2018-05-15T14:32:50-05:00 2017-06-30 BKD LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2016-07-01 366112867 Chicago Estate Planning Council % SMITHBUCKLIN CORPORATION CHIC 3126446610 330 N Wabash Avenue Suite 2000 Chicago IL 606114267 KATHLEEN CALLAHAN EXECUTIVE DIRECTOR 3126446610 2018-05-15 true Rebekuh Eley P01247672 6302829500 2016 2022-09-23 18:48:47Z KATHLEEN CALLAHAN 330 N Wabash Avenue Ste 2000 Chicago IL 606114267 346322 false X www.cepcweb.org X 1977 IL TO EDUCATE AND INFORM MEMBERS ABOUT ADVANCEMENTS AND DEVELOPMENTS IN THE FIELD. 14 14 0 40 6330 2227 0 0 346324 345859 475 463 0 0 346799 346322 0 0 0 0 0 0 0 0 0 342694 355367 342694 355367 4105 -9045 156286 152852 19264 23685 137022 129167 TO EDUCATE AND INFORM MEMBERS ABOUT ADVANCEMENTS AND DEVELOPMENTS IN THE FIELD. false false DIRECTORY/LUNCHEON MEETINGS/ANNUAL OUTING TO KEEP MEMBERS APPRAISED OF CHANGES IN THE FIELD. false false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 0 true true false false false false false X 14 14 false true false false true true true true false false true true false false false true false false false X SMITHBUCKLIN CORPORATION 3126446610 330 N WABASH AVE CHICAGO IL 60611 X SHELLEY WALTERS WALKER DIRECTOR 0.5 0.0 X 0 0 0 MICHAEL CALAHAN IMMEDIATE PAST PRESIDENT 0.5 0.0 X 0 0 0 STACY E SINGER PRESIDENT 0.5 0.0 X X 0 0 0 DEBORAH A KOROMPILAS VICE PRESIDENT 0.5 0.0 X X 0 0 0 BRYAN R MALIS TREASURER 0.5 0.0 X X 0 0 0 KIM KAMIN DIRECTOR 0.5 0.0 X 0 0 0 TINA D MILLIGAN SECRETARY 0.5 0.0 X X 0 0 0 TED KOESTER DIRECTOR 0.5 0.0 X 0 0 0 JULIE PLESHIVOY DIRECTOR 0.5 0.0 X 0 0 0 DAVID DUNNING DIRECTOR 0.5 0.0 X 0 0 0 BENETTA PARK JENSON DIRECTOR 0.5 0.0 X 0 0 0 KATHRYN GARLOW DIRECTOR 0.5 0.0 X 0 0 0 TERRY NAVARRO DIRECTOR 0.5 0.0 X 0 0 0 GREGG SIMON DIRECTOR 0.5 0.0 X 0 0 0 KATHLEEN CALLAHAN EXECUTIVE DIRECTOR 40.0 0.0 X 0 0 0 0 0 0 0 false false false SmithBucklin corporation 330 N Wabash Ave CHICAGO IL 60611 Management 164567 1 0 MEMBERSHIP DUES 900099 110905 110905 LUNCHEON MEETINGS 900099 74718 74718 ANNUAL OUTING 900099 48590 48590 SPONSORS 900099 40000 40000 SEASON TICKETS 900099 34600 34600 37046 30716 6330 345859 463 463 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 346322 339529 6330 463 0 0 0 0 0 0 0 0 0 0 120000 0 26900 0 0 0 0 0 40184 0 0 0 0 0 149174 0 0 0 2694 CE PROVIDER FEES 6640 DIRECTORY 3731 MISCELLANEOUS 3607 AWARDS AND PLAQUES 229 2208 355367 47205 48098 102642 103105 0 0 4975 297 0 0 0 0 0 0 0 0 1464 1352 0 0 0 0 0 0 0 0 0 0 0 0 156286 152852 18514 15800 0 0 750 7885 0 0 0 0 0 0 0 0 0 0 0 0 19264 23685 X 137022 129167 0 0 0 0 137022 129167 156286 152852 -9045 X X false true X true false false true false 0 0 X 347512 347512 347512 355367 355367 355367 SCHEDULE D, PART X, LINE 2 The Council is exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code. The Council recognizes the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The Council does not have any ongoing federal or state income tax examinations. Tax returns for the year ended June 30, 2014, and subsequent years, are subject to examination by federal and state tax authorities. 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, CONVENTION/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY, AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID TO SMITHBUCKLIN WERE $164,567. 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 are entitled to one vote each on each matter submitted to a vote of the members. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD MUST APPROVE THE COMMITTEE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11 SMITHBUCKLIN STAFF SUBMITS THE INFORMATION TO REPORT ON THE 990. EXECUTIVE DIRECTOR REVIEWS THE INFORMATION. THE BOARD OF DIRECTORS REVIEWS THE INFORMATION. THE OUTSIDE AUDIT FIRM PROCESSES THE TAX RETURNS, THEN FILES THEM. FORM 990, PART VI, SECTION B, LINE 15 THE COUNCIL PAYS ITS EXECUTIVE DIRECTOR VIA AN ASSOCIATION MANAGEMENT COMPANY AND THE BOARD REVIEWS MANAGEMENT COMPANY FEES ANNUALLY, ASSURING THEY MEET FAIR VALUE. FORM 990, PART IX, SECTION C, LINE 19 THEY ARE SENT UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS IS THE SAME AS PRIOR YEAR.