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Atlanta Estate Planning Council Inc

  • Conyers, GA
  • Tax-exempt since March 1978
  • EIN: 58-1317666

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
$98.9k (2025)

Expenses
$102k (2025)

Total Assets
$100k (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,930
Expenses
$102,261
Net Income
-$3,331
Net Assets
$100,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,145
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,125
4.2%
Assets/Debt
Total Assets $100,175
Total Liabilities $0
Net Assets $100,175
Compensation
Key Employees and Officers Compensation Other
Laurie Page (2025 Executi) $0 $0
Kim Civins (Past Preside) $0 $0
Velena Berny (President) $0 $0
Chris Benner (Vice Preside) $0 $0
Nandy Millner (Secretary) $0 $0
Frederick Glass Jr (Treasurer) $0 $0
Lynette Rickman (Executive Di) $0 $0
John Ellard (Director) $0 $0
Mike Devine (Director) $0 $0
Christopher Steele (Director) $0 $0
James Underwod (Director) $0 $0
Rachel Carmel (Director) $0 $0
Brent Eden (Director) $0 $0
Michael Covington (Director) $0 $0
Elizabeth Faist (Director) $0 $0
David Hern (Director) $0 $0
Jennifer Odom (Director) $0 $0
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Document Links

990-EZ
Filed on Sept. 3, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100,226
Expenses
$105,867
Net Income
-$5,641
Net Assets
$103,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $623
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,700
5.7%
Assets/Debt
Total Assets $103,506
Total Liabilities $0
Net Assets $103,506
Compensation
Key Employees and Officers Compensation Other
Kim Civins (President) $0 $0
Velena Berny (Vice Preside) $0 $0
Chris Benner (Secretary) $0 $0
Nandy Millner (Treasurer) $0 $0
Hunter Ewing (Past Preside) $0 $0
Bo Wilkins (Director) $0 $0
Neal Foushee (Director) $0 $0
Hayley Hall (Director) $0 $0
Doug Neal (Director) $0 $0
Geoff Gober (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
John Ellard (Director) $0 $0
Mike Devine (Director) $0 $0
Christopher Steele (Director) $0 $0
James Underwod (Director) $0 $0
Rachel Carmel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 23, 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
$98,184
Expenses
$86,348
Net Income
$11,836
Net Assets
$109,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $384
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,425
4.5%
Assets/Debt
Total Assets $109,147
Total Liabilities $0
Net Assets $109,147
Compensation
Key Employees and Officers Compensation Other
Hunter Ewing (President) $0 $0
Kim Civins (Vice Preside) $0 $0
Velena Berny (Secretary) $0 $0
Chris Benner (Treasurer) $0 $0
Lisa Brown (Past Preside) $0 $0
John Endriss (Director) $0 $0
Joel Penny (Director) $0 $0
Paige Baker (Director) $0 $0
Gregory Rhodes (Director) $0 $0
Nandy Millner (Director) $0 $0
Bo Wilkins (Director) $0 $0
Neal Foushee (Director) $0 $0
Hayley Hall (Director) $0 $0
Doug Neal (Director) $0 $0
Geoff Gober (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

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990-EZ
Filed on Oct. 12, 2023

