Cincinnati Estate Planning Council is located in Cincinnati, OH. The organization was established in 1979. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cincinnati Estate Planning Council is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Cincinnati Estate Planning Council generated $31.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.5%) each year. All expenses for the organization totaled $31.9k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
HELD EDUCATIONAL SPEAKER MEETINGS ONE THRU ZOOM AND ONE IN PERSON- 2 NATIONAL SPEAKERS APPROXIMATELY 45 PEOPLE IN ATTENDANCE.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Suzanne Rohlfs President | 10 | $0 | |
Keith Dershem Vice - Pres | 5 | $0 | |
Melissa Spievack Sec/treas | 3 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Membership dues | $33,230 |
Investment income | $0 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | -$1,726 |
Other Revenue | $0 |
Total Revenue | $31,504 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $18,702 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $822 |
Other expenses | $12,346 |
Total expenses | $31,870 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $57,336 |
Other assets | $0 |
Total assets | $57,336 |
Total liabilities | $0 |
Net assets or fund balances | $57,336 |
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