Washington D C Estate Planning Council
EIN: 521065720 · Hagerstown, MD
| Metric | Value |
|---|---|
| Total Revenue | $262K |
| Total Expenses | $152K |
| Net Assets | $295K |
Is Washington D C Estate Planning Council Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Washington D C Estate Planning Council
Washington D C Estate Planning Council (EIN: 521065720) is a nonprofit organization based in Hagerstown, MD. The organization reported total revenue of $262K and total assets of $349K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Washington D C Estate Planning Council's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Washington D C Estate Planning Council is a small nonprofit that has been operating for 50 years, with 13 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 6.5%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $163K |
| Total Expenses | $152K |
| Surplus / Deficit | +$11K |
| Total Assets | $295K |
| Net Assets | $295K |
| Operating Margin | 6.6% |
| Months of Reserves | 23.3 months |
Financial Health Grade: A
In 2024, Washington D C Estate Planning Council reported a surplus of $11K with revenue exceeding expenses, holds 23.3 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2012–2024), Washington D C Estate Planning Council's revenue has grown at a compound annual growth rate (CAGR) of 6.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | -11.5% | -5.9% | +4.0% |
| 2023 | +61.1% | +64.0% | +8.8% |
| 2022 | +25.8% | +54.1% | +5.7% |
| 2021 | -17.4% | -21.6% | +12.3% |
| 2020 | -10.3% | -11.6% | +14.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1976 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Washington D C Estate Planning Council has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Washington D C Estate Planning Council with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $11K, with revenue exceeding expenses.
Frequently Asked Questions about Washington D C Estate Planning Council
Is Washington D C Estate Planning Council a legitimate charity?
Washington D C Estate Planning Council (EIN: 521065720) is a registered tax-exempt nonprofit based in Maryland. It has 13 years of IRS 990 filings on record. Total revenue: $262K. No red flags identified. Financial health grade: A.
How does Washington D C Estate Planning Council spend its money?
Washington D C Estate Planning Council reported $262K in total revenue in IRS 990 filings. 13 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Washington D C Estate Planning Council tax-deductible?
Washington D C Estate Planning Council is registered as a tax-exempt nonprofit (EIN: 521065720). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Washington D C Estate Planning Council located?
Washington D C Estate Planning Council is headquartered in Hagerstown, Maryland and files with the IRS under EIN 521065720.
How many years of IRS 990 filings does Washington D C Estate Planning Council have?
Washington D C Estate Planning Council has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $262K in total revenue.
Filing History
IRS 990 filing history for Washington D C Estate Planning Council showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2012–2024), Washington D C Estate Planning Council's revenue has grown by 112.7%, moving from $77K to $163K. Total assets increased by 192.6% over the same period, from $101K to $295K. Total functional expenses rose by 146%, from $62K to $152K. In its most recent filing year (2024), Washington D C Estate Planning Council reported a surplus of $11K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $163K | $152K | $295K | $0 | — | — |
| 2023 | $184K | $162K | $283K | $0 | — | View 990 |
| 2022 | $114K | $98K | $260K | $0 | — | View 990 |
| 2021 | $91K | $64K | $246K | $0 | — | View 990 |
| 2020 | $110K | $81K | $219K | $0 | — | View 990 |
| 2019 | $122K | $92K | $191K | $0 | — | View 990 |
| 2018 | $121K | $90K | $160K | $0 | — | View 990 |
| 2017 | $118K | $103K | $130K | $0 | — | View 990 |
| 2016 | $102K | $86K | $115K | $0 | — | View 990 |
| 2015 | $88K | $95K | $99K | $0 | — | View 990 |
| 2014 | $81K | $83K | $106K | $0 | — | View 990 |
| 2013 | $77K | $69K | $109K | $0 | — | View 990 |
| 2012 | $77K | $62K | $101K | $0 | — | — |
Year-by-Year Financial Summary
- 2024: Revenue of $163K, expenses of $152K, and assets of $295K (revenue -11.5% year-over-year).
- 2023: Revenue of $184K, expenses of $162K, and assets of $283K (revenue +61.1% year-over-year).
- 2022: Revenue of $114K, expenses of $98K, and assets of $260K (revenue +25.8% year-over-year).
- 2021: Revenue of $91K, expenses of $64K, and assets of $246K (revenue -17.4% year-over-year).
- 2020: Revenue of $110K, expenses of $81K, and assets of $219K (revenue -10.3% year-over-year).
- 2019: Revenue of $122K, expenses of $92K, and assets of $191K (revenue +1.1% year-over-year).
- 2018: Revenue of $121K, expenses of $90K, and assets of $160K (revenue +2.3% year-over-year).
- 2017: Revenue of $118K, expenses of $103K, and assets of $130K (revenue +15.8% year-over-year).
- 2016: Revenue of $102K, expenses of $86K, and assets of $115K (revenue +16.3% year-over-year).
- 2015: Revenue of $88K, expenses of $95K, and assets of $99K (revenue +9.0% year-over-year).
- 2014: Revenue of $81K, expenses of $83K, and assets of $106K (revenue +5.2% year-over-year).
- 2013: Revenue of $77K, expenses of $69K, and assets of $109K (revenue +0.1% year-over-year).
- 2012: Revenue of $77K, expenses of $62K, and assets of $101K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Washington D C Estate Planning Council:
Data Sources and Methodology
This transparency report for Washington D C Estate Planning Council is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.