Powered by CharityEZ

Charity report ready

ESTATE PLANNING COUNCIL OF ROCHESTER

We found this organization. Review its mission, finances, leadership, and ways to help below.

Back to search results

This report opened in a new tab, so your results are still waiting for you.

Public IRS 990 nonprofit record

ESTATE PLANNING COUNCIL OF ROCHESTER

EIN 16-1351917 · Professional Athletic Leagues (N80)

What they do

to Provide A Means Whereby Members, Duly Qualified On The Basis of Experience and Interest, Can Discuss Mutual Problems Arising In Their Respective Fields of Work, and Can Become Informed of Developments and Ideas In The Areas of Estate Planning and Administration, to The End That They, Cooperatively, May Better Serve The Interests of Their Customers and Clients.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $48.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders7 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

37.04%of revenue went to mission work48.8% of expenses · Program services
$75.86spent for every $100 of revenueRevenue covered expenses this year.
$1.43in assets for every $1 spent this yearSome assets cannot be spent right away.
26.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $16,600 for DIANA SMITH (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$53,303
Mission workProgram services$19,74437.04% of revenue48.8% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$12,86624.14% of revenueShown in gray on the chart
Total expenses$40,43775.86% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 48.8% mission · 0.0% management · 0.0% fundraisingTotal expenses: 75.86% of revenue
2023Expense mix: 44.4% mission · 0.0% management · 0.0% fundraisingTotal expenses: 70.61% of revenue

Money in and money out

Revenue$53,303
Expenses$40,437
Annual surplus $12,866 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,744 · 48.8% of expenses
See all reported dollar amounts
Revenue$53,303
Expenses$40,437
Assets$57,995
Income$53,303
Contributions$13,900
Mission work (program services)$19,744
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
DIANA SMITHEXECUTIVE DIRECTOR · 3 hrs/week $16,600

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (7)

DIANA SMITHEXECUTIVE DIRECTOR

BARBARA CLEMONSPRESIDENT

DIANE DONNELLYTREASURER

MARIA CATONPAST PRESIDENT

MICHAEL MCNAUGHTONSECRETARY

RICHARD MARCHESEVICE-PRESIDENT

VICTORIA KLEEHAMMERVICE-PRESIDENT

About this charity

Recognized since
January 1993
Location
54 WOODLINE DR, PENFIELD, NY 14526-2414
County
Monroe
In care of
Victoria Kleehammer
Primary officer
Victoria Kleehammer, President

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990EZ
Tax preparer
ALLIED CPAS PC
NTEE classification
Professional Athletic Leagues (N80)
IRS tax category
Professional Athletic Leagues

Thanks for caring! Learning about a charity is a great first step toward giving back.

About this report: Information comes from public nonprofit records and may show the latest filing available.

Close & return to results
Want to go deeper?

Full charity research is waiting at CharityEZ

Explore complete charity searches, information, reports, and research tools.

For Full Charity Searches and Information — Try CharityEZ
Are you this charity?Keep your current needs updated free with CharityEZ.
Post your needs free