Civic Intelligence

Atlanta Estate Planning Council Inc C/O Laurie Page

EIN 58-1317666 • 501(c)6 • Conyers, GA

Profile

To provide educational and networking opportunities to its members.

PO Box 82614Conyers, GA 30012

www.atlantaestateplanningcouncil.com

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

41st percentile

-3.4%

Higher net margin than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

46th percentile

-3.2%

Faster asset growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-1.3%

Faster revenue growth than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$100,175

Down $3,331 (-3.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$100,175

Down $3,331 (-3.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$98,930

Down $1,296 (-1.3%) from 2024

Expenses

Down

$102,261

Down $3,606 (-3.4%) from 2024

Net Income

Up

-$3,331

Up $2,310 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2012: $92,896Liabilities 2012: $02012Assets 2013: $87,024Net Assets 2013: $87,0242013Assets 2014: $98,519Liabilities 2014: $33,200Net Assets 2014: $65,3192014Assets 2015: $67,307Liabilities 2015: $250Net Assets 2015: $67,0572015Assets 2016: $75,624Net Assets 2016: $75,6242016Assets 2017: $97,894Net Assets 2017: $97,8942017Assets 2018: $93,457Liabilities 2018: $1,250Net Assets 2018: $92,2072018Assets 2019: $93,876Net Assets 2019: $93,8762019Assets 2020: $95,436Net Assets 2020: $95,4362020Assets 2021: $143,940Net Assets 2021: $143,9402021Assets 2023: $109,147Net Assets 2023: $109,1472023Assets 2024: $103,506Net Assets 2024: $103,5062024Assets 2025: $100,175Net Assets 2025: $100,1752025

Highlighted filing

2025

Assets$100,175
Liabilities-
Net Assets$100,175
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $69,208Expenses 2012: $71,733Net Income 2012: -$2,5252012Revenue 2013: $76,215Expenses 2013: $82,087Net Income 2013: -$5,8722013Revenue 2014: $78,080Expenses 2014: $99,785Net Income 2014: -$21,7052014Revenue 2015: $90,301Expenses 2015: $88,563Net Income 2015: $1,7382015Revenue 2016: $95,949Expenses 2016: $87,382Net Income 2016: $8,5672016Revenue 2017: $95,818Expenses 2017: $73,548Net Income 2017: $22,2702017Revenue 2018: $93,558Expenses 2018: $99,245Net Income 2018: -$5,6872018Revenue 2019: $88,470Expenses 2019: $86,801Net Income 2019: $1,6692019Revenue 2020: $89,375Expenses 2020: $87,815Net Income 2020: $1,5602020Revenue 2021: $78,965Expenses 2021: $30,461Net Income 2021: $48,5042021Revenue 2023: $98,184Expenses 2023: $86,348Net Income 2023: $11,8362023Revenue 2024: $100,226Expenses 2024: $105,867Net Income 2024: -$5,6412024Revenue 2025: $98,930Expenses 2025: $102,261Net Income 2025: -$3,3312025

Highlighted filing

2025

Revenue$98,930
Expenses$102,261
Net Income-$3,331
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,175
Liabilities
-
Net assets
$100,175
Revenue
$98,930
Expenses
$102,261
Net income
-$3,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.99$1.02$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.00$1.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.98$0.86$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.79$0.30$0.49
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.89$0.88$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.88$0.87$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.94$0.99$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.96$0.74$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.96$0.87$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.90$0.89$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.33$0.65$0.78$1.00$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$0.76$0.82$0.06
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.69$0.72$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.0
Gross Receipts
$98,930
Mission and Program Overview

Mission

To provide educational and networking opportunities to its members.

Program Services

DescriptionGrantsExpenses
CONDUCTED EDUCATIONAL SEMINARS COVERING A WIDE RANGE OF ESTATE PLANNING TOPICS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE PAGE2025 Executi-$0--
KIM CIVINSPast Preside-$0--
VELENA BERNYPresident-$0--
CHRIS BENNERVice Preside-$0--
NANDY MILLNERSecretary-$0--
FREDERICK GLASS JRTreasurer-$0--
LYNETTE RICKMANExecutive DiFT$0--
JOHN ELLARDDirector-$0--
MIKE DEVINEDirector-$0--
CHRISTOPHER STEELEDirector-$0--
JAMES UNDERWODDirector-$0--
RACHEL CARMELDirector-$0--
BRENT EDENDirector-$0--
MICHAEL COVINGTONDirector-$0--
ELIZABETH FAISTDirector-$0--
DAVID HERNDirector-$0--
JENNIFER ODOMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Atlanta Estate Planning Council Inc
EIN
58-1317666
Phone
7707146354
Address
PO BOX 82614, CONYERS, GA 30012

Signing Officer

Name
Laurie Page
Title
2025 Executive Director
Phone
7707146354
Signed
2025-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Whaley Hammonds Pc
Address
1100 KEYS FERRY CT, MCDONOUGH, GA 30253
Preparer
Audrey L Lynch
Phone
7709141040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Meeting revenues 4,125 total 4,125”

Form 990-ez, Part I, Line 16

“Expenses conference expenses 13,626 banquet expenses 59,404 fall social 3,815 bank fees 4,243 other operating expenses 5,507 charitable contributions 158 total 86,753”

Form 990-ez, Part III

“To provide educational and networking opportunities to its members.”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07707146354
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 82614
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VELENA BERNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS BENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANDY MILLNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FREDERICK GLASS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LYNETTE RICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN ELLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE DEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRISTOPHER STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JAMES UNDERWOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11RACHEL CARMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BRENT EDEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15DAVID HERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16JENNIFER ODOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt02025 EXECUTI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086753
IRS990EZ/OtherRevenueTotalAmt04125
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES TO ITS MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt02433
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED EDUCATIONAL SEMINARS COVERING A WIDE RANGE OF ESTATE PLANNING TOPICS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102261
IRS990EZ/TotalRevenueAmt098930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATLANTAESTATEPLANNINGCOUNCIL.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING REVENUES 4,125 TOTAL 4,125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCE EXPENSES 13,626 BANQUET EXPENSES 59,404 FALL SOCIAL 3,815 BANK FEES 4,243 OTHER OPERATING EXPENSES 5,507 CHARITABLE CONTRIBUTIONS 158 TOTAL 86,753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES TO ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE PAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02025 EXECUTIVE DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07707146354
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LAURIE PAGE
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
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ReturnHeader/Filer/PhoneNum07707146354
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030253
ReturnHeader/PreparerPersonGrp/PhoneNum07709141040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUDREY L LYNCH
ReturnHeader/ReturnTs02025-09-03T16:33:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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