STRATEGY STUDIO / PUBLIC DATA EXPLORER

ESTATE PLANNING COUNCIL OF NEW YORK CITY INC: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ESTATE PLANNING COUNCIL OF NEW YORK CITY INC (EIN 13-6162135)
Tax period
2013-06-01 to 2014-05-31
Filed
2014-12-03
IRS object ID
201433379349200713
Schema version
2013v3.1
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)
Return2014-12-03T11:52:18-08:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'KEEFE CPA LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1375 FULTON STAddressLine1
CityFARMINGDALECity
StateNYState
ZIP Code117353454ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136162135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Estate Planning Council of NYC IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlESTABusinessNameControlTxt
Phone8552930784PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 Western AvenueAddressLine1
CityAlbanyCity
StateNYState
ZIP Code122033539ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEOFF SARGEANTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8552930784PhoneNum
Signature2014-11-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY O'KEEFEPreparerPersonNm
Phone5165864940PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

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$157,116GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$62,335ProgramServiceRevenueAmt
Membership Dues$94,535MembershipDuesAmt
Investment Income$139InvestmentIncomeAmt
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
Other Revenue Total$107OtherRevenueTotalAmt
Total Revenue$157,116TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$5,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$199,767OtherExpensesTotalAmt
Total Expenses$205,267TotalExpensesAmt
Excess Or Deficit For Year-$48,151ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$276,156NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$4,846OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$232,851NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$341,889BOYAmt
EOY$308,734EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$10,094EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$341,889BOYAmt
EOY$318,828EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,733BOYAmt
EOY$85,977EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$276,156BOYAmt
EOY$232,851EOYAmt
FieldValueIRS element (for citing)
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
GABE WOLOSKY
President2.00$0
STEVEN JAY LITNER
VP2.00$0
DANIEL S RUBIN
Treasurer2.00$0
GEOFFREY SARGEANT
Sect2.00$0
PETER CULVER
Past Pres2.00$0
MARIE ARRIGO
Dir2.00$0
DONNA PALUMBO
Dir2.00$0
MICHAEL MARKIEWICZ
Dir2.00$0
MICHAEL BURKE
Dir2.00$0
JEFFREY CHANG
Dir2.00$0
ANGELA LO
Dir2.00$0
MICHAEL LIEBESKIND
Dir2.00$0
JOAN ANTONIELLO
Dir2.00$0
DAVID WEINSTOCK
Dir2.00$0
MICHAEL ARELIN
Dir2.00$0
JACQUELINE VALOUCH
Dir2.00$0
ELLYN KRAVTIZ
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 101AddressLine1
CityAlbanyCity
StateNYState
ZIP Code12203ZIPCode
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 (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PT I, Line 16See attached details.
PT II, Line 24See attached details.
PT II, Line 26See attached details.
Pt I, Line 8See atatched details.
PT III Exempt PurposeTo provide a better understanding of the estate planning
PT III Exempt Purposeservices provided by accountants, attorneys, life underwriters
PT III Exempt Purposeand trust officers and to promote cooperation among
PT III Exempt Purposethese groups. To provide a medium for discussion of
PT III Exempt Purposetopics of common interest.
Form 990EZ, Part I, Line 8OTHER 107.
Form 990EZ, Part I, Line 16EPD 84517. MEETINGS 52529. MANAGEMENT FEES 43200. TELEPHONE 383. CREDIT CARDS FEES/BANK CHARGES 4580. INSURANCE 872. OFFICE SUPPLIES 1069. WEBSITE 3330. CE FILING FEES 1680. OTHER 7607.
Form 990EZ, Part I, Line 20PRIOR PERIOD ADJUSTMENT 4846.
Form 990EZ, Part II, Line 24RECEIVABLES 4175. PREPAID EXPENSES 4919. OTHER RECEIVABLES 1000.
Form 990EZ, Part II, Line 26AP & ACCRUED EXPENSES 18133. 50577. DEFERRED REVENUE 47600. 35400.
Form 990, Part IX, Line 24fWEBSITE MISCELLANEOUS CE FILING FEES OTHER OFFICE