2025-11-17T10:01:54-06:00 2025-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2024-07-01 521065720 WASHINGTON DC ESTATE PLANNING COUNCIL WASH 7035328778 14148 SHELBY CIRCLE HAGERSTOWN MD 21740 MICHELLE CHAPIN TREASURER 7035328778 2025-11-14 1 1 TRACY M MOREY CPA P01521539 7033858888 2024 2025-03-06 01:10:19Z X MICHELLE CHAPIN 14148 SHELBY CIRCLE HAGERSTOWN MD 21740 262176 0 X WWW.WDCEPC.ORG X 1975 DC TO HELP ITS MEMBERS TO RENDER THE HIGHEST POSSIBLE SERVICE TO THEIR CLIENTS AND CUSTOMERS; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES OFFERED THEREBY; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTER INTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH EACH PARTICIPATING MEMBERSHIP GROUP BEARS TO THE OTHERS; TO PROMOTE ACQUAINTANCESHIP AND COOPERATION AMONG THE PARTICIPATING GROUPS; AND TO ENCOURAGE STUDENTS FROM DIVERSE BACKGROUNDS TO ENTER THE FIELD OF ESTATE PLANNING; ALL TO THE END THAT THE CLIENTS OF THE MEMBERS AND THE GENERAL PUBLIC MAY BE BETTER SERVED. 9 9 0 80 0 0 0 197850 0 24845 0 13280 0 -4836 0 231139 0 0 0 0 0 0 0 0 0 0 176914 0 176914 0 54225 294622 349286 0 0 294622 349286 X TO HELP ITS MEMBERS TO RENDER THE HIGHEST POSSIBLE SERVICE TO THEIR CLIENTS AND CUSTOMERS; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES OFFERED THEREBY; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTER INTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH EACH PARTICIPATING MEMBERSHIP GROUP BEARS TO THE OTHERS; TO PROMOTE ACQUAINTANCESHIP AND COOPERATION AMONG THE PARTICIPATING GROUPS; AND TO ENCOURAGE STUDENTS FROM DIVERSE BACKGROUNDS TO ENTER THE FIELD OF ESTATE PLANNING; ALL TO THE END THAT THE CLIENTS OF THE MEMBERS AND THE GENERAL PUBLIC MAY BE BETTER SERVED. 0 0 SIGNIFICANT ACTIVITIES THIS YEAR INCLUDE IN PERSON AND VIRTUAL EDUCATIONAL EVENTS, GOLF TOURNAMENT, AND SOCIAL NETWORKING EVENTS. A FAMILY OFFICE SYMPOSIUM, A HALF-DAY ADVANCED-LEVEL EDUCATION AND NETWORKING EVENT WAS ALSO HELD. 0 1 0 1 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 3 0 1 0 0 0 0 0 1 1 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X DINA LAND 7035328778 14148 SHELBY CIRCLE HAGERSTOWN MD 21740 X JAIME LAWSON PRESIDENT 1.00 X X 0 0 0 BRANDON ROSS VICE PRESIDENT 1.00 X X 0 0 0 MARGARET FISCHER TREASURER 1.00 X X 0 0 0 MICHELLE CHAPIN SECRETARY 1.00 X X 0 0 0 JENNIFER GOODE DIRECTOR 1.00 X 0 0 0 JOSHUA HEADLEY DIRECTOR 1.00 X 0 0 0 VERNON HOLLEMAN DIRECTOR 1.00 X 0 0 0 CAROLYN ROGERS DIRECTOR 1.00 X 0 0 0 LOGAN WINN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 87600 25250 85000 197850 REGISTRATION FEES 900099 24845 24845 24845 13280 13280 26201 25250 31037 -4836 -4836 231139 24845 0 8444 47438 3637 7190 8569 1966 98472 2172 DUES/SUBSCRIPTIONS 6602 