Orange County Estate Planning Council
- Assets
- $58.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Orange, CA
- Founding
- 05/1977
- Data as of
- 12/2022
- EIN
- 95-3105008
Organization Overview
Orange County Estate Planning Council is located in Orange, CA. The organization was established in 1977. 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. Orange County 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 12/2022, Orange County Estate Planning Council generated $54.3k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (0.3%) each year. All expenses for the organization totaled $59.2k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.7%) per year over the past 4 years. 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
2022
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION HOLDS BI-MONTHLY DINNER MEETINGS FEATURING EDUCATIONAL PROGRAMS ON ESTATE PLANNING TOPICS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julie Heggeness President | 0.1 | $0 | |
Betty Dekovner 1st VP - Programs | 0.1 | $0 | |
Edward Alvarado Secretary | 0.1 | $0 | |
Shelly O'byrne Treasurer | 0.1 | $0 | |
Kevin Wiest Director | 0.1 | $0 | |
Lisa Lockerman 2nd VP - Membership | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $51,849 |
| Investment income | $22 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $2,400 |
| Total Revenue | $54,271 |
| 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 | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $59,208 |
| Total expenses | $59,208 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $58,112 |
| Other assets | $0 |
| Total assets | $58,112 |
| Total liabilities | $13,795 |
| Net assets or fund balances | $44,317 |