2025-01-15T09:21:13-06:00 2024-08-31 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2023-09-01 232006494 PHILADELPHIA ESTATE PLANNING COUNCIL PHIL 8562340330 PO BOX 579 MOORESTOWN NJ 080570579 DENISE DOWNING EXECUTIVE DIRECTOR 8562340330 2025-01-13 1 0 EDWARD W DORAN CPA P00841330 6106684200 2025-01-13 2023 2024-10-15 13:58:12Z DENISE DOWNING PO BOX 579 MOORESTOWN NJ 080570579 318643 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 0 100 600 0 13744 14939 213360 239188 4710 8175 -16101 -8778 215713 253524 0 0 0 0 0 0 0 0 0 205769 263275 205769 263275 9944 -9751 190172 180677 0 0 190172 180677 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 TREASURER 2.00 X X 0 0 0 RICHARD BELL DIRECTOR 2.00 X 0 0 0 CHRISOPHER BORDEN VICE PRESIDENT 2.00 X X 0 0 0 LEANNE EVANS DIRECTOR 2.00 X 0 0 0 KIM HEYMAN DIRECTOR 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 JIM REVELS IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 STEPHANIE SANDERSON-BRAEM PRESIDENT 2.00 X X 0 0 0 ALAN WEISSBERGER SECRETARY 2.00 X 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 SHANE JOHNSON DIRECTOR 2.00 X 0 0 0 JILLIAN KUKUCKA DIRECTOR 2.00 X 0 0 0 LISA MITTELMAN DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 14939 14939 MEMBERSHIP DUES 900099 92573 92573 MEETING 900099 80750 80750 COUNCIL SPONSORSHIPS 900099 37500 37500 SPONSORS 900099 22000 22000 CONTINUING EDUCATION 900099 6365 6365 239188 8175 8175 55741 14939 65119 -9378 -9378 NEWSLETTER INCOME 513120 600 600 600 253524 239188 600 -1203 100000 109076 POSTAGE & PRINTING 38 SPEAKER FEES 18422 CREDIT CARD CHARGES 6908 WEBSITE DEVELOPMENT 6361 22470 263275 28395 30468 161777 150209 190172 180677 0 0 X 0 0 0 0 190172 180677 190172 180677 190172 180677 -9751 256 0 X 0 0 0 GOLF OUTING 41990 3864 38126 40900 ETHICS FORUM 11075 11075 5594 3 17615 17615 18626 70680 14939 55741 65120 65120 -9379 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