STRATEGY STUDIO / PUBLIC DATA EXPLORER

ESTATE PLANNING COUNCIL OF NEW YORK CITY INC

Cite this

Plain text ESTATE PLANNING COUNCIL OF NEW YORK CITY INC. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/136162135. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ESTATE PLANNING COUNCIL OF NEW YORK CITY INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/136162135

MLA “ESTATE PLANNING COUNCIL OF NEW YORK CITY INC.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/136162135. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $179K · expenses $154K · assets $267K

EIN
13-6162135
Address
71 VERDI ST, FARMINGDALE, NY 11735-6319
NTEE code
B03
Subsection
501(c)(3)
Ruling year
2021
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 66 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

66 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
K Eli Akhavan President2024 2 $0 reported 1
Danielle Barrett Vice President2018-2024 2 $0 reported 1
Stephanie Hines Treasurer2015-2024 2 $0 reported 1
Erin Ardleigh Secretary2018-2024 2 $0 reported 1
Frazer Rice Director2021-2024 2 $0 reported 1
Pamela Mosiello Director2022-2024 2 $0 reported 1
Rozlenn Giwani Director2023-2024 2 $0 reported 1
Richard Dauman Director2023-2024 2 $0 reported 1
William Connor Director2024 2 $0 reported 1
Michael Hymes Director2022-2024 2 $0 reported 1
Caroline Seaton Director2023-2024 2 $0 reported 1
Julianna Obeid Director2023-2024 2 $0 reported 1
Katie Watt Director2023-2024 2 $0 reported 1
Tara Mahon Director2023-2024 2 $0 reported 1
Eli Akhavan (former) Treasurer2022-2023 2 $0 reported 1
Lauren Rocklin (former) Director2016-2023 2 $0 reported 1
Shannon McNulty (former) Director2022-2023 2 $0 reported 1
Lisa Rispoli (former) President2016-2022 2 $0 reported 1
Richard Bader (former) Director2018-2022 2 $0 reported 1
Elisa Shevlin Rizzo (former) Director2020-2022 2 $0 reported 1
Sherri Cohen (former) Director2018-2022 2 $0 reported 1
Adam Osterweil (former) Director2016-2022 2 $0 reported 1
Kathleen Watt (former) Director2022 2 $0 reported 1
Hank Snyder (former) President2020-2021 2 $0 reported 1
Ken Marino (former) Director2018-2021 2 $0 reported 1
Ladidas Lumpkins (former) President2018-2020 2 $0 reported 1
Christopher Wright (former) Director2020 2 $0 reported 1
Brian Boak (former) Director2018-2020 2 $0 reported 1
Dan Munroe (former) Director2020 2 $0 reported 1
Michael Schwartz (former) Director2018-2020 2 $0 reported 1
David Weinstock (former) President2012-2018 2 $0 reported 1
Juliet Kalib Esq (former) Vice President2014-2018 2 $0 reported 1
Hank Synder (former) Secretary2018 2 $0 reported 1
Steven Goodman (former) Director2016-2018 2 $0 reported 1
Ruth Flynn Raftery (former) President2014-2017 2 $0 reported 1
Randy Kaufman (former) Vice President2015-2017 2 $0 reported 1
Scott Ditman (former) Director2015-2017 2 $0 reported 1
Michael Kimmel (former) Director2015-2017 2 $0 reported 1
Michael Meltzer (former) Director2015-2017 2 $0 reported 1
Jared Levy (former) Director2015-2017 2 $0 reported 1
Chad Reyes (former) Director2015-2017 2 $0 reported 1
Michael Gooen (former) Director2015-2017 2 $0 reported 1
Caryn Keppler (former) Director2015-2017 2 $0 reported 1
Geoggrey Sargeant (former) Past President2016 2 $0 reported 1
Geoffrey Sargeant (former) President2012-2015 2 $0 reported 1
Daniel S Rubin (former) Past Pres2012-2015 2 $0 reported 1
Laura Laforgia (former) Dir2014-2015 2 $0 reported 1
Steven Vacarelli (former) Dir2014-2015 2 $0 reported 1
Kevin O'Connor (former) Dir2014-2015 2 $0 reported 1
Gabe Wolosky Cpa (former) Past Pres2012-2014 2 $0 reported 2
Steven Jay Litner (former) President2012-2014 2 $0 reported 1
Donna Palumbo (former) Dir2012-2014 2 $0 reported 1
Michael Makkiewicz (former) Dir2014 2 $0 reported 1
Jeffay Chang (former) Dir2014 2 $0 reported 1
Angela Lo (former) Dir2012-2014 2 $0 reported 1
Joan A Antoniello (former) Dir2012-2014 2 $0 reported 1
Jacqueline Valouch (former) Dir2012-2014 2 $0 reported 1
Ellyn Kravitz (former) Dir2014 2 $0 reported 1
Marie Arrigo (former) Dir2012-2013 2 $0 reported 2
Peter Culver (former) Past Pres2012-2013 2 $0 reported 1
Michael Markiewicz (former) Dir2012-2013 2 $0 reported 1
Michael Burke (former) Dir2012-2013 2 $0 reported 1
Jeffrey Chang (former) Dir2012-2013 2 $0 reported 1
Michael Liebeskind (former) Dir2012-2013 2 $0 reported 1
Michael Arelin (former) Dir2012-2013 2 $0 reported 1
Ellyn Kravtiz (former) Dir2012-2013 2 $0 reported 1

