Civic Intelligence

Cincinnati Estate Planning Council

990EZ • Fiscal year 2021 • EIN 31-0950927

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 15, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

62%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,702

Up $14,834 (+35%) from 2020

Net Assets

Up

$57,702

Up $14,834 (+35%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$37,655

Up $14,444 (+62%) from 2020

Expenses

Down

$22,821

Down $15,624 (-41%) from 2020

Net Income

Up

$14,834

Up $30,068 (+197%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$57,702
Liabilities-
Net Assets$57,702
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$37,655
Expenses$22,821
Net Income$14,834
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$43,505
Mission and Program Overview

Mission

To educate its members on estate planning

Program Services

DescriptionGrantsExpenses
Held educational speaker meetings thru Zoom - 2 National speakers approximately 60 people in attendance.-$721
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan DannemillerPresidentPT$0--
Suzanne RohlfsVice - PresPT$0--
Keith DershemSec/Treas-$0--
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
Jonathan Dannemiller
Title
Past President
Signed
2021-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Veid & 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 401”

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

“Bank Fee - Merchant Fees 1,071”

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

“Zoom Fee 160”

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

“CE Yearly Fees 350”

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

“NAEPC Dues 1,575”

Raw XML Appendix108 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/BOYAmt042868
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018603
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042868
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057702
IRS990EZ/FundraisingGrossIncomeAmt08000
IRS990EZ/GrossReceiptsAmt043505
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035505
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042868
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042868
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057702
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jonathan Dannemiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzanne Rohlfs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Keith Dershem
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice - Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03557
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate its members on estate planning
IRS990EZ/PrintingPublicationsPostageAmt0661
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held educational speaker meetings thru Zoom - 2 National speakers approximately 60 people in attendance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0721
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05850
IRS990EZ/SpecialEventsNetIncomeLossAmt02150
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022821
IRS990EZ/TotalProgramServiceExpensesAmt0721
IRS990EZ/TotalRevenueAmt037655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cincinnati-oh.councils.naepc.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Continuing Education Licensing 401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fee - Merchant Fees 1,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Zoom Fee 160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CE Yearly Fees 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NAEPC Dues 1,575
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Dannemiller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Past President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
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 & 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/PreparationDt02021-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana L Veid
ReturnHeader/ReturnTs02021-09-15T09:51:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jonathan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dannemiller
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,702
Liabilities
-
Net assets
$57,702
Revenue
$37,655
Expenses
$22,821
Net income
$14,834
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