Civic Intelligence

The Estate Planning Council

EIN 63-6065828 • 501(c)6 • Birmingham, AL

Profile

The organization's primary exempt purpose is to provide continuing professional education to area professionals. The organization also provides a forum for a discussion of estate tax planning techniques and educates the public regarding estate planning.

PO Box 1691Birmingham, AL 35201

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$16,150

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

94th percentile

84%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Up

$207,675

Up $26,081 (+14%) from 2023

Liabilities

Down

$0

Down $759 (-100%) from 2023

Net Assets

Up

$207,675

Up $26,840 (+15%) from 2023

Revenue

Up

$133,329

Up $60,798 (+84%) from 2023

Expenses

Up

$106,489

Up $20,032 (+23%) from 2023

Net Income

Up

$26,840

Up $40,766 (+293%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $36,005Liabilities 2013: $0Net Assets 2013: $36,0052013Assets 2014: $65,206Liabilities 2014: $0Net Assets 2014: $65,2062014Assets 2015: $68,885Liabilities 2015: $0Net Assets 2015: $68,8852015Assets 2016: $88,456Liabilities 2016: $0Net Assets 2016: $88,4562016Assets 2017: $93,402Liabilities 2017: $0Net Assets 2017: $93,4022017Assets 2018: $118,559Liabilities 2018: $0Net Assets 2018: $118,5592018Assets 2019: $143,430Liabilities 2019: $0Net Assets 2019: $143,4302019Assets 2020: $150,015Liabilities 2020: $0Net Assets 2020: $150,0152020Assets 2021: $173,274Liabilities 2021: $0Net Assets 2021: $173,2742021Assets 2022: $194,761Liabilities 2022: $0Net Assets 2022: $194,7612022Assets 2023: $181,594Liabilities 2023: $759Net Assets 2023: $180,8352023Assets 2024: $207,675Liabilities 2024: $0Net Assets 2024: $207,6752024

Highlighted filing

2024

Assets$207,675
Liabilities$0
Net Assets$207,675

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $65,155Expenses 2013: $61,747Net Income 2013: $3,4082013Revenue 2014: $74,980Expenses 2014: $45,779Net Income 2014: $29,2012014Revenue 2015: $53,504Expenses 2015: $49,825Net Income 2015: $3,6792015Revenue 2016: $79,261Expenses 2016: $59,690Net Income 2016: $19,5712016Revenue 2017: $71,134Expenses 2017: $66,188Net Income 2017: $4,9462017Revenue 2018: $97,438Expenses 2018: $72,281Net Income 2018: $25,1572018Revenue 2019: $77,524Expenses 2019: $52,653Net Income 2019: $24,8712019Revenue 2020: $53,774Expenses 2020: $47,189Net Income 2020: $6,5852020Revenue 2021: $59,398Expenses 2021: $36,139Net Income 2021: $23,2592021Revenue 2022: $89,302Expenses 2022: $67,815Net Income 2022: $21,4872022Revenue 2023: $72,531Expenses 2023: $86,457Net Income 2023: -$13,9262023Revenue 2024: $133,329Expenses 2024: $106,489Net Income 2024: $26,8402024

Highlighted filing

2024

Revenue$133,329
Expenses$106,489
Net Income$26,840

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$72,531
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide continuing professional education to area professionals. The organization also provides a forum for a discussion of estate tax planning techniques and educates the public regarding estate planning.

Program Services

DescriptionGrantsExpenses
The organization provides qualified CPE to members. It also sponsors an outreach program to the metro area, at no cost to the community, to educate the public on estate planning$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra SuddAdministratorPT$13,650-$13,650
Juanita SimsAdministratorPT$6,825-$6,825
Lynda J LewisPast President-$0--
Howard NeiswenderPresident-$0--
Kimberly ReynoldsVice President-$0--
Jeremy BurnsBoard Member-$0--
Jennifer Q GriffinBoard Member-$0--
J Winston BusbyBoard Member-$0--
Alexander JonesSecretary-$0--
Karen A MooreTreasurer-$0--
S Collins CompereBoard Member-$0--
Jennifer H WilsonBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Estate Planning Council
EIN
63-6065828
Phone
2059602377
Address
PO Box 1691, Birmingham, AL 35201

Signing Officer

Name
Kimberly Reynolds
Title
Vice President
Phone
2058795001
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Kassouf & Co Inc
Address
2101 Highland Ave S Suite 300, Birmingham, AL 35205-4009
Preparer
Zachary L Bennett
Phone
2054432500
Supplemental Narrative

Additional Explanations

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

Description: Interest income. Amount: 46.

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

Description: Insurance - liability. Amount: 2,039. Description: Annual meeting. Amount: 33,850. Description: Dues and subscriptions. Amount: 3,742. Description: Office. Amount: 3,010. Description: Speaker fees. Amount: 17,017. Description: CE Credit. Amount: 979. Description: Social Expenses. Amount: 1,457. Description: Bank Charges. Amount: 421. Description: Computer Technology. Amount: 2,592. Total to Form 990-EZ, line 16: 65,107.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Miscellaneous Receivable. Beg. of Year Amount: 0. End of Year Amount: 1,224.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Credit Cards. Beg. of Year Amount: 0. End of Year Amount: 759.

Raw XML Appendix174 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/USAddress/CityNm0Pelham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to provide continuing professional education to area professionals. The organization also provides a forum for a discussion of estate tax planning techniques and educates the public regarding estate planning.
IRS990EZ/ProgramServiceRevenueAmt027000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization provides qualified CPE to members. It also sponsors an outreach program to the metro area, at no cost to the community, to educate the public on estate planning
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt086457
IRS990EZ/TotalRevenueAmt072531
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Insurance - liability. Amount: 2,039. Description: Annual meeting. Amount: 33,850. Description: Dues and subscriptions. Amount: 3,742. Description: Office. Amount: 3,010. Description: Speaker fees. Amount: 17,017. Description: CE Credit. Amount: 979. Description: Social Expenses. Amount: 1,457. Description: Bank Charges. Amount: 421. Description: Computer Technology. Amount: 2,592. Total to Form 990-EZ, line 16: 65,107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Miscellaneous Receivable. Beg. of Year Amount: 0. End of Year Amount: 1,224.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Credit Cards. Beg. of Year Amount: 0. End of Year Amount: 759.
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 II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Reynolds
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum02058795001
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Estate Planning Council
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Birmingham Inc
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0636065828
ReturnHeader/Filer/PhoneNum02059602377
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1691
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630590670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kassouf & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 Highland Ave S Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352054009
ReturnHeader/PreparerPersonGrp/PhoneNum02054432500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zachary L Bennett
ReturnHeader/ReturnTs02024-05-13T09:16:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kimberly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Reynolds
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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