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
$78,965
Expenses
$30,461
Net Income
$48,504
Net Assets
$143,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $160
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $375
0.5%
Assets/Debt
Total Assets $143,940
Total Liabilities $0
Net Assets $143,940
Compensation
Key Employees and Officers Compensation Other
Eileen Scherberger (President) $0 $0
Lisa Brown (Vice Preside) $0 $0
Hunter Ewing (Secretary) $0 $0
Jessica Cohan (Treasurer) $0 $0
Charles Douglas (Past Preside) $0 $0
Jimmy Trimble (Director) $0 $0
Velena Berny (Director) $0 $0
Christy Eckoff (Director) $0 $0
Cas Pittman (Director) $0 $0
Steve Fehlenberg (Director) $0 $0
John Adams (Director) $0 $0
Michael Pond (Director) $0 $0
Abbey Flaum (Director) $0 $0
Chris Benner (Director) $0 $0
Lisa O'connell (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 30, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$89,375
Expenses
$87,815
Net Income
$1,560
Net Assets
$95,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $875
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,525
3.9%
Assets/Debt
Total Assets $95,436
Total Liabilities $0
Net Assets $95,436
Compensation
Key Employees and Officers Compensation Other
Charles Douglas (President) $0 $0
Eileen Scherberger (Vice Preside) $0 $0
Lisa Brown (Secretary) $0 $0
Hunter Ewing (Treasurer) $0 $0
Margaret Scott (Past Preside) $0 $0
Al Beall (Director) $0 $0
Dan Bryan (Director) $0 $0
Jessica Cohan (Director) $0 $0
Jonathan Swartz (Director) $0 $0
Stephanie Cooper (Director) $0 $0
Jimmy Trimble (Director) $0 $0
Velena Berny (Director) $0 $0
Christy Eckoff (Director) $0 $0
Cas Pittman (Director) $0 $0
Steve Fehlenberg (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 14, 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
$88,470
Expenses
$86,801
Net Income
$1,669
Net Assets
$93,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $562
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,200
4.7%
Assets/Debt
Total Assets $93,876
Total Liabilities $0
Net Assets $93,876
Compensation
Key Employees and Officers Compensation Other
Margaret Scott (President) $0 $0
Charles Douglas (Vice Preside) $0 $0
Eileen Scherberger (Secretary) $0 $0
Lisa Brown (Treasurer) $0 $0
Bert Clark (Past Preside) $0 $0
Al Beall (Director) $0 $0
Dan Bryan (Director) $0 $0
Jessica Cohan (Director) $0 $0
Jonathan Swartz (Director) $0 $0
Stephanie Cooper (Director) $0 $0
Hunter Ewing (Director) $0 $0
Allison Carter (Director) $0 $0
Michael Van Cise (Director) $0 $0
Kelly Garrison (Director) $0 $0
Todd Hall (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 16, 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
$93,558
Expenses
$99,245
Net Income
-$5,687
Net Assets
$92,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $245
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,400
5.8%
Assets/Debt
Total Assets $93,457
Total Liabilities $1,250
Net Assets $92,207
Compensation
Key Employees and Officers Compensation Other
Bert Clark (President) $0 $0
Margaret Scott (Vice Preside) $0 $0
Charles Douglas (Secretary) $0 $0
Jonathon Swartz (Treasurer) $0 $0
Dave Polstra (Past Preside) $0 $0
Steve Herlihy (Director) $0 $0
Bill Hamlet (Director) $0 $0
Alan Rothschild (Director) $0 $0
Eileen Scherberger (Director) $0 $0
Todd Hall (Director) $0 $0
Hunter Ewing (Director) $0 $0
Allison Carter (Director) $0 $0
Michael Van Cise (Director) $0 $0
Kelly Garrison (Director) $0 $0
Lisa Brown (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 12, 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
$95,818
Expenses
$73,548
Net Income
$22,270
Net Assets
$97,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $240
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,075
10.5%
Assets/Debt
Total Assets $97,894
Total Liabilities $0
Net Assets $97,894
Compensation
Key Employees and Officers Compensation Other
Dave Polstra (President) $0 $0
Bert Clark (Vice Preside) $0 $0
Margaret Scott (Secretary) $0 $0
Charles Douglas (Treasurer) $0 $0
David Adams (Past Preside) $0 $0
Charles Heinz (Director) $0 $0
Elizabeth Snyder (Director) $0 $0
Jeremy T Ware (Director) $0 $0
Jonathon Swartz (Director) $0 $0
Molly Guenther (Director) $0 $0
Steve Herlihy (Director) $0 $0
Bill Hamlet (Director) $0 $0
Alan Rothschild (Director) $0 $0
Eileen Scherberger (Director) $0 $0
Todd Hall (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

