Civic Intelligence

Washington DC Estate Planning Council

990EZ • Fiscal year 2017 • EIN 52-1065720

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

PO Box 5153Arlington, VA 22205

(703) 532-8778

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$130,190

Up $15,202 (+13%) from 2016

Net Assets

Up

$130,190

Up $15,202 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$118,427

Up $16,143 (+16%) from 2016

Expenses

Up

$103,044

Up $16,994 (+20%) from 2016

Net Income

Down

$15,383

Down $851 (-5.2%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $85,946Liabilities 2011: $0Net Assets 2011: $85,9462011Assets 2012: $100,700Liabilities 2012: $02012Assets 2013: $108,541Liabilities 2013: $02013Assets 2014: $106,174Liabilities 2014: $0Net Assets 2014: $106,1742014Assets 2015: $98,563Liabilities 2015: $0Net Assets 2015: $98,5632015Assets 2016: $114,988Liabilities 2016: $0Net Assets 2016: $114,9882016Assets 2017: $130,190Liabilities 2017: $0Net Assets 2017: $130,1902017Assets 2018: $160,491Liabilities 2018: $0Net Assets 2018: $160,4912018Assets 2019: $190,930Liabilities 2019: $0Net Assets 2019: $190,9302019Assets 2020: $219,440Liabilities 2020: $0Net Assets 2020: $219,4402020Assets 2021: $246,374Liabilities 2021: $0Net Assets 2021: $246,3742021Assets 2022: $260,388Liabilities 2022: $0Net Assets 2022: $260,3882022Assets 2023: $283,345Liabilities 2023: $0Net Assets 2023: $283,3452023Assets 2024: $294,632Liabilities 2024: $0Net Assets 2024: $294,6322024Assets 2025: $349,286Liabilities 2025: $0Net Assets 2025: $349,2862025

Highlighted filing

2017

Assets$130,190
Liabilities$0
Net Assets$130,190

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $84,046Expenses 2011: $70,968Net Income 2011: $13,0782011Revenue 2012: $76,561Expenses 2012: $61,807Net Income 2012: $14,7542012Revenue 2013: $76,649Expenses 2013: $68,808Net Income 2013: $7,8412013Revenue 2014: $80,648Expenses 2014: $83,015Net Income 2014: -$2,3672014Revenue 2015: $87,933Expenses 2015: $95,361Net Income 2015: -$7,4282015Revenue 2016: $102,284Expenses 2016: $86,050Net Income 2016: $16,2342016Revenue 2017: $118,427Expenses 2017: $103,044Net Income 2017: $15,3832017Revenue 2018: $121,132Expenses 2018: $89,973Net Income 2018: $31,1592018Revenue 2019: $122,453Expenses 2019: $92,176Net Income 2019: $30,2772019Revenue 2020: $109,863Expenses 2020: $81,475Net Income 2020: $28,3882020Revenue 2021: $90,766Expenses 2021: $63,905Net Income 2021: $26,8612021Revenue 2022: $114,216Expenses 2022: $98,490Net Income 2022: $15,7262022Revenue 2023: $184,021Expenses 2023: $161,529Net Income 2023: $22,4922023Revenue 2024: $162,850Expenses 2024: $152,039Net Income 2024: $10,8112024Revenue 2025: $231,139Expenses 2025: $176,914Net Income 2025: $54,2252025

Highlighted filing

2017

Revenue$118,427
Expenses$103,044
Net Income$15,383
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$142,687
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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. IN ADDITION TO AN ANNUAL MEETING, FOUR OR FIVE MEETINGS ARE HELD ANNUALLY, EACH OF WHICH INCLUDES AN EDUCATIONAL PROGRAM.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBAN SALAMANPresident-$0--
JASON WILLIAMSVice President-$0--
VIRGINIA CHEUNGTreasurer-$0--
ELIZABETH CARROTT MINNIGHSecretary-$0--
DAVID BRADTDirector-$0--
MELINDA MERKDirector-$0--
SARAH JOHNSONDirector-$0--
PAMELA SHORTALDirector-$0--
LOGAN WINNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,457$25,457$2,545$22,912
Total Events$25,457$25,457$24,260$1,197
Filing and Contact Details

