Nonprofit · EIN 46-1117177
FINANCIAL AND ESTATE LITERACY INC
Tax-exempt · MISSION VIEJO, CA 92691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $395,346 | $156,124 | $239,222 | $323,530 | $630 | $322,900 |
| December 31, 2024 | 990-EZ | $80,375 | $56,084 | $24,291 | $84,308 | $630 | $83,678 |
| December 31, 2023 | 990-EZ | $71,032 | $35,887 | $35,145 | $60,017 | $630 | $59,387 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $366,396
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $28,950
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $375
- Occupancy
- $41,357
- Travel
- $1,632
- Program services (functional)
- $93,721
- Management and general (functional)
- $62,403
Balance sheet and other
- Total assets, start of year
- $84,308
- Total assets, end of year
- $323,530
- Total liabilities, end of year
- $630
- Net assets, end of year
- $322,900
- Gross receipts
- $395,346
- Employees
- 0
- Year formed
- 2012
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter Kote | Chairman Trustee or director | 15 | $0 |
| Laura Tarbox | Director Trustee or director | 0 | $0 |
| Mark Rylance | Director Trustee or director | 0 | $0 |
| Carl Wayne | Director Trustee or director | 0 | $0 |
| Laura Dubchansky | Director Trustee or director | 0 | $0 |
| Leslie Daff | Director Trustee or director | 0 | $0 |
| Trevor Murphy | President Officer | 20 | $0 |
| Donald Vivrette | Secretary Officer | 0 | $0 |
| Richard Huntington | Treasurer Officer | 0 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trevor Murphy | President | 20 | $0 |
| Bob Gregg | Secretary | 0 | $0 |
| Jim Parrot | CFO | 0 | $0 |
| Peter Kote | Chairman | 15 | $0 |
| Laura Tarbox | Director | 0 | $0 |
| Mark Rylance | Director | 0 | $0 |
| Mark Hebner | Director | 0 | $0 |
| Donald Vivrette | Director | 0 | $0 |
| Carl Wayne | Director | 0 | $0 |
990-EZ for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trevor Murphy | President | 20 | $0 |
| Bob Gregg | Secretary | 0 | $0 |
| Jim Parrot | CFO | 0 | $0 |
| Peter Kote | Chairman | 15 | $0 |
| Laura Tarbox | Director | 0 | $0 |
| Mark Rylance | Director | 0 | $0 |
| Mark Hebner | Director | 0 | $0 |
| Donald Vivrette | Director | 0 | $0 |
| Carl Wayne | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 26440 LA ALAMEDA STE 250, MISSION VIEJO, CA 92691-6363
- In care of
- % TREVOR MURPHY
- Principal officer (990 for 2025)
- Trevor Murphy, 26440 La Alameda Ste 250, Mission Viejo, CA 92691
- Signed the 990
- TREVOR MURPHY, President
- Phone
- (949) 463-1507
- Return prepared by
- Annette Welch CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1117177 or by the name FINANCIAL AND ESTATE LITERACY INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide educational programming in financial planning, estate planning, and charitable giving
Program accomplishments
- Provided educational programming in financial planning, estate planning, and charitable giving for 600 attendees at 11 locations including twice weekly online webinarsExpenses $93,721
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-1117177
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $323,530
- Income (IRS master file)
- $395,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $395,346 | $156,124 | $323,530 | XML |
| 990-EZ | December 2024 | $80,375 | $56,084 | $84,308 | IRS |
| 990-EZ | December 2023 | $71,032 | $35,887 | $60,017 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 46-1117177).
Questions about FINANCIAL AND ESTATE LITERACY INC
- What is the EIN of FINANCIAL AND ESTATE LITERACY INC?
- The employer identification number (EIN) of FINANCIAL AND ESTATE LITERACY INC is 46-1117177.
- Is FINANCIAL AND ESTATE LITERACY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to FINANCIAL AND ESTATE LITERACY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FINANCIAL AND ESTATE LITERACY INC 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 FINANCIAL AND ESTATE LITERACY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL AND ESTATE LITERACY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FINANCIAL AND ESTATE LITERACY INC?
- The 990 for the year ended December 31, 2025 names Trevor Murphy.
- Who are the officers and directors of FINANCIAL AND ESTATE LITERACY INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL AND ESTATE LITERACY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $395,346, expenses of $156,124 and total assets of $323,530 at year end.
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All nonprofits in MISSION VIEJO · California · Human services