Fresno Estate Planning Council
- Assets
- $51.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Fresno, CA
- Founding
- 02/1973
- Data as of
- 06/2022
- EIN
- 94-2165402
Organization Overview
Fresno Estate Planning Council is located in Fresno, CA. The organization was established in 1973. 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. Fresno 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 06/2022, Fresno Estate Planning Council generated $7.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (19.5%) each year. All expenses for the organization totaled $5.5k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (22.7%) 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
THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeff L Rowland President | 0 | $0 | |
Kim Herold Vice President | 0 | $0 | |
Jeff Shoopman Treasurer | 0 | $0 | |
Michael Grannis Board Member | 0 | $0 | |
Clay Blanton Past President | 0 | $0 | |
Jeffrey Markarian Asst. Treasurer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $7,245 |
| Investment income | $1 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $7,246 |
| 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 | $5,513 |
| Total expenses | $5,513 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $51,901 |
| Other assets | $0 |
| Total assets | $51,901 |
| Total liabilities | $0 |
| Net assets or fund balances | $51,901 |