Nonprofit · EIN 68-0044188
ESTATE PLANNING COUNCIL OF DIABLO VALLEY
Tax-exempt · CLAYTON, CA 94517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $80,673 | $79,792 | $881 | $21,788 | $0 | $21,788 |
| June 30, 2025 | 990-EZ | $77,470 | $77,257 | $213 | $20,907 | $0 | $20,907 |
| June 30, 2024 | 990-EZ | $82,405 | $72,306 | $10,099 | $20,694 | $0 | $20,694 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Membership dues
- $36,863
- Program service revenue
- $43,810
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $20,534
- Printing, publications and postage
- $1,046
- Other expenses
- $58,212
- Program services (functional)
- $79,792
Balance sheet and other
- Total assets, start of year
- $20,907
- Total assets, end of year
- $21,788
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,788
- Cash, savings and investments
- $21,788
- Gross receipts
- $80,673
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA COLBERT | DIRECTOR | 0.5 | $0 |
| KEVIN MEIN | DIRECTOR | 0.5 | $0 |
| KAREN SUGIHARRA | DIRECTOR | 0.5 | $0 |
| KYLE JOHNSTON | PAST PRES/COB | 0.5 | $0 |
| ERIN SILVA | DIRECTOR | 0.5 | $0 |
| ROBERT GEWECKE | SECRETARY | 1 | $0 |
| MELISSA MADRID | DIRECTOR, MEMBERSHIP CHAIR | 1 | $0 |
| LEE KASTER | PRESIDENT | 1 | $0 |
| JONATHAN JAFFE | TREASURER | 1 | $0 |
| WILL WOLLESEN | DIRECTOR | 0.5 | $0 |
| TRICE RAINER | PRESIDENT ELECT/PROGRAM CH | 1 | $0 |
990-EZ for the year ended June 30, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA COLBERT | DIRECTOR | 0.5 | $0 |
| MICHAEL STROHL | PAST PRES/COB | 0.5 | $0 |
| KAREN SUGIHARRA | DIRECTOR | 0.5 | $0 |
| KYLE JOHNSTON | PRESIDENT | 1 | $0 |
| ERIN SILVA | DIRECTOR | 0.5 | $0 |
| ROBERT GEWECKE | DIRECTOR, MEMBERSHIP CHAIR | 1 | $0 |
| MELISSA MADRID | DIRECTOR | 0.5 | $0 |
| LEE KASTER | PRESIDENT ELECT/PROGRAM CHAIR | 1 | $0 |
| JONATHAN JAFFE | DIRECTOR | 0.5 | $0 |
| WILL WOLLESEN | SECRETARY | 1 | $0 |
| TRICE RAINER | TREASURER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SOLOWAY | TREASURER | 1 | $0 |
| MICHAEL STROHL | PRESIDENT | 1 | $0 |
| JOY PUYEAR | DIRECTOR | 0.5 | $0 |
| KYLE JOHNSTON | VICE PRESIDENT | 1 | $0 |
| ERIN SILVA | DIRECTOR | 0.5 | $0 |
| ROBERT GEWECKE | DIRECTOR | 0.5 | $0 |
| JOEL HARRIS | DIRECTOR | 0.5 | $0 |
| LEE KASTER | SECRETARY | 1 | $0 |
| JONATHAN JAFFE | DIRECTOR | 0.5 | $0 |
| LISA SOLOWAY | PAST PRES/COB | 0.5 | $0 |
| TRICE RAINER | DIRECTOR, MEMBERSHIP CHAIR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 948, CLAYTON, CA 94517-0948
- In care of
- % ASSOCIATION OFFICE
- Signed the 990-EZ
- LEE KASTER, PRESIDENT
- Phone
- (925) 778-1165
- Website
- WWW.EPCDV.ORG
- Return prepared by
- NANCY VOILS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0044188 or by the name ESTATE PLANNING COUNCIL OF DIABLO VALLEY.
- 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
INFORM & EDUCATE MEMBERS & GUESTS ON ESTATE PLANNING ISSUES.
Program accomplishments
- TO PROVIDE INFORMATION AND EDUCATIONAL PROGRAMS FOR MEMBERS AND THE PUBLIC IN THE AREA OF ESTATE PLANNINGExpenses $79,792
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 68-0044188
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,788
- Income (IRS master file)
- $80,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $80,673 | $79,792 | $21,788 | XML |
| 990-EZ | June 2025 | $77,470 | $77,257 | $20,907 | XML |
| 990-EZ | June 2024 | $82,405 | $72,306 | $20,694 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 68-0044188).
Questions about ESTATE PLANNING COUNCIL OF DIABLO VALLEY
- What is the EIN of ESTATE PLANNING COUNCIL OF DIABLO VALLEY?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF DIABLO VALLEY is 68-0044188.
- Is ESTATE PLANNING COUNCIL OF DIABLO VALLEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1985.
- Are donations to ESTATE PLANNING COUNCIL OF DIABLO VALLEY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF DIABLO VALLEY 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 ESTATE PLANNING COUNCIL OF DIABLO VALLEY due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL OF DIABLO VALLEY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF DIABLO VALLEY?
- The 990-EZ for the year ended June 30, 2026 lists 11 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL OF DIABLO VALLEY have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $80,673, expenses of $79,792 and total assets of $21,788 at year end.
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