PHILADELPHIA ESTATE PLANNING COUNCIL Charity Report

Public IRS 990 nonprofit record

PHILADELPHIA ESTATE PLANNING COUNCIL

EIN 23-2006494 · Chambers of Commerce & Business Leagues (S41)

What they do

to ADVOCATE and ASSIST IN THE SPREADING of KNOWLEDGE CONCERNING ESTATE PLANNING and THE ADMINISTRATION of TRUSTS and ESTATES (I.E."FIDUCIARY ADMINISTRATION") AMONG MEMBERS of THE COUNCIL AND, IF DEEMED APPROPRIATE, FROM TIME to TIME, to OTHERS. to FOSTER UNDERSTANDING of THE PROPER RELATIONSHIP BETWEEN THE FUNCTION of THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, FINANCIAL ADVISOR and ANY OTHER PARTY or PARTIES, HAVING to DO WITH ESTATE PLANNING and FIDUCIARY ADMINISTRATION, and to ENCOURAGE THE CO-OPERATION of PERSONS ACTING UNDER THOSE DISCIPLINES. to SUPPORT and PROMOTE PROPER ETHICAL STANDARDS IN DEALING WITH ONE ANOTHER, MUTUAL CLIENTS and THE PUBLIC. to HELP THE MEMBERS RENDER THE HIGHEST TYPE of SERVICE to CLIENTS and CUSTOMERS and to DO ANY and ALL of THOSE THINGS THAT WILL AID and IMPROVE THE PROCESS of CAREFUL and PROPER ESTATE PLANNING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $49.70 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 leaders21 people are listed in the latest report.

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

Money made simple

56.01%of revenue went to mission work49.7% of expenses · Program services

11.26%of revenue went to fundraising10.0% of expenses

$109.48spent for every $100 of revenueSpending was higher than revenue this year.

45.39%of revenue went to management and office costs40.3% of expenses

$0.75in assets for every $1 spent this yearSome assets cannot be spent right away.

28.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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

Worth asking: Expenses exceeded revenue by $18,752 this year. Ask whether that was planned or caused by a one-time event.

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.

$100revenue

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$163,384

Mission workProgram services$91,50556.01% of revenue49.7% of expenses

ManagementOffice and general costs$74,16545.39% of revenue40.3% of expenses

FundraisingAsking for donations$18,40011.26% of revenue10.0% of expenses

Total expenses$184,070112.66% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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

2022CurrentExpense mix: 49.7% mission · 40.3% management · 10.0% fundraisingTotal expenses: 112.66% of revenue

2021Expense mix: 35.5% mission · 49.2% management · 15.3% fundraisingTotal expenses: 91.24% of revenue

2020Expense mix: 51.4% mission · 39.8% management · 8.9% fundraisingTotal expenses: 106.08% of revenue

2019Expense mix: 60.3% mission · 32.0% management · 7.7% fundraisingTotal expenses: 89.66% of revenue

2018Expense mix: 57.2% mission · 35.3% management · 7.5% fundraisingTotal expenses: 88.10% of revenue

2017Expense mix: 60.3% mission · 32.7% management · 6.9% fundraisingTotal expenses: 113.59% of revenue

Money in and money out

Revenue$197,765

Expenses$216,517

Annual shortfall $18,752 Expenses were higher than revenue 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)$91,505 · 42.3% of expenses

Management and office costs$74,165 · 34.3% of expenses

Fundraising$18,400 · 8.5% of expenses

See all reported dollar amounts

Revenue$197,765

Expenses$216,517

Assets$161,925

Income$279,701

Contributions$55,630

Mission work (program services)$91,505

Fundraising$18,400

People

Leadership and board

Tax year 2024

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

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (21)

LEANNE EVANSDIRECTOR

TIM ZEIGLERDIRECTOR

STEPHANIE SANDERSON-BRAEMIMMEDIATE PAST PRESIDENT

SHARON GREENBERGDIRECTOR

SHANE JOHNSONDIRECTOR

RICHARD BELLDIRECTOR

RENZO CERABINODIRECTOR

RACHEL KIESERDIRECTOR

MICHAEL DEFILLIPODIRECTOR

MATTHEW LEVITSKYDIRECTOR

LISA MITTELMANDIRECTOR

ALAN WEISSBERGERTREASURER

KIM HEYMANDIRECTOR

JOSH NILESDIRECTOR

JILLIAN KUKUCKADIRECTOR

JAMES KELLYDIRECTOR

JACKLYNN BARRASVICE PRESIDENT

FAREEHA ARSHADSECRETARY

ERIN MCQUIGGANDIRECTOR

CHRISTOPHER BORDENPRESIDENT

BRADLEY TEREBELODIRECTOR

About this charity

Recognized since: January 1976
Location: PO BOX 579, MOORESTOWN, NJ 08057-0579
County: Burlington
In care of: DENISE DOWNING
Primary officer: DENISE DOWNING, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailstaff@philaepc.org Phone(856) 234-0330

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: ISDANER & COMPANY LLC
NTEE classification: Chambers of Commerce & Business Leagues (S41)
IRS tax category: Chambers of Commerce & Business Leagues