STRATEGY STUDIO / PUBLIC DATA EXPLORER

ESTATE PLANNING COUNCIL OF NEW YORK CITY INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ESTATE PLANNING COUNCIL OF NEW YORK CITY INC (EIN 13-6162135)
Tax period
2017-06-01 to 2018-05-31
Filed
2019-04-15
IRS object ID
201911059349200416
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-15T08:12:27-07:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BATTAGLIA & ASSOCIATES CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 ROUTE 236AddressLine1Txt
CityHALFMOONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12065ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136162135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Estate Planning Council of NYC IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlESTABusinessNameControlTxt
Phone8552930784PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 Washington Avenue ExtensionAddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WEINSTOCKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8552930784PhoneNum
Signature2019-04-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH D BATTAGLIA CPAPreparerPersonNm
PTINP00019159PTIN
Phone5186647063PhoneNum
Preparation2019-04-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.43.61.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-15IPDt
IP Tm08:12:08IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6AA7A0E0E5C14C62618E6A2469524355C0036D68AtSubmissionCreationDeviceId
At Submission Filing Device Id6AA7A0E0E5C14C62618E6A2469524355C0036D68AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$168,087GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$86,162ProgramServiceRevenueAmt
Membership Dues$81,925MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$168,087TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$529FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$313PrintingPublicationsPostageAmt
Other Expenses Total$180,702OtherExpensesTotalAmt
Total Expenses$181,544TotalExpensesAmt
Excess Or Deficit For Year-$13,457ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$153,746NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$140,289NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$181,875BOYAmt
EOY$164,171EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
EOY$1,497EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$28,642BOYAmt
EOY$5,411EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$210,517BOYAmt
EOY$171,079EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$56,771BOYAmt
EOY$30,790EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$153,746BOYAmt
EOY$140,289EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo provide a better understanding of the estate planning services provided by accountants, attorneys, life underwriters, and trust officers and to promote cooperation among these groups. To provide a medium for discussion of topics of common interest.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomMEETINGS AND CONFERENCES OF VARIOUS ESTATE PLANNING TOPICS, INCLUDING THE ESTATE PLANNERS DAY EVENT.DescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUTH FLYNN RAFTERY
President2.00$0
RANDY KAUFMAN
Vice President2.00$0
DAVID WEINSTOCK
Treasurer2.00$0
JULIET KALIB ESQ
Secretary2.00$0
SCOTT DITMAN
Director2.00$0
LISA RISPOLI
Director2.00$0
STEPHANIE HINES
Director2.00$0
MICHAEL KIMMEL
Director2.00$0
MICHAEL MELTZER
Director2.00$0
LAUREN ROCKLIN
Director2.00$0
JARED LEVY
Director2.00$0
STEVEN GOODMAN
Director2.00$0
CHAD REYES
Director2.00$0
MICHAEL GOOEN
Director2.00$0
ADAM OSTERWEIL
Director2.00$0
CARYN KEPPLER
Director2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Capitol Hill Management ServicesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 Washington Avenue Ext 101AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Phone5184638644PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingYes (true)OnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16Depreciation 749.
Form 990EZ, Part I, Line 16Conferences and Meetings 80230.
Form 990EZ, Part I, Line 16Estate Planning Day 36829.
Form 990EZ, Part I, Line 16Management Fees 46980.
Form 990EZ, Part I, Line 16Dues and Subscriptions 375.
Form 990EZ, Part I, Line 16Insurance 715.
Form 990EZ, Part I, Line 16Miscellaneous 831.
Form 990EZ, Part I, Line 16Office Expense 394.
Form 990EZ, Part I, Line 16Travel 4575.
Form 990EZ, Part I, Line 16Website 2205.
Form 990EZ, Part I, Line 16Credit Card Collection Costs 5139.
Form 990EZ, Part I, Line 16Continuing Education Fees 1680.
Form 990EZ, Part II, Line 24Prepaid Expenses 28642. 5036.
Form 990EZ, Part II, Line 24Accounts Receivable 0. 375.
Form 990EZ, Part II, Line 26Accounts Payable and Accrued Expenses 8571. 0.
Form 990EZ, Part II, Line 26Deferred Revenue 48200. 30790.