Red River Valley Estate Planning Council
Nonprofit profile at a glance
- EIN
- 450349153
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Fargo, ND, USA
- Phone
- 7012320643
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $68,968
- Expenses
- $59,907
- Assets
- $100,870
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- RANDY HELLER (TREASURER/VICE PRESIDENT)
- JAN NELSON (PRESIDENT)
- TONI SANDIN (IMMEDIATE PAST PRESIDENT)
People named in this filing
- JARED MILLER (BOARD MEMBER)
- JESSICA WESTGARD LARSON (BOARD MEMBER)
- BECKY WALEN (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The purpose of the organization is to provide education in estate planning to the general public and the organization's members.
What it reported doing in 2024
The purpose of the organization is to provide a better understanding of the managment, planning, and settlement of estates to the general public and the organization's members.
Operating model
- Revenue model
- Membership-supported. 86% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 57
- Transparency & Controls: 82
- Sustainability: 58
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.3%; rating input score 55
- Program expense ratio: 61.4%; rating input score 61
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 13.1%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 1.68; rating input score 61; 61st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 20%; rating input score 8; 8th percentile among comparable filings
Growth
- Program expense growth: -4.3% per year; rating input score 0; 37th percentile among comparable filings
- Revenue growth: 1.6% per year; rating input score 100; 59th percentile among comparable filings
- Asset growth: 6.6% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 55.3% of revenue deployed · 61.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $37K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 11 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 55/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 8/100.