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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
2022-12-01
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
$54,271
2022
Total expenses
$59,208
2022
Total assets
$58,112
2022
Num. employees
n/a

Personnel at Orange County Estate Planning Council

NameTitleCompensation
Anthony AgoniFirst Vice President - Programs / Second Vice President - Mem$0
Betty DekovnerFirst Vice President - Programs / Second Vice President - Membership / Secretary$0
Matthew BrownFirst Vice President - Programs$0
Shelly O'ByrneTreasurer$0

Financials for Orange County Estate Planning Council

RevenuesFYE 12/2022
Total grants, contributions, etc.$51,849
Program services$0
Membership dues$51,849
Investment income and dividends$22
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$2,400
Total revenues$54,271

Form 990s for Orange County Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-15990EZView PDF
2020-122021-11-15990EZView PDF
2019-122021-04-15990EZView PDF
2018-122019-08-22990EOView PDF
2017-122018-10-04990EOView PDF
...and 8 more Form 990s
Data update history
June 21, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
June 18, 2023
Updated personnel
Identified 1 new personnel
June 3, 2023
Updated personnel
Identified 2 new personnel
May 20, 2023
Used new vendors
Identified 1 new vendor, including
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
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
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