MISCELLANEOUS 868 176914 4094 10039 84273 123137 206255 216110 294622 349286 0 0 X 0 0 0 0 294622 349286 294622 349286 294622 349286 54225 439 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 GOLF TOURNAMENT 51451 25250 26201 1100 11250 14431 4256 51451 25250 26201 1100 11250 14431 4256 31037 -4836 FORM 990, PART VI, SECTION A, LINE 3 NAME OF MANAGEMENT COMPANY: ASSOCIATION OF EXCELLENCE SERVICES PROVIDED TO ORGANIZATION: PROVIDE MANAGEMENT SERVICES FOR THE COUNCIL INCLUDING, BUT NOT LIMITED TO BOOKKEEPING, WEBSITE SUPPORT, MEETING AND EVENT MANAGEMENT, SUPPORT FOR BOARD OF DIRECTORS AND COMMITTEES, STRATEGIC PLANNING, PROJECT MANAGEMENT, MEMBERSHIP DUES BILLING AND RETENTION, EVENT MARKETING AND COMMUNICATIONS. NONE OF THE ORGANIZATION'S CURRENT OR FORMER OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES OR HIGHEST COMPENSATED EMPLOYEES WERE COMPENSATED BY THE MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ACTIVE, EMERITUS, STUDENT AND ASSOCIATE MEMBERSHIP CATEGORIES FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL HAS 4 CLASSES OF MEMBERS - -ACTIVE MEMBERS - THESE MEMBERS ARE CURRENTLY ENGAGED IN ESTATE PLANNING ON A REGULAR BASIS IN THE GREATER WASHINGTON, D.C. METROPOLITAN AREA AND HAVE THE ABILITY TO COLLABORATE WITH COLLEAGUES IN A VARIETY OF DISCIPLINES TO STRATEGICALLY FURTHER THE CLIENT'S ESTATE PLANNING GOALS. ACTIVE MEMBERS CAN VOTE. -EMERITUS MEMBERS - THESE MEMBERS ARE RETIRED AND ARE EITHER 65 YEARS OLD OR HAVE COMPLETED 20 YEARS AS AN ACTIVE MEMBERS IN GOOD STANDING. EMERITUS MEMBERS CAN VOTE. -STUDENT MEMBERS - THESE MEMBERS ARE STUDENTS WHO ARE AT LEAST 21 YEARS OLD AND CURRENTLY ENROLLED IN A DEGREE PROGRAM AT AN ACCREDITED COLLEGE OR UNIVERSITY IN A FIELD OF STUDY CLOSELY ALIGHTED WITH THE PROFESSIONAL DISCIPLINES ASSOCIATED WITH THOSE REQUIRED TO BECOME ACTIVE MEMBERS. STUDENT MEMBERS ARE NOT ELIGIBLE TO VOTE. -ASSOCIATE MEMBERS - THESE MEMBERS ARE STUDENT MEMBERS WHOSE MEMBERSHIP HAS TERMINATED DUE TO GRADUATION FROM THE DEGREE PROGRAM THAT INITIALLY QUALIFIED THE STUDENT FOR MEMBERSHIP. THE MEMBERSHIP LASTS UNTIL THE EARLIER OF 5 YEARS OR THE END OF THE FISCAL YEAR WHEN THE ASSOCIATE MEMBER HAS MET THE REQUIREMENTS FOR ACTIVE MEMBERSHIP. ASSOCIATE MEMBERS ARE NOT ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY TREASURER AND PRESIDENT; SHARED WITH BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO REVIEW THE COUNCIL CONFLICT OF INTEREST POLICY AND SIGN AN ATTESTATION AT THE ANNUAL SUMMER BOARD RETREAT. IF A CONFLICT IS REPORTED, THE PRESIDENT WOULD WORK WITH THE EXECUTIVE DIRECTOR AND VICE PRESIDENT TO DETERMINE IF THE BOARD MEMBER WOULD NEED TO BE RECUSED FROM ANY DECISION MAKING. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.