employees and Officers Compensation Other
Robert J Tyler Jr (President And Director) $0 $0
Ashley Abate Macksoud (Secretary And Director) $0 $0
Karen J Bacon (Vice President And Director) $0 $0
Judith P Higgins (Treasurer And Director) $0 $0
George Warner (Past President And Director) $0 $0
Anthony Mignanelli (Director) $0 $0
Bridgett L Mullaney (Director) $0 $0
Caitlyn R Beauregard (Director) $0 $0
Joanne Speroni Woody (Director) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,575
Expenses
$58,858
Net Income
$5,717
Net Assets
$41,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,500
3.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,294
Total Liabilities $0
Net Assets $41,294
Compensation
Key Employees and Officers Compensation Other
Lynn R Riley (Past President And Director) $0 $0
Robert J Tyler (Vice President And Director) $0 $0
George F Warner (President And Director) $0 $0
Karen Bacon (Treasurer And Director) $0 $0
Ashley Abate Macksoud (Secretary And Director) $0 $0
Anthony Mignanelli (Director) $0 $0
Bridgett L Mullaney (Director) $0 $0
Caitlyn R Beauregard (Director) $0 $0
Judith P Higgins (Director) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,575
Expenses
$66,771
Net Income
$1,804
Net Assets
$35,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,000
16.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,577
Total Liabilities $0
Net Assets $35,577
Compensation
Key Employees and Officers Compensation Other
Stephen P Ashworth (Past President & Director) $0 $0
Lynn R Riley (President And Director) $0 $0
Robert J Tyler (Secretary And Director) $0 $0
George F Warner (Vice President And Director) $0 $0
Karen Bacon (Treasurer And Director) $0 $0
Ashley Abate Macksoud (Director) $0 $0
Anthony Mignanelli (Director) $0 $0
Bridgett L Mullaney (Director) $0 $0
Caitlyn R Beauregard (Director) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,305
Expenses
$64,000
Net Income
$305
Net Assets
$33,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,000
7.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $33,773
Total Liabilities $0
Net Assets $33,773
Compensation
Key Employees and Officers Compensation Other
Stephen P Ashworth (President & Director) $0 $0
Marianne Holmes (Director) $0 $0
Lynn R Riley (Vice President And Director) $0 $0
Robert J Tyler (Secretary And Director) $0 $0
George F Warner (Treasurer And Director) $0 $0
Karen Bacon (Director) $0 $0
Ashley Abate Macksoud (Director) $0 $0
Anthony Mignanelli (Director) $0 $0
Bridgett L Mullaney (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$6,975
Expenses
$28,664
Net Income
-$21,689
Net Assets
$33,468
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $33,468
Total Liabilities $0
Net Assets $33,468

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,975
Expenses
$58,959
Net Income
$8,016
Net Assets
$55,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $55,157
Total Liabilities $0
Net Assets $55,157
Compensation
Key Employees and Officers Compensation Other
Stephen P Ashworth (Treasurer & Director) $0 $0
Richard G Carriere (Director) $0 $0
Jason P Marshall (President And Director) $0 $0
Marianne Holmes (Vice President And Director) $0 $0
William L Palmisciano (Director) $0 $0
Lynn R Riley (Secretary And Director) $0 $0
Robert J Tyler Jr (Director) $0 $0
George F Warner (Director) $0 $0
Karen J Bacon (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,025
Expenses
$34,630
Net Income
$29,395
Net Assets
$47,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,141
Total Liabilities $0
Net Assets $47,141

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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