Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2014 • EIN 52-1065720
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Assets
Down$106,174
Down $2,367 (-2.2%) from 2013
Net Assets
$106,174
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2013
Revenue
Up$80,648
Up $3,999 (+5.2%) from 2013
Expenses
Up$83,015
Up $14,207 (+21%) from 2013
Net Income
Down-$2,367
Down $10,208 (-130%) from 2013
The washington, d.c.estate planning council is organized to help its members render the highest possible service to the public; to acquaint those in need of estate planning with the advantages it offers; to provide to the members a forum for the discussion of such topics; to foster intelligent understanding of the proper relationship each participating group bears to the others; and to promote acquaintance and cooperation among the participating groups; all to the end that the clients or customers of the members and the general public may better be served. A number of educational meetings are held throughout the year for members and their guests, as well as an annual membership meeting. News and updates on relevant planning topics and a membership directory are made available to members via a website and social media outlets maintained by the organization.
The washington, d.c.estate planning council is organized to help its members render the highest possible service to the public; to acquaint those in need of estate planning with the advantages it offers; to provide to the members a forum for the discussion of such topics; to fosterintelligent understanding of the proper relationship each participating group bears to the others; and to promote acquaintance and cooperation amongthe participating groups; all to the end that the clients or customersof the members and the general public may better be served. A number ofeducational meetings are held throughout the year for members and theirguests, as well as an annual membership meeting. A newsletter ispublished periodically and membership directory is produced annually.
| Description | Grants | Expenses |
|---|---|---|
| A PERIODIC NEWSLETTER AND A MEMBERSHIP DIRECTORY AREPUBLISHED. IN ADDITION TO AN ANNUAL MEETING, FOUR OR FIVE MEETINGS ARE HELD ANNUALLY, EACH OF WHICH INCLUDES AN EDUCATIONAL PROGRAM. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GORDON KIMPEL | Director | - | $0 | - | - |
| KATHRYN NELSON | President | - | $0 | - | - |
| JEANNE NEWLON | Vice President | - | $0 | - | - |
| RONALD RECHT | Director | - | $0 | - | - |
| JASON WILLIAMS | Director | - | $0 | - | - |
| PAMELA GSHORTAL | Treasurer | - | $0 | - | - |
| ADRIENNE NELSON | Director | - | $0 | - | - |
| ALBAN SALAMAN | Secretary | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $17,136 | $17,136 | - | $17,136 |
| Total Events | $17,136 | $17,136 | $9,498 | $7,638 |
“Description: interest/dividend. Amount: 800.”
“Description: board meetings. Amount: 602. Description: communications. Amount: 5,238. Description: gifts and contributions. Amount: 213. Description: insurance premiums. Amount: 2,271. Description: regular and annual meeting expenses. Amount: 37,562. Description: membership recruit/retain. Amount: 6,262. Description: internet, phone, and fax. Amount: 378. Description: management services. Amount: 20,513. Description: naepc dues and annual meeting. Amount: 4,454. Description: corporate filings. Amount: 445. Description: bank charges. Amount: 21. Description: committee events/meetings. Amount: 1,465. Description: gala anniversary expense. Amount: 10. Description: program development. Amount: 3,533. Total to form 990-ez, line 16: 82,967.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | DINA LAND |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7035328778 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO BOX 5153 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | ARLINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 22205 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 108541 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 106174 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2367 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 108541 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 106174 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 17136 |
| IRS990EZ/GrossReceiptsAmt | 0 | 90146 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 800 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 56536 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 108541 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 106174 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 108541 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 106174 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GORDON KIMPEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KATHRYN NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEANNE NEWLON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RONALD RECHT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JASON WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PAMELA GSHORTAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ADRIENNE NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ALBAN SALAMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 82967 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE WASHINGTON, D.C.ESTATE PLANNING COUNCIL IS ORGANIZED TO HELP ITS MEMBERS RENDER THE HIGHEST POSSIBLE SERVICE TO THE PUBLIC; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES IT OFFERS; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTERINTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP EACH PARTICIPATING GROUP BEARS TO THE OTHERS; AND TO PROMOTE ACQUAINTANCE AND COOPERATION AMONGTHE PARTICIPATING GROUPS; ALL TO THE END THAT THE CLIENTS OR CUSTOMERSOF THE MEMBERS AND THE GENERAL PUBLIC MAY BETTER BE SERVED. A NUMBER OFEDUCATIONAL MEETINGS ARE HELD THROUGHOUT THE YEAR FOR MEMBERS AND THEIRGUESTS, AS WELL AS AN ANNUAL MEMBERSHIP MEETING. A NEWSLETTER ISPUBLISHED PERIODICALLY AND MEMBERSHIP DIRECTORY IS PRODUCED ANNUALLY. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 48 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 15674 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | A PERIODIC NEWSLETTER AND A MEMBERSHIP DIRECTORY AREPUBLISHED. IN ADDITION TO AN ANNUAL MEETING, FOUR OR FIVE MEETINGS ARE HELD ANNUALLY, EACH OF WHICH INCLUDES AN EDUCATIONAL PROGRAM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 9498 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 7638 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 83015 |
| IRS990EZ/TotalRevenueAmt | 0 | 80648 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WDCEPC.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 9498 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 17136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 17136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 17136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 17136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 7638 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 9498 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 9498 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST/DIVIDEND. AMOUNT: 800. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: BOARD MEETINGS. AMOUNT: 602. DESCRIPTION: COMMUNICATIONS. AMOUNT: 5,238. DESCRIPTION: GIFTS AND CONTRIBUTIONS. AMOUNT: 213. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 2,271. DESCRIPTION: REGULAR AND ANNUAL MEETING EXPENSES. AMOUNT: 37,562. DESCRIPTION: MEMBERSHIP RECRUIT/RETAIN. AMOUNT: 6,262. DESCRIPTION: INTERNET, PHONE, AND FAX. AMOUNT: 378. DESCRIPTION: MANAGEMENT SERVICES. AMOUNT: 20,513. DESCRIPTION: NAEPC DUES AND ANNUAL MEETING. AMOUNT: 4,454. DESCRIPTION: CORPORATE FILINGS. AMOUNT: 445. DESCRIPTION: BANK CHARGES. AMOUNT: 21. DESCRIPTION: COMMITTEE EVENTS/MEETINGS. AMOUNT: 1,465. DESCRIPTION: GALA ANNIVERSARY EXPENSE. AMOUNT: 10. DESCRIPTION: PROGRAM DEVELOPMENT. AMOUNT: 3,533. TOTAL TO FORM 990-EZ, LINE 16: 82,967. |
| 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 |
| 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 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALBAN SALAMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7035328778 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | WASHINGTON DC ESTATE PLANNING COUNCIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WASH |
| ReturnHeader/Filer/EIN | 0 | 521065720 |
| ReturnHeader/Filer/PhoneNum | 0 | 7035328778 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 5153 |
| ReturnHeader/Filer/USAddress/City | 0 | ARLINGTON |
| ReturnHeader/Filer/USAddress/State | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 22205 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522041603 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | SQUIRE LEMKIN COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 111 ROCKVILLE PIKE SUITE 475 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | ROCKVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 20850 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3014246800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CLINT LEHMAN |
| ReturnHeader/ReturnTs | 0 | 2014-11-10T11:50:16-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.