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990-EZ
Filed on Aug. 10, 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
$95,949
Expenses
$87,382
Net Income
$8,567
Net Assets
$75,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $137
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,075
9.5%
Assets/Debt
Total Assets $75,624
Total Liabilities $0
Net Assets $75,624
Compensation
Key Employees and Officers Compensation Other
David Adams (President) $0 $0
Dave Polstra (Vice Presdie) $0 $0
Bert Clark (Secretary) $0 $0
Margaret Scott (Treasurer) $0 $0
Michael Duffy (Past Preside) $0 $0
Christopher Broyles (Director) $0 $0
Elizabeth Snyder (Director) $0 $0
Craig Frakel (Director) $0 $0
Terri Lawson (Director) $0 $0
Scott Calhoun (Director) $0 $0
Charles Heinz (Director) $0 $0
Charles Douglas (Director) $0 $0
Jeremy T Ware (Director) $0 $0
Jonathon Swartz (Director) $0 $0
Molly Guenther (Director) $0 $0
Lynette Rickman (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 24, 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
$90,301
Expenses
$88,563
Net Income
$1,738
Net Assets
$67,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $225
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,301
7.0%
Assets/Debt
Total Assets $67,307
Total Liabilities $250
Net Assets $67,057
Compensation
Key Employees and Officers Compensation Other
David P Adams (Vice Preside) $0 $0
Nikola R Djuric (Past Preside) $0 $0
Michael L Duffy (President) $0 $0
Hunter T Ewing (Director) $0 $0
David W Polstra (Secretary) $0 $0
Shelly Donaldson (Director) $0 $0
Courtnay D Bazemore (Director) $0 $0
Brian Eranck (Director) $0 $0
G Bert Clark (Treasurer) $0 $0
Katherine C Dunlevie (Director) $0 $0
Christopher Broyles (Director) $0 $0
Elizabeth Snyder (Director) $0 $0
Margaret Scott (Director) $0 $0
Terri Lawson (Director) $0 $0
Scott Calhoun (Director) $0 $0
+ View more people

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990-EZ
Filed on Sept. 24, 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
$78,080
Expenses
$99,785
Net Income
-$21,705
Net Assets
$65,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $280
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,550
9.7%
Assets/Debt
Total Assets $98,519
Total Liabilities $33,200
Net Assets $65,319
Compensation
Key Employees and Officers Compensation Other
David P Adams (Secretary) $0 $0
Greg Raabe (Past Preside) $0 $0
Nikola R Djuric (President) $0 $0
Michael L Duffy (Vice Preside) $0 $0
Hunter T Ewing (Director) $0 $0
David W Polstra (Treasurer) $0 $0
Frank H Butterfield (Director) $0 $0
William A Turner (Director) $0 $0
Peter Fleming (Director) $0 $0
Nancy W Ross (Director) $0 $0
G Bert Clark (Director) $0 $0
Katherine Cdunlevie (Director) $0 $0
Shelly Donaldson (Director) $0 $0
Courtnay D Bazemore (Director) $0 $0
Brian Eranck (Director) $0 $0
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990-EZ
Filed on Nov. 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
$76,215
Expenses
$82,087
Net Income
-$5,872
Net Assets
$87,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $65
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,650
7.4%
Assets/Debt
Total Assets $87,024
Total Liabilities $0
Net Assets $87,024

Document Links

990-EZ
Filed on Nov. 14, 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
$69,208
Expenses
$71,733
Net Income
-$2,525
Net Assets
$92,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $58
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,850
7.0%
Assets/Debt
Total Assets $92,896
Total Liabilities $0
Net Assets $92,896

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

Fiscal Year Ending June
2007

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
2006

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
2005

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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