TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) FAREEHA ARSHAD...................................................................... DIRECTOR	2.00 .................	X
(2) JACKLYNN BARRAS...................................................................... DIRECTOR	2.00 .................	X
(3) CHRISTOPHER BORDEN...................................................................... DIRECTOR	2.00 .................	X
(4) LEANNE EVANS...................................................................... DIRECTOR	2.00 .................	X
(5) JILL R FOWLER...................................................................... DIRECTOR	2.00 .................	X
(6) RACHEL GROSS...................................................................... DIRECTOR	2.00 .................	X
(7) GLENN HENKEL...................................................................... DIRECTOR	2.00 .................	X
(8) SCOTT LILLIS...................................................................... DIRECTOR	2.00 .................	X
(9) RICHARD BELL...................................................................... DIRECTOR	2.00 .................	X
(10) THOMAS MCDONNELL...................................................................... DIRECTOR	2.00 .................	X
(11) ERIN MCQUIGGAN...................................................................... DIRECTOR	2.00 .................	X
(12) JOSH NILES...................................................................... DIRECTOR	2.00 .................	X
(13) STEPHANIE SANDERSON-BRAEM...................................................................... DIRECTOR	2.00 .................	X
(14) JULIE OLLEY...................................................................... DIRECTOR	2.00 .................	X
(15) ALAN WEISSBERGER...................................................................... DIRECTOR	2.00 .................	X
(16) TIM ZEIGLER...................................................................... DIRECTOR	2.00 .................	X
(17) JR BURKE...................................................................... IMEDIATE PAST PRESIDENT	2.00 .................		X

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) FAREEHA ARSHAD......................................................................
DIRECTOR

2.00
.................

(2) JACKLYNN BARRAS......................................................................
DIRECTOR

2.00
.................

(3) CHRISTOPHER BORDEN......................................................................
DIRECTOR

2.00
.................

(4) LEANNE EVANS......................................................................
DIRECTOR

2.00
.................

(5) JILL R FOWLER......................................................................
DIRECTOR

2.00
.................

(6) RACHEL GROSS......................................................................
DIRECTOR

2.00
.................

(7) GLENN HENKEL......................................................................
DIRECTOR

2.00
.................

(8) SCOTT LILLIS......................................................................
DIRECTOR

2.00
.................

(9) RICHARD BELL......................................................................
DIRECTOR

2.00
.................

(10) THOMAS MCDONNELL......................................................................
DIRECTOR

2.00
.................

(11) ERIN MCQUIGGAN......................................................................
DIRECTOR

2.00
.................

(12) JOSH NILES......................................................................
DIRECTOR

2.00
.................

(13) STEPHANIE SANDERSON-BRAEM......................................................................
DIRECTOR

2.00
.................

(14) JULIE OLLEY......................................................................
DIRECTOR

2.00
.................

(15) ALAN WEISSBERGER......................................................................
DIRECTOR

2.00
.................

(16) TIM ZEIGLER......................................................................
DIRECTOR

2.00
.................

(17) JR BURKE......................................................................
IMEDIATE PAST PRESIDENT

2.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(18) ANDREW HAAS........................................................................
VICE PRESIDENT

2.00
.......................

(19) ERIC HILDENBRAND........................................................................
TREASURER

2.00
.......................

(20) SCOTT ISDANER........................................................................
PRESIDENT

2.00
.......................

(21) JIM REVELS........................................................................
SECRETARY

2.00
.......................

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

PHILADELPHIA ESTATE PLANNING COUNCIL

Employer identification number

23-2006494

Return Reference	Explanation
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
FORM 990, PART IX, LINE 24E	CREDIT CARD CHARGES: PROGRAM SERVICE EXPENSES 4,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,625. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. BOARD MEETINGS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,612. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,612. FEDERAL TAX EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,593. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,593. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,668. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,668. SPEAKER EXP/HANDOUTS: PROGRAM SERVICE EXPENSES 2,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,292. WEBSITE DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,247. INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,227. AWARDS/BOARD GIFTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,985. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,985. PHOTOCOPIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,709. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,709. STAFF EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 715. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 715. EMAIL BLAST: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 469. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 469. CONTINGENCY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 265. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 167. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167. POSTAGE & PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 87. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	21
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	21
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	9,988
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	6,704

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	234,449	184,112
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,463	2,311
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	14,245	8,907
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	252,157	195,330
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 18,400
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	226,073	207,203
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	226,073	207,203
19	Revenue less expenses. Subtract line 18 from line 12.......	26,084	-11,873
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	198,778	186,905
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	198,778	186,905

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 106,415 including grants of $ ) (Revenue $ 184,112 )
	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.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses106,415

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	MEMBERSHIP DUES	900099	90,075	90,075
b	MEETING	900099	41,749	41,749
c	COUNCIL SPONSORSHIPS	900099	24,900	24,900
d	SPONSORS	900099	16,500	16,500
e	CONTINUING EDUCATION	900099	10,090	10,090
f	All other program service revenue.		798	798
g	Total. Add lines 2a–2f .....		184,112

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,311			2,311
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	17,530
b	Less: direct expenses ...		8b	18,611
c	Net income or (loss) from fundraising events..			-1,081			-1,081
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	SPONSORSHIP		519100	9,038		9,038
b	NEWSLETTER INCOME		511120	950		950
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			9,988
12	Total revenue. See instructions.....			195,330	184,112	9,988	1,230

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	92,000	27,600	46,000	18,400
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	60,333	60,333
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	POSTAGE & PRINTING	4,040		4,040
b	NAEPC DUES & CONFERENCE	8,604		8,604
c	SPEAKER FEES	6,000	6,000
d	CONTINUING EDUCATION CR	5,565	5,565
e	All other expenses	30,661	6,917	23,744
25	Total functional expenses. Add lines 1 through 24e	207,203	106,415	82,388	18,400
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		34,675	1	30,491
2	Savings and temporary cash investments .........		164,103	2	156,414
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		198,778	16	186,905

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	198,778	31	186,905
32	Total net assets or fund balances ...........	198,778	32	186,905
33	Total liabilities and net assets/fund balances ........	198,778	33	186,905

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .