Community Improvement
(S41)
990 on File
THE ESTATE PLANNING COUNCIL OF NASSAU COUNTY INC
Financial strength (30%)
82/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$99K
Total Revenue
$86K
Total Expenses
$145K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
71.6%
Fundraising Efficiency
169.8%
Operating Reserve
20.08x
Liability-to-Asset
0.0%
Revenue Diversification
18.9%
Compared with Peers
FY 2026
Compared with 150 similar organizations
(United States, Community Improvement, under $100K in expenses), FY 2026.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
71.6% | 85.7% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
169.8% | 35.3% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
20.1 mo | 22.6 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
18.9% | 84.3% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
22.0% | -1.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
11.4% | -1.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
12.4% | 9.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $99K | $86K | $145K | 71.6% | — |
| 2025 | $81K | $78K | $130K | 71.6% | — |
| 2024 | $66K | $53K | $127K | 68.7% | — |
| 2023 | $67K | $64K | $87K | 66.7% | — |
| 2021 | $40K | $21K | N/A | — | 1 |
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