Central Arizona Estate Planning Council
- Assets
- $202.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 10/1976
- Data as of
- 05/2024
- EIN
- 23-7432746
Organization Overview
Central Arizona Estate Planning Council is located in Scottsdale, AZ. The organization was established in 1976. 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. Central Arizona 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 05/2024, Central Arizona Estate Planning Council generated $135.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $96.4k during the year ending 05/2024. 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
2024
Describe the Organization's Program Activity:
Part 3
PROFESSIONAL EDUCATION FOR ATTORNEYS, TRUST OFFICERS, FINANCIAL PLANNERS, CPAS, AND OTHERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Lee President | 3 | $0 | |
Grant Boland Past President | 1 | $0 | |
Ashley Case President-Elect/vice President | 2 | $0 | |
Julie Carlin Treasurer | 2 | $0 | |
Christian Rogers Director | 2 | $0 | |
Kristen Otsuka Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $41,250 |
| Total Program Service Revenue | $6,293 |
| Membership dues | $76,775 |
| Investment income | $2,383 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $8,877 |
| Other Revenue | $0 |
| Total Revenue | $135,578 |
| 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 | $35,880 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $97 |
| Other expenses | $60,429 |
| Total expenses | $96,406 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $202,172 |
| Other assets | $0 |
| Total assets | $202,172 |
| Total liabilities | $0 |
| Net assets or fund balances | $202,172 |