Civic Intelligence

Cincinnati Estate Planning Council

990EZ • Fiscal year 2014 • EIN 31-0950927

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 10, 2014

Organization Profilewww.cincinnati-oh.councils.naepc.org
4010 Executive Park Drive Room Suit45241

(513) 554-3074

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

68th percentile

10%

Higher net margin than 68% 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

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,692

Up $3,825 (+8.0%) from 2013

Net Assets

Up

$51,692

Up $3,825 (+8.0%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$38,037

Down $37,207 (-49%) from 2013

Expenses

Down

$34,212

Down $3,008 (-8.1%) from 2013

Net Income

Down

$3,825

Down $34,199 (-90%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80K$60K$40K$20K$0Assets 2012: $9,843Net Assets 2012: $9,8432012Assets 2013: $47,867Net Assets 2013: $47,8672013Assets 2014: $51,692Net Assets 2014: $51,6922014Assets 2015: $55,075Net Assets 2015: $55,0752015Assets 2016: $65,359Net Assets 2016: $65,3592016Assets 2017: $50,403Net Assets 2017: $50,4032017Assets 2018: $53,552Net Assets 2018: $53,5522018Assets 2019: $58,102Net Assets 2019: $58,1022019Assets 2020: $42,868Net Assets 2020: $42,8682020Assets 2021: $57,702Net Assets 2021: $57,7022021Assets 2022: $57,336Net Assets 2022: $57,3362022Assets 2023: $48,959Net Assets 2023: $48,9592023Assets 2024: $36,728Net Assets 2024: $36,7282024Assets 2025: $45,154Net Assets 2025: $45,1542025

Highlighted filing

2014

Assets$51,692
Liabilities-
Net Assets$51,692
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2012: $54,061Expenses 2012: $63,316Net Income 2012: -$9,2552012Revenue 2013: $75,244Expenses 2013: $37,220Net Income 2013: $38,0242013Revenue 2014: $38,037Expenses 2014: $34,212Net Income 2014: $3,8252014Revenue 2015: $46,067Expenses 2015: $42,684Net Income 2015: $3,3832015Revenue 2016: $40,320Expenses 2016: $30,036Net Income 2016: $10,2842016Revenue 2017: $40,103Expenses 2017: $55,059Net Income 2017: -$14,9562017Revenue 2018: $41,110Expenses 2018: $37,961Net Income 2018: $3,1492018Revenue 2019: $38,834Expenses 2019: $34,284Net Income 2019: $4,5502019Revenue 2020: $23,211Expenses 2020: $38,445Net Income 2020: -$15,2342020Revenue 2021: $37,655Expenses 2021: $22,821Net Income 2021: $14,8342021Revenue 2022: $31,504Expenses 2022: $31,870Net Income 2022: -$3662022Revenue 2023: $40,049Expenses 2023: $48,426Net Income 2023: -$8,3772023Revenue 2024: $38,258Expenses 2024: $50,489Net Income 2024: -$12,2312024Revenue 2025: $55,642Expenses 2025: $47,216Net Income 2025: $8,4262025

Highlighted filing

2014

Revenue$38,037
Expenses$34,212
Net Income$3,825
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 10, 2014
Return Version
2013v3.1
Gross Receipts
$60,921
Mission and Program Overview

Mission

To educate its members on estate planning

Program Services

DescriptionGrantsExpenses
Held three meetings with speakers discussing estate tax law, estate planning. Approximately 200 individuals attended the combined three meetings.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy C BlomekePresidentPT$0--
Keith D MeyerVice - PresPT$0--
Ken CoyneSec/Treas-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$7,500$7,500$6,050$1,450
Event 1$2,600$2,600$8,191$-5,591
Total Events$10,100$10,100$22,884$-12,784
Filing and Contact Details

Filer

EIN
31-0950927
Phone
5135543074

Signing Officer

Name
Keith D Meyer President
Title
President
Signed
2014-08-10
Discuss with paid preparer
Yes

Preparer

Preparer
Diana Veid
Phone
5137218299
Supplemental Narrative

Additional Explanations

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

“Advertising 63”

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

“Bank Fee 33”

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

“Board Meeting Retreat - Fall 1,055”

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

“CE Yearly Fees 125”

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

“Gifts 126”

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

“May Best Ideas Meeting 4,450”

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

“May Continuing Education Expense 329”

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

“June Annual Meeting 7,136”

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

“Merchant Fees 1,351”

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

“NAEPC Annual Meeting 973”

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

“NAEPC Dues 2,550”

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

“Office Supplies 598”

Raw XML Appendix133 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/PersonNm0Misty Griesinger
IRS990EZ/BooksInCareOfDetail/PhoneNum05135543074
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104010 Executive Park Dr Suite 100
IRS990EZ/BooksInCareOfDetail/USAddress/City0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode045241
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014409
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051692
IRS990EZ/FundraisingGrossIncomeAmt010100
IRS990EZ/GrossReceiptsAmt060921
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050820
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051692
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stacy C Blomeke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Keith D Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ken Coyne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice - Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018789
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate its members on estate planning
IRS990EZ/PrintingPublicationsPostageAmt01014
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held three meetings with speakers discussing estate tax law, estate planning. Approximately 200 individuals attended the combined three meetings.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt022884
IRS990EZ/SpecialEventsNetIncomeLossAmt0-12784
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034212
IRS990EZ/TotalRevenueAmt038037
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cincinnati-oh.councils.naepc.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022884
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03415
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05228
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt02600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010100
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Sept Fall Meeting
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Feb Spring Meeting
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08191
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06050
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fee 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board Meeting Retreat - Fall 1,055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CE Yearly Fees 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5May Best Ideas Meeting 4,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6May Continuing Education Expense 329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7June Annual Meeting 7,136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Merchant Fees 1,351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NAEPC Annual Meeting 973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NAEPC Dues 2,550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies 598
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith D Meyer President
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Cincinnati Estate Planning Council
ReturnHeader/Filer/BusinessNameControlTxt0CINC
ReturnHeader/Filer/EIN0310950927
ReturnHeader/Filer/PhoneNum05135543074
ReturnHeader/Filer/USAddress/AddressLine104010 Executive Park Drive Room Suit
ReturnHeader/Filer/USAddress/City0Cincinnati
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Veid and Veid CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10700 W Pete Rose Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045203
ReturnHeader/PreparerPersonGrp/PhoneNum05137218299
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana Veid
ReturnHeader/ReturnTs02014-08-12T10:09:52-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
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
$51,692
Liabilities
-
Net assets
$51,692
Revenue
$38,037
Expenses
$34,212
Net income
$3,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.2$45.2$55.6$47.2$8.43
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$36.7$38.3$50.5$12.2
2023Detailed filing. Detailed filing data is available for this year.$49.0$49.0$40.0$48.4$8.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$57.3$31.5$31.9$0.37
2021Detailed filing. Detailed filing data is available for this year.$57.7$57.7$37.7$22.8$14.8
2020Detailed filing. Detailed filing data is available for this year.$42.9$42.9$23.2$38.4$15.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$58.1$38.8$34.3$4.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$53.6$41.1$38.0$3.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.4$50.4$40.1$55.1$15.0
2016Detailed filing. Detailed filing data is available for this year.$65.4$65.4$40.3$30.0$10.3
2015Detailed filing. Detailed filing data is available for this year.$55.1$55.1$46.1$42.7$3.38
2014Detailed filing. Detailed filing data is available for this year.$51.7$51.7$38.0$34.2$3.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$47.9$75.2$37.2$38.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.84$9.84$54.1$63.3$9.26