People by year

2024 · 14 people listed · none paid · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
K Eli Akhavan President2 $0$0$0 $01
Danielle Barrett Vice President2 $0$0$0 $01
Stephanie Hines Treasurer2 $0$0$0 $01
Erin Ardleigh Secretary2 $0$0$0 $01
Frazer Rice Director2 $0$0$0 $01
Pamela Mosiello Director2 $0$0$0 $01
Rozlenn Giwani Director2 $0$0$0 $01
Richard Dauman Director2 $0$0$0 $01
William Connor Director2 $0$0$0 $01
Michael Hymes Director2 $0$0$0 $01
Caroline Seaton Director2 $0$0$0 $01
Julianna Obeid Director2 $0$0$0 $01
Katie Watt Director2 $0$0$0 $01
Tara Mahon Director2 $0$0$0 $01
2023 · 15 people listed · none paid · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Frazer Rice President2 $0$0$0 $01
Stephanie Hines Vice President2 $0$0$0 $01
Eli Akhavan Treasurer2 $0$0$0 $01
Danielle Barrett Secretary2 $0$0$0 $01
Lauren Rocklin Director2 $0$0$0 $01
Pamela Mosiello Director2 $0$0$0 $01
Rozlenn Giwani Director2 $0$0$0 $01
Richard Dauman Director2 $0$0$0 $01
Michael Hymes Director2 $0$0$0 $01
Caroline Seaton Director2 $0$0$0 $01
Julianna Obeid Director2 $0$0$0 $01
Katie Watt Director2 $0$0$0 $01
Erin Ardleigh Director2 $0$0$0 $01
Shannon McNulty Director2 $0$0$0 $01
Tara Mahon Director2 $0$0$0 $01
2022 · 14 people listed · none paid · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lisa Rispoli President2 $0$0$0 $01
Frazer Rice Vice President2 $0$0$0 $01
Stephanie Hines Treasurer2 $0$0$0 $01
Eli Akhavan Secretary2 $0$0$0 $01
Richard Bader Director2 $0$0$0 $01
Pamela Mosiello Director2 $0$0$0 $01
Elisa Shevlin Rizzo Director2 $0$0$0 $01
Danielle Barrett Director2 $0$0$0 $01
Michael Hymes Director2 $0$0$0 $01
Erin Ardleigh Director2 $0$0$0 $01
Kathleen Watt Director2 $0$0$0 $01
Sherri Cohen Director2 $0$0$0 $01
Adam Osterweil Director2 $0$0$0 $01
Shannon McNulty Director2 $0$0$0 $01
2021 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Hank Snyder President2 $0-$0 $01
Lisa Rispoli Vice President/Treasurer2 $0-$0 $01
Lauren Rocklin Secretary2 $0-$0 $01
Frazer Rice Secretary2 $0-$0 $01
Richard Bader Director2 $0-$0 $01
Stephanie Hines Director2 $0-$0 $01
Ken Marino Director2 $0-$0 $01
Elisa Shevlin Rizzo Director2 $0-$0 $01
Danielle Barrett Director2 $0-$0 $01
Erin Ardleigh Director2 $0-$0 $01
Sherri Cohen Director2 $0-$0 $01
Adam Osterweil Director2 $0-$0 $01
2020 · 16 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ladidas Lumpkins President2 $0-$0 $01
Hank Snyder Vice President2 $0-$0 $01
Lisa Rispoli Treasurer2 $0-$0 $01
Lauren Rocklin Secretary2 $0-$0 $01
Stephanie Hines Director2 $0-$0 $01
Christopher Wright Director2 $0-$0 $01
Richard Bader Director2 $0-$0 $01
Ken Marino Director2 $0-$0 $01
Elisa Shevlin Rizzo Director2 $0-$0 $01
Danielle Barrett Director2 $0-$0 $01
Brian Boak Director2 $0-$0 $01
Dan Munroe Director2 $0-$0 $01
Erin Ardleigh Director2 $0-$0 $01
Michael Schwartz Director2 $0-$0 $01
Adam Osterweil Director2 $0-$0 $01
Sherri Cohen Director2 $0-$0 $01
2018 · 16 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Weinstock President2 $0$0$0 $01
Juliet Kalib Esq Vice President2 $0$0$0 $01
Ladidas Lumpkins Treasurer2 $0$0$0 $01
Hank Synder Secretary2 $0$0$0 $01
Lisa Rispoli Director2 $0$0$0 $01
Richard Bader Director2 $0$0$0 $01
Stephanie Hines Director2 $0$0$0 $01
Lauren Rocklin Director2 $0$0$0 $01
Danielle Barrett Director2 $0$0$0 $01
Ken Marino Director2 $0$0$0 $01
Steven Goodman Director2 $0$0$0 $01
Erin Ardleigh Director2 $0$0$0 $01
Brian Boak Director2 $0$0$0 $01
Adam Osterweil Director2 $0$0$0 $01
Sherri Cohen Director2 $0$0$0 $01
Michael Schwartz Director2 $0$0$0 $01
