1. Directory
  2. Arizona
  3. Tucson
  4. Southern Arizona Estate Planning Council
EIN 23-7314057

Southern Arizona Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Tucson
State
Arizona
Year formed
1973
Most recent tax filings
2023-06-01
NTEE code, primary
S40: Business and Industry
Description
Southern Arizona Estate Planning Council provides continuing education for estate planning consultants through various meetings and webinars. Their Estate Planners' Day Meeting serves approximately 110 attendees and includes expanded education in topic areas similar to those for the other meetings and webinars. Education meetings are also held for their 50-100 members, providing continuing education in areas such as regulations, laws, compliance, and investments. The council is located in Tucson, AZ.
Total revenues
$86,211
2023
Total expenses
$107,562
2023
Total assets
$75,218
2023
Num. employees
n/a

Personnel at Southern Arizona Estate Planning Council

NameTitle
Melinda StomelExecutive Director
P A GuttPast Executive Director

Financials for Southern Arizona Estate Planning Council

RevenuesFYE 06/2023
Total grants, contributions, etc.$40,605
Program services$45,540
Membership dues$40,605
Investment income and dividends$66
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$0
Total revenues$86,211

Form 990s for Southern Arizona Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2023-062024-03-18990EZView PDF
2022-062022-11-09990EZView PDF
2020-062021-10-26990EOView PDF
2019-062020-01-09990EOView PDF
2018-062018-12-12990EOView PDF
...and 8 more Form 990s
Data update history
May 21, 2024
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 6, 2023
Updated personnel
Identified 6 new personnel
June 4, 2023
Updated personnel
Identified 3 new personnel
March 1, 2022
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawLegal servicesBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 26511
Tucson, AZ 85726
Metro area
Tucson, AZ
County
Pima County, AZ
Website URL
saepc.org/ 
Phone
(520) 881-1778
IRS details
EIN
23-7314057
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
1973
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
Free account sign-up

Want updates when Southern Arizona Estate Planning Council has new information, or want to find more organizations like Southern Arizona Estate Planning Council?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy