Civic Intelligence

Dupage County Estate Planning Council

EIN 36-3371932 • 501(c)6 • Chicago, IL

Profile

Providing informed guidance in the creation, conservation and distribution of estates.

1018 W MADISON STREET Suite 9Chicago, IL 60607

dpestateplan.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

9.7%

Faster asset growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-1.6%

Faster revenue growth than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$80,727

Up $7,170 (+9.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$80,727

Up $7,170 (+9.7%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin73rd percentile

Revenue

Down

$53,055

Down $846 (-1.6%) from 2023

Expenses

Down

$45,885

Down $8,295 (-15%) from 2023

Net Income

Up

$7,170

Up $7,449 (+2670%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$100K$50K$0Assets 2018: $0Net Assets 2018: $67,3302018Assets 2023: $73,557Liabilities 2023: $0Net Assets 2023: $73,5572023Assets 2024: $80,727Liabilities 2024: $0Net Assets 2024: $80,7272024

Highlighted filing

2024

Assets$80,727
Liabilities$0
Net Assets$80,727
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $51,905Expenses 2018: $46,344Net Income 2018: $5,5612018Revenue 2023: $53,901Expenses 2023: $54,180Net Income 2023: -$2792023Revenue 2024: $53,055Expenses 2024: $45,885Net Income 2024: $7,1702024

Highlighted filing

2024

Revenue$53,055
Expenses$45,885
Net Income$7,170
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,727
Liabilities
$0
Net assets
$80,727
Revenue
$53,055
Expenses
$45,885
Net income
$7,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$53.1$45.9$7.17
2023Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$53.9$54.2$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.00$67.3$51.9$46.3$5.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Gross Receipts
$63,980
Mission and Program Overview

Mission

Business Association of Estate Planning Professionals - Education and Networking

Providing informed guidance in the creation, conservation and distribution of estates.

Program Services

DescriptionGrantsExpenses
PROVIDING INFORMED GUIDANCE IN THE CREATION, CONSERVATION AND DISTRIBUTION OF ESTATES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SITRICK JD CFREPresident-$0--
MICHELE MORGAN CTFAVice President-$0--
JEFF CONRAD CPATreasurer-$0--
MICHAEL-ANNE PECK JD CTFASecretary-$0--
TONY OOMMEN CFPDirector-$0--
MAGGIE WOROIECKI BFADirectors-$0--
angela iaria jdDirector-$0--
natalie mchugh cpaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dupage County Estate Planning Council
EIN
36-3371932
In Care Of
% JEFF CONRAD CPA
Phone
7083380760
Address
1018 W MADISON STREET Suite 9, CHICAGO, IL 60607

Signing Officer

Name
Michael Sitrick
Title
President
Phone
7083380760
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
20940 S FRANKFORT SQUARE RD, FRANKFORT, IL 60423
Phone
7087996800
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 8

“Description:SPONSORSHIP EVENTS Amount:9500”

Form 990EZ Part I Line 8

“Description:YM CAREERS Amount:475”

Form 990EZ Part I Line 16

“Description:ADMINISTRATIVE SERVICES Amount:16250”

Form 990EZ Part I Line 16

“Description:ANNUAL LICENSE FEE Amount:11”

Form 990EZ Part I Line 16

“Description:SPONSORS GIFTS Amount:419”

Form 990EZ Part I Line 16

“Description:BOARD EXPENSES Amount:823”

Form 990EZ Part I Line 16

“Description:CFP EXPENSES Amount:703”

Form 990EZ Part I Line 16

“Description:CLE PROGRAM Amount:783”

Form 990EZ Part I Line 16

“Description:CPE ANNUAL FEE Amount:153”

Form 990EZ Part I Line 16

“Description:CREDIT CARD FEES Amount:1852”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:964”

Form 990EZ Part I Line 16

“Description:NAEPC DUES Amount:375”

Form 990EZ Part I Line 16

“Description:TELECONFERENCE Amount:174”

Form 990EZ Part I Line 16

“Description:BASICS COURSE Amount:961”

Form 990EZ Part I Line 16

“Description:DONATION-LAWYERS ASSISTANCE PROGRAM Amount:500”

Raw XML Appendix167 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF CONRAD CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07083380760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01018 W MADISON STREET SUITE 9
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0chicago
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073557
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07170
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073557
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080727
IRS990EZ/FundraisingGrossIncomeAmt06259
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063980
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047746
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073557
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073557
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SITRICK JD CFRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELE MORGAN CTFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF CONRAD CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL-ANNE PECK JD CTFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TONY OOMMEN CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAGGIE WOROIECKI BFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6angela iaria jd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7natalie mchugh cpa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt045885
IRS990EZ/OtherRevenueTotalAmt09975
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING INFORMED GUIDANCE IN THE CREATION, CONSERVATION AND DISTRIBUTION OF ESTATES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING INFORMED GUIDANCE IN THE CREATION, CONSERVATION AND DISTRIBUTION OF ESTATES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt010925
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4666
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045885
IRS990EZ/TotalRevenueAmt053055
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:SPONSORSHIP EVENTS Amount:9500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:YM CAREERS Amount:475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:ADMINISTRATIVE SERVICES Amount:16250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:ANNUAL LICENSE FEE Amount:11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:SPONSORS GIFTS Amount:419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BOARD EXPENSES Amount:823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CFP EXPENSES Amount:703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CLE PROGRAM Amount:783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CPE ANNUAL FEE Amount:153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:CREDIT CARD FEES Amount:1852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:INSURANCE Amount:964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:NAEPC DUES Amount:375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:TELECONFERENCE Amount:174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:BASICS COURSE Amount:961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:DONATION-LAWYERS ASSISTANCE PROGRAM Amount:500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SITRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07083380760
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUPAGE COUNTY ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0DUPA
ReturnHeader/Filer/EIN0363371932
ReturnHeader/Filer/InCareOfNm0% JEFF CONRAD CPA
ReturnHeader/Filer/PhoneNum07083380760
ReturnHeader/Filer/USAddress/AddressLine1Txt01018 W MADISON STREET Suite 9
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020940 S FRANKFORT SQUARE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/ReturnTs02025-09-17T12:38:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.