EIN 23-7432746

Central Arizona Estate Planning Council

Name: Central Arizona Estate Planning Council financials for 2024
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(6)

Num. employees

Unknown

City

Scottsdale

State

Arizona

Year formed

1976

Most recent tax filings

2024-05-01

NTEE code, primary

S40: Business and Industry

Description

Central Arizona Estate Planning Council strengthens the estate planning profession through continuing education events and networking opportunities for members. During the pandemic, CAEPC shifted to virtual events while still offering CE credits for attorneys, CPAs, CFPs, and insurance professionals. In December 2022, CAEPC hosted a limited registration in-person holiday party following CDC guidelines. Members can expect a minimum of 8 CE credits a year from CAEPC's offerings.

Total revenues

$135,578

2024

Total expenses

$96,406

2024

Total assets

$202,172

2024

Num. employees

n/a

Personnel at Central Arizona Estate Planning Council

Name	Title	Compensation	Date of data
Ashley Case	President	$0	2024-10-20
Julie Carlin	Treasurer	$0	2024-05-31
Julie Jeffrey	Past Treasurer	$0	2022-10-16

Financials for Central Arizona Estate Planning Council

Revenues	FYE 05/2024	FYE 05/2023	% Change
Total grants, contributions, etc.	$118,025	$125,600	-6%
Program services	$6,293	$9,593	-34.4%
Membership dues	$76,775	$85,350	-10%
Investment income and dividends	$2,383	$37	6340.5%
Net gain from sale of non-inventory assets	$0	$0	-
Net income from gaming activities and fundraising events, combined	$8,877	$6,730	31.9%
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$135,578	$141,960	-4.5%

Form 990s for Central Arizona Estate Planning Council

Fiscal year ending	Date received by IRS	Form	PDF link
2024-05	2024-10-20	990EZ	View PDF
2023-05	2023-10-17	990EZ	View PDF
2022-05	2022-10-16	990EZ	View PDF
2021-05	2022-02-13	990EZ	View PDF
2020-05	2021-04-19	990EZ	View PDF
...and 10 more Form 990s

Organizations like Central Arizona Estate Planning Council

Organization	Type	Location	Revenue
Michigan Defense Trial Counsel	501(c)(6)	Grand Ledge, MI	$138,271
Cincinnati Estate Planning Council	501(c)(6)	Cincinnati, OH	$40,049
Hawaii Estate Planning Council	501(c)(6)	Honolulu, HI	$50,382
Southern Arizona Estate Planning Council	501(c)(6)	Tucson, AZ	$86,211
Estate Planning Council of Delaware	501(c)(6)	Wilmington, DE	$61,314
California Appellate Defense Counsel	501(c)(6)	Pasadena, CA	$75,862
Estate Planning Council of Diablo V	501(c)(6)	Walnut Creek, CA	$82,405
Business Counsel	501(c)(6)	Saint Augustine, FL	$159,726
Wisconsin Association of Criminal	501(c)(6)	Monona, WI	$104,237
Aaj Tbi Litigation Group	501(c)(6)	FT Mitchell, KY	$178,641

Data update history

December 3, 2023

Posted financials

Added Form 990EZ for fiscal year 2023

December 2, 2023

Updated personnel

Identified 5 new personnel

July 27, 2023

Posted financials

Added Form 990EZ for fiscal year 2022

July 6, 2023

Updated personnel

Identified 4 new personnel

June 7, 2023

Posted financials

Added Form 990EZ for fiscal year 2021

Nonprofit Types

Professional associationsBusiness and community development organizations

Issues

Crime and lawHuman servicesLegal servicesBusiness and industry

Characteristics

MembershipsPartially liquidatedFundraising eventsState / local levelFundraising races, competitions, and tournamentsNo full-time employees

General information

Address: 7375 E 6th Ave Ste 9; Scottsdale, AZ 85251
Metro area: Phoenix-Mesa-Chandler, AZ
County: Maricopa County, AZ
Website URL: caepc.org/
Phone: (602) 456-0591

IRS details

EIN: 23-7432746
Fiscal year end: May
Taxreturn type: Form 990-EZ
Year formed: 1976
Eligible to receive tax-deductible contributions (Pub 78): No

Categorization

NTEE code, primary: S40: Business and Industry
NAICS code, primary: 813920: Professional Associations
Parent/child status: Independent

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Central Arizona Estate Planning Council

Personnel at Central Arizona Estate Planning Council

Financials for Central Arizona Estate Planning Council

Form 990s for Central Arizona Estate Planning Council

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