Civic Intelligence

Denver Estate Planning Council

EIN 84-0889258 • 501(c)6 • Denver, CO

Profile

Education and personal development

8181 E Tufts Ave Suite 600Denver, CO 80237

www.denverestateplanningcouncil.org

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 2017

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

88th percentile

29%

Higher net margin than 88% of similar nonprofits.

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

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 2017

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$30,818

Up $9,499 (+45%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$30,818

Up $9,499 (+45%) from 2016

Operations
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Up

$32,765

Up $3,712 (+13%) from 2016

Expenses

Up

$23,266

Up $4,439 (+24%) from 2016

Net Income

Down

$9,499

Down $727 (-7.1%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$40K$30K$20K$10K$0Assets 2010: $22,159Liabilities 2010: $0Net Assets 2010: $22,1592010Assets 2011: $16,362Liabilities 2011: $0Net Assets 2011: $16,3622011Assets 2012: $14,902Liabilities 2012: $0Net Assets 2012: $14,9022012Assets 2013: $10,854Liabilities 2013: $0Net Assets 2013: $10,8542013Assets 2014: $9,166Liabilities 2014: $0Net Assets 2014: $9,1662014Assets 2015: $11,093Liabilities 2015: $0Net Assets 2015: $11,0932015Assets 2016: $21,319Liabilities 2016: $0Net Assets 2016: $21,3192016Assets 2017: $30,818Liabilities 2017: $0Net Assets 2017: $30,8182017

Highlighted filing

2017

Assets$30,818
Liabilities$0
Net Assets$30,818
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$40K$20K$0-$20KRevenue 2010: $25,315Expenses 2010: $22,353Net Income 2010: $2,9622010Revenue 2011: $28,800Expenses 2011: $34,597Net Income 2011: -$5,7972011Revenue 2012: $28,410Expenses 2012: $29,870Net Income 2012: -$1,4602012Revenue 2013: $28,955Expenses 2013: $33,003Net Income 2013: -$4,0482013Revenue 2014: $28,712Expenses 2014: $30,400Net Income 2014: -$1,6882014Revenue 2015: $30,555Expenses 2015: $28,628Net Income 2015: $1,9272015Revenue 2016: $29,053Expenses 2016: $18,827Net Income 2016: $10,2262016Revenue 2017: $32,765Expenses 2017: $23,266Net Income 2017: $9,4992017

Highlighted filing

2017

Revenue$32,765
Expenses$23,266
Net Income$9,499
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,818
Liabilities
$0
Net assets
$30,818
Revenue
$32,765
Expenses
$23,266
Net income
$9,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$32.8$23.3$9.50
2016Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$29.1$18.8$10.2
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$30.6$28.6$1.93
2014Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$28.7$30.4$1.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.00$10.9$29.0$33.0$4.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$0.00$14.9$28.4$29.9$1.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$0.00$16.4$28.8$34.6$5.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.00$22.2$25.3$22.4$2.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$32,765
Mission and Program Overview

Mission

Education and personal development

Program Services

DescriptionGrantsExpenses
DENVER ESTATE PLANNING COUNCIL STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J BARKERPresident-$0--
KIMBERLY S EILBERVice President-$0--
LISA M DAVIDSecretary-$0--
DOUG HOAKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Denver Estate Planning Council
EIN
84-0889258
Phone
7202526109
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237

Signing Officer

Name
Jeffrey Barker
Title
President
Phone
7202526109
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Eks&h Lllp
Address
8181 E TUFTS AVENUE SUITE 600, DENVER, CO 80237-2579
Preparer
Brent Erickson
Phone
3037409400
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 10.”

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

“Description: business registration fees. Amount: 350. Description: accreditation fees. Amount: 500. Description: bank fees. Amount: 20. Description: supplies. Amount: 90. Description: website. Amount: 1,200. Description: speaker fees. Amount: 1,500. Description: speaker travel expenses. Amount: 950. Description: merchant services fees. Amount: 1,170. Total to form 990-ez, line 16: 5,780.”

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFFEREY WATKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum03037409400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021319
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030818
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09499
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04913
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021319
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030818
IRS990EZ/GrossReceiptsAmt032765
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt028255
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021319
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030818
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021319
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030818
IRS990EZ/OccupancyRentUtltsAndMaintAmt012563
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY J BARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY S EILBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA M DAVID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG HOAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05780
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND PERSONAL DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramServiceRevenueAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DENVER ESTATE PLANNING COUNCIL STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt023266
IRS990EZ/TotalRevenueAmt032765
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.DENVERESTATEPLANNINGCOUNCIL.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 350. DESCRIPTION: ACCREDITATION FEES. AMOUNT: 500. DESCRIPTION: BANK FEES. AMOUNT: 20. DESCRIPTION: SUPPLIES. AMOUNT: 90. DESCRIPTION: WEBSITE. AMOUNT: 1,200. DESCRIPTION: SPEAKER FEES. AMOUNT: 1,500. DESCRIPTION: SPEAKER TRAVEL EXPENSES. AMOUNT: 950. DESCRIPTION: MERCHANT SERVICES FEES. AMOUNT: 1,170. TOTAL TO FORM 990-EZ, LINE 16: 5,780.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY BARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07202526109
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DENVER ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0DENV
ReturnHeader/Filer/EIN0840889258
ReturnHeader/Filer/PhoneNum07202526109
ReturnHeader/Filer/USAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080237
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId032670C0CEFF2FC58E69BA761D48BD58B9C8D5F0B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07CA1C250D12464401059E17FC6EA51678A737460
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.42.238.132
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm010:33:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461497033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EKS&H LLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802372579
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT ERICKSON
ReturnHeader/ReturnTs02018-05-14T10:41:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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