2024-02-20T16:11:24-06:00 2023-08-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2022-09-01 232006494 PHILADELPHIA ESTATE PLANNING COUNCIL PHIL 8562340330 PO BOX 579 MOORESTOWN NJ 080570579 CHRISTOPHER BORDEN TREASURER 8562340330 2024-02-06 1 CHRISTOPHER BORDEN 999009999 0 EDWARD W DORAN CPA P00841330 6106684200 2024-02-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER BORDEN PO BOX 579 MOORESTOWN NJ 080570579 281450 0 X WWW.PHILAEPC.ORG X 1989 PA TO PROVIDE PROFESSIONALS INVOLVED IN ESTATE PLANNING, BOTH MEMBERS AND NON-MEMBERS, WITH OPPORTUNITIES TO ENHANCE THEIR SKILLS AND EXPAND THEIR NETWORK THROUGH PROGRAMS AND INTERACTION. 21 21 0 100 1500 0 0 13744 160883 213360 238 4710 2263 -16101 163384 215713 0 0 0 0 0 0 0 0 0 184070 205769 184070 205769 -20686 9944 177775 190172 0 0 177775 190172 X 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. 0 0 TO PROVIDE PROFESSIONALS INVOLVED IN ESTATE PLANNING, BOTH MEMBERS AND NON-MEMBERS, WITH OPPORTUNITIES TO ENHANCE THEIR SKILLS AND EXPAND THEIR NETWORK THROUGH PROGRAMS AND INTERACTION. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 1 1 0 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X ORGANIZATION 8562340330 PO BOX 579 MOORESTOWN NJ 080570579 X FAREEHA ARSHAD DIRECTOR 2.00 X 0 0 0 JACKLYNN BARRAS SECRETARY 2.00 X X 0 0 0 RICHARD BELL DIRECTOR 2.00 X 0 0 0 CHRISOPHER BORDEN TREASURER 2.00 X X 0 0 0 LEANNE EVANS DIRECTOR 2.00 X 0 0 0 RACHEL GROSS DIRECTOR 2.00 X 0 0 0 KIM HEYMAN DIRECTOR 2.00 X 0 0 0 ERIC HILDENBRAND IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 THOMAS MCDONNELL DIRECTOR 2.00 X 0 0 0 ERIN MCQUIGGAN DIRECTOR 2.00 X 0 0 0 JOSH NILES DIRECTOR 2.00 X 0 0 0 JULIE OLLEY DIRECTOR 2.00 X 0 0 0 JIM REVELS PRESIDENT 2.00 X X 0 0 0 STEPHANIE SANDERSON-BRAEM VICE PRESIDENT & PROGRAMS CHAIR 2.00 X X 0 0 0 ALAN WEISSBERGER DIRECTOR 2.00 X 0 0 0 TIM ZEIGLER DIRECTOR 2.00 X 0 0 0 MICHAEL DEFILLIPO DIRECTOR 2.00 X 0 0 0 JAMES KELLY DIRECTOR 2.00 X 0 0 0 BRADLEY TEREBELO DIRECTOR 2.00 X 0 0 0 SHARON GREENBERG DIRECTOR 2.00 X 0 0 0 MATTHEW LEVITSKY DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 13744 13744 MEMBERSHIP DUES 900099 95060 95060 MEETING 900099 66950 66950 COUNCIL SPONSORSHIPS 900099 30000 30000 SPONSORS 900099 14000 14000 CONTINUING EDUCATION 900099 6750 6750 600 600 213360 4710 4710 48136 13744 65737 -17601 -17601 NEWSLETTER INCOME 513120 1500 1500 1500 215713 213360 1500 -12891 X 100000 65462 POSTAGE & PRINTING 477 CREDIT CARD CHARGES 6314 SPEAKER FEES 4736 WEBSITE DEVELOPMENT 4609 24171 205769 20795 28395 156980 161777 177775 190172 0 0 X 0 0 0 0 177775 190172 177775 190172 177775 190172 9944 2453 0 X 0 0 0 GOLF OUTING 37970 37970 48175 HOLIDAY PARTY 10835 4212 6623 6623 3 13075 9532 3543 10939 61880 13744 48136 65737 65737 -17601 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES A MANAGEMENT COMPANY TO KEEP THEIR BOOKS AND RECORDS AND PREPARE INTERNAL FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 WAS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT ANNUALLY FROM THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS REQUIRED TO READ, AND SIGN AN ACKNOWLEDGEMENT INDICATING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICIES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 24E PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,375. BOARD MEETINGS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,563. CONTINUING EDUCATION CREDITS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,048. NEWSLETTER PRODUCTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,930. AWARDS/BOARD GIFTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,697. INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,441. FEDERAL TAX EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,629. STAFF EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,195. PHOTOCOPIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 739. EMAIL BLAST: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 638. NAEPC DUES & CONFERENCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 575. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 246. CONTINGENCY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95.