2017 · 16 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RUTH FLYNN RAFTERY President2 $0-- $01
RANDY KAUFMAN Vice President2 $0-- $01
DAVID WEINSTOCK Treasurer2 $0-- $01
JULIET KALIB ESQ Secretary2 $0-- $01
SCOTT DITMAN Director2 $0-- $01
LISA RISPOLI Director2 $0-- $01
STEPHANIE HINES Director2 $0-- $01
MICHAEL KIMMEL Director2 $0-- $01
MICHAEL MELTZER Director2 $0-- $01
LAUREN ROCKLIN Director2 $0-- $01
JARED LEVY Director2 $0-- $01
STEVEN GOODMAN Director2 $0-- $01
CHAD REYES Director2 $0-- $01
MICHAEL GOOEN Director2 $0-- $01
ADAM OSTERWEIL Director2 $0-- $01
CARYN KEPPLER Director2 $0-- $01
2016 · 17 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RUTH FLYNN RAFTERY President2 $0-- $01
RANDY KAUFMAN Vice President2 $0-- $01
DAVID WEINSTOCK Treasurer2 $0-- $01
JULIET P KALIB ESQ Secretary2 $0-- $01
GEOGGREY SARGEANT Past President2 $0-- $01
SCOTT DITMAN Director2 $0-- $01
STEPHANIE HINES Director2 $0-- $01
LISA RISPOLI Director2 $0-- $01
MICHAEL KIMMEL Director2 $0-- $01
MICHAEL MELTZER Director2 $0-- $01
LAUREN ROCKLIN Director2 $0-- $01
JARED LEVY Director2 $0-- $01
CHAD REYES Director2 $0-- $01
STEVEN GOODMAN Director2 $0-- $01
MICHAEL GOOEN Director2 $0-- $01
CARYN KEPPLER Director2 $0-- $01
ADAM OSTERWEIL Director2 $0-- $01
2015 · 17 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEOFFREY SARGEANT President2 $0-- $01
RUTH FLYNN RAFTERY VP2 $0-- $01
RANDY KAUFMAN Treasurer2 $0-- $01
DAVID WEINSTOCK Sect2 $0-- $01
DANIEL S RUBIN Past Pres2 $0-- $01
LAURA LAFORGIA Dir2 $0-- $01
SCOTT DITMAN Dir2 $0-- $01
STEPHANIE HINES Dir2 $0-- $01
STEVEN VACARELLI Dir2 $0-- $01
MICHAEL KIMMEL Dir2 $0-- $01
MICHAEL MELTZER Dir2 $0-- $01
KEVIN O'CONNOR Dir2 $0-- $01
JARED LEVY Dir2 $0-- $01
CHAD REYES Dir2 $0-- $01
JULIET KALIB Dir2 $0-- $01
MICHAEL GOOEN Dir2 $0-- $01
CARYN KEPPLER Dir2 $0-- $01
2014 · 17 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN JAY LITNER President2 $0-- $01
DANIEL S RUBIN VP2 $0-- $01
GEOFFREY SARGEANT Treasurer2 $0-- $01
RUTH FLYNN RAFTERY Sect2 $0-- $01
GABE M WOLOSKY Past Pres2 $0-- $02
DONNA PALUMBO Dir2 $0-- $01
MICHAEL MAKKIEWICZ Dir2 $0-- $01
LAURA LAFORGIA Dir2 $0-- $01
JEFFAY CHANG Dir2 $0-- $01
ANGELA LO Dir2 $0-- $01
STEVEN C VACARELLI Dir2 $0-- $01
JOAN A ANTONIELLO Dir2 $0-- $01
DAVID WEINSTOCK Dir2 $0-- $01
KEVIN O'CONNOR Dir2 $0-- $01
JACQUELINE VALOUCH Dir2 $0-- $01
ELLYN KRAVITZ Dir2 $0-- $01
JULIET P KALIB Dir2 $0-- $01
2013 · 17 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GABE WOLOSKY President2 $0-- $02
STEVEN JAY LITNER VP2 $0-- $01
DANIEL S RUBIN Treasurer2 $0-- $01
GEOFFREY SARGEANT Sect2 $0-- $01
PETER CULVER Past Pres2 $0-- $01
MARIE ARRIGO Dir2 $0-- $02
DONNA PALUMBO Dir2 $0-- $01
MICHAEL MARKIEWICZ Dir2 $0-- $01
MICHAEL BURKE Dir2 $0-- $01
JEFFREY CHANG Dir2 $0-- $01
ANGELA LO Dir2 $0-- $01
MICHAEL LIEBESKIND Dir2 $0-- $01
JOAN ANTONIELLO Dir2 $0-- $01
DAVID WEINSTOCK Dir2 $0-- $01
MICHAEL ARELIN Dir2 $0-- $01
JACQUELINE VALOUCH Dir2 $0-- $01
ELLYN KRAVTIZ Dir2 $0-- $01
2012 · 17 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GABE WOLOSKY President2 $0-- $02
STEVEN JAY LITNER VP2 $0-- $01
DANIEL S RUBIN Treasurer2 $0-- $01
GEOFFREY SARGEANT Sect2 $0-- $01
PETER CULVER Past Pres2 $0-- $01
MARIE ARRIGO Dir2 $0-- $02
DONNA PALUMBO Dir2 $0-- $01
MICHAEL MARKIEWICZ Dir2 $0-- $01
MICHAEL BURKE Dir2 $0-- $01
JEFFREY CHANG Dir2 $0-- $01
ANGELA LO Dir2 $0-- $01
MICHAEL LIEBESKIND Dir2 $0-- $01
JOAN ANTONIELLO Dir2 $0-- $01
DAVID WEINSTOCK Dir2 $0-- $01
MICHAEL ARELIN Dir2 $0-- $01
JACQUELINE VALOUCH Dir2 $0-- $01
ELLYN KRAVTIZ Dir2 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-05-31 · view filing · original 990 ↗
