Civic Intelligence

Spokane Estate Planning Council

EIN 91-0951963 • 501(c)6 • Spokane, WA

Profile

For study, research and criticial examination of problems germane to the field of estate planning.

Po Box 1656Spokane, WA 99210

www.spokaneepc.com

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 2025

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

98th percentile

76%

Higher net margin than 98% 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

89th percentile

41%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$78,903

Up $22,870 (+41%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$78,903

Up $22,870 (+41%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin98th percentile

Revenue

Down

$30,185

Down $8,067 (-21%) from 2024

Expenses

Down

$7,315

Down $41,225 (-85%) from 2024

Net Income

Up

$22,870

Up $33,158 (+322%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$80K$60K$40K$20K$0Assets 2013: $18,992Liabilities 2013: $0Net Assets 2013: $18,9922013Assets 2014: $20,350Liabilities 2014: $0Net Assets 2014: $20,3502014Assets 2015: $23,343Liabilities 2015: $0Net Assets 2015: $23,3432015Assets 2016: $37,293Liabilities 2016: $0Net Assets 2016: $37,2932016Assets 2017: $50,964Liabilities 2017: $0Net Assets 2017: $50,9642017Assets 2018: $47,061Liabilities 2018: $1,000Net Assets 2018: $46,0612018Assets 2019: $44,594Liabilities 2019: $0Net Assets 2019: $44,5942019Assets 2020: $61,013Liabilities 2020: $0Net Assets 2020: $61,0132020Assets 2021: $72,946Liabilities 2021: $0Net Assets 2021: $72,9462021Assets 2022: $71,747Liabilities 2022: $0Net Assets 2022: $71,7472022Assets 2023: $66,321Liabilities 2023: $0Net Assets 2023: $66,3212023Assets 2024: $56,033Liabilities 2024: $0Net Assets 2024: $56,0332024Assets 2025: $78,903Liabilities 2025: $0Net Assets 2025: $78,9032025

Highlighted filing

2025

Assets$78,903
Liabilities$0
Net Assets$78,903
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $57,508Expenses 2013: $49,671Net Income 2013: $7,8372013Revenue 2014: $52,414Expenses 2014: $51,056Net Income 2014: $1,3582014Revenue 2015: $59,479Expenses 2015: $56,486Net Income 2015: $2,9932015Revenue 2016: $61,643Expenses 2016: $47,693Net Income 2016: $13,9502016Revenue 2017: $57,836Expenses 2017: $44,165Net Income 2017: $13,6712017Revenue 2018: $58,265Expenses 2018: $63,168Net Income 2018: -$4,9032018Revenue 2019: $56,842Expenses 2019: $58,309Net Income 2019: -$1,4672019Revenue 2020: $56,339Expenses 2020: $39,920Net Income 2020: $16,4192020Revenue 2021: $43,108Expenses 2021: $31,175Net Income 2021: $11,9332021Revenue 2022: $42,204Expenses 2022: $43,403Net Income 2022: -$1,1992022Revenue 2023: $38,402Expenses 2023: $43,828Net Income 2023: -$5,4262023Revenue 2024: $38,252Expenses 2024: $48,540Net Income 2024: -$10,2882024Revenue 2025: $30,185Expenses 2025: $7,315Net Income 2025: $22,8702025

Highlighted filing

2025

Revenue$30,185
Expenses$7,315
Net Income$22,870
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$78,903
Liabilities
$0
Net assets
$78,903
Revenue
$30,185
Expenses
$7,315
Net income
$22,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$30.2$7.32$22.9
2024Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$38.3$48.5$10.3
2023Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$38.4$43.8$5.43
2022Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$42.2$43.4$1.20
2021Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$43.1$31.2$11.9
2020Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$56.3$39.9$16.4
2019Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$56.8$58.3$1.47
2018Detailed filing. Detailed filing data is available for this year.$47.1$1.00$46.1$58.3$63.2$4.90
2017Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$57.8$44.2$13.7
2016Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$61.6$47.7$14.0
2015Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$59.5$56.5$2.99
2014Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$52.4$51.1$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.00$19.0$57.5$49.7$7.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$30,185
Mission and Program Overview

Mission

For study, research and critical examination of problems germane to the field of estate planning.

For study, research and criticial examination of problems germane to the field of estate planning.

