Estate Planning Council Of Diablo Valley
- Assets
- $9.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Walnut Creek, CA
- Founding
- 08/1985
- Data as of
- 06/2022
- EIN
- 68-0044188
Organization Overview
Estate Planning Council Of Diablo Valley is located in Walnut Creek, CA. The organization was established in 1985. 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. Estate Planning Council Of Diablo Valley 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 06/2022, Estate Planning Council Of Diablo Valley generated $38.6k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (3.0%) each year. All expenses for the organization totaled $42.8k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (3.0%) per year over the past 7 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
TO PROVIDE INFORMATION AND EDUCATIONAL PROGRAMS FOR MEMBERS AND THE PUBLIC IN THE AREA OF ESTATE PLANNING
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joy Puyear Director | 0.5 | $0 | |
Michael Strohl Treasurer | 1 | $0 | |
Kyle Johnston Director, Membership Chair | 1 | $0 | |
Oliver Bray Director | 0.5 | $0 | |
Michael Low Director | 0.5 | $0 | |
Joseph Doherty Past Pres/cob | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $18,291 |
| Membership dues | $20,286 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $38,577 |
| 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 | $15,824 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $850 |
| Other expenses | $26,121 |
| Total expenses | $42,795 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $9,466 |
| Other assets | $0 |
| Total assets | $9,466 |
| Total liabilities | $0 |
| Net assets or fund balances | $9,466 |
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