$178,544$153,694 $266,811$257,740 $90,219$88,325 -014
2023 · Form 990 period ending 2024-05-31 · view filing · original 990 ↗
$211,756$163,992 $250,611$232,890 $106,056$105,700 $0014
2022 · Form 990 period ending 2023-05-31 · view filing · original 990 ↗
$211,500$195,651 $228,757$185,126 $115,000$96,500 $0014
2021 · Form 990EZ period ending 2022-05-31 · view filing · original 990 ↗
$144,000$148,685 $205,658$169,277 $0$50,150 ---
2020 · Form 990EZ period ending 2021-05-31 · view filing · original 990 ↗
$164,225$99,202 $174,514$173,962 $105,175$59,050 ---
2018 · Form 990 period ending 2019-05-31 · view filing · original 990 ↗
$209,355$213,297 $230,710$136,347 $112,475$96,880 $000
2017 · Form 990EZ period ending 2018-05-31 · view filing · original 990 ↗
$168,087$181,544 $171,079$140,289 $0$86,162 ---
2016 · Form 990EZ period ending 2017-05-31 · view filing · original 990 ↗
$165,795$209,538 $210,517$153,746 $0$83,815 ---
2015 · Form 990EZ period ending 2016-05-31 · view filing · original 990 ↗
$166,795$197,376 $252,135$197,489 $0$83,785 ---
2014 · Form 990EZ period ending 2015-05-31 · view filing · original 990 ↗
$167,210$171,991 $275,763$228,070 $0$82,410 ---
2013 · Form 990EZ period ending 2014-05-31 · view filing · original 990 ↗
$157,116$205,267 $318,828$232,851 $0$62,335 ---
2012 · Form 990EZ period ending 2013-05-31 · view filing · original 990 ↗
$158,867$157,239 $341,889$276,156 $0$63,180 ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
NEW YORK STATE BUILDING OFFICIALS CONFERENCE INCNYB03 $161,415$143,530 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
ANAMBRA STATE ORGANIZATION OF NEW YORK INCNYB03 $154,663$86,776 PRESDENT$0 Same NTEE code B03, revenue within 2x, same state
ORANGE COUNTY NY ARTS COUNCIL INCNYB03 $211,122$259,507 EXECUTIVE DI$103,907 Same NTEE code B03, revenue within 2x, same state
SUFFOLK COUNTY CHAPTER OF THE NEW YORK STATE SCHOOL FACILITIES ASSOCNYB03 $220,986$111,373 President$0 Same NTEE code B03, revenue within 2x, same state
NEW YORK GO ASSOCIATION INCNYB03 $94,720$5,537 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
NEW YORK COMMUNITY COLLEGE ASSOCIATION OF PRESIDENTSNYB03 $130,152$126,511 President North Country Community College$0 Same NTEE code B03, revenue within 2x, same state
SUFFOLK ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INCNYB03 $100,475$106,901 Treasurer$0 Same NTEE code B03, revenue within 2x, same state
NORTHEAST ASSOCIATION OF COLLEGE AND UNIVERSITY HOUSING OFFICERS INNYB03 $188,920$158,204 Past President$0 Same NTEE code B03, revenue within 2x, same state
KEEP RISING TO THE TOPNYB03 $301,086$178,024 BOARD MEMBER$0 Same NTEE code B03, revenue within 2x, same state
NATIONAL ASSOCIATION OF CORPORATE DIRECTORSNYB03 $307,307$193,728 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
CHINESE LANGUAGE TEACHERS ASSOCIATION GREATER NEW YORKNYB03 $138,896$134,856 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
AMERICAN ACADEMY OF INTERNATIONAL CULTURE AND EDUCATION INCNYB03 $351,526$362,701 EXECUTIVE DIRECTOR$94,640 Same NTEE code B03, revenue within 2x, same state
WEAVERS GUILD OF ROCHESTER INCNYB03 $150,973$148,107 Director$0 Same NTEE code B03, revenue within 2x, same state
IMPACT CAPITAL MANAGERS INSTITUTE INCNYB03 $322,964$617,420 EXECUTIVE DIRECTOR$170,000 Same NTEE code B03, revenue within 2x, same state
ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INCNYB03 $156,915$128,898 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
AMERICAN SIGN LANGUAGE TEACHERS ASSOCIATION INCNYB03 $288,570$110,975 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
