2018-11-30T13:32:18-06:00 2018-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2017-07-01 366112867 CHICAGO ESTATE PLANNING COUNCIL CHIC 3126446610 330 N WABASH AVENUE NO 2000 CHICAGO IL 606114267 KATHLEEN CALLAHAN EXECUTIVE DIRECTOR 3126446610 2018-11-15 1 ROBERT G WUJEK P01367472 6309541400 50.201.115.82 2018-11-15 09:40:24 CS P 846F90749364CC804ED7A8FED8B9859DAA5069A5 DBEF52BAC0A273C55EE2058042DE982C042737B0 2017 2019-02-21 02:37:17Z DEBORAH A KOROMPILAS 330 N WABASH AVENUE NO 2000 CHICAGO IL 606114267 375509 0 X WWW.CEPCWEB.ORG X 1977 IL FOSTER AN UNDERSTANDING AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES. 14 14 0 40 7195 2092 0 0 345859 367849 463 465 0 7195 346322 375509 0 0 0 0 0 0 0 0 0 355367 357086 355367 357086 -9045 18423 152852 212262 23685 64672 129167 147590 FOSTER AN UNDERSTANDING AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES THROUGH EDUCATION AND NETWORKING EVENTS AND ENCOURAGING THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT. 0 0 HOLD LUNCHEON PROGRAMS, ANNUAL OUTING, WORKSHOPS, AND WEBINARS TO EDUCATE AND INFORM MEMBERS ABOUT DEVELOPMENTS IN THE ESTATE AND WEALTH PLANNING, WHILE FOSTERING A RELATIONSHIP AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 1 1 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 1 0 0 1 1 0 0 0 1 0 0 0 IL X SMITHBUCKLIN CORPORATION 3126446610 330 NORTH WABASH AVENUE SUITE 2000 CHICAGO IL 60611 X DEBORAH A KOROMPILAS PRESIDENT 0.50 X X 0 0 0 BRYAN R MALIS VICE PRESIDENT 0.50 X X 0 0 0 TINA D MILLIGAN TREASURER 0.50 X X 0 0 0 KIM KAMIN SECRETARY 0.50 X X 0 0 0 STACY E SINGER IMMEDIATE PAST PRESIDENT 0.50 X 0 0 0 JULIE PLESHIVOY DIRECTOR 0.50 X 0 0 0 KARIN PRANGLEY DIRECTOR 0.50 X 0 0 0 SHELLEY WALTERS WALKER DIRECTOR 0.50 X 0 0 0 TED KOESTER DIRECTOR 0.50 X 0 0 0 TERRY NAVARRO DIRECTOR 0.50 X 0 0 0 GREGG M SIMON DIRECTOR 0.50 X 0 0 0 KATHRYN H GARLOW DIRECTOR 0.50 X 0 0 0 LISA MICKA DIRECTOR 0.50 X 0 0 0 MICHAEL WYCKLENDT DIRECTOR 0.50 X 0 0 0 KATHLEEN CALLAHAN EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVENUE SUITE 2000 CHICAGO IL 60611 MANAGEMENT 163909 1 LUNCHEON MEETINGS 900099 164430 164430 MEMBERSHIP DUES 900099 120074 120074 ANNUAL OUTING 900099 47755 47755 COURSES & WORKSHOPS 900099 30890 30890 NETWORKING EVENTS 900099 4700 4700 367849 465 465 ADVERTISING 541800 7195 7195 7195 375509 367849 7195 465 163909 6100 1480 12120 2313 145339 2775 BANK & CREDIT CARD FEES 10597 MISCELLANEOUS 8718 DIRECTORY 3735 357086 48098 105254 103105 103570 297 1352 3438 152852 212262 15800 20237 7885 44435 23685 64672 X 129167 147590 129167 147590 152852 212262 18423 0 X X 0 1 X 1 0 0 1 0 0 X 375509 0 375509 0 375509 357086 0 357086 0 357086 PART X, LINE 2: THE COUNCIL FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY ARE NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION MANAGES ALL ASPECTS OF THE COUNCIL'S OPERATIONS IN ACCORDANCE WITH THE COUNCIL'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, EVENT PLANNING, EDUCATION, MARKETING, AND INFORMATION TECHNOLOGY. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SEVERAL CLASSES OF MEMBERSHIP WHICH INCLUDE: REGULAR, ASSOCIATE, SENIOR, STUDENT, RETIRED, AND HONORARY. EACH REGULAR, RETIRED, AND SENIOR MEMBER IS ENTITLED TO ONE VOTE EACH ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE COUNCIL'S REGULAR, RETIRED, AND SENIOR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE AMENDMENT OF THE COUNCIL'S BYLAWS MUST BE APPROVED BY A VOTE OF TWO-THIRDS OF THE COUNCIL'S REGULAR, RETIRED, AND SENIOR MEMBERS CONSTITUTING A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE COUNCIL'S 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS AND REVIEWED BY THE COUNCIL'S MANAGEMENT AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE COUNCIL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE COUNCIL'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.