Program Services

DescriptionGrantsExpenses
OTHER COUNCIL EXPENSES INCLUDING THE OPERATING EXPENSES OF THE ORGANIZATION.$0$7,315
FOUR EVENING MEETINGS WITH SPEAKERS ON TOPICS PERTAINING TO THE SUBJECT OF ESTATE PLANNING. AVERAGE ATTENDANCE AT EACH DINNER MEETING IS 120 PEOPLE.$0$0
REPRESENTATION OF THE COUNCIL AT THE ANNUAL MEETING OF THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS. THE REPRESENTATIVE(S) REPORT BACK TO THE OFFICERS AND A REPORT IS GIVEN AT THE NEXT DINNER MEETING OF THE COUNCIL.$0$0
A FULL-DAY ANNUAL WORKSHOP WITH SPEAKERS ON TOPICS PERTAINING TO THE SUBJECT OF ESTATE PLANNING. ATTENDANCE AT THE ANNUAL WORKSHOP IS APPROXIMATELY 120 PEOPLE.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
T ANDREW HASTINGSPast President-$0--
DIANE J KIEPEPresident-$0--
HEATHER BEEBE-STEVENSSecretary/Treasurer-$0--
JENNIFER HICKSVice President-$0--
MARK HOLDERMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Spokane Estate Planning Council
EIN
91-0951963
Phone
5093852902
Address
PO BOX 1656, SPOKANE, WA 99210

Signing Officer

Name
Diane J Kiepe
Title
President
Phone
5093852902
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
601 W 1ST AVE SUITE 1000, SPOKANE, WA 99201
Preparer
Kristi Bushnell CPA
Phone
5094558173
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 7.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: sponsorship income. Amount: 11,250.”

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

“Description: insurance. Amount: 204. Description: bank charges. Amount: 658. Description: office supplies. Amount: 421. Description: miscellaneous. Amount: 232. Total to form 990-ez, line 16: 1,515.”

Raw XML Appendix129 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DIANE J KIEPE
IRS990EZ/BooksInCareOfDetail/PhoneNum05093541065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1656
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056033
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078903
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt022870
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05800
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056033
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078903
IRS990EZ/GrossReceiptsAmt030185
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt018928
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056033
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056033
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078903
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0T ANDREW HASTINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE J KIEPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER BEEBE-STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK HOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01515
IRS990EZ/OtherRevenueTotalAmt011250
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FOR STUDY, RESEARCH AND CRITICIAL EXAMINATION OF PROBLEMS GERMANE TO THE FIELD OF ESTATE PLANNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOUR EVENING MEETINGS WITH SPEAKERS ON TOPICS PERTAINING TO THE SUBJECT OF ESTATE PLANNING. AVERAGE ATTENDANCE AT EACH DINNER MEETING IS 120 PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REPRESENTATION OF THE COUNCIL AT THE ANNUAL MEETING OF THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS. THE REPRESENTATIVE(S) REPORT BACK TO THE OFFICERS AND A REPORT IS GIVEN AT THE NEXT DINNER MEETING OF THE COUNCIL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2A FULL-DAY ANNUAL WORKSHOP WITH SPEAKERS ON TOPICS PERTAINING TO THE SUBJECT OF ESTATE PLANNING. ATTENDANCE AT THE ANNUAL WORKSHOP IS APPROXIMATELY 120 PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER COUNCIL EXPENSES INCLUDING THE OPERATING EXPENSES OF THE ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37315
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt07315
IRS990EZ/TotalProgramServiceExpensesAmt07315
IRS990EZ/TotalRevenueAmt030185
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SPOKANEEPC.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SPONSORSHIP INCOME. AMOUNT: 11,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 204. DESCRIPTION: BANK CHARGES. AMOUNT: 658. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 421. DESCRIPTION: MISCELLANEOUS. AMOUNT: 232. TOTAL TO FORM 990-EZ, LINE 16: 1,515.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE J KIEPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05093852902
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPOKANE ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0SPOK
ReturnHeader/Filer/EIN0910951963
ReturnHeader/Filer/PhoneNum05093852902
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1656
ReturnHeader/Filer/USAddress/CityNm0SPOKANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 W 1ST AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPOKANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099201
ReturnHeader/PreparerPersonGrp/PhoneNum05094558173
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTI BUSHNELL CPA
ReturnHeader/ReturnTs02025-11-17T14:45:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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