Filer

Filer Name
Washington Dc Estate Planning Council
EIN
52-1065720
Phone
7035328778
Address
PO BOX 5153, ARLINGTON, VA 22205

Signing Officer

Name
Elizabeth Carrott Minnigh
Title
Treasurer
Phone
7035328778
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Squire Lemkin Company Llp
Address
111 ROCKVILLE PIKE SUITE 475, ROCKVILLE, MD 20850
Preparer
Tracy M Morey
Phone
3014246800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest/dividend. Amount: 1,053.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: board meetings. Amount: 1,301. Description: communications. Amount: 1,600. Description: gifts and contributions. Amount: 330. Description: insurance premiums. Amount: 2,279. Description: regular and annual meeting expenses. Amount: 44,960. Description: membership recruit/retain. Amount: 2,425. Description: internet, phone, and fax. Amount: 389. Description: management services. Amount: 33,278. Description: naepc dues and annual meeting. Amount: 11,395. Description: corporate filings. Amount: 209. Description: bank charges and merchant fees. Amount: 3,216. Description: miscellaneous. Amount: 1,586. Total to form 990-ez, line 16: 102,968.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss. Amount: -181.

Raw XML Appendix162 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/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALBAN SALAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIRGINIA CHEUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH CARROTT MINNIGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID BRADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELINDA MERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAMELA SHORTAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LOGAN WINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-181
IRS990EZ/OtherExpensesTotalAmt0102968
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramServiceRevenueAmt050864
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEWS 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. IN ADDITION TO AN ANNUAL MEETING, FOUR OR FIVE MEETINGS ARE HELD ANNUALLY, EACH OF WHICH INCLUDES AN EDUCATIONAL PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt024260
IRS990EZ/SpecialEventsNetIncomeLossAmt01197
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0103044
IRS990EZ/TotalRevenueAmt0118427
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WDCEPC.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024260
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025457
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02545
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt021715
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt021715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST/DIVIDEND. AMOUNT: 1,053.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,301. DESCRIPTION: COMMUNICATIONS. AMOUNT: 1,600. DESCRIPTION: GIFTS AND CONTRIBUTIONS. AMOUNT: 330. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 2,279. DESCRIPTION: REGULAR AND ANNUAL MEETING EXPENSES. AMOUNT: 44,960. DESCRIPTION: MEMBERSHIP RECRUIT/RETAIN. AMOUNT: 2,425. DESCRIPTION: INTERNET, PHONE, AND FAX. AMOUNT: 389. DESCRIPTION: MANAGEMENT SERVICES. AMOUNT: 33,278. DESCRIPTION: NAEPC DUES AND ANNUAL MEETING. AMOUNT: 11,395. DESCRIPTION: CORPORATE FILINGS. AMOUNT: 209. DESCRIPTION: BANK CHARGES AND MERCHANT FEES. AMOUNT: 3,216. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,586. TOTAL TO FORM 990-EZ, LINE 16: 102,968.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS. AMOUNT: -181.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH CARROTT MINNIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07035328778
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON DC ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0521065720
ReturnHeader/Filer/PhoneNum07035328778
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5153
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F0F6415F56C8C2D0863510751EE7B79E35DB7E18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F0F6415F56C8C2D0863510751EE7B79E35DB7E18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.102.178
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:14:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522041603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE LEMKIN COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 ROCKVILLE PIKE SUITE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03014246800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY M MOREY
ReturnHeader/ReturnTs02017-11-15T08:25:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.00$3.49$2.31$1.77$0.54
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.63$1.52$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.84$1.62$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$1.14$0.98$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.91$0.64$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.10$0.81$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.22$0.92$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.21$0.90$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.18$1.03$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.02$0.86$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.88$0.95$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.81$0.83$0.02
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.77$0.69$0.08
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.77$0.62$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.84$0.71$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits