Berks County Estate Planning Council

  • Reading, PA
  • Tax exemption issued: July 2020
  • EIN: 83-1043106

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.

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
$10,094
Expenses
$11,341
Net Income
-$1,247
Net Assets
$6,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $300
3.0%
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,452
Total Liabilities $0
Net Assets $6,452
Compensation
Key Employees and Officers Compensation Other
Michael Dinan Cfp (President) $0 $0
Jennifer Nevins Esq (Secretary) $0 $0
Martin A Darocha Cpa (Treasurer) $0 $0
Tricia Salvatore Ludgate Cfp (Immediate Past President) $0 $0
Russell E Fabiarz Esq (Director) $0 $0
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Document Links

990-EZ
Filed on April 23, 2026

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

View Filing
PDF XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$10,658
Expenses
$9,846
Net Income
$812
Net Assets
$7,699
Notable Sources of Revenue Percent of Total Revenue
Contributions $975
9.1%
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,699
Total Liabilities $0
Net Assets $7,699
Compensation
Key Employees and Officers Compensation Other
Tricia Salvatore Ludgate Cfp (President) $0 $0
Michael Dinan Cfp (Vice President) $0 $0
Kim L Ressler Cfp Ctfa (Secretary) $0 $0
Jennifer Nevins Esq (Treasurer) $0 $0
Robert R Kreitz Esq (Immediate Past President) $0 $0
Russell E Fabiarz Esq (Director) $0 $0
Martin A Darocha Cpa (Director) $0 $0
Stephanie Kane (Director) $0 $0
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Document Links

990-EZ
Filed on May 13, 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
$10,627
Expenses
$13,614
Net Income
-$2,987
Net Assets
$6,887
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,100
10.4%
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,887
Total Liabilities $0
Net Assets $6,887
Compensation
Key Employees and Officers Compensation Other
Robert R Kreitz Esq (President) $0 $0
Tricia Salvatore Ludgate Cfp (Vice President) $0 $0
Michael Dinan Cfp (Secretary) $0 $0
Kim L Ressler Cfp Ctfa (Treasurer) $0 $0
Sarah L Rubright Mccahon Esq (Immediate Past President) $0 $0
Martin A Darocha Cpa (Director) $0 $0
Jennifer Nevins Esq (Director) $0 $0
Stephanie Kane (Director) $0 $0
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Document Links

990-EZ
Filed on Jan. 26, 2024

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
$7,183
Expenses
$10,740
Net Income
-$3,557
Net Assets
$9,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
1.4%
Program Services $0
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $9,874
Total Liabilities $0
Net Assets $9,874
Compensation
Key Employees and Officers Compensation Other
Sarah L Rubright Mccahon Esq (President) $0 $0
Robert R Kreitz Esq (Vice President) $0 $0
Kristy Peat Ferraro Cpa (Secretary) $0 $0
Tricia Salvatore Ludgate Cfp (Treasurer) $0 $0
Ryan Hurst (Immediate Past President) $0 $0
Martin A Darocha Cpa (Director) $0 $0
Michael Dinan Cfp (Director) $0 $0
Jennifer Nevins Esq (Director) $0 $0
Kim L Ressler Cfp Ctfa (Director) $0 $0
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Document Links

990-EZ
Filed on May 5, 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
$10,653
Expenses
$8,866
Net Income
$1,787
Net Assets
$13,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $492
4.6%
Program Services $0
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $13,431
Total Liabilities $0
Net Assets $13,431
Compensation
Key Employees and Officers Compensation Other
Sarah L Rubright Mccahon Esq (President) $0 $0
Robert R Kreitz Esq (Vice President) $0 $0
Kristy Peat Ferraro Cpa (Secretary) $0 $0
Tricia Salvatore Ludgate Cfp (Treasurer) $0 $0
Ryan Hurst (Immediate Past President) $0 $0
Martin A Darocha Cpa (Director) $0 $0
Michael Dinan Cfp (Director) $0 $0
Jennifer Nevins Esq (Director) $0 $0
Kim L Ressler Cfp Ctfa (Director) $0 $0
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Document Links

990-EZ
Filed on May 13, 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
$11,013
Expenses
$9,079
Net Income
$1,934
Net Assets
$11,644
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
4.5%
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 $11,644
Total Liabilities $0
Net Assets $11,644
Compensation
Key Employees and Officers Compensation Other
Ryan Hurst (President) $0 $0
Sarah L Rubright Mccahon (Vice President) $0 $0
Robert R Kreitz Esq (Secretary) $0 $0
Kristy Peat Ferraro (Treasurer) $0 $0
Laurie Peer (Immediate Past President) $0 $0
Michael Dinan (Director) $0 $0
Jennifer Nevins Esq (Director) $0 $0
Kim L Ressler (Director) $0 $0
Tricia Salvatore Ludgate (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,877
Expenses
$11,070
Net Income
$2,807
Net Assets
$9,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $750
5.4%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $9,710
Total Liabilities $0
Net Assets $9,710

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 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.

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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.

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