Civic Intelligence

Cincinnati Estate Planning Council

990EZ • Fiscal year 2012 • EIN 31-0950927

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 04, 2012

Organization Profilewww.cincinnati-oh.councils.naepc.org
4010 Executive Park Drive Room No S45241
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

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

Source year 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$9,843

No earlier filing loaded for comparison.

Net Assets

$9,843

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

$54,061

No earlier filing loaded for comparison.

Expenses

$63,316

No earlier filing loaded for comparison.

Net Income

-$9,255

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2012

Assets$9,843
Liabilities-
Net Assets$9,843
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue$54,061
Expenses$63,316
Net Income-$9,255
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 4, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To educate its members on estate planning

Filing and Contact Details

Filer

EIN
31-0950927
Raw XML Appendix118 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY019098
IRS990EZ/CashSavingsAndInvestments/EOY09843
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-9255
IRS990EZ/FeesAndOthPymtToIndContractors013227
IRS990EZ/FiledScheduleA0false
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome010300
IRS990EZ/GrossReceipts070561
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome01
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues060260
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY019098
IRS990EZ/NetAssetsOrFundBalancesBOY019098
IRS990EZ/NetAssetsOrFundBalances/EOY09843
IRS990EZ/NetAssetsOrFundBalancesEOY09843
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine107359 East Kemper Road Suite A
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine113777 West Fork Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine121 Neumann Way
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Cincinnati
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Cincinnati
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Cincinnati
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode045249
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode145247
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode245215
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1005.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2003.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Robert J Grossheim
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Mary P Burns
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Stacy C Blomeke
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice - Pres
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Sec/Treas
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal047984
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To educate its members on estate planning
IRS990EZ/PrintingPublicationsPostage02105
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Held three meetings with speakers discussing estate tax law, estate planning Approximately 200 individuals attended the combined three meetings
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses016500
IRS990EZ/SpecialEventsNetIncomeLoss0-6200
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine104010 Executive Park Dr Suite 100
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Cincinnati
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode045241
IRS990EZ/TheBooksAreInCareOf/NamePerson0Misty Griesinger
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05135543074
IRS990EZ/TotalAssets/BOY019098
IRS990EZ/TotalAssets/EOY09843
IRS990EZ/TotalExpenses063316
IRS990EZ/TotalRevenue054061
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0www.cincinnati-oh.councils.naepc.org
IRS990ScheduleG/AgreementRefFundraising0false
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents016500
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent107500
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent202800
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal010300
IRS990ScheduleG/EventsInformation/GrossRevenueEvent107500
IRS990ScheduleG/EventsInformation/GrossRevenueEvent202800
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents010300
IRS990ScheduleG/EventsInformation/NameOfEvent10Sponsorship for February Meeting
IRS990ScheduleG/EventsInformation/NameOfEvent20Hospitality Sponsor October Meeting
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-6200
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent107500
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent209000
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents016500
IRS990ScheduleG/InPersonSolicitations0X
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990-EZ, Part I, Line 16, Other Expenses Travel 3,728 Form 990-EZ, Part I, Line 16, Other Expenses Conferences, conventions, and meetings 34,393 Form 990-EZ, Part I, Line 16, Other Expenses NAEPC Annual meeting 3,814 Form 990-EZ, Part I, Line 16, Other Expenses CE Yearly Fee 300 Form 990-EZ, Part I, Line 16, Other Expenses CBA PrizesMeeting 325 Form 990-EZ, Part I, Line 16, Other Expenses Board Meeting/Retreat 1,114 Form 990-EZ, Part I, Line 16, Other Expenses Continuing Education Registration Fees 688 Form 990-EZ, Part I, Line 16, Other Expenses Gifts 232 Form 990-EZ, Part I, Line 16, Other Expenses Merchant Fees 1,128 Form 990-EZ, Part I, Line 16, Other Expenses NAEPC Dues 1,500 Form 990-EZ, Part I, Line 16, Other Expenses Other Misc Prizes Annual Meeting 510 Form 990-EZ, Part I, Line 16, Other Expenses Other Supplies 252
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0310950927
ReturnHeader/Filer/Name/BusinessNameLine10Cincinnati Estate Planning Council
ReturnHeader/Filer/NameControl0CINC
ReturnHeader/Filer/Phone05135543074
ReturnHeader/Filer/USAddress/AddressLine104010 Executive Park Drive Room No S
ReturnHeader/Filer/USAddress/City0Cincinnati
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045241
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-12-04
ReturnHeader/Officer/Name0Mary Burns President
ReturnHeader/Officer/Title012042012
ReturnHeader/Preparer/DatePrepared02012-12-04
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Veid and Veid CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10700 W Pete Rose Way
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Cincinnati
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode045203
ReturnHeader/Preparer/Name0Diana Veid
ReturnHeader/Preparer/Phone05137218299
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-04T07:43:28-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,843
Liabilities
-
Net assets
$9,843
Revenue
$54,061
Expenses
$63,316
Net income
-$9,255
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)6 • <$500k nonprofits