2025-10-08T15:43:01-05:00 2025-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990EZ 2024-07-01 341442716 THE ESTATE PLANNING COUNCIL OF CLEVELAND INC ESTA 2166961228 2001 CROCKER ROAD 510 WESTLAKE OH 44145 MICHAEL NOVAK PRESIDENT 2166961228 2025-09-19 1 1 BARBARA THEOFILOS P01317310 2168310733 2025-09-19 2024 2025-03-06 01:10:19Z X X WWW.EPCCLEVELAND.ORG X X 111233 X 57650 51825 858 900 111233 1406 118443 119849 -8616 55473 0 46857 X 55648 46157 0 1000 55648 47157 175 300 55473 46857 X TO IMPROVE THE UNDERSTANDING AND EDUCATE THE COMMUNITY ON ESTATE PLANNING ISSUES AND THE SERVICES PROVIDED BY ESTATE PLANNING PROFESSIONALS. THE ESTATE PLANNING COUNCIL, INC. CONDUCTS FORUMS ON TECHNICAL ISSUES ASSOCIATED WITH ESTATE PLANNING. A SPEAKER IS ENGAGED TO LECTURE ON VARIOUS ESTATE PLANNING TOPICS. 0 95879 95879 X KIMBERLY STEIN IMMEDIATE PAST PRESIDENT 2.00 0 0 0 JOSEPH N SWIDERSKI DIRECTOR 1.00 0 0 0 BARBARA THEOFILOS DIRECTOR 1.00 0 0 0 JULIE WEAGRAFF DIRECTOR 1.00 0 0 0 MARIO MASTROIANNI DIRECTOR 1.00 0 0 0 FRANK F GAGLIARDI DIRECTOR 1.00 0 0 0 JAMIE MCHENRY DIRECTOR 1.00 0 0 0 HEATHER WELSH DIRECTOR 1.00 0 0 0 KATHERINE WENSINK PRESIDENT 2.00 0 0 0 MICHAEL L WEAR SECRETARY 2.00 0 0 0 MICHAEL H NOVAK VICE PRESIDENT 2.00 0 0 0 TED ROBBINS TREASURER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 OH MJM SERVICES 2001 CROCKER ROAD 510 WESTLAKE OH 44145 2166961228 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME . AMOUNT: 858. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: AEP RECEPTION - NAEPC . AMOUNT: 750. DESCRIPTION: EXCHANGE INCOME . AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 8: 900. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES, CONVENTIONS . AMOUNT: 71,935. DESCRIPTION: INSURANCE . AMOUNT: 2,146. DESCRIPTION: MISCELLANEOUS EXPENSES . AMOUNT: 1,416. DESCRIPTION: ADMINISTRATIVE . AMOUNT: 24,000. DESCRIPTION: BANK SERVICE CHARGE . AMOUNT: 5,844. DESCRIPTION: DUES . AMOUNT: 742. DESCRIPTION: BOARD/PLANNING MEETINGS . AMOUNT: 1,784. DESCRIPTION: TELEPHONE . AMOUNT: 840. DESCRIPTION: TRAVEL . AMOUNT: 432. DESCRIPTION: WEBSITE EXPENSE . AMOUNT: 1,600. DESCRIPTION: FALL SOCIAL . AMOUNT: 6,918. DESCRIPTION: AEP EXPENSE . AMOUNT: 786. TOTAL TO FORM 990-EZ, LINE 16: 118,443. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,000. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 175. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID DUES . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 300. 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.