STRATEGY STUDIO / PUBLIC DATA EXPLORER

ESTATE PLANNING COUNCIL OF NEW YORK CITY INC: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ESTATE PLANNING COUNCIL OF NEW YORK CITY INC (EIN 13-6162135)
Tax period
2015-06-01 to 2016-05-31
Filed
2017-04-08
IRS object ID
201740989349200204
Schema version
2015v3.0
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)
Return2017-04-08T07:02:00-07:00ReturnTs
Tax Period End2016-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'KEEFE CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1375 FULTON STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP117353454ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-06-01TaxPeriodBeginDt

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 Line11450 Western AvenueAddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122033539ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDY KAUFMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8552930784PhoneNum
Signature2017-03-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY O'KEEFEPreparerPersonNm
Phone5165864940PhoneNum
Preparation2017-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.epcnyc.comWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$166,795GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$83,785ProgramServiceRevenueAmt
Membership Dues$83,010MembershipDuesAmt
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$166,795TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$5,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$191,876OtherExpensesTotalAmt
Total Expenses$197,376TotalExpensesAmt
Excess Or Deficit For Year-$30,581ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$228,070NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$197,489NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$269,138BOYAmt
EOY$220,077EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$6,625BOYAmt
EOY$32,058EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$275,763BOYAmt
EOY$252,135EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,693BOYAmt
EOY$54,646EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$228,070BOYAmt
EOY$197,489EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeSee Attached Per Schedule OPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

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

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (17 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GEOFFREY SARGEANT
President2.00$0
RUTH FLYNN RAFTERY
VP2.00$0
RANDY KAUFMAN
Treasurer2.00$0
DAVID WEINSTOCK
Sect2.00$0
DANIEL S RUBIN
Past Pres2.00$0
LAURA LAFORGIA
Dir2.00$0
SCOTT DITMAN
Dir2.00$0
STEPHANIE HINES
Dir2.00$0
STEVEN VACARELLI
Dir2.00$0
MICHAEL KIMMEL
Dir2.00$0
MICHAEL MELTZER
Dir2.00$0
KEVIN O'CONNOR
Dir2.00$0
JARED LEVY
Dir2.00$0
CHAD REYES
Dir2.00$0
JULIET KALIB
Dir2.00$0
MICHAEL GOOEN
Dir2.00$0
CARYN KEPPLER
Dir2.00$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

FieldValueIRS element (for citing)
PersonJON MURRAY ADMINISTRATORPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 Western Ave STE 101AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Phone8552930784PhoneNum
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 (22 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
OtherPt. III: Exempt Purpose: To 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.
Form 990EZ, Part I, Line 16EPD 39466.
Form 990EZ, Part I, Line 16Meetings 86887.
Form 990EZ, Part I, Line 16Management Fees 44496.
Form 990EZ, Part I, Line 16Telephone 325.
Form 990EZ, Part I, Line 16Credit cards fees/bank charges 5167.
Form 990EZ, Part I, Line 16Insurance 796.
Form 990EZ, Part I, Line 16Office supplies 795.
Form 990EZ, Part I, Line 16Website 3150.
Form 990EZ, Part I, Line 16CE filing fees 1280.
Form 990EZ, Part I, Line 16Travel 6749.
Form 990EZ, Part I, Line 16Other 2765.
Form 990EZ, Part II, Line 24Receivables 0. 2000.
Form 990EZ, Part II, Line 24Prepaid Expenses 5625. 30058.
Form 990EZ, Part II, Line 24Other receivables 1000. 0.
Form 990EZ, Part II, Line 26AP & accrued expenses 16893. 15891.
Form 990EZ, Part II, Line 26Deferred revenue 30800. 38755.
Form 990, Part IX, Line 24eWebsite
Form 990, Part IX, Line 24eMiscellaneous
Form 990, Part IX, Line 24eCE filing fees
Form 990, Part IX, Line 24eOther
Form 990, Part IX, Line 24eOffice