Nonprofit · EIN 75-3123003
REDWOOD EMPIRE ESTATE PLANNING COUNCIL
Tax-exempt · SANTA ROSA, CA 95403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $70,062 | $65,390 | $4,672 | $19,753 | – | $19,753 |
| June 30, 2024 | 990-EZ | $63,797 | $57,422 | $6,375 | $15,081 | – | $15,081 |
| June 30, 2023 | 990-EZ | $54,600 | $58,277 | -$3,677 | $8,706 | – | $8,706 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $70,062
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $6,825
- Other expenses
- $58,565
- Program services (functional)
- $53,756
Balance sheet and other
- Total assets, start of year
- $15,081
- Total assets, end of year
- $19,753
- Total liabilities, end of year
- –
- Net assets, end of year
- $19,753
- Cash, savings and investments
- $19,753
- Gross receipts
- $70,062
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEAN PRYDEN | Secretary | 1 | $0 |
| JUSTIN PIGEON | PAST PRESIDENT | 1 | $0 |
| KIT DRISCOLL | President | 1 | $0 |
| CARLI ORTIZ | Treasurer | 1 | $0 |
| CHAD DORR | BOARD MEMBER | 1 | $0 |
| JUDY DENIZ | BOARD MEMBER | 1 | $0 |
| NORMAN EISLEY | Vice President | 1 | $0 |
| GLORIA KOSBIE | board member | 1 | $0 |
| LOUIS CIONCI | BOARD MEMBER | 1 | $0 |
| SHAWN LORING | board member | 1 | $0 |
| JOSH STERLING | BOARD MEMBER | 1 | $0 |
| ASHLEE HELLMAN | board member | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK RABUCK | President | 1 | $0 |
| JUSTIN PIGEON | Vice President | 1 | $0 |
| KIT DRISCOLL | Secretary | 1 | $0 |
| CARLI ORTIZ | Treasurer | 1 | $0 |
| CHAD DORR | BOARD MEMBER | 1 | $0 |
| JUDY DENIZ | BOARD MEMBER | 1 | $0 |
| NORMAN EISLEY | BOARD MEMBER | 1 | $0 |
| GLORIA KOSBIE | board member | 1 | $0 |
| LOUIS CIONCI | BOARD MEMBER | 1 | $0 |
| SARAH HURD MONTGOMERY | BOARD MEMBER | 1 | $0 |
| JOSH STERLING | BOARD MEMBER | 1 | $0 |
| ANDRIY LESYSHYN | PAST PRESIDENT | 1 | $0 |
990-EZ for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDRIY LESYSHYN | President | 1 | $0 |
| JACKSON RABUCK | Vice President | 1 | $0 |
| JUSTIN PIGEON | Secretary | 1 | $0 |
| CARLI ORTIZ | Treasurer | 1 | $0 |
| CHAD DORR | BOARD MEMBER | 1 | $0 |
| JUDY DENIZ | BOARD MEMBER | 1 | $0 |
| NORMAN EISLEY | BOARD MEMBER | 1 | $0 |
| GLORIA KOSBIE | Chairman | 1 | $0 |
| LOUIS CIONCI | BOARD MEMBER | 1 | $0 |
| ELIZABETH WILLIAMS | BOARD MEMBER | 1 | $0 |
| JOSH STERLING | PAST PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2135 CROSSPOINT AVE, SANTA ROSA, CA 95403-7932
- In care of
- % MARILYN TOPPER
- Mailing address (990-N for 2021)
- 2135 CROSSPOINT AVENUE, SANTA ROSA CA 95403
- Principal officer (990-N for 2021)
- JOSH STERLING, 8733 LAKEWOOD DRIVE 210, WINDSOR CA 95492
- Signed the 990-EZ
- CARLI ORTIZ, Treasurer
- Phone
- (707) 544-5738
- Website
- www.reepc.org
- Return prepared by
- David J Fisher CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 75-3123003 or by the name REDWOOD EMPIRE ESTATE PLANNING COUNCIL.
- 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
PROMOTE KNOWLEDGE OF AND INTEREST IN ESTATE PLANNING AND RELATED SUBJECTS, TO PROVIDE A FORUM WHERE ATTORNEYS, CERTIFIED PUBLIC ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS, CHARTER LIFE UNDERWRITERS, PRIVATE FIDUCIARIES, TRUST OFFICERS AND OTHER PROFESSIONALS INSTRUMENTAL IN THE ESTATE PLANNING OR ADMINISTRATION PROCESS MEET AND EXCHANGE VIEWS AND BECOME BETTER ACQUAINTED WITH ONE ANOTHER AND THEIR WORK, AND TO FOSTER COOPERATION AMONG PRACTICIONERS IN THESE FIELDS AND TO PROMOTE A BETTER UNDERSTANDING OF THE PROPER RELATIONSHIP THAT EACH PROFESSION BEARS TO THE OTHER.
Program accomplishments
- PROGRAMS AND ACTIVITIES CONDUCTED1) GROUP MEETINGS TO BRING TOGETHER THE ESTATE-PLANNING PROFESSIONALSExpenses $53,756
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 | Not due yet |
| 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
- 75-3123003
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $19,753
- Income (IRS master file)
- $70,062
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $70,062 | $65,390 | $19,753 | XML |
| 990-EZ | June 2024 | $63,797 | $57,422 | $15,081 | XML |
| 990-EZ | June 2023 | $54,600 | $58,277 | $8,706 | XML |
| 990-N for 2021 Officer: JOSH STERLING | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2015 Officer: Caren Callahan | June 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 75-3123003).
Questions about REDWOOD EMPIRE ESTATE PLANNING COUNCIL
- What is the EIN of REDWOOD EMPIRE ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of REDWOOD EMPIRE ESTATE PLANNING COUNCIL is 75-3123003.
- Is REDWOOD EMPIRE ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2004.
- Are donations to REDWOOD EMPIRE ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does REDWOOD EMPIRE 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 REDWOOD EMPIRE ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did REDWOOD EMPIRE ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of REDWOOD EMPIRE ESTATE PLANNING COUNCIL?
- The 990-N for 2021 names JOSH STERLING.
- Who are the officers and directors of REDWOOD EMPIRE ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does REDWOOD EMPIRE ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $70,062, expenses of $65,390 and total assets of $19,753 at year end.
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