TY 2023 Form 990EZ

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
JOAN HECKER Executive Dir.	5.00	0
ROBIN HOLZSCHUH President	1.00	0
ELLIOT DOLE Vice President	1.00	0
RENE MORENCY Treasurer	1.00	0
PAUL TRUBER Secretary	1.00	0
CHRISTIE SCHMUKE Director	1.00	0
KELLEY MANCHESTER 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

(a) Name and title

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-)

(d) Health benefits, contributions to employee benefit plans, and
deferred compensation

(e) Estimated amount
of other compensation

JOAN HECKER

Executive Dir.

5.00

ROBIN HOLZSCHUH

President

1.00

ELLIOT DOLE

Vice President

1.00

RENE MORENCY

Treasurer

1.00

PAUL TRUBER

Secretary

1.00

CHRISTIE SCHMUKE

Director

1.00

KELLEY MANCHESTER

Director

1.00

JORDAN KREKE

Director

1.00

ANNA SHAVER

Director

1.00

JASON UETRECHT

Director

1.00

MEREDITH MURPHY

Director

1.00

RACHAEL LYNCH

Director

1.00

MAT TURNER

Director

1.00

(a) Name and title of each employee

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC)

(d) Health benefits, contributions to employee benefit plans, and deferred compensation

(e) Estimated amount of other compensation

NONE

(a) Name and business address of each independent contractor

(b) Type of service

(c) Compensation

NONE

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

ESTATE PLANNING COUNCIL OF ST LOUIS
CO JOAN HECKER ASSOC MGR

Employer identification number

43-6056606

Return Reference	Explanation
Other Expenses.1	MEMBERSHIP MEETINGS EXPENSE $27218
Other Expenses.2	ASSOCIATION MANAGER $25578
Other Expenses.3	DIRECTORS MEETINGS $12585
Other Expenses.4	SPEAKERS' EXPENSES $4103
Other Expenses.5	CE QUALIFICATION $2524
Other Expenses.6	BANK FEES $1935
Other Expenses.7	WEBSITE EXPENSES $1600
Other Expenses.8	SPEAKERS' FEES $1572
Other Expenses.9	MARKETING $1325
Other Expenses.10	OFFICE EXPENSE $1124
Other Expenses.11	ANNUAL OUTING/MEETING $1000
Other Expenses.12	INSURANCE $562
Other Expenses.13	NAEPC DUES $525
Other Expenses.15	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.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2	50,123
3	Membership dues and assessments .............................	3	42,270
4	Investment income ....................................	4	125
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	92,518

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? 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.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 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. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

Sign Here

	Signature of officer	Date

	Type or print name and title

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	1,150
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	462
16	Other expenses (describe in Schedule O) ...................	16	81,662
17	Total expenses. Add lines 10 through 16 .................	17	83,274

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	9,244
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	134,697
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	143,941

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures