Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Salt Lake Estate Planning Council
EIN 87-0401428 • 501(c)6 • North Salt Lake, UT
Profile
To foster a better understanding among estate planning specialists from different disciplines of estate planning and of organization issues to help them better serve their clients and the public. To provide opportunities for a shared learning experience. To provide network opportunities with an organization serving estate planning professionals, and to encourage the highest standards of professional and ethical conduct.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.07x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 18.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Down$53,997
Down $25,597 (-32%) from 2022
Liabilities
Up$3,774
Up $3,581 (+1855%) from 2022
Net Assets
Down$50,223
Down $29,178 (-37%) from 2022
Revenue
Up$48,978
Up $7,002 (+17%) from 2022
Expenses
Up$63,601
Up $40,353 (+174%) from 2022
Net Income
Down-$14,623
Down $33,351 (-178%) from 2022
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $53,997
- Liabilities
- $3,774
- Net assets
- $50,223
- Revenue
- $48,978
- Expenses
- $63,601
- Net income
- -$14,623
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 14, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $41,976
Mission and Program Overview
Mission
To foster a better understanding among estate planning specialists from different disciplines of estate planning and of organization issues to help them better service their clients and the public. To provide opportunities for a shared learning experience. To provide network opportunities with an organization serving estate planning professionals, and to encourage the highest standards of professional and ethical conduct.
To foster a better understanding among estate planning specialists from different disciplines of estate planning and of organization issues to help them better serve their clients and the public. To provide opportunities for a shared learning experience. To provide network opportunities with an organization serving estate planning professionals, and to encourage the highest standards of professional and ethical conduct.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MONTHLY LUNCHEONS WITH SPEAKERS COVERING ESTATE AND TAX TECHNICAL SUBJECTS FOR MEMBERS AND GUESTS, PROVIDING PROFESSIONAL CONTINUING EDUCATION CREDITS | $0 | $0 |
| ORGANIZE AND HOLD FULL-DAY TECHNICAL CONFERENCE FOR MEMBERS AND GUESTS ON ESTATE AND TAX PLANNING SUBJECTS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFF MCCLEAN | President | - | $0 | - | - |
| RYLEE MCDERMOTT | Vice President | - | $0 | - | - |
| ALYSSA DEPEW | Secretary | - | $0 | - | - |
| DUSTIN SNYDER | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Salt Lake Estate Planning Council
- EIN
- 87-0401428
- Phone
- 8016940127
- Address
- 406 KENT DRIVE, NORTH SALT LAKE, UT 84054
Signing Officer
- Name
- Rylee Mcdermott
- Title
- President
- Phone
- 8016940127
- Signed
- 2023-11-14
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 8.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: cash back rewards. Amount: 174.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administrative. Amount: 71. Description: accounting. Amount: 787. Description: bank service/finance charges. Amount: 850. Description: licenses/permits. Amount: 20. Description: office supplies. Amount: 761. Description: fall institute expenses. Amount: 2,180. Description: luncheon expenes. Amount: 8,173. Description: miscellaneous. Amount: 157. Total to form 990-ez, line 16: 12,999.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: business credit card. Beg. Of year amount: 9,336. End of year amount: 193.”
Raw XML Appendix118 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BRIANNE FALLIS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8016940127 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 406 KENT DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NORTH SALT LAKE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84054 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 70009 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 79594 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 18728 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10249 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 70009 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 79594 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41976 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 20140 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 60673 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 79401 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 60673 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 79401 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEFF MCCLEAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RYLEE MCDERMOTT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ALYSSA DEPEW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DUSTIN SNYDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12999 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 174 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO FOSTER A BETTER UNDERSTANDING AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES OF ESTATE PLANNING AND OF ORGANIZATION ISSUES TO HELP THEM BETTER SERVE THEIR CLIENTS AND THE PUBLIC. TO PROVIDE OPPORTUNITIES FOR A SHARED LEARNING EXPERIENCE. TO PROVIDE NETWORK OPPORTUNITIES WITH AN ORGANIZATION SERVING ESTATE PLANNING PROFESSIONALS, AND TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 21654 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MONTHLY LUNCHEONS WITH SPEAKERS COVERING ESTATE AND TAX TECHNICAL SUBJECTS FOR MEMBERS AND GUESTS, PROVIDING PROFESSIONAL CONTINUING EDUCATION CREDITS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | ORGANIZE AND HOLD FULL-DAY TECHNICAL CONFERENCE FOR MEMBERS AND GUESTS ON ESTATE AND TAX PLANNING SUBJECTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | UT |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9336 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 193 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 23248 |
| IRS990EZ/TotalRevenueAmt | 0 | 41976 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | SALTLAKEESTATEPLANNERS.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 8. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: CASH BACK REWARDS. AMOUNT: 174. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ADMINISTRATIVE. AMOUNT: 71. DESCRIPTION: ACCOUNTING. AMOUNT: 787. DESCRIPTION: BANK SERVICE/FINANCE CHARGES. AMOUNT: 850. DESCRIPTION: LICENSES/PERMITS. AMOUNT: 20. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 761. DESCRIPTION: FALL INSTITUTE EXPENSES. AMOUNT: 2,180. DESCRIPTION: LUNCHEON EXPENES. AMOUNT: 8,173. DESCRIPTION: MISCELLANEOUS. AMOUNT: 157. TOTAL TO FORM 990-EZ, LINE 16: 12,999. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: BUSINESS CREDIT CARD. BEG. OF YEAR AMOUNT: 9,336. END OF YEAR AMOUNT: 193. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RYLEE MCDERMOTT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8016940127 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SALT LAKE ESTATE PLANNING COUNCIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SALT |
| ReturnHeader/Filer/EIN | 0 | 870401428 |
| ReturnHeader/Filer/PhoneNum | 0 | 8016940127 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 406 KENT DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORTH SALT LAKE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84054 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/ReturnTs | 0 | 2023-11-14T15:37:05-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | RYLEE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCDERMOTT |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
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