Nonprofit · EIN 23-7432746
CENTRAL ARIZONA ESTATE PLANNING COUNCIL
Tax-exempt · SCOTTSDALE, AZ 85251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $137,220 | $118,075 | $19,145 | $224,144 | – | $224,144 |
| May 31, 2024 | 990-EZ | $135,578 | $96,406 | $39,172 | $202,172 | – | $202,172 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $46,096
- Membership dues
- $74,650
- Program service revenue
- $7,485
- Investment income
- $6,140
- Net gain from sales of assets
- $3,148
- Net income from fundraising events
- -$299
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $36,530
- Printing, publications and postage
- $344
- Other expenses
- $81,201
Balance sheet and other
- Total assets, start of year
- $202,172
- Total assets, end of year
- $224,144
- Total liabilities, end of year
- –
- Net assets, end of year
- $224,144
- Cash, savings and investments
- $224,144
- Gross receipts
- $155,003
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY CASE | PRESIDENT | 2 | $0 |
| WILLIAM LEE | PAST PRESIDENT | 1 | $0 |
| EVAN JUDGE | PRESIDENT-ELECT/VICE PRESIDENT | 1 | $0 |
| JULIE CARLIN | TREASURER | 1.5 | $0 |
| BEN BARCHILON | DIRECTOR | 0.5 | $0 |
| BRIAN POE | DIRECTOR | 0.5 | $0 |
| BROOKS CRANDELL | DIRECTOR | 0.5 | $0 |
| CHRISTIAN ROGERS | DIRECTOR | 0.5 | $0 |
| COLE LEONIDA | DIRECTOR | 0.5 | $0 |
| GRANT BOLAND | DIRECTOR | 0.5 | $0 |
| KATHLEEN CALLAWAY | DIRECTOR | 0.5 | $0 |
| KRISTEN OTSUKA | DIRECTOR | 0.5 | $0 |
| MELISSA LOUGHLIN-SINES | DIRECTOR | 0.5 | $0 |
| NICOLE ERIN HILL | DIRECTOR | 0.5 | $0 |
| SARAH GILES | DIRECTOR | 0.75 | $0 |
990-EZ for the year ended May 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM LEE | PRESIDENT | 3 | $0 |
| GRANT BOLAND | PAST PRESIDENT | 1 | $0 |
| ASHLEY CASE | PRESIDENT-ELECT/VICE PRESIDENT | 2 | $0 |
| JULIE CARLIN | TREASURER | 2 | $0 |
| CHRISTIAN ROGERS | DIRECTOR | 2 | $0 |
| KRISTEN OTSUKA | DIRECTOR | 1 | $0 |
| KATHLEEN CALLAWAY | DIRECTOR | 1.5 | $0 |
| NICOLE HILL | DIRECTOR | 1 | $0 |
| BRIAN POE | DIRECTOR | 1.5 | $0 |
| EVAN JUDGE | DIRECTOR | 1 | $0 |
| CHRIS SIEGLE | DIRECTOR | 1 | $0 |
| RYAN FIRTH | DIRECTOR | 1 | $0 |
| SARAH GILES | DIRECTOR | 1 | $0 |
| ALLYSON CALIFANO | DIRECTOR | 1 | $0 |
| MELISSA LOUGHLIN-SINES | DIRECTOR | 1 | $0 |
| KEVIN WRIGHT | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4300 N MILLER RD STE 141, SCOTTSDALE, AZ 85251-3621
- In care of
- % JOSEPH I MCCABE III CPA PC
- Signed the 990-EZ
- EVAN JUDGE, PRESIDENT
- Phone
- (602) 456-0591
- Website
- CAEPC.ORG
- Return prepared by
- SECHLER MORGAN CPAS PLLC
Mission
STRENGTHEN ESTATE PLANNING PROFESSION
Program accomplishments
- CAEPC PROVIDES CONTINUING EDUCATION CE EVENTS FOR MEMBERS. THE EVENTS INCLUDE CE FOR ATTORNEYS, CPAS, CFPS, AND INSURANCE PROFESSIONALS. CAEPC OFFERS A MINIMUM OF 8 CE CREDITS PER YEAR.
- CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS STUDY GROUPS CENTERED ON THE MAIN STAKEHOLDER GROUPS. CAEPC OFFERS CE EVENTS AND NETWORKING OPPORTUNITIES FOR MEMBERS, WITH A VIRTUAL OPTION.
- CAEPC HOSTED A GOLF TOURNAMENT AGAIN THIS YEAR AND COLLABORATED WITH BALLET ARIZONA FOR ONE OF OUR EDUCATIONAL PROGRAMS. CAEPC ALSO HELD A JOINT PROGRAM WITH THE PHOENIX CFA SOCIETY TO INCREASE NETWORKING OPPORTUNITIES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7432746
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $224,144
- Income (IRS master file)
- $155,003
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $137,220 | $118,075 | $224,144 | IRS |
| 990-EZ | May 2024 | $135,578 | $96,406 | $202,172 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
| 990-EZ | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7432746).
Questions about CENTRAL ARIZONA ESTATE PLANNING COUNCIL
- What is the EIN of CENTRAL ARIZONA ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of CENTRAL ARIZONA ESTATE PLANNING COUNCIL is 23-7432746.
- Is CENTRAL ARIZONA ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
- Are donations to CENTRAL ARIZONA ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CENTRAL ARIZONA ESTATE PLANNING COUNCIL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CENTRAL ARIZONA ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CENTRAL ARIZONA ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who are the officers and directors of CENTRAL ARIZONA ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended May 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does CENTRAL ARIZONA ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $137,220, expenses of $118,075 and total assets of $224,144 at year end.
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