Civic Intelligence

Omaha Estate Planning Council Co Steve Kenney

EIN 27-1117321 • 501(c)6 • Omaha, NE

Profile

1) Provide a medium for the study and discussion of estate planning developments and opportunities, 2) educate Council members regarding collaborative work of estate planning professionals within the various fields of the broader estate planning profession, 3) promote cooperation amongst estate planning professionals and 4) further the education and personal proficiency of each Member of the Council in the field of estate planning

13616 California StreetOmaha, NE 68154

n/A

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 2019

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

49th percentile

0.3%

Higher net margin than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

54th percentile

0.3%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

0.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$47,717

Up $121 (+0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$47,717

Up $121 (+0.3%) from 2018

Operations
Liabilities / Revenue51st percentileNet Margin49th percentile

Revenue

Flat

$39,225

Flat from 2018

Expenses

Up

$39,104

Up $6,437 (+20%) from 2018

Net Income

Down

$121

Down $6,437 (-98%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$60K$40K$20K$0Assets 2012: $18,050Net Assets 2012: $18,0502012Assets 2013: $23,185Net Assets 2013: $23,1852013Assets 2014: $19,921Net Assets 2014: $19,9212014Assets 2015: $25,415Net Assets 2015: $25,4152015Assets 2016: $32,712Net Assets 2016: $32,7122016Assets 2017: $41,038Net Assets 2017: $41,0382017Assets 2018: $47,596Liabilities 2018: $0Net Assets 2018: $47,5962018Assets 2019: $47,717Liabilities 2019: $0Net Assets 2019: $47,7172019

Highlighted filing

2019

Assets$47,717
Liabilities$0
Net Assets$47,717
Open 2019 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2012: $23,967Expenses 2012: $19,429Net Income 2012: $4,5382012Revenue 2013: $25,405Expenses 2013: $20,270Net Income 2013: $5,1352013Revenue 2014: $30,319Expenses 2014: $33,583Net Income 2014: -$3,2642014Revenue 2015: $38,495Expenses 2015: $33,001Net Income 2015: $5,4942015Revenue 2016: $38,680Expenses 2016: $31,383Net Income 2016: $7,2972016Revenue 2017: $39,400Expenses 2017: $31,074Net Income 2017: $8,3262017Revenue 2018: $39,225Expenses 2018: $32,667Net Income 2018: $6,5582018Revenue 2019: $39,225Expenses 2019: $39,104Net Income 2019: $1212019

Highlighted filing

2019

Revenue$39,225
Expenses$39,104
Net Income$121
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$47,717
Liabilities
$0
Net assets
$47,717
Revenue
$39,225
Expenses
$39,104
Net income
$121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.7$0.00$47.7$39.2$39.1$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$39.2$32.7$6.56
2017Detailed filing. Detailed filing data is available for this year.$41.0$41.0$39.4$31.1$8.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$32.7$38.7$31.4$7.30
2015Detailed filing. Detailed filing data is available for this year.$25.4$25.4$38.5$33.0$5.49
2014Detailed filing. Detailed filing data is available for this year.$19.9$19.9$30.3$33.6$3.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$23.2$25.4$20.3$5.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$18.1$24.0$19.4$4.54
Latest Detailed Filing

The latest 2019 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
Jun 1, 2016 to May 31, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$39,400
Mission and Program Overview

Mission

1) Provide a medium for the study and discussion of estate planning developments and opportunities, 2) educate Council members regarding collaborative work of estate planning professionals within the various fields of the broader estate planning profession, 3) promote cooperation amongst estate planning professionals and 4) further the education and personal proficiency of each Member of the Council in the field of estate planning

Program Services

DescriptionGrantsExpenses
MONTHLY EDUCATIONAL AND NETWORKING MEETINGS FOR MEMBERS$15,361-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW STADLERSecretary-$0--
Susan SpahnVice President-$0--
KEITH DERASAsst Secretary-$0--
JEFF SHARPDirector-$0--
Linda GarbinaTreasurer-$0--
Kurt TjadenDirector-$0--
CK DuryeaDirector-$0--
Steve KenneyDirector-$0--
Timothy HarrisonDirector-$0--
Sarah DueyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Omaha Estate Planning Council
EIN
27-1117321
Phone
4024968800
Address
13616 California Street, Omaha, NE 68154

Signing Officer

Name
Steve Kenney
Title
Director
Signed
2017-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Steven P Kenney
Phone
4024968800
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $1512”

Other Expenses.1012

“Insurance $800”

Other Expenses.1

“monthly meeting expenses $15362”

Other Expenses.2

“Professional Fees $6338”

Other Expenses.3

“Speaking Fees $3019”

Other Expenses.4

“WEBSITE $1716”

Other Expenses.5

“Continuing Education $1202”

Other Expenses.6

“bank and credit card fees $887”

Other Expenses.7

“Miscellaneous expense $221”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Steve Kenney
IRS990EZ/BooksInCareOfDetail/PhoneNum04024968800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013616 California Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068154
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032712
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08326
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032712
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041038
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt039400
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041038
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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/PersonNm0MATTHEW STADLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Spahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH DERAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF SHARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Garbina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kurt Tjaden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CK Duryea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Steve Kenney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Timothy Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sarah Duey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASST SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt01) Provide a medium for the study and discussion of estate planning developments and opportunities, 2) educate Council members regarding collaborative work of estate planning professionals within the various fields of the broader estate planning profession, 3) promote cooperation amongst estate planning professionals and 4) further the education and personal proficiency of each Member of the Council in the field of estate planning
IRS990EZ/PrintingPublicationsPostageAmt017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY EDUCATIONAL AND NETWORKING MEETINGS FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015361
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031074
IRS990EZ/TotalProgramServiceExpensesAmt015361
IRS990EZ/TotalRevenueAmt039400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0omahaestate.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $1512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2monthly meeting expenses $15362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Professional Fees $6338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Speaking Fees $3019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE $1716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Continuing Education $1202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7bank and credit card fees $887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS EXPENSE $221
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Kenney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Omaha Estate Planning Council
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Steve Kenney
ReturnHeader/Filer/BusinessNameControlTxt0OMAH
ReturnHeader/Filer/EIN0271117321
ReturnHeader/Filer/PhoneNum04024968800
ReturnHeader/Filer/USAddress/AddressLine1Txt013616 California Street
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P KENNEY
ReturnHeader/ReturnTs02017-10-31T06:26:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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