HAMPTON LIFEGUARD ASSOCIATION INCNYB03 $199,108$223,878 DIRECTOR$0 Same NTEE code B03, revenue within 2x, same state
THE SOCIETY FOR TEXT AND DISCOURSE INCNYB03 $127,797$136,048 TREASURER$1,500 Same NTEE code B03, revenue within 2x, same state
ASSOCIATION OF NYSCCBOA LTDNYB03 $190,856$152,379 PRESIDENT$5,000 Same NTEE code B03, revenue within 2x, same state
ANOMALOUS ABSORPTION CONFERENCE INCNYB03 $93,200$109,935 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
EASTERN GROUP PSYCHOTHERAPY SOCIETY INCNYB03 $158,833$174,340 MEMBER-AT-LARGE$7,800 Same NTEE code B03, revenue within 2x, same state
PWISTA-MAHOPACNYB03 $195,000$183,920 Director$2,000 Same NTEE code B03, revenue within 2x, same state
ENTREPRENEURS ORGANIZATIONNYB03 $217,066$169,262 President$0 Same NTEE code B03, revenue within 2x, same state
NY WEI CORPNYB03 $96,476$66,536 Foundation Mgr.$0 Same NTEE code B03, revenue within 2x, same state
ENVIRONMENTAL AND EMERGING CLAIM MANAGER ASSOCIATIONNYB03 $107,630$85,550 TREASURER &$0 Same NTEE code B03, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
W K KELLOGG FOUNDATION Private foundation$1,721,36813 22011–2022 NEW MEXICO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN; IMPACT CAPITAL MANAGERS INSTITUTE INC
BRINDLE FOUNDATION Private foundation$329,0006 12013–2018 NEW MEXICO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
GORDON & LLURA GUND FOUNDATION Private foundation$300,0002 12024–2025 RD MEETING INC
FORD FOUNDATION Private foundation$175,0002 12023–2024 IMPACT CAPITAL MANAGERS INSTITUTE INC
OREGON COMMUNITY FOUNDATION DAF sponsor$160,0002 12020–2021 CHINESE FRIENDSHIP ASSOCIATION OF PORTLAND
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$137,6577 42019–2024 CHINESE FRIENDSHIP ASSOCIATION OF PORTLAND; THE NATIONAL CAPITAL COUNCIL NAVY LEAGUE; KEEP RISING TO THE TOP; NEW YORK GO ASSOCIATION INC
COMMUNITY FOUNDATION OF ORANGE COUNTY DAF sponsor$133,7277 12017–2024 ORANGE COUNTY NY ARTS COUNCIL INC
SIGNATRY CHARITABLE TRUST DAF sponsor$125,0001 12024–2024 SARAH STITT HOPE FUND INC
JOHN D & CATHERINE T MACARTHUR FOUNDATION Private foundation$102,0003 22020–2024 IMPACT CAPITAL MANAGERS INSTITUTE INC; NATIONAL PREVENTION SCIENCE COALITION TO IMPROVE LIVES INC
F B HERON FOUNDATION Private foundation$100,0002 12020–2021 IMPACT CAPITAL MANAGERS INSTITUTE INC
SERVANT FOUNDATION DAF sponsor$100,0001 12023–2023 SARAH STITT HOPE FUND INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$91,8729 52016–2024 SUKKAT SHALEYM INC; SIGMA BETA DELTA INC; IMPACT CAPITAL MANAGERS INSTITUTE INC; ORANGE COUNTY NY ARTS COUNCIL INC and 1 more
THE ORPHIFLAMME FOUNDATION Private foundation$75,0002 12022–2024 SUKKAT SHALEYM INC
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$75,0002 12016–2017 STATE EDUCATION AGENCY DIRECTORS OF ARTS EDUCATION
SURDNA FOUNDATION INC Private foundation$70,0001 12024–2024 IMPACT CAPITAL MANAGERS INSTITUTE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $153,694 spent · pay $0 · grants $0 · events $69,396
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $69,396$69,396$0$0 45.2%
Fees: management $65,616$55,774$9,842$0 42.7%
Other (as described)Website $6,797$5,777$1,020$0 4.4%
Other (as described)Credit Card Collection Costs $5,549$5,549$0$0 3.6%
Other (as described)Continuing Education Filing Fees $2,007$2,007$0$0 1.3%
Office expenses $1,798$1,528$270$0 1.2%
Insurance $1,155$0$1,155$0 0.8%
Fees: accounting $780$0$780$0 0.5%
Travel $406$345$61$0 0.3%
Other (as described)Bank Service Charges $190$0$190$0 0.1%
Total$153,694100%

