Washington D C Estate Planning Council
501(c)(6)
Only null% goes to programs Strong reserves Growing revenue
Washington D C Estate Planning Council is a 501(c)(6) organization based in Hagerstown, Maryland, registered in 1976, with $231,139 in FY2024 revenue. CharityIndex grades it B.
14148 Shelby Cir, Hagerstown, MD, 21740 EIN 52-1065720 Since 1976
Revenue (FY2024)
$231K
▲ 41.9% vs prior year
Expenses (FY2024)
$177K
Net assets
$349K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Washington D C Estate Planning Council— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating24 mo reserves · +23% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Washington D C Estate Planning Council: 24 mo reserves · +23% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Washington D C Estate Planning Council— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Washington D C Estate Planning Council: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 14148 Shelby Cir, Hagerstown, MD, 21740
- City
- Hagerstown
- State
- Maryland
- Category
- —
- Subcategory
- —
- Website
- …
Financial trends
Revenue grew from $84K (FY2010) to $231K (FY2024) across 13 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $349K
Operating margin
23.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$349K
Total liabilities
$0
Net assets
$349K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $231,139▲41.9% | $176,914▲16.4% | $349,286▲18.5% | $349,286▲18.5% | 990 |
| 2023 | $162,850▼11.5% | $152,039▼5.9% | $294,632▲4.0% | $294,632▲4.0% | 990EZ |
| 2022 | $184,021▲61.1% | $161,529▲64.0% | $283,345▲8.8% | $283,345▲8.8% | 990 |
| 2021 | $114,216▲25.8% | $98,490▲54.1% | $260,388▲5.7% | $260,388▲5.7% | 990EZ |
| 2020 | $90,766▼17.4% | $63,905▼21.6% | $246,374▲12.3% | $246,374▲12.3% | 990EZ |
| 2019 | $109,863▼10.3% | $81,475▼11.6% | $219,440▲14.9% | $219,440▲14.9% | 990EZ |
| 2018 | $122,453▲1.1% | $92,176▲2.4% | $190,930▲19.0% | $190,930▲19.0% | 990EZ |
| 2017 | $121,132▲2.3% | $89,973▼12.7% | $160,491▲23.3% | $160,491▲23.3% | 990EZ |
| 2016 | $118,427▲15.8% | $103,044▲19.7% | $130,190▲13.2% | $130,190▲13.2% | 990EZ |
| 2015 | $102,284▲16.3% | $86,050▼9.8% | $114,988▲16.7% | $114,988▲16.7% | 990EZ |
| 2014 | $87,933▲9.0% | $95,361▲14.9% | $98,563▼7.2% | $98,563▼7.2% | 990EZ |
| 2013 | $80,648▼4.0% | $83,015▲17.0% | $106,174▲23.5% | $106,174▲23.5% | 990EZ |
| 2010 | $84,046 | $70,968 | $85,946 | $85,946 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Washington D C Estate Planning Council a legitimate nonprofit?
- Yes. Washington D C Estate Planning Council is a 501(c)(6) organization registered with the U.S. Internal Revenue Service under EIN 52-1065720, based in Hagerstown, Maryland.
- What is Washington D C Estate Planning Council's EIN?
- Washington D C Estate Planning Council's Employer Identification Number (EIN) is 52-1065720.
- How much revenue does Washington D C Estate Planning Council report?
- Washington D C Estate Planning Council reported $231,139 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Washington D C Estate Planning Council have?
- CharityIndex grades Washington D C Estate Planning Council B, based on financial health (reserves and operating margin).
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Data for Washington D C Estate Planning Council (EIN 52-1065720) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.