San Francisco Estate Planning Council
- Assets
- $158.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 02/1956
- Data as of
- 06/2024
- EIN
- 94-6104474
Organization Overview
San Francisco Estate Planning Council is located in San Francisco, CA. The organization was established in 1956. 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. San Francisco 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 06/2024, San Francisco Estate Planning Council generated $189.5k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $128.8k during the year ending 06/2024. While expenses have increased by 3.4% per year over the past 9 years. They've been increasing with an increasing level of total revenue. 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
STUDY AND DISCUSSION OF ESTATE PLANNING ISSUES DURING MEETINGS AND GUEST SPEAKER EVENTS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rebekah Sapirstein Director | 0.5 | $0 | |
Jeffrey Antonchuk Director | 0.5 | $0 | |
Christine Kolm Director | 0.5 | $0 | |
Eric Rodriguez Past President | 0.5 | $0 | |
Elizabeth Sevilla Treasurer | 1 | $0 | |
Justin Miller Vice President | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $154,525 |
| Membership dues | $33,790 |
| Investment income | $1,177 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $189,492 |
| 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 | $22,178 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $1,009 |
| Other expenses | $105,600 |
| Total expenses | $128,787 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $149,472 |
| Other assets | $0 |
| Total assets | $158,817 |
| Total liabilities | $0 |
| Net assets or fund balances | $158,817 |