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2023 · Form 990 · $163,992 spent · pay $0 · grants $0 · events $76,469
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $76,469$76,469$0$0 46.6%
Fees: management $63,705$54,149$9,556$0 38.8%
Other (as described)Credit Card Collection Costs $7,260$7,260$0$0 4.4%
Other (as described)Website $4,192$3,564$628$0 2.6%
Office expenses $4,114$3,497$617$0 2.5%
Travel $3,561$3,027$534$0 2.2%
Other (as described)Continuing Education Filing Fees $1,687$1,687$0$0 1.0%
Insurance $1,233$0$1,233$0 0.8%
Fees: accounting $750$0$750$0 0.5%
All other expenses $750$0$750$0 0.5%
Other (as described)Bank Service Charges $271$0$271$0 0.2%
Total$163,992100%

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2022 · Form 990 · $195,651 spent · pay $0 · grants $0 · events $101,704
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $101,704$101,704$0$0 52.0%
Fees: management $61,804$52,533$9,271$0 31.6%
Other (as described)Website $15,548$13,216$2,332$0 7.9%
Other (as described)Credit Card Collection Costs $8,623$8,623$0$0 4.4%
Office expenses $2,755$0$2,755$0 1.4%
Other (as described)Continuing Education Filing Fees $2,170$2,170$0$0 1.1%
Insurance $1,330$173$1,157$0 0.7%
Travel $1,021$868$153$0 0.5%
Other (as described)Bank Service Charges $696$0$696$0 0.4%
Total$195,651100%

