2025-09-19T11:54:50-07:00 2025-06-30 821514691 MORICE LIST & ASSOCIATES LLC 8700 MANCHESTER RD ST LOUIS MO 63144 990EZ 2024-07-01 436056606 ESTATE PLANNING COUNCIL OF ST LOUIS CO JOAN HECKER ASSOC MGR ESTA 3145203564 330 WENNEKER DRIVE ST LOUIS MO 63124 KELLEY MANCHESTER Treasurer 2025-09-19 true true ROBERT B OFFERMAN P00035353 3146473005 2024 2025-03-06 01:10:19Z X X WWW.EPCSTLOUIS.ORG X X 129409 X 70538 58490 381 0 0 0 0 129409 1200 169 123439 124808 4601 143941 148542 143941 148542 143941 148542 143941 148542 THE ESTATE PLANNING COUNCIL OF ST. LOUIS PROMOTES A MULTI-DISCIPLINARY "TEAM" APPROACH TO ESTATE PLANNING AND INCREASES THE KNOWLEDGE AND SKILLS OF ITS MEMBERS IN THE FIELD OF ESTATE PLANNING BY--* SPONSORING THE HIGHEST QUALITY CONTINUING EDUCATIONAL PROGRAMS WITH SPEAKERS OF NATIONAL PROMINENCE IN THEIR FIELD, AND BY* OFFERING ITS MEMBERS OPPORTUNITIES TO NETWORK WITH HIGHLY QUALIFIED ATTORNEYS, ACCOUNTANTS, TRUST OFFICERS, AND FINANCIAL ADVISORS WITH COMMON PROFESSIONAL INTEREST IN SERVICE TO THEIR CLIENTS. PROMOTED THE PROFESSIONAL DISCIPLINE OF ESTATE PLANNING IN THE ST. LOUIS METROPOLITAN AREA BY PROVIDING EDUCATIONAL AND SOCIAL FORUMS FOR ITS MEMBERS. ALSO PROVIDED ITS MEMBERS WITH ESTATE PLANNING RESOURCES. X JOAN HECKER Executive Dir. 5.00 0 RENE MORENCY Secretary 1.00 0 ELLIOT DOLE President 1.00 0 KELLEY MANCHESTER Treasurer 1.00 0 PAUL TRUBER Vice President 1.00 0 CHRISTIE SCHMUKE Director 1.00 0 LISA TESAR Director 1.00 0 JORDAN KREKE Director 1.00 0 ANNA SHAVER Director 1.00 0 JASON UETRECHT Director 1.00 0 MEREDITH MURPHY Director 1.00 0 RACHAEL LYNCH Director 1.00 0 MAT TURNER Director 1.00 0 X false false false true false false false 0 0 0 0 0 false JOAN HECKER 330 WENNEKER DRIVE ST LOUIS MO 63124 3145203564 false false false false false false false false NONE NONE false false true false Other Expenses.1 ANNUAL OUTING/MEETING $33052 Other Expenses.2 MEMBERSHIP MEETINGS EXPENSE $31598 Other Expenses.3 ASSOCIATION MANAGER $25478 Other Expenses.4 DIRECTORS MEETINGS $11804 Other Expenses.5 SPEAKERS' EXPENSES $6942 Other Expenses.6 CREDIT CARD & BANK FEES $3830 Other Expenses.7 CE QUALIFICATION $2830 Other Expenses.8 nATIONAL ASSOCIATION EPC DUES $2198 Other Expenses.9 SPEAKERS' FEES $2000 Other Expenses.10 OFFICE SOFTWARE & EXPENSES $1822 Other Expenses.11 INSURANCE $1011 Other Expenses.12 YOUNG PROFESSIONALS $693 Other Expenses.14 WEBSITE EXPENSE $120 Other Expenses.15 OTHER EXPENSE $50 Other Expenses.16 ANNUAL REGISTRATION $11 OTHER DISCLOSURE: INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990-EZ AND ATTACHMENTS) WILL BE MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED. FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. 990-EZ, PART IV, OUTSOURCED TOP MANAGEMENT THE ESTATE PLANNING COUNCIL OF ST. LOUIS CONTRACTS WITH ASSOCIATION BUSINESS SERVICES, LLC (ABS) FOR THIRD PARTY ADMINISTRAION OF THE ASSOCIATION. THE TOP MANAGEMENT OFFICIAL OF ABS IS JOAN E.HECKER, PRESIDENT AND CEO. JOAN E. HECKER IS A SHAREHOLDER OF ABS. TAX RETURN (990-EZ) REVIEW AND AUTHORIZTION POLICY THE ESTATE PLANNING COUNCIL OF ST. LOUIS ENGAGES AN INDEPENDENT CPA FIRM TO PREPARE THE ANNUAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990-EZ). ONCE PEPARED, THE TAX RETURN IS SUBMITTED TO THE EXCUTIVE DIRECTOR AND BOARD TREASURER FOR REVIEW AND APPROVAL. ONCE APPROVED, THE COUNCIL'S BOARD TREASURER SIGNS THE RETURN AUTHORIZING THE REURN TO BE E-FILED WITH THE IRS.