Civic Intelligence

Chicago Estate Planning Council

EIN 36-6112867 • 501(c)6 • Chicago, IL

Profile

Foster an understanding among estate planning specialists from different disciplines through education and networking events and encouraging the highest standards of professional and ethical conduct.

330 N Wabash Avenue 2000Chicago, IL 60611-4267

www.cepcweb.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.12x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Assets

Down

$497,257

Down $8,014 (-1.6%) from 2024

Liabilities

Down

$65,214

Down $9,779 (-13%) from 2024

Net Assets

Up

$432,043

Up $1,765 (+0.4%) from 2024

Revenue

Down

$534,365

Down $25,587 (-4.6%) from 2024

Expenses

Down

$532,600

Down $480 (-0.1%) from 2024

Net Income

Down

$1,765

Down $25,107 (-93%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $156,286Liabilities 2016: $19,264Net Assets 2016: $137,0222016Assets 2017: $152,852Liabilities 2017: $23,685Net Assets 2017: $129,1672017Assets 2018: $212,262Liabilities 2018: $64,672Net Assets 2018: $147,5902018Assets 2019: $149,763Liabilities 2019: $922Net Assets 2019: $148,8412019Assets 2020: $197,512Liabilities 2020: $5,743Net Assets 2020: $191,7692020Assets 2021: $290,178Liabilities 2021: $41,065Net Assets 2021: $249,1132021Assets 2022: $383,359Liabilities 2022: $28,096Net Assets 2022: $355,2632022Assets 2023: $468,265Liabilities 2023: $64,859Net Assets 2023: $403,4062023Assets 2024: $505,271Liabilities 2024: $74,993Net Assets 2024: $430,2782024Assets 2025: $497,257Liabilities 2025: $65,214Net Assets 2025: $432,0432025

Highlighted filing

2025

Assets$497,257
Liabilities$65,214
Net Assets$432,043

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $346,799Expenses 2016: $342,694Net Income 2016: $4,1052016Revenue 2017: $346,322Expenses 2017: $355,367Net Income 2017: -$9,0452017Revenue 2018: $375,509Expenses 2018: $357,086Net Income 2018: $18,4232018Revenue 2019: $398,941Expenses 2019: $397,690Net Income 2019: $1,2512019Revenue 2020: $402,748Expenses 2020: $359,820Net Income 2020: $42,9282020Revenue 2021: $296,938Expenses 2021: $239,594Net Income 2021: $57,3442021Revenue 2022: $392,848Expenses 2022: $286,698Net Income 2022: $106,1502022Revenue 2023: $470,232Expenses 2023: $422,089Net Income 2023: $48,1432023Revenue 2024: $559,952Expenses 2024: $533,080Net Income 2024: $26,8722024Revenue 2025: $534,365Expenses 2025: $532,600Net Income 2025: $1,7652025

Highlighted filing

2025

Revenue$534,365
Expenses$532,600
Net Income$1,765

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.5
Gross Receipts
$534,365
Mission and Program Overview

Mission

Foster an understanding among estate planning specialists from different disciplines through education and networking events and encouraging the highest standards of professional and ethical conduct.

Foster an understanding among estate planning specialists from different disciplines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$403,481$422,358▲ $18,877
Cash and Non-Interest-Bearing Accounts$79,425$67,476▼ $11,949
Prepaid Expenses and Deferred Charges$22,000$6,823▼ $15,177
Accounts Receivable$365$600▲ $235
Total Assets$505,271$497,257▼ $8,014
Liabilities
Deferred Revenue$41,555$60,950▲ $19,395
Accounts Payable and Accrued Expenses$33,438$4,264▼ $29,174
Total Liabilities$74,993$65,214▼ $9,779
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,278$432,043▲ $1,765
Total Net Assets Fund Balance$430,278$432,043▲ $1,765
Total Liabilities and Net Assets / Fund Balance$505,271$497,257▼ $8,014
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathryn H GarlowImmediate Past President
Lisa MickaPresident
Paige GoepfertVice President
Afton GauronDirector
Christine QuigleyDirector
Erica LordDirector
Leigh HarterDirector
Molly GronDirector
Raymond PratherDirector
Reetu PepoffDirector
Steve KrizDirector
Tadd LindsayDirector
Kathleen CallahanExecutive Director (smithb
Tony OommenSecretary
Rebecca JuhantTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Smithbucklin CorporationManagement Services330 N WABASH AVENUE SUITE 2000, Chicago, IL 60611$281,150
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$512,839
Investment Income
$18,876
Other Revenue
$2,650
Change in Net Assets
$1,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$534,365
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$534,365
Total Revenue per Form 990
$534,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$532,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$281,150
Conferences and Meetings---$165,160
Fees for Services Other---$16,929
All Other Expenses---$13,155
Fees for Services Accounting---$11,250
Office Expenses---$11,203
Other Expenses---$9,858
Insurance---$4,204
Total Functional Expenses$0$0$0$532,600

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$532,600
Total Expenses per Audited Statements$532,600
Total Expenses per Form 990$532,600
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The council has delegated the management of its daily operations to smithbucklin corporation (smithbucklin) in chicago. Smithbucklin is a management company which manages all aspects of the council in accordance with the council's bylaws and policies. Operations may include, but are not limited to administration, membership, finance and accounting, event planning, education, marketing, and information technology. Smithbucklin employees provide these services.

