NonprofitsEstate Planning Council Of New York City Inc

Education

Estate Planning Council Of New York City Inc

MIAMI BEACH, FL

Total revenue

$212K

Total expenses

$164K

Net assets

$233K

Grants received

EIN

136162135

Tax year

2023

Mission

To provide a better understanding of the estate planning services provided by accountants, attorneys, life underwriters, and trust officers and to promote cooperation among these groups.

Financials

FY 2023

Revenue

Contributions & grants$106K
Program service revenue$106K
Investment income
Other revenue
Total revenue$212K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$164K
Total expenses$164K
Total assets$251K
Net assets$233K

People

15 listed

NameRoleCompensation

Frazer Rice

President

Board

2 hrs/wk

Stephanie Hines

Vice President

Board

2 hrs/wk

Eli Akhavan

Treasurer

Board

2 hrs/wk

Danielle Barrett

Secretary

Board

2 hrs/wk

Lauren Rocklin

Director

Board

2 hrs/wk

Pamela Mosiello

Director

Board

2 hrs/wk

Rozlenn Giwani

Director

Board

2 hrs/wk

Richard Dauman

Director

Board

2 hrs/wk

Michael Hymes

Director

Board

2 hrs/wk

Caroline Seaton

Director

Board

2 hrs/wk

Julianna Obeid

Director

Board

2 hrs/wk

Katie Watt

Director

Board

2 hrs/wk

Erin Ardleigh

Director

Board

2 hrs/wk

Shannon McNulty

Director

Board

2 hrs/wk

Tara Mahon

Director

Board

2 hrs/wk

Details

EIN136162135
NTEE codeB03
Subsection03
Ruling date2021-02
Formed1959
Employees0
Volunteers14
ESTATE PLANNING COUNCIL OF NEW YORK CITY INC — Mission, Financials & Grants Received | Grantivo