Hawaii Estate Planning Council
- Assets
- $109.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Honolulu, HI
- Founding
- 10/1992
- Data as of
- 01/2023
- EIN
- 99-6004891
Organization Overview
Hawaii Estate Planning Council is located in Honolulu, HI. The organization was established in 1992. 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. Hawaii 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 01/2023, Hawaii Estate Planning Council generated $50.4k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.5%) each year. All expenses for the organization totaled $45.3k during the year ending 01/2023. As we would expect to see with falling revenues, expenses have declined by (3.2%) per year over the past 6 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
2023
Describe the Organization's Program Activity:
Part 3
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tony Lim President | 2 | $0 | |
Derek Wickes Vice Preside | 2 | $0 | |
David Nakamura Secretary | 2 | $0 | |
Frances Lui-Kwan Treasurer | 2 | $0 | |
Stephanie Asato Director | 2 | $0 | |
Lisa Tellio Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $12,332 |
| Total Program Service Revenue | $0 |
| Membership dues | $38,050 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $50,382 |
| 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 | $45,279 |
| Total expenses | $45,279 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $104,857 |
| Other assets | $0 |
| Total assets | $109,236 |
| Total liabilities | $950 |
| Net assets or fund balances | $108,286 |