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2021 · Form 990EZ · $148,685 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $147,107 98.9%
Fees to independent contractors $1,015 0.7%
Printing, publications, postage $563 0.4%
Total$148,685100%

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2020 · Form 990EZ · $99,202 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $89,524 90.2%
Fees to independent contractors $9,359 9.4%
Printing, publications, postage $319 0.3%
Total$99,202100%

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2018 · Form 990 · $213,297 spent · pay $0 · grants $0 · events $133,099
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $133,099$0$0$0 62.4%
Other (as described)Management Fees $48,504$0$0$0 22.7%
Other (as described)Credit Card Collection Costs $7,435$0$0$0 3.5%
Travel $6,289$0$0$0 2.9%
Fees: accounting $4,505$0$0$0 2.1%
Fees: legal $4,250$0$0$0 2.0%
Information technology $3,881$0$0$0 1.8%
All other expenses $1,762$0$0$0 0.8%
Other (as described)Continuing Education Fees $1,430$0$0$0 0.7%
Depreciation and depletion $749$0$0$0 0.4%
Other (as described)Dues and Subscriptions $525$0$0$0 0.2%
Office expenses $439$0$0$0 0.2%
Insurance $429$0$0$0 0.2%
Total$213,297100%

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2017 · Form 990EZ · $181,544 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $180,702 99.5%
Fees to independent contractors $529 0.3%
Printing, publications, postage $313 0.2%
Total$181,544100%

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2016 · Form 990EZ · $209,538 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $203,313 97.0%
Fees to independent contractors $5,500 2.6%
Printing, publications, postage $725 0.3%
Total$209,538100%

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2015 · Form 990EZ · $197,376 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $191,876 97.2%
Fees to independent contractors $5,500 2.8%
Total$197,376100%

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2014 · Form 990EZ · $171,991 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $166,491 96.8%
Fees to independent contractors $5,500 3.2%
Total$171,991100%

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2013 · Form 990EZ · $205,267 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $199,767 97.3%
Fees to independent contractors $5,500 2.7%
Total$205,267100%

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2012 · Form 990EZ · $157,239 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $149,763 95.2%
Fees to independent contractors $6,500 4.1%
Printing, publications, postage $976 0.6%
Total$157,239100%

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