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EIN 95-3105008

Orange County Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Orange
State
California
Year formed
1977
Most recent tax filings
2023-12-01
NTEE code, primary
S40: Business and Industry
Description
To provide education and the mutual exchange of ideas, knowledge, and skills in the field of Estate Planning, thereby improving the quality of Estate Planning services offered to the public. The organization holds bi-monthly dinner meetings featuring educational programs on Estate Planning topics.
Total revenues
$53,502
2023
Total expenses
$60,961
2023
Total assets
$50,483
2023
Num. employees
n/a

Personnel at Orange County Estate Planning Council

NameTitleCompensation
Betty DekovnerFirst Vice President - Programs$0
Kevin WiestTreasurer$0
Shelly O'ByrnePast Treasurer$0
Anthony AgoniFirst Vice President - Programs / Second Vice President - Mem$0
Matthew BrownFirst Vice President - Programs$0

Financials for Orange County Estate Planning Council

RevenuesFYE 12/2023
Total grants, contributions, etc.$49,882
Program services$0
Membership dues$49,882
Investment income and dividends$20
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$3,600
Total revenues$53,502

Form 990s for Orange County Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-25990EZView PDF
2022-122023-09-14990EZView PDF
2021-122022-11-15990EZView PDF
2020-122021-11-15990EZView PDF
2019-122021-04-15990EZView PDF
...and 10 more Form 990s
Data update history
October 28, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
October 27, 2023
Updated personnel
Identified 1 new personnel
July 13, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
June 18, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationHuman servicesAbuse preventionCrime and lawBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
1442 E Lincoln Ave PMB 441
Orange, CA 92865
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
orangecountyepc.org/ 
Phone
(714) 441-8951
IRS details
EIN
95-3105008
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1977
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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
034951
FTB Entity ID
0792687
AB 488 data last updated ("as-of") date
2025-02-05
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