Civic Intelligence

Cincinnati Estate Planning Council

EIN 31-0950927 • 501(c)6 • Cincinnati, OH

Profile

To educate its members on estate planning

4010 Executive Park Drive APT SuiteCincinnati, OH 45241-2021

www.cincinnati-oh.councils.naepc.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-4.0%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,154

Up $8,426 (+23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$45,154

Up $8,426 (+23%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$55,642

Up $17,384 (+45%) from 2024

Expenses

Down

$47,216

Down $3,273 (-6.5%) from 2024

Net Income

Up

$8,426

Up $20,657 (+169%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2025

Assets$45,154
Liabilities-
Net Assets$45,154
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

2025

Revenue$55,642
Expenses$47,216
Net Income$8,426
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,154
Liabilities
-
Net assets
$45,154
Revenue
$55,642
Expenses
$47,216
Net income
$8,426
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.2
Gross Receipts
$77,845
Mission and Program Overview

Mission

To educate its members on estate planning

Program Services

DescriptionGrantsExpenses
Held educational speaker meetings - 7 educational lunches, 2 National speakers approximately 80 people in attendance.-$15,854
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel RasmussenPresidentPT$0--
Andrea CostaPast PresidentPT$0--
Emily Heidt BlumenfeldSec/Treas-$0--
Jason KatzVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nat. Speaker Events$25,750$17,250$12,762$4,488
Total Events$25,750$17,250$22,203$-4,953
Filing and Contact Details

Filer

Filer Name
Cincinnati Estate Planning Council
EIN
31-0950927
Phone
5135616640
Address
4010 Executive Park Drive APT Suite, Cincinnati, OH 45241-2021

Signing Officer

Name
Rachel Rasmussen
Title
President
Phone
5135616640
Signed
2026-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Veid and Veid CPAs
Address
635 W 7th St Ste 408, Cincinnati, OH 45203
Preparer
Diana L Veid
Phone
5137218299
Supplemental Narrative

Additional Explanations

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

“Continuing Education Licensing 1,336”

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

“Bank Fee 36”

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

“NAEPC Dues 1,535”

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

“Bank Merchant Fees 2,149”

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

“Meeting Expenses 14,518”

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

“Prof Services - Tax Preparation 750”

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

“CE Yearly Fee 350”

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

“Board Retreat 1,837”

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

“Board Recognition 220”

Raw XML Appendix143 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Misty Griesinger
IRS990EZ/BooksInCareOfDetail/PhoneNum05135543074
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04010 Executive Park Ste 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045241
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036728
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08426
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023001
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036728
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045154
IRS990EZ/FundraisingGrossIncomeAmt017250
IRS990EZ/GrossReceiptsAmt077845
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0604
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051491
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036728
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036728
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045154
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rachel Rasmussen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Costa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Heidt Blumenfeld
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jason Katz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate its members on estate planning
IRS990EZ/PrintingPublicationsPostageAmt01484
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held educational speaker meetings - 7 educational lunches, 2 National speakers approximately 80 people in attendance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015854
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022203
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4953
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047216
IRS990EZ/TotalProgramServiceExpensesAmt015854
IRS990EZ/TotalRevenueAmt055642
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cincinnati-oh.councils.naepc.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt08500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022203
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Nat. Speaker Events
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03941
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017250
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4953
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012762
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012762
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Continuing Education Licensing 1,336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fee 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NAEPC Dues 1,535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Merchant Fees 2,149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Expenses 14,518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prof Services - Tax Preparation 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CE Yearly Fee 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board Retreat 1,837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Recognition 220
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Rasmussen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05135616640
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cincinnati Estate Planning Council
ReturnHeader/Filer/BusinessNameControlTxt0CINC
ReturnHeader/Filer/EIN0310950927
ReturnHeader/Filer/PhoneNum05135616640
ReturnHeader/Filer/USAddress/AddressLine1Txt04010 Executive Park Drive APT Suite
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452412021
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542131378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Veid and Veid CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0635 W 7th St Ste 408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045203
ReturnHeader/PreparerPersonGrp/PhoneNum05137218299
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Veid
ReturnHeader/ReturnTs02026-01-28T02:11:05-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits