Civic Intelligence

Cincinnati Estate Planning Council

990EZ • Fiscal year 2016 • EIN 31-0950927

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 10, 2016

Organization Profilewww.cincinnati-oh.councils.naepc.org
4010 Executive Park Drive Room SuitCincinnati, OH 45241

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

89th percentile

26%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$65,359

Up $10,284 (+19%) from 2015

Net Assets

Up

$65,359

Up $10,284 (+19%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$40,320

Down $5,747 (-12%) from 2015

Expenses

Down

$30,036

Down $12,648 (-30%) from 2015

Net Income

Up

$10,284

Up $6,901 (+204%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2016

Assets$65,359
Liabilities-
Net Assets$65,359
Open 2016 Filing

Operations Trend

Revenue Growth24th 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

2016

Revenue$40,320
Expenses$30,036
Net Income$10,284
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 10, 2016
Return Version
2015v2.1
Gross Receipts
$55,490
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ken CoynePresidentPT$0--
Diana VeidVice - PresPT$0--
Lee StautbergSec/Treas-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
February Spring Meeting$7,500$7,500$2,108$5,392
October Fall Meeting$5,700$5,700$4,382$1,318
Total Events$13,200$13,200$15,169$-1,969
Filing and Contact Details

Filer

Filer Name
Cincinnati Estate Planning Council
EIN
31-0950927
Phone
5135543074
Address
4010 Executive Park Drive Room Suit, Cincinnati, OH 45241

Signing Officer

Name
Lee Stautberg
Title
Vice President
Signed
2016-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Veid and Veid CPAs
Address
700 W Pete Rose Way, 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 361”

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

“Bank Fee 267”

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

“Board Meeting Retreat - Fall 831”

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

“CE Yearly Fees 275”

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

“Gifts 140”

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

“May Best Ideas Meeting 7,270”

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

“May Continuing Education Expense 109”

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

“June Annual Meeting 250”

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

“Merchant Fees 1,070”

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

“NAEPC Annual Meeting 4,702”

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

“NAEPC Dues 1,550”

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

“Office Supplies 847”

Raw XML Appendix130 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/AddressLine1Txt04010 Executive Park Ste 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045241
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055075
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065359
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010284
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012018
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055075
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065359
IRS990EZ/FundraisingGrossIncomeAmt013200
IRS990EZ/GrossReceiptsAmt055490
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042290
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055075
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055075
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ken Coyne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Diana Veid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lee Stautberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice - Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate its members on estate planning
IRS990EZ/PrintingPublicationsPostageAmt0346
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/SpecialEventsDirectExpensesAmt015170
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1970
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030036
IRS990EZ/TotalRevenueAmt040320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cincinnati-oh.councils.naepc.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015169
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0October Fall Meeting
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0February Spring Meeting
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02250
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06429
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013200
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1969
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04382
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Continuing Education Licensing 361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fee 267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board Meeting Retreat - Fall 831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CE Yearly Fees 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5May Best Ideas Meeting 7,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6May Continuing Education Expense 109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7June Annual Meeting 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Merchant Fees 1,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NAEPC Annual Meeting 4,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NAEPC Dues 1,550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies 847
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Stautberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cincinnati Estate Planning Council
ReturnHeader/Filer/BusinessNameControlTxt0CINC
ReturnHeader/Filer/EIN0310950927
ReturnHeader/Filer/PhoneNum05135543074
ReturnHeader/Filer/USAddress/AddressLine1Txt04010 Executive Park Drive Room Suit
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Veid and Veid CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 W Pete Rose Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045203
ReturnHeader/PreparerPersonGrp/PhoneNum05137218299
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Veid
ReturnHeader/ReturnTs02016-08-10T03:22:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,359
Liabilities
-
Net assets
$65,359
Revenue
$40,320
Expenses
$30,036
Net income
$10,284
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