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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 34-1442716

ESTATE PLANNING COUNCIL OF CLEVELAND INC

Tax-exempt · WESTLAKE, OH 44145

Financials

$117K$110K2023$111K$120K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE PLANNING COUNCIL OF CLEVELAND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$111,233$119,849-$8,616$47,157$300$46,857
June 30, 2024990-EZ$117,345$109,687$7,658$55,648$175$55,473
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$51,825
Program service revenue
$57,650
Investment income
$858
Other revenue
$900

Expenses

Compensation of officers, directors and key employees
$0
Printing, publications and postage
$1,406
Other expenses
$118,443
Program services (functional)
$95,879

Balance sheet and other

Total assets, start of year
$55,648
Total assets, end of year
$47,157
Total liabilities, end of year
$300
Net assets, end of year
$46,857
Cash, savings and investments
$46,157
Gross receipts
$111,233

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KIMBERLY STEINIMMEDIATE PAST PRESIDENT2$0
JOSEPH N SWIDERSKIDIRECTOR1$0
BARBARA THEOFILOSDIRECTOR1$0
JULIE WEAGRAFFDIRECTOR1$0
MARIO MASTROIANNIDIRECTOR1$0
FRANK F GAGLIARDIDIRECTOR1$0
JAMIE MCHENRYDIRECTOR1$0
HEATHER WELSHDIRECTOR1$0
KATHERINE WENSINKPRESIDENT2$0
MICHAEL L WEARSECRETARY2$0
MICHAEL H NOVAKVICE PRESIDENT2$0
TED ROBBINSTREASURER2$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
LAURA B KIICKIMMEDIATE PAST PRESIDENT2$0
KIMBERLY STEINPRESIDENT2$0
KATHERINE WENSINKVICE PRESIDENT2$0
MICHAEL L WEARTREASURER2$0
MICHAEL H NOVAKSECRETARY2$0
TED ROBBINSPROGRAM CHAIR2$0
ARTHUR E GIBBS IIIDIRECTOR1$0
JOSEPH N SWIDERSKIDIRECTOR1$0
BARBARA THEOFILOSDIRECTOR1$0
JACLYN VARYDIRECTOR1$0
JULIE WEAGRAFFDIRECTOR1$0
MARIO MASTROIANNIDIRECTOR1$0

Address and contacts

Address (IRS master file)
2001 CROCKER RD STE 510, WESTLAKE, OH 44145-6967
In care of
% MJM SERVICES
Signed the 990-EZ
MICHAEL NOVAK, PRESIDENT
Phone
(216) 696-1228
Return prepared by
ZINNER & CO LLP

Mission

TO IMPROVE THE UNDERSTANDING AND EDUCATE THE COMMUNITY ON ESTATE PLANNING ISSUES AND THE SERVICES PROVIDED BY ESTATE PLANNING PROFESSIONALS.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $95,879

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for ESTATE PLANNING COUNCIL OF CLEVELAND INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
34-1442716
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1997
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$47,157
Income (IRS master file)
$111,233

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$111,233$119,849$47,157XML
990-EZJune 2024$117,345$109,687$55,648XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-1442716).

Questions about ESTATE PLANNING COUNCIL OF CLEVELAND INC

What is the EIN of ESTATE PLANNING COUNCIL OF CLEVELAND INC?
The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF CLEVELAND INC is 34-1442716.
Is ESTATE PLANNING COUNCIL OF CLEVELAND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
Are donations to ESTATE PLANNING COUNCIL OF CLEVELAND INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ESTATE PLANNING COUNCIL OF CLEVELAND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ESTATE PLANNING COUNCIL OF CLEVELAND INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ESTATE PLANNING COUNCIL OF CLEVELAND INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of ESTATE PLANNING COUNCIL OF CLEVELAND INC?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does ESTATE PLANNING COUNCIL OF CLEVELAND INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $111,233, expenses of $119,849 and total assets of $47,157 at year end.

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