Form 990, Part VI, Section A, Line 6

The council has several classes of membership which include: regular, associate, senior, student, retired, and honorary. Each regular, retired, and senior member is entitled to one vote each on each matter submitted to a vote of the members.

Form 990, Part VI, Section A, Line 7A

The board of directors is elected by the council's regular, retired, and senior members.

Form 990, Part VI, Section A, Line 7B

The amendment of the council's bylaws must be approved by a vote of two-thirds of the council's regular, retired, and senior members constituting a quorum.

Form 990, Part VI, Section B, Line 11B

The council's 990 is prepared by independent accountants and reviewed by the council's management and board of directors prior to filing.

Form 990, Part VI, Section C, Line 19

The council makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Chicago Estate Planning Council
EIN
36-6112867
Phone
3126446610
Address
330 N WABASH AVENUE 2000, CHICAGO, IL 60611-4267

Signing Officer

Name
Carrie Wall
Title
Executive Director
Phone
3126446610
Signed
2026-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Wall
Formed
1977
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
40

Preparer

Firm
Selden Fox Ltd
Address
ONE PARKVIEW PLAZA SUITE 710, OAKBROOK TERRACE, IL 60181
Preparer
Robert G Wujek
Phone
6309541400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The council's board of directors is responsible for the oversight of the audit and selection of an independent accountant. This process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

The council follows the financial accounting standards board requirements for accounting for uncertain tax positions and has determined they are not required to record a liability for any such positions.

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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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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0LUNCHEON MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL OUTING
IRS990/ProgramServiceRevenueGrp/Desc3COURSES & WORKSHOPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0212495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1145614
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt270765
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt360890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0212495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145614
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt270765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt360890
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020697
IRS990/PYOtherExpensesAmt0533080
IRS990/PYOtherRevenueAmt02250
IRS990/PYProgramServiceRevenueAmt0537005
IRS990/PYRevenuesLessExpensesAmt026872
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0533080
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0559952
IRS990/ReconcilationRevenueExpnssAmt01765
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0403481
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0422358
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0532600
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0534365
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COUNCIL FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY ARE NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0532600
IRS990ScheduleD/TotalRevenuePerForm990Amt0534365
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0534365
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0532600
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COUNCIL HAS DELEGATED THE MANAGEMENT OF ITS DAILY OPERATIONS TO SMITHBUCKLIN CORPORATION (SMITHBUCKLIN) IN CHICAGO. SMITHBUCKLIN IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE COUNCIL IN ACCORDANCE WITH THE COUNCIL'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, EVENT PLANNING, EDUCATION, MARKETING, AND INFORMATION TECHNOLOGY. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COUNCIL HAS SEVERAL CLASSES OF MEMBERSHIP WHICH INCLUDE: REGULAR, ASSOCIATE, SENIOR, STUDENT, RETIRED, AND HONORARY. EACH REGULAR, RETIRED, AND SENIOR MEMBER IS ENTITLED TO ONE VOTE EACH ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS ELECTED BY THE COUNCIL'S REGULAR, RETIRED, AND SENIOR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AMENDMENT OF THE COUNCIL'S BYLAWS MUST BE APPROVED BY A VOTE OF TWO-THIRDS OF THE COUNCIL'S REGULAR, RETIRED, AND SENIOR MEMBERS CONSTITUTING A QUORUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COUNCIL'S 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS AND REVIEWED BY THE COUNCIL'S MANAGEMENT AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COUNCIL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COUNCIL'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0505271
IRS990/TotalAssetsEOYAmt0497257
IRS990/TotalAssetsGrp/BOYAmt0505271
IRS990/TotalAssetsGrp/EOYAmt0497257
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0532600
IRS990/TotalGrossUBIAmt02650
IRS990/TotalLiabilitiesBOYAmt074993
IRS990/TotalLiabilitiesEOYAmt065214
IRS990/TotalLiabilitiesGrp/BOYAmt074993
IRS990/TotalLiabilitiesGrp/EOYAmt065214
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430278
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0432043
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt023075
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt023075
IRS990/TotalProgramServiceRevenueAmt0512839
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018876
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0512839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0534365
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02650
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0505271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0497257
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 N WABASH AVENUE 2000
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0606114267
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.CEPCWEB.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE WALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126446610
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHICAGO ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0366112867
ReturnHeader/Filer/PhoneNum03126446610
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 N WABASH AVENUE 2000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606114267
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362985770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELDEN FOX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PARKVIEW PLAZA SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060181
ReturnHeader/PreparerPersonGrp/PhoneNum06309541400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G WUJEK
ReturnHeader/ReturnTs02026-02-18T15:43:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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