2025-02-13T15:53:44-06:00 2024-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990EZ 2023-07-01 341442716 THE ESTATE PLANNING COUNCIL OF CLEVELAND INC ESTA 2166961228 2001 CROCKER ROAD 510 WESTLAKE OH 44145 KATHERINE WENSINK PRESIDENT 2166961228 2025-01-29 1 0 BARBARA THEOFILOS P01317310 2168310733 2025-01-29 2023 2025-03-06 01:10:19Z X X WWW.EPCCLEVELAND.ORG X X 117345 X 60020 56475 850 117345 2165 107522 109687 7658 47815 0 55473 X 42406 55648 5409 0 47815 55648 0 175 47815 55473 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 87750 87750 X LAURA B KIICK IMMEDIATE PAST PRESIDENT 2.00 0 0 0 KIMBERLY STEIN PRESIDENT 2.00 0 0 0 KATHERINE WENSINK VICE PRESIDENT 2.00 0 0 0 MICHAEL L WEAR TREASURER 2.00 0 0 0 MICHAEL H NOVAK SECRETARY 2.00 0 0 0 TED ROBBINS PROGRAM CHAIR 2.00 0 0 0 ARTHUR E GIBBS III DIRECTOR 1.00 0 0 0 JOSEPH N SWIDERSKI DIRECTOR 1.00 0 0 0 BARBARA THEOFILOS DIRECTOR 1.00 0 0 0 JACLYN VARY DIRECTOR 1.00 0 0 0 JULIE WEAGRAFF DIRECTOR 1.00 0 0 0 MARIO MASTROIANNI DIRECTOR 1.00 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: 850. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES, CONVENTIONS . AMOUNT: 54,206. DESCRIPTION: INSURANCE . AMOUNT: 2,146. DESCRIPTION: MISCELLANEOUS EXPENSES . AMOUNT: 2,273. DESCRIPTION: ADMINISTRATIVE . AMOUNT: 24,000. DESCRIPTION: BANK SERVICE CHARGE . AMOUNT: 9,079. DESCRIPTION: DUES . AMOUNT: 2,175. DESCRIPTION: BOARD/PLANNING MEETINGS . AMOUNT: 1,325. DESCRIPTION: TELEPHONE . AMOUNT: 820. DESCRIPTION: TRAVEL . AMOUNT: 674. DESCRIPTION: WEBSITE EXPENSE . AMOUNT: 90. DESCRIPTION: FALL SOCIAL . AMOUNT: 6,310. DESCRIPTION: PROCESSING FEES. AMOUNT: 4,424. TOTAL TO FORM 990-EZ, LINE 16: 107,522. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE . BEG. OF YEAR AMOUNT: 4,424. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES . BEG. OF YEAR AMOUNT: 985. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 175. 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.