Civic Intelligence

Palm Beach County Estate Planning

EIN 65-0163826 • 501(c)6 • Jupiter, FL

Profile

To promote cooperation among various professionals engaged in the field of estate planning.

6671 W Indiantown Road Ste 50-194Jupiter, FL 33458

www.pbcepc.org

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

32nd percentile

-9.7%

Higher net margin than 32% 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

37th percentile

-9.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

40th percentile

-6.8%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$138,324

Down $14,623 (-9.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$138,324

Down $14,623 (-9.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$151,408

Down $11,067 (-6.8%) from 2024

Expenses

Up

$166,031

Up $11,926 (+7.7%) from 2024

Net Income

Down

-$14,623

Down $22,993 (-275%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$200K$150K$100K$50K$0Assets 2011: $38,149Liabilities 2011: $02011Assets 2012: $42,088Liabilities 2012: $02012Assets 2013: $54,444Liabilities 2013: $02013Assets 2014: $67,701Liabilities 2014: $02014Assets 2015: $67,961Liabilities 2015: $02015Assets 2016: $74,873Liabilities 2016: $02016Assets 2017: $80,077Liabilities 2017: $02017Assets 2018: $92,591Liabilities 2018: $02018Assets 2019: $105,533Liabilities 2019: $02019Assets 2020: $135,081Liabilities 2020: $02020Assets 2021: $137,951Liabilities 2021: $02021Assets 2022: $146,513Liabilities 2022: $0Net Assets 2022: $146,5132022Assets 2023: $144,577Liabilities 2023: $0Net Assets 2023: $144,5772023Assets 2024: $152,947Net Assets 2024: $152,9472024Assets 2025: $138,324Net Assets 2025: $138,3242025

Highlighted filing

2025

Assets$138,324
Liabilities-
Net Assets$138,324
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $43,227Expenses 2011: $41,963Net Income 2011: $1,2642011Revenue 2012: $46,726Expenses 2012: $42,787Net Income 2012: $3,9392012Revenue 2013: $58,799Expenses 2013: $46,443Net Income 2013: $12,3562013Revenue 2014: $68,043Expenses 2014: $54,786Net Income 2014: $13,2572014Revenue 2015: $83,287Expenses 2015: $83,027Net Income 2015: $2602015Revenue 2016: $79,807Expenses 2016: $72,895Net Income 2016: $6,9122016Revenue 2017: $83,547Expenses 2017: $78,343Net Income 2017: $5,2042017Revenue 2018: $100,295Expenses 2018: $87,781Net Income 2018: $12,5142018Revenue 2019: $108,037Expenses 2019: $95,095Net Income 2019: $12,9422019Revenue 2020: $121,988Expenses 2020: $92,440Net Income 2020: $29,5482020Revenue 2021: $65,652Expenses 2021: $62,782Net Income 2021: $2,8702021Revenue 2022: $115,385Expenses 2022: $106,823Net Income 2022: $8,5622022Revenue 2023: $120,268Expenses 2023: $122,207Net Income 2023: -$1,9392023Revenue 2024: $162,475Expenses 2024: $154,105Net Income 2024: $8,3702024Revenue 2025: $151,408Expenses 2025: $166,031Net Income 2025: -$14,6232025

Highlighted filing

2025

Revenue$151,408
Expenses$166,031
Net Income-$14,623
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$138,324
Liabilities
-
Net assets
$138,324
Revenue
$151,408
Expenses
$166,031
Net income
-$14,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.51$1.66$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.62$1.54$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.20$1.22$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.15$1.07$0.09
2021Summary only. Only limited summary data is available for this year.$1.38$0.00$0.66$0.63$0.03
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$1.22$0.92$0.30
2019Summary only. Only limited summary data is available for this year.$1.06$0.00$1.08$0.95$0.13
2018Summary only. Only limited summary data is available for this year.$0.93$0.00$1.00$0.88$0.13
2017Summary only. Only limited summary data is available for this year.$0.80$0.00$0.84$0.78$0.05
2016Summary only. Only limited summary data is available for this year.$0.75$0.00$0.80$0.73$0.07
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$0.83$0.83$0.00
2014Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.55$0.13
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.59$0.46$0.12
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.47$0.43$0.04
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.43$0.42$0.01
Peer Organizations

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