Civic Intelligence

Cincinnati Estate Planning Council

990EZ • Fiscal year 2017 • EIN 31-0950927

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-23%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.5%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$50,403

Down $14,956 (-23%) from 2016

Net Assets

Down

$50,403

Down $14,956 (-23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$40,103

Down $217 (-0.5%) from 2016

Expenses

Up

$55,059

Up $25,023 (+83%) from 2016

Net Income

Down

-$14,956

Down $25,240 (-245%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2017

Assets$50,403
Liabilities-
Net Assets$50,403
Open 2017 Filing

Operations Trend

Revenue Growth47th 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

2017

Revenue$40,103
Expenses$55,059
Net Income-$14,956
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$52,625
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana VeidPresidentPT$0--
Lee StautbergVice - PresPT$0--
Julie TarvinSec/Treas-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
February Spring Meeting$5,700$5,700$7,675$-1,975
Total Events$5,700$5,700$12,522$-6,822
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
President
Phone
5139778200
Signed
2017-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Veid and Veid CPAs
Address
635 W Seventh 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 705”

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

“Bank Fee 12”

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

“Board Meeting Retreat - Fall 651”

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

“CE Yearly Fees 275”

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

“April - Zoo Banquet Meeting Expenses 3,330”

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

“April - Speaker Travel Expense 670”

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

“June - 2016 Annual Meeting Expenses 6,507”

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

“June - 2017 Annual Meeting Expenses 3,299”

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

“Sept Meeting Expenses 9,086”

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

“Meet and Greet Fall - 2016 1,761”

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

“Merchant Fees 1,166”

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

“NAEPC Annual Mtg and NAEPC Dues 5,513”

Raw XML Appendix134 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/BOYAmt065359
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14956
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020706
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065359
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050403
IRS990EZ/FundraisingGrossIncomeAmt05700
IRS990EZ/GrossReceiptsAmt052625
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt046925
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diana Veid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lee Stautberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Tarvin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice - Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate its members on estate planning
IRS990EZ/PrintingPublicationsPostageAmt01378
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/SpecialEventsDirectExpensesAmt012522
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6822
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055059
IRS990EZ/TotalRevenueAmt040103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cincinnati-oh.councils.naepc.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012522
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0February Spring Meeting
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04847
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6822
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07675
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Continuing Education Licensing 705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fee 12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board Meeting Retreat - Fall 651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CE Yearly Fees 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4April - Zoo Banquet Meeting Expenses 3,330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5April - Speaker Travel Expense 670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6June - 2016 Annual Meeting Expenses 6,507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7June - 2017 Annual Meeting Expenses 3,299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sept Meeting Expenses 9,086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meet and Greet Fall - 2016 1,761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Merchant Fees 1,166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NAEPC Annual Mtg and NAEPC Dues 5,513
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Stautberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05139778200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02B33A27425A6BF1931E656142D0214605BAD5318
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B33A27425A6BF1931E656142D0214605BAD5318
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.161.183.110
ReturnHeader/FilingSecurityInformation/IPDt02017-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:07:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Veid and Veid CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0635 W Seventh St Ste 408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045203
ReturnHeader/PreparerPersonGrp/PhoneNum05137218299
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Veid
ReturnHeader/ReturnTs02017-10-31T02:13:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,403
Liabilities
-
Net assets
$50,403
Revenue
$40,103
Expenses
$55,059
Net income
-$14,956
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
2017Detailed filing. Detailed filing data is available for this year.$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