2025-12-15T11:17:36-06:00 2025-08-31 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2024-09-01 232006494 PHILADELPHIA ESTATE PLANNING COUNCIL PHIL 8562340330 PO BOX 579 MOORESTOWN NJ 080570579 DENISE DOWNING EXECUTIVE DIRECTOR 8562340330 2025-12-14 1 0 EDWARD W DORAN CPA P00841330 6106684200 2025-12-14 2024 2025-03-06 01:10:19Z DENISE DOWNING PO BOX 579 MOORESTOWN NJ 080570579 279701 0 X WWW.PHILAEPC.ORG X 1989 PA TO PROVIDE PROFESSIONALS INVOLVED IN ESTATE PLANNING, BOTH MEMBERS AND NON-MEMBERS, WITH OPPORTUNITIES TO ENHANCE THEIR SKILLS AND EXPAND THEIR NETWORK THROUGH PROGRAMS AND INTERACTION. 21 21 0 75 1000 0 14939 55630 239188 195112 8175 7098 -8778 -60075 253524 197765 0 0 0 0 0 0 0 0 0 263275 216517 263275 216517 -9751 -18752 180677 161925 0 0 180677 161925 X TO ADVOCATE AND ASSIST IN THE SPREADING OF KNOWLEDGE CONCERNING ESTATE PLANNING AND THE ADMINISTRATION OF TRUSTS AND ESTATES (I.E."FIDUCIARY ADMINISTRATION") AMONG MEMBERS OF THE COUNCIL AND, IF DEEMED APPROPRIATE, FROM TIME TO TIME, TO OTHERS. TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, FINANCIAL ADVISOR AND ANY OTHER PARTY OR PARTIES, HAVING TO DO WITH ESTATE PLANNING AND FIDUCIARY ADMINISTRATION, AND TO ENCOURAGE THE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES. TO SUPPORT AND PROMOTE PROPER ETHICAL STANDARDS IN DEALING WITH ONE ANOTHER, MUTUAL CLIENTS AND THE PUBLIC. TO HELP THE MEMBERS RENDER THE HIGHEST TYPE OF SERVICE TO CLIENTS AND CUSTOMERS AND TO DO ANY AND ALL OF THOSE THINGS THAT WILL AID AND IMPROVE THE PROCESS OF CAREFUL AND PROPER ESTATE PLANNING. 0 0 TO PROVIDE PROFESSIONALS INVOLVED IN ESTATE PLANNING, BOTH MEMBERS AND NON-MEMBERS, WITH OPPORTUNITIES TO ENHANCE THEIR SKILLS AND EXPAND THEIR NETWORK THROUGH PROGRAMS AND INTERACTION. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X ORGANIZATION 8562340330 PO BOX 579 MOORESTOWN NJ 080570579 X CHRISTOPHER BORDEN PRESIDENT 2.00 X X 0 0 0 JACKLYNN BARRAS VICE PRESIDENT 2.00 X X 0 0 0 FAREEHA ARSHAD SECRETARY 2.00 X X 0 0 0 ALAN WEISSBERGER TREASURER 2.00 X X 0 0 0 STEPHANIE SANDERSON-BRAEM IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 RICHARD BELL DIRECTOR 2.00 X 0 0 0 RENZO CERABINO DIRECTOR 2.00 X 0 0 0 MICHAEL DEFILLIPO DIRECTOR 2.00 X 0 0 0 LEANNE EVANS DIRECTOR 2.00 X 0 0 0 SHARON GREENBERG DIRECTOR 2.00 X 0 0 0 KIM HEYMAN DIRECTOR 2.00 X 0 0 0 SHANE JOHNSON DIRECTOR 2.00 X 0 0 0 JAMES KELLY DIRECTOR 2.00 X 0 0 0 RACHEL KIESER DIRECTOR 2.00 X 0 0 0 JILLIAN KUKUCKA DIRECTOR 2.00 X 0 0 0 MATTHEW LEVITSKY DIRECTOR 2.00 X 0 0 0 ERIN MCQUIGGAN DIRECTOR 2.00 X 0 0 0 LISA MITTELMAN DIRECTOR 2.00 X 0 0 0 JOSH NILES DIRECTOR 2.00 X 0 0 0 BRADLEY TEREBELO DIRECTOR 2.00 X 0 0 0 TIM ZEIGLER DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 54880 750 55630 MEMBERSHIP DUES 900099 91947 91947 MEETING 900099 55120 55120 COUNCIL SPONSORSHIPS 900099 22500 22500 SPONSORS 900099 19900 19900 CONTINUING EDUCATION 900099 5645 5645 195112 7098 7098 20861 54880 81936 -61075 -61075 NEWSLETTER INCOME 513120 1000 1000 1000 197765 195112 1000 -53977 100000 81829 NEWSLETTER PRODUCTION 348 SPEAKER FEES 7510 CREDIT CARD CHARGES 7047 PHOTOGRAPHY 4490 15293 216517 30468 29618 150209 132307 180677 161925 0 0 X 0 0 0 0 180677 161925 180677 161925 180677 161925 -18752 0 X 0 0 0 GOLF OUTING 45625 44725 900 55478 ETHICS FORUM 10155 10155 7841 3 19961 19961 18617 75741 54880 20861 81936 81936 -61075 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES A MANAGEMENT COMPANY TO KEEP THEIR BOOKS AND RECORDS AND PREPARE INTERNAL FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 WAS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT ANNUALLY FROM THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS REQUIRED TO READ, AND SIGN AN ACKNOWLEDGEMENT INDICATING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICIES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST