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Estate Planning Council Of Richmond Virginia

  • Richmond, VA
  • Tax-exempt since June 2005
  • EIN: 56-2382713

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
$32.9k (2024)

Expenses
$47k (2024)

Total Assets
$38.6k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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
$32,856
Expenses
$46,960
Net Income
-$14,104
Net Assets
$38,646
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 $38,646
Total Liabilities $0
Net Assets $38,646
Compensation
Key Employees and Officers Compensation Other
Frances F Goldman (Immediate President) $0 $0
John D Duni (President) $0 $0
Kristen Frances Hager (Programming Vce Pres) $0 $0
Bryan A Stark (Secretary) $0 $0
Liza Bowersox (Treasurer) $0 $0
Asif H Charania (Chair, Membership Committee) $0 $0
Margaret Smith (At Large Member, Membership) $0 $0
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Document Links

990-EZ
Filed on Sept. 5, 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
$30,001
Expenses
$26,108
Net Income
$3,893
Net Assets
$52,750
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 $52,750
Total Liabilities $0
Net Assets $52,750
Compensation
Key Employees and Officers Compensation Other
Frances F Goldman (President) $0 $0
John D Duni (Vice President) $0 $0
Kristen Frances Hager (Secretary) $0 $0
Bryan A Stark (Treasurer) $0 $0
Liza Bowersox (Chair, Membership Committee) $0 $0
Asif H Charania (At Large Member, Membership) $0 $0
Molly Dean Bittner (Immediate Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 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
$44,743
Expenses
$31,516
Net Income
$13,227
Net Assets
$48,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,000
22.3%
Assets/Debt
Total Assets $48,857
Total Liabilities $0
Net Assets $48,857
Compensation
Key Employees and Officers Compensation Other
Brian Ford (President) $0 $0
Molly Dean Bittner (Vice President) $0 $0
Frances Goldman (Treasurer) $0 $0
John Duni (Secretary) $0 $0
Bryan Stark (Membership Chair) $0 $0
Kristen Frances Hager (At Large Member) $0 $0
Timothy Guare (Immediate Past President) $0 $0
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Document Links

990-EZ
Filed on Jan. 25, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$3,837
Expenses
$5,163
Net Income
-$1,326
Net Assets
$35,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,630
Total Liabilities $0
Net Assets $35,630
Compensation
Key Employees and Officers Compensation Other
Tim Guare (President) $0 $0
Brian Ford (Vice President) $0 $0
Frances F Goldman (Treasurer) $0 $0
Molly Dean Bittner (Secretary) $0 $0
John Duni (Membership Chair) $0 $0
Brian Stark (At Large Member) $0 $0
Joelle Cosby (Immediate Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 18, 2022

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
$46,248
Expenses
$36,808
Net Income
$9,440
Net Assets
$36,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $36,956
Total Liabilities $0
Net Assets $36,956
Compensation
Key Employees and Officers Compensation Other
Joelle Cosby (President) $0 $0
Tim Guare (Vice President) $0 $0
Brian Ford (Treasurer) $0 $0
Frances Goldman (Secretary) $0 $0
Molly Dean Bittner (Membership Chair) $0 $0
John Duni (At Large Member) $0 $0
Eric Heiber (Immediate Past President) $0 $0
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Document Links

990-EZ
Filed on May 10, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,582
Expenses
$60,927
Net Income
-$4,345
Net Assets
$27,516
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,516
Total Liabilities $0
Net Assets $27,516
Compensation
Key Employees and Officers Compensation Other
Eric Hieber (President) $0 $0
Joelle Cosby (Vice President) $0 $0
Tim Guare (Treasurer) $0 $0
Brian Ford (Secretary) $0 $0
Molly Bittner (Membership Chair) $0 $0
Frances Goldman (At Large Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 9, 2020

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
$52,930
Expenses
$65,552
Net Income
-$12,622
Net Assets
$31,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
5.7%
Program Services $0
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,861
Total Liabilities $0
Net Assets $31,861
Compensation
Key Employees and Officers Compensation Other
Joseph Bugg (President) $0 $0
Eric Hieber (Vice President) $0 $0
Joelle Cosby (Treasurer) $0 $0
Tim Guare (Secretary) $0 $0
Brian Ford (Membership Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 10, 2019

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
$54,948
Expenses
$57,135
Net Income
-$2,187
Net Assets
$44,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,800
5.1%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,483
Total Liabilities $0
Net Assets $44,483
Compensation
Key Employees and Officers Compensation Other
Joe Bugg (President) $0 $0
Eric Hieber (Vice President) $0 $0
Brian T Ford (Chair, Membership Committe) $0 $0
Joelle K Crosby (Treasurer) $0 $0
Tim Guare (Secretary) $0 $0
Dee Ann Remo (Immediate Past President) $0 $0
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Document Links

990-EZ
Filed on May 15, 2018

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
$57,086
Expenses
$54,506
Net Income
$2,580
Net Assets
$46,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
5.3%
Program Services $0
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,670
Total Liabilities $0
Net Assets $46,670
Compensation
Key Employees and Officers Compensation Other
Dee Ann Remo (President) $0 $0
Timothy H Guare (Chair, Membership Committee) $0 $0
Eric Hieber (Treasurer) $0 $0
Joelle K Crosby (Secretary) $0 $0
Brian T Ford (Director) $0 $0
Nancy N Rogers (Immediate Past President) $0 $0
W Joseph Bugg Iii (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 2, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,231
Expenses
$53,049
Net Income
$6,182
Net Assets
$44,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
5.1%
Program Services $0
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,090
Total Liabilities $0
Net Assets $44,090
Compensation
Key Employees and Officers Compensation Other
Nancy N Rogers (President) $0 $0
W Joseph Bugg Iii (Treasurer) $0 $0
Eric Hieber (Secretary) $0 $0
Dee Ann Remo (Director) $0 $0
Joelie K Cosby (Director) $0 $0
Timothy H Guare (Director) $0 $0
Michael D Williams (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2016

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
$60,225
Expenses
$54,780
Net Income
$5,445
Net Assets
$37,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $37,908
Total Liabilities $0
Net Assets $37,908
Compensation
Key Employees and Officers Compensation Other
Julien H Williams (President) $0 $0
Darcy S Oman (Vice President And Acting Treasurer) $0 $0
Michael D Williams (Treasurer) $0 $0
Dee Ann Remo (Secretary) $0 $0
Nancy N Rogers (Director) $0 $0
Gregory A Forman (Immediate Past President) $0 $0
W Joseph Bugg Iii (Director) $0 $0
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Document Links

990-EZ
Filed on Aug. 20, 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
$58,865
Expenses
$49,875
Net Income
$8,990
Net Assets
$32,463
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $10
0.0%
Net Fundraising $2,200
3.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $32,463
Total Liabilities $0
Net Assets $32,463

Document Links

990-EZ
Filed on Sept. 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
$60,305
Expenses
$58,782
Net Income
$1,523
Net Assets
$23,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,250
5.4%
Program Services $0
Investment Income $56
0.1%
Net Fundraising -$496
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,473
Total Liabilities $0
Net Assets $23,473

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 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

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 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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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.

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