CHICAGO ESTATE PLANNING COUNCIL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

CARRIE WALL

Phone

3126446610

Tax Period

2024-07-01 to 2025-06-30

CHICAGO ESTATE PLANNING COUNCIL, founded in 1977, is a small nonprofit that reported $534K in total revenue in fiscal year 2024.

Mission

FOSTER AN UNDERSTANDING AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES THROUGH EDUCATION AND NETWORKING EVENTS AND ENCOURAGING THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT.

Program Service Accomplishments

Program 1

HOLD LUNCHEON PROGRAMS, AN ANNUAL OUTING, COURSES, WORKSHOPS, AND WEBINARS TO EDUCATE AND INFORM MEMBERS ABOUT DEVELOPMENTS IN THE ESTATE AND WEALTH PLANNING, WHILE FOSTERING A RELATIONSHIP AMONG...

HOLD LUNCHEON PROGRAMS, AN ANNUAL OUTING, COURSES, WORKSHOPS, AND WEBINARS TO EDUCATE AND INFORM MEMBERS ABOUT DEVELOPMENTS IN THE ESTATE AND WEALTH PLANNING, WHILE FOSTERING A RELATIONSHIP AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $512,839

Investment Income $18,876

Other Revenue $2,650

TOTAL REVENUE $534,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $532,600

TOTAL EXPENSES $532,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,365	$559,952	0.0%
Expenses	$532,600	$533,080	0.0%
Net Income	$1,765	$26,872	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MICKA	PRESIDENT	5.00	Officer Director	$0	$0	$0
PAIGE GOEPFERT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
REBECCA JUHANT	TREASURER	2.00	Officer Director	$0	$0	$0
TONY OOMMEN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHRYN H GARLOW	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
AFTON GAURON	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY GRON	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH HARTER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KRIZ	DIRECTOR	1.00	Director	$0	$0	$0
TADD LINDSAY	DIRECTOR	1.00	Director	$0	$0	$0
ERICA LORD	DIRECTOR	1.00	Director	$0	$0	$0
REETU PEPOFF	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND PRATHER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE QUIGLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN CALLAHAN	EXECUTIVE DIRECTOR (SMITHB	20.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$534,365	$532,600	$497,257	$1,765
2024	$559,952	$533,080	$505,271	$26,872
2023	$470,232	$422,089	$468,265	$48,143
2022	$392,848	$286,698	$383,359	$106,150
2021	$296,938	$239,594	$290,178	$57,344
2020	$402,748	$359,820	$197,512	$42,928
2019	$398,941	$397,690	$149,763	$1,251