Civic Intelligence

Estate Planning Council North Coast

EIN 34-1497063 • 501(c)6 • Norwalk, OH

Profile

To foster understanding of the relationships and functions of professionals who advise individuals with respect to estate planning and encourage cooperation of individuals in various related disciplines. Services are provided primarily to seniors although not exclusively.

257 Benedict Avenue Building DNorwalk, OH 44857

www.northcoastepc.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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$0

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,357

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$0Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$3.0K$2.0K$1.0K$0Expenses 2020: $3,3572020

Highlighted filing

2020

Revenue-
Expenses$3,357
Net Income-

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0$0$3,357
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 21, 2021
Return Version
2020v4.0
Mission and Program Overview

Mission

To foster understanding of the relationships and functions of professionals who advise individuals with respect to estate planning and encourage cooperation of individuals in various related disciplines. Services are provided primarily to seniors although not exclusively.

Program Services

DescriptionGrantsExpenses
TO FOSTER UNDERSTANDING OF THE RELATIONSHIPS AND FUNCTIONS OF PROFESSIONALS WHO ADVISE INDIVIDUALS WITH RESPECT TO ESTATE PLANNING AND ENCOURAGE COOPERATION OF INDIVIDUALS IN VARIOUS RELATED DISCIPLINES. SERVICES ARE PROVIDED PRIMARILY TO SENIORS ALTHOUGH NOT EXCLUSIVELY.--
DISTRIBUTE TO ORGANIZATIONS THAT SUPPORT SENIOR CITIZENS IN OUR COMMUNITY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN MULDOONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Estate Planning Council North Coast
EIN
34-1497063
Phone
4196682552
Address
257 BENEDICT AVENUE BUILDING D, NORWALK, OH 44857

Signing Officer

Name
Kathleen Muldoon
Title
Treasurer
Phone
4196682552
Signed
2021-01-21

Preparer

Firm
Payne Nickles & Company
Address
257 BENEDICT AVENUE BLDG D, NORWALK, OH 44857
Preparer
Kathleen a Muldoon Ea Cfp
Phone
4196682552
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses other expenses 23 total 23

Form 990-ez, Part III

To foster understanding of the relationships and functions of professionals who advise individuals with respect to estate planning and encourage cooperation of individuals in various related disciplines. Services are provided primarily to seniors although not exclusively.

Form 990-ez, Part III, Line 28

To foster understanding of the relationships and functions of professionals who advise individuals with respect to estate planning and encourage cooperation of individuals in various related disciplines. Services are provided primarily to seniors although not exclusively.

Form 990-ez, Part III, Line 31

Distribute to organizations that support senior citizens in our community

Raw XML Appendix115 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.

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IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN MULDOON
IRS990EZ/BooksInCareOfDetail/PhoneNum04196682552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0257 BENEDICT AVE BLDG D
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWALK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044857
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03357
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3357
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03334
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03357
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN MULDOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER UNDERSTANDING OF THE RELATIONSHIPS AND FUNCTIONS OF PROFESSIONALS WHO ADVISE INDIVIDUALS WITH RESPECT TO ESTATE PLANNING AND ENCOURAGE COOPERATION OF INDIVIDUALS IN VARIOUS RELATED DISCIPLINES. SERVICES ARE PROVIDED PRIMARILY TO SENIORS ALTHOUGH NOT EXCLUSIVELY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FOSTER UNDERSTANDING OF THE RELATIONSHIPS AND FUNCTIONS OF PROFESSIONALS WHO ADVISE INDIVIDUALS WITH RESPECT TO ESTATE PLANNING AND ENCOURAGE COOPERATION OF INDIVIDUALS IN VARIOUS RELATED DISCIPLINES. SERVICES ARE PROVIDED PRIMARILY TO SENIORS ALTHOUGH NOT EXCLUSIVELY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRIBUTE TO ORGANIZATIONS THAT SUPPORT SENIOR CITIZENS IN OUR COMMUNITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NORTHCOASTEPC.ORG
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0false
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-09-17
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12020-09-17
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0341840241
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01667
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt11667
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0SERVING OUR SENIORS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm1OHIO VETERANS HOME SANDUSKY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0310 EAST BOALT STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt13416 COLUMBUS AVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SANDUSKY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1SANDUSKY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1OH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd044870
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd144870
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS BOARD OF DIRECTORS VOTED TO DISSLOVE. CASH DISTRIBUTION WAS SPLIT BETWEEN TWO ORGANIZATIONS THAT FOLLOW THE MISSION OF THE ORGANIZATION PER THE ORGANIZING DOCUMENTS. THE ORGANIZATIONS WERE OHIO VETERANS HOME SANDUSKY THAT IS A GOVERNMENT ORGANIZATION PROVIDING CARE AND HOUSING FOR US VETERANS AND SERVING OUR SENIORS, A CHARITABLE ORGANIZATION, THAT PROVIDES SERVICES TO SENIOR CITIZENS IN THE GEOGRAPHIC AREA REPRESENTED BY OUR FORMER MEMBERS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER EXPENSES 23 TOTAL 23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO FOSTER UNDERSTANDING OF THE RELATIONSHIPS AND FUNCTIONS OF PROFESSIONALS WHO ADVISE INDIVIDUALS WITH RESPECT TO ESTATE PLANNING AND ENCOURAGE COOPERATION OF INDIVIDUALS IN VARIOUS RELATED DISCIPLINES. SERVICES ARE PROVIDED PRIMARILY TO SENIORS ALTHOUGH NOT EXCLUSIVELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO FOSTER UNDERSTANDING OF THE RELATIONSHIPS AND FUNCTIONS OF PROFESSIONALS WHO ADVISE INDIVIDUALS WITH RESPECT TO ESTATE PLANNING AND ENCOURAGE COOPERATION OF INDIVIDUALS IN VARIOUS RELATED DISCIPLINES. SERVICES ARE PROVIDED PRIMARILY TO SENIORS ALTHOUGH NOT EXCLUSIVELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRIBUTE TO ORGANIZATIONS THAT SUPPORT SENIOR CITIZENS IN OUR COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN MULDOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04196682552
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTATE PLANNING COUNCIL NORTH COAST
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0341497063
ReturnHeader/Filer/PhoneNum04196682552
ReturnHeader/Filer/USAddress/AddressLine1Txt0257 BENEDICT AVENUE BUILDING D
ReturnHeader/Filer/USAddress/CityNm0NORWALK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044857
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341664586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAYNE NICKLES & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0257 BENEDICT AVENUE BLDG D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWALK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum04196682552
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A MULDOON EA CFP
ReturnHeader/ReturnTs02021-02-15T16:33:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MULDOON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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