Civic Intelligence

Greenville Estate Planning Council

EIN 20-3106394 • 501(c)6 • Greenville, SC

Profile

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

C/O S Brown 501 E Mcbee AvenueGreenville, SC 29601

www.greenvilleepc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$59,194

Up $11,248 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$59,194

Up $11,248 (+23%) from 2020

Operations
Liabilities / Revenue51st percentileNet Margin69th percentile

Revenue

Up

$54,455

Up $21,726 (+66%) from 2020

Expenses

Up

$48,491

Up $20,160 (+71%) from 2020

Net Income

Up

$5,964

Up $1,566 (+36%) from 2020

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$59,194
Liabilities$0
Net Assets$59,194
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$54,455
Expenses$48,491
Net Income$5,964
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$59,194
Liabilities
$0
Net assets
$59,194
Revenue
$54,455
Expenses
$48,491
Net income
$5,964
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
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$37,141
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$28,963
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J KURT SCHUMACHER JRImmediate Past President-$0--
JOHN B TRIPOLIPresident/Director-$0--
TRACY L COPEVP Programs/Director-$0--
MATTHEW BARRY EDWARDSVP Membership/Director-$0--
DEE BINGHAMSecretary/Director-$0--
R ANDREW ROGERSTreasurer/Director-$0--
CARTER R HALLDirector-$0--
DOUGLAS B O'NEALDirector-$0--
DON S CLARDYDirector-$0--
TRACY S ROMANODirector-$0--
Filing and Contact Details

Filer

Filer Name
Greenville Estate Planning Council
EIN
20-3106394
Phone
8646793858
Address
C/O S BROWN 501 E MCBEE AVENUE, GREENVILLE, SC 29601

Signing Officer

Name
R Andrew Rogers
Title
Treasurer
Phone
8646793858
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis LLC Pllc
Address
PO BOX 6286, GREENVILLE, SC 29606-6286
Preparer
Frances M Patterson
Phone
8642423370
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 11.”

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

“Description: meeting expenses. Amount: 21,255. Description: insurance. Amount: 1,309. Description: seminar fees. Amount: 3,558. Description: dues and subscriptions. Amount: 1,550. Description: donations. Amount: 100. Description: miscellaneous. Amount: 21. Description: quick books fees. Amount: 365. Total to form 990-ez, line 16: 28,158.”

Raw XML Appendix155 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0STARLA BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum08646793858
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 E MCBEE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041131
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046819
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05688
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03295
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041131
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046819
IRS990EZ/GrossReceiptsAmt037141
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt030750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041131
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046819
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041131
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046819
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/PersonNm0J KURT SCHUMACHER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN B TRIPOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY L COPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW BARRY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEE BINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5R ANDREW ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARTER R HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DOUGLAS B O'NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DON S CLARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TRACY S ROMANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROGRAMS/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIP/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028158
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/ProgramServiceRevenueAmt06380
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/ProgramServiceExpensesAmt028963
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt031453
IRS990EZ/TotalProgramServiceExpensesAmt028963
IRS990EZ/TotalRevenueAmt037141
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GREENVILLEEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETING EXPENSES. AMOUNT: 21,255. DESCRIPTION: INSURANCE. AMOUNT: 1,309. DESCRIPTION: SEMINAR FEES. AMOUNT: 3,558. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,550. DESCRIPTION: DONATIONS. AMOUNT: 100. DESCRIPTION: MISCELLANEOUS. AMOUNT: 21. DESCRIPTION: QUICK BOOKS FEES. AMOUNT: 365. TOTAL TO FORM 990-EZ, LINE 16: 28,158.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R ANDREW ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08646793858
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENVILLE ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0203106394
ReturnHeader/Filer/PhoneNum08646793858
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O S BROWN 501 E MCBEE AVENUE
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09EEF85984AAD3D57F6CBAA242A727D66743983F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EEF85984AAD3D57F6CBAA242A727D66743983F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.129.204.105
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:39:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6286
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296066286
ReturnHeader/PreparerPersonGrp/PhoneNum08642423370
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES M PATTERSON
ReturnHeader/ReturnTs02017-11-06T15:39:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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