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Cincinnati Estate Planning Council

  • Cincinnati, OH
  • Tax-exempt since Aug. 1979
  • EIN: 31-0950927

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$38.3k (2024)

Expenses
$50.5k (2024)

Total Assets
$36.7k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,258
Expenses
$50,489
Net Income
-$12,231
Net Assets
$36,728
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$3,991
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $36,728
Total Liabilities $0
Net Assets $36,728
Compensation
Key Employees and Officers Compensation Other
Andrea Costa (President) $0 $0
Keith Dersheim (Past President) $0 $0
Emily Heidt Blumenfeld (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Nov. 5, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,049
Expenses
$48,426
Net Income
-$8,377
Net Assets
$48,959
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$56
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,959
Total Liabilities $0
Net Assets $48,959
Compensation
Key Employees and Officers Compensation Other
Keith Dershem (President) $0 $0
Andrea Costa (Vice Pres) $0 $0
Emily Heidt Blumenfeld (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on July 21, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$31,504
Expenses
$31,870
Net Income
-$366
Net Assets
$57,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$1,726
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,336
Total Liabilities $0
Net Assets $57,336
Compensation
Key Employees and Officers Compensation Other
Suzanne Rohlfs (President) $0 $0
Keith Dershem (Vice Pres) $0 $0
Melissa Spievack (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on July 14, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,655
Expenses
$22,821
Net Income
$14,834
Net Assets
$57,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $2,150
5.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,702
Total Liabilities $0
Net Assets $57,702
Compensation
Key Employees and Officers Compensation Other
Jonathan Dannemiller (President) $0 $0
Suzanne Rohlfs (Vice Pres) $0 $0
Keith Dershem (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Sept. 15, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,211
Expenses
$38,445
Net Income
-$15,234
Net Assets
$42,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$1,204
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $42,868
Total Liabilities $0
Net Assets $42,868
Compensation
Key Employees and Officers Compensation Other
Mark Gaudet (President) $0 $0
Jonathan Dannemiller (Vice Pres) $0 $0
Suzanne Rohlfs (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Sept. 11, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,834
Expenses
$34,284
Net Income
$4,550
Net Assets
$58,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $1,939
5.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,102
Total Liabilities $0
Net Assets $58,102
Compensation
Key Employees and Officers Compensation Other
Julie Tarvin (President) $0 $0
Mark Gaudet (Vice Pres) $0 $0
Jonathan Dannemiller (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Sept. 4, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,110
Expenses
$37,961
Net Income
$3,149
Net Assets
$53,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$2,165
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,552
Total Liabilities $0
Net Assets $53,552
Compensation
Key Employees and Officers Compensation Other
Lee Stautberg (President) $0 $0
Julie Tarvin (Vice Pres) $0 $0
Mark Gaudet (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Sept. 7, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,103
Expenses
$55,059
Net Income
-$14,956
Net Assets
$50,403
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$6,822
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $50,403
Total Liabilities $0
Net Assets $50,403
Compensation
Key Employees and Officers Compensation Other
Diana Veid (President) $0 $0
Lee Stautberg (Vice Pres) $0 $0
Julie Tarvin (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Oct. 31, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,320
Expenses
$30,036
Net Income
$10,284
Net Assets
$65,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$1,970
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,359
Total Liabilities $0
Net Assets $65,359
Compensation
Key Employees and Officers Compensation Other
Ken Coyne (President) $0 $0
Diana Veid (Vice Pres) $0 $0
Lee Stautberg (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Aug. 10, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,067
Expenses
$42,684
Net Income
$3,383
Net Assets
$55,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising -$8,383
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $55,075
Total Liabilities $0
Net Assets $55,075
Compensation
Key Employees and Officers Compensation Other
Keith D Meyer (President) $0 $0
Ken Coyne (Vice Pres) $0 $0
Diana Veid (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Sept. 2, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,037
Expenses
$34,212
Net Income
$3,825
Net Assets
$51,692
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising -$12,784
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,692
Total Liabilities $0
Net Assets $51,692
Compensation
Key Employees and Officers Compensation Other
Stacy C Blomeke (President) $0 $0
Keith D Meyer (Vice Pres) $0 $0
Ken Coyne (Sec/Treas) $0 $0

Document Links

990-EZ
Filed on Aug. 12, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,244
Expenses
$37,220
Net Income
$38,024
Net Assets
$47,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising -$7,732
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,867
Total Liabilities $0
Net Assets $47,867

Document Links

990-EZ
Filed on Sept. 25, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,061
Expenses
$63,316
Net Income
-$9,255
Net Assets
$9,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising -$6,200
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $9,843
Total Liabilities $0
Net Assets $9,843

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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