Civic Intelligence

Greenville Estate Planning Council

990EZ • Fiscal year 2014 • EIN 20-3106394

Sep 01, 2013 to Aug 31, 2014 • Filed on Mar 02, 2015

Organization ProfileWWW.GREENVILLEEPC.ORG
C/O Denise Sudderth 110 RidgelandDrive29601

(864) 242-0525

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

25th percentile

-7.2%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-3.7%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$60,982

Down $2,371 (-3.7%) from 2013

Net Assets

Down

$60,982

Down $2,371 (-3.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin25th percentile

Revenue

Up

$32,998

Up $3,939 (+14%) from 2013

Expenses

Up

$35,369

Up $7,118 (+25%) from 2013

Net Income

Down

-$2,371

Down $3,179 (-393%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $56,941Liabilities 2011: $0Net Assets 2011: $56,9412011Assets 2012: $62,545Liabilities 2012: $0Net Assets 2012: $62,5452012Assets 2013: $63,353Liabilities 2013: $0Net Assets 2013: $63,3532013Assets 2014: $60,982Liabilities 2014: $0Net Assets 2014: $60,9822014Assets 2015: $66,821Liabilities 2015: $0Net Assets 2015: $66,8212015Assets 2016: $41,131Liabilities 2016: $02016Assets 2017: $46,819Liabilities 2017: $0Net Assets 2017: $46,8192017Assets 2018: $44,483Liabilities 2018: $0Net Assets 2018: $44,4832018Assets 2019: $43,548Liabilities 2019: $0Net Assets 2019: $43,5482019Assets 2020: $47,946Liabilities 2020: $0Net Assets 2020: $47,9462020Assets 2024: $59,194Liabilities 2024: $0Net Assets 2024: $59,1942024

Highlighted filing

2014

Assets$60,982
Liabilities$0
Net Assets$60,982
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $27,256Expenses 2011: $18,637Net Income 2011: $8,6192011Revenue 2012: $33,753Expenses 2012: $28,149Net Income 2012: $5,6042012Revenue 2013: $29,059Expenses 2013: $28,251Net Income 2013: $8082013Revenue 2014: $32,998Expenses 2014: $35,369Net Income 2014: -$2,3712014Revenue 2015: $40,665Expenses 2015: $34,826Net Income 2015: $5,8392015Revenue 2016: $9,582Expenses 2016: $35,272Net Income 2016: -$25,6902016Revenue 2017: $37,141Expenses 2017: $31,453Net Income 2017: $5,6882017Revenue 2018: $33,914Expenses 2018: $36,250Net Income 2018: -$2,3362018Revenue 2019: $35,327Expenses 2019: $36,262Net Income 2019: -$9352019Revenue 2020: $32,729Expenses 2020: $28,331Net Income 2020: $4,3982020Revenue 2024: $54,455Expenses 2024: $48,491Net Income 2024: $5,9642024

Highlighted filing

2014

Revenue$32,998
Expenses$35,369
Net Income-$2,371
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Mar 2, 2015
Return Version
2013v4.0
Gross Receipts
$32,998
Mission and Program Overview

Mission

To further the knowledge of its members and the understanding of the public regarding estate planning and safeguarding property, family and business interests.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES CONTINUING EDUCATION IN THE AREA OF ESTATE PLANNING BY CONDUCTING MEETINGS AND SEMINARS FEATURING EXPERT SPEAKERS IN THE ESTATE PLANNING FIELD.$0$32,911
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS G SINCLAIRPresident/Director-$0--
JOHN T LADYProgram Vice President/Director-$0--
J KURT SCHUMACHER JRMembership Vice President/Director-$0--
ALICIA ZMUDASecretary/Director-$0--
JOHN B TRIPOLITreasurer/Director-$0--
CYNTHIA J KELLYImmediate Past President-$0--
TRACY L COPEDirector-$0--
MATTHEW BARRY EDWARDSDirector-$0--
KYLE D PRUITTDirector-$0--
R ANDREW ROGERSDirector-$0--
Filing and Contact Details

Filer

EIN
20-3106394
Phone
8642420525

Signing Officer

Name
John B Tripoli
Title
Treasurer
Phone
8642420525
Signed
2015-03-02
Discuss with paid preparer
Yes

Preparer

Preparer
Deron B Stancil
Phone
8642423370
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 54.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other income. Amount: 371.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expenses. Amount: 16,975. Description: insurance. Amount: 1,758. Description: seminar fees. Amount: 12,836. Description: dues and subscriptions. Amount: 1,500. Description: donations. Amount: 100. Total to form 990-ez, line 16: 33,169.”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DENISE D SUDDERTH
IRS990EZ/BooksInCareOfDetail/PhoneNum08642420525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10110 RIDGELAND DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode029601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063353
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060982
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2371
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063353
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060982
IRS990EZ/GrossReceiptsAmt032998
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt026843
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063353
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS G SINCLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN T LADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2J KURT SCHUMACHER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA ZMUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN B TRIPOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CYNTHIA J KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACY L COPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW BARRY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KYLE D PRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9R ANDREW ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROGRAM VICE PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP VICE PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt033169
IRS990EZ/OtherRevenueTotalAmt0371
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE KNOWLEDGE OF ITS MEMBERS AND THE UNDERSTANDING OF THE PUBLIC REGARDING ESTATE PLANNING AND SAFEGUARDING PROPERTY, FAMILY AND BUSINESS INTERESTS.
IRS990EZ/ProgramServiceRevenueAmt05730
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES CONTINUING EDUCATION IN THE AREA OF ESTATE PLANNING BY CONDUCTING MEETINGS AND SEMINARS FEATURING EXPERT SPEAKERS IN THE ESTATE PLANNING FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032911
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt035369
IRS990EZ/TotalProgramServiceExpensesAmt032911
IRS990EZ/TotalRevenueAmt032998
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GREENVILLEEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING EXPENSES. AMOUNT: 16,975. DESCRIPTION: INSURANCE. AMOUNT: 1,758. DESCRIPTION: SEMINAR FEES. AMOUNT: 12,836. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,500. DESCRIPTION: DONATIONS. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 33,169.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN B TRIPOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08642420525
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10GREENVILLE ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0203106394
ReturnHeader/Filer/PhoneNum08642420525
ReturnHeader/Filer/USAddress/AddressLine10C/O DENISE SUDDERTH 110 RIDGELAND
ReturnHeader/Filer/USAddress/AddressLine20DRIVE
ReturnHeader/Filer/USAddress/City0GREENVILLE
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELLIOTT DAVIS DECOSIMO LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 6286
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0296066286
ReturnHeader/PreparerPersonGrp/PhoneNum08642423370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERON B STANCIL
ReturnHeader/ReturnTs02015-03-09T15:50:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,982
Liabilities
$0
Net assets
$60,982
Revenue
$32,998
Expenses
$35,369
Net income
-$2,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$0.00$59.2$54.5$48.5$5.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$0.00$47.9$32.7$28.3$4.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$35.3$36.3$0.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$0.00$44.5$33.9$36.3$2.34
2017Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$37.1$31.5$5.69
2016Summary only. Only limited summary data is available for this year.$41.1$0.00$9.58$35.3$25.7
2015Detailed filing. Detailed filing data is available for this year.$66.8$0.00$66.8$40.7$34.8$5.84
2014Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$33.0$35.4$2.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$0.00$63.4$29.1$28.3$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.5$0.00$62.5$33.8$28.1$5.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.9$0.00$56.9$27.3$18.6$8.62