Civic Intelligence

The Estate Planning Society

EIN 43-1169018 • 501(c)6 • Overland Park, KS

Profile

Provide education and information for the estate planning professionals in the kansas city area

6310 Lamar Ave Rm/Ste 110Overland Park, KS 66202

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

74th percentile

14%

Higher net margin than 74% 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

68th percentile

8.5%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

58th percentile

3.9%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,548

Up $5,789 (+8.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$73,548

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$40,050

Up $1,495 (+3.9%) from 2023

Expenses

Down

$34,262

Down $6,218 (-15%) from 2023

Net Income

Up

$5,788

Up $7,713 (+401%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$80K$60K$40K$20K$0Assets 2012: $35,755Liabilities 2012: $02012Assets 2013: $36,166Net Assets 2013: $36,1662013Assets 2014: $31,912Net Assets 2014: $31,9122014Assets 2018: $37,899Liabilities 2018: $02018Assets 2019: $31,940Net Assets 2019: $31,9402019Assets 2020: $52,354Net Assets 2020: $52,3542020Assets 2021: $58,239Liabilities 2021: $02021Assets 2022: $69,684Net Assets 2022: $69,6842022Assets 2023: $67,759Liabilities 2023: $02023Assets 2024: $73,548Net Assets 2024: $73,5482024

Highlighted filing

2024

Assets$73,548
Liabilities-
Net Assets$73,548
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $51,832Expenses 2012: $33,705Net Income 2012: $18,1272012Revenue 2013: $41,825Expenses 2013: $41,414Net Income 2013: $4112013Revenue 2014: $45,625Expenses 2014: $49,879Net Income 2014: -$4,2542014Revenue 2018: $42,543Expenses 2018: $37,281Net Income 2018: $5,2622018Revenue 2019: $44,259Expenses 2019: $50,219Net Income 2019: -$5,9602019Revenue 2020: $54,966Expenses 2020: $34,551Net Income 2020: $20,4152020Revenue 2021: $30,625Expenses 2021: $20,517Net Income 2021: $10,1082021Revenue 2022: $33,815Expenses 2022: $22,370Net Income 2022: $11,4452022Revenue 2023: $38,555Expenses 2023: $40,480Net Income 2023: -$1,9252023Revenue 2024: $40,050Expenses 2024: $34,262Net Income 2024: $5,7882024

Highlighted filing

2024

Revenue$40,050
Expenses$34,262
Net Income$5,788
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$73,548
Liabilities
-
Net assets
$73,548
Revenue
$40,050
Expenses
$34,262
Net income
$5,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.5$73.5$40.1$34.3$5.79
2023Summary only. Only limited summary data is available for this year.$67.8$0.00$38.6$40.5$1.93
2022Detailed filing. Detailed filing data is available for this year.$69.7$69.7$33.8$22.4$11.4
2021Summary only. Only limited summary data is available for this year.$58.2$0.00$30.6$20.5$10.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.4$52.4$55.0$34.6$20.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$31.9$44.3$50.2$5.96
2018Summary only. Only limited summary data is available for this year.$37.9$0.00$42.5$37.3$5.26
2014Detailed filing. Detailed filing data is available for this year.$31.9$31.9$45.6$49.9$4.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$36.2$41.8$41.4$0.41
2012Summary only. Only limited summary data is available for this year.$35.8$0.00$51.8$33.7$18.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
May 21, 2025
Return Version
2023v6.0
Gross Receipts
$40,050
Mission and Program Overview

Mission

Provide education and information for the estate planning professionals in kansas city area

Provide education and information for the estate planning professionals in the kansas city area

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS FOR MEMBERS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA EINCKPresident-$0--
KEVIN PETRACEKVice Preside-$0--
JORDAN O'GRADYSecretary-$0--
CHRISTI PRIBULAAssistant Se-$0--
Filing and Contact Details

Filer

Filer Name
The Estate Planning Society
EIN
43-1169018
Phone
9138317000
Address
6310 LAMAR AVE RM/STE 110, OVERLAND PARK, KS 66202

Signing Officer

Name
Brenda Einck
Title
President
Phone
9138317000
Signed
2025-05-21

Preparer

Firm
HIGDON & HALE CPA'S PC
Address
6310 LAMAR AVE STE 110, OVERLAND PARK, KS 66202-4284
Preparer
John P Martin
Phone
9138317000
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item B

“Additional information was received after original filing. This amendment corrects this.”

Form 990-ez, Part I, Line 16

“Expenses bank charges 132 meeting expenses 32,274 director expense 58 total 32,464”

Form 990-ez, Part III

“Provide education and information for the estate planning professionals in the kansas city area”

Raw XML Appendix97 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HIGDON & HALE CPAS PC
IRS990EZ/BooksInCareOfDetail/PhoneNum09138317000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06310 LAMAR SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OVERLAND PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd066202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067760
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073548
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05788
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01798
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067760
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073548
IRS990EZ/GrossReceiptsAmt040050
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067760
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073548
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067760
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073548
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENDA EINCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN PETRACEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JORDAN O'GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTI PRIBULA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032464
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION AND INFORMATION FOR THE ESTATE PLANNING PROFESSIONALS IN THE KANSAS CITY AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS FOR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034262
IRS990EZ/TotalRevenueAmt040050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADDITIONAL INFORMATION WAS RECEIVED AFTER ORIGINAL FILING. THIS AMENDMENT CORRECTS THIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 132 MEETING EXPENSES 32,274 DIRECTOR EXPENSE 58 TOTAL 32,464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE EDUCATION AND INFORMATION FOR THE ESTATE PLANNING PROFESSIONALS IN THE KANSAS CITY AREA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA EINCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09138317000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ESTATE PLANNING SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0431169018
ReturnHeader/Filer/PhoneNum09138317000
ReturnHeader/Filer/USAddress/AddressLine1Txt06310 LAMAR AVE RM/STE 110
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431530865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIGDON & HALE CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06310 LAMAR AVE STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0662024284
ReturnHeader/PreparerPersonGrp/PhoneNum09138317000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P MARTIN
ReturnHeader/ReturnTs02025-05-21T21:28:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits