Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Sioux Falls Estate Planning Council Inc
EIN 46-0400553 • 501(c)6 • Sioux Falls, SD
Profile
To promote estate planning education
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.03x
Liabilities / Revenue
69th percentile
Higher debt load relative to revenue than 69% of similar nonprofits.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$100,924
Down $5,431 (-5.1%) from 2024
Liabilities
Down$3,308
Down $1,523 (-32%) from 2024
Net Assets
Down$97,616
Down $3,908 (-3.8%) from 2024
Revenue
Down$90,568
Down $4,229 (-4.5%) from 2024
Expenses
Down$94,476
Down $4,394 (-4.4%) from 2024
Net Income
Up-$3,908
Up $165 (+4.1%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $100,924
- Liabilities
- $3,308
- Net assets
- $97,616
- Revenue
- $90,568
- Expenses
- $94,476
- Net income
- -$3,908
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2024 to May 31, 2025
- Signed
- Sep 16, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $90,568
Mission and Program Overview
Mission
To promote estate planning education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE MONTHLY MEETINGS TO THE MEMBERSHIP WITH VARIOUS QUALIFIED SPEAKERS IN THE VARIOUS AREAS OF ESTATE AND GIFT TAX PLANNING | $0 | $0 |
| PROVIDE A SPECIAL EDUCATIONAL PROGRAM THROUGH SIX MONTHLY CANNON ESTATE PLANNING TELECONFERENCE SERIES | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEATH OBERLOH | Director | - | $0 | - | - |
| CRAIG ADAMS | Director | - | $0 | - | - |
| JOSHUA BROWN | Director | - | $0 | - | - |
| MARY KOLSRUD | Director | - | $0 | - | - |
| JEFF SKINNER | Director | - | $0 | - | - |
| ERIK GILBERTSON | Immediate Past President | - | $0 | - | - |
| DEBORA GRUHN | Treasurer | - | $0 | - | - |
| SARA BAUS | Secretary | - | $0 | - | - |
| PETER SCOTT | President | - | $0 | - | - |
| RYAN WHITE | President Elect | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Sioux Falls Estate Planning Council Inc
- EIN
- 46-0400553
- Phone
- 6053611200
- Address
- PO BOX 550, SIOUX FALLS, SD 57101
Signing Officer
- Name
- Debora Gruhn
- Title
- Treasurer
- Phone
- 6053611200
- Signed
- 2025-09-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Brady Martz & Associates Pc
- Address
- 7001 S LYNCREST PLACE, SIOUX FALLS, SD 57108
- Preparer
- Trent R Prins
- Phone
- 6053611200
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 1,293.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administrator expense. Amount: 18,600. Description: conferences & meetings. Amount: 45,733. Description: insurance. Amount: 724. Description: speakers fees & expenses. Amount: 22,204. Description: bank & credit card fees. Amount: 3,248. Description: office supplies & software. Amount: 3,967. Total to form 990-ez, line 16: 94,476.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: prepaid expenses. Beg. Of year amount: 1,550. End of year amount: 9,753.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 4,831. End of year amount: 3,308.”
Raw XML Appendix155 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | IMMEDIATE PAST PRESIDENT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | PRESIDENT ELECT |
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| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE ESTATE PLANNING EDUCATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 21055 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE MONTHLY MEETINGS TO THE MEMBERSHIP WITH VARIOUS QUALIFIED SPEAKERS IN THE VARIOUS AREAS OF ESTATE AND GIFT TAX PLANNING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE A SPECIAL EDUCATIONAL PROGRAM THROUGH SIX MONTHLY CANNON ESTATE PLANNING TELECONFERENCE SERIES |
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| IRS990EZ/TotalRevenueAmt | 0 | 90568 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | SIOUXFALLSEPC.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,293. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATOR EXPENSE. AMOUNT: 18,600. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 45,733. DESCRIPTION: INSURANCE. AMOUNT: 724. DESCRIPTION: SPEAKERS FEES & EXPENSES. AMOUNT: 22,204. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 3,248. DESCRIPTION: OFFICE SUPPLIES & SOFTWARE. AMOUNT: 3,967. TOTAL TO FORM 990-EZ, LINE 16: 94,476. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,550. END OF YEAR AMOUNT: 9,753. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,831. END OF YEAR AMOUNT: 3,308. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TRENT R PRINS |
| ReturnHeader/ReturnTs | 0 | 2025-09-18T12:03:07-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-05-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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