STRATEGY STUDIO / PUBLIC DATA EXPLORER

ESTATE PLANNING COUNCIL OF NEW YORK CITY INC: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ESTATE PLANNING COUNCIL OF NEW YORK CITY INC (EIN 13-6162135)
Tax period
2014-06-01 to 2015-05-31
Filed
2016-02-19
IRS object ID
201600509349200305
Schema version
2014v6.0
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)
Return2016-02-19T06:59:07-08:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

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 Begin2014-06-01TaxPeriodBeginDt

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)
PersonRUTH FLYNN RAFTERYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8552930784PhoneNum
Signature2016-02-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY O'KEEFEPreparerPersonNm
Phone5165864940PhoneNum
Preparation2016-02-19PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$167,210GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$82,410ProgramServiceRevenueAmt
Membership Dues$84,800MembershipDuesAmt
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$167,210TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$5,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$166,491OtherExpensesTotalAmt
Total Expenses$171,991TotalExpensesAmt
Excess Or Deficit For Year-$4,781ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$232,851NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$228,070NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$308,734BOYAmt
EOY$269,138EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$10,094BOYAmt
EOY$6,625EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$318,828BOYAmt
EOY$275,763EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$85,977BOYAmt
EOY$47,693EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$232,851BOYAmt
EOY$228,070EOYAmt
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
STEVEN JAY LITNER
President2.00$0
DANIEL S RUBIN
VP2.00$0
GEOFFREY SARGEANT
Treasurer2.00$0
RUTH FLYNN RAFTERY
Sect2.00$0
GABE M WOLOSKY
Past Pres2.00$0
DONNA PALUMBO
Dir2.00$0
MICHAEL MAKKIEWICZ
Dir2.00$0
LAURA LAFORGIA
Dir2.00$0
JEFFAY CHANG
Dir2.00$0
ANGELA LO
Dir2.00$0
STEVEN C VACARELLI
Dir2.00$0
JOAN A ANTONIELLO
Dir2.00$0
DAVID WEINSTOCK
Dir2.00$0
KEVIN O'CONNOR
Dir2.00$0
JACQUELINE VALOUCH
Dir2.00$0
ELLYN KRAVITZ
Dir2.00$0
JULIET P KALIB
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 (5 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 45412. MEETINGS 60205. MANAGEMENT FEES 44388. TELEPHONE 316. CREDIT CARDS FEES/BANK CHARGES 4918. INSURANCE 794. OFFICE SUPPLIES 805. WEBSITE 2898. CE FILING FEES 951. OTHER 5804.
Form 990EZ, Part II, Line 24RECEIVABLES 4175. 0. PREPAID EXPENSES 4919. 5625. OTHER RECEIVABLES 1000. 1000.
Form 990EZ, Part II, Line 26AP & ACCRUED EXPENSES 50577. 16893. DEFERRED REVENUE 35400. 30800.
Form 990, Part IX, Line 24fWEBSITE MISCELLANEOUS CE FILING FEES OTHER OFFICE