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Nonprofit · EIN 91-0951963

SPOKANE ESTATE PLANNING COUNCIL

Tax-exempt · SPOKANE, WA 99210

Financials

$38K$49K2023$30K$7K2024
Revenue Expenses · by fiscal year end
Financials of SPOKANE ESTATE PLANNING COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$30,185$7,315$22,870$78,903$0$78,903
June 30, 2024990-EZ$38,252$48,540-$10,288$56,033$0$56,033
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$18,928
Investment income
$7
Other revenue
$11,250

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$5,800
Other expenses
$1,515
Program services (functional)
$7,315

Balance sheet and other

Total assets, start of year
$56,033
Total assets, end of year
$78,903
Total liabilities, end of year
$0
Net assets, end of year
$78,903
Cash, savings and investments
$78,903
Gross receipts
$30,185

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.

NameTitleHours / weekCompensation
T ANDREW HASTINGSPAST PRESIDENT1$0
DIANE J KIEPEPRESIDENT1$0
HEATHER BEEBE-STEVENSSECRETARY/TREASURER1$0
JENNIFER HICKSVICE PRESIDENT1$0
MARK HOLDERMEMBER AT LARGE1$0
990-EZ for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
T Andrew HastingsPast President1$0
Diane J KiepePresident1$0
Heather Beebe-StevensSecretary/Treasurer1$0
Jennifer HicksVice President1$0

Address and contacts

Address (IRS master file)
PO BOX 1656, SPOKANE, WA 99210-1656
Mailing address (990-N for 2011)
PO Box 1656, Spokane WA 992101656
Principal officer (990-N for 2011)
David Green, PO Box 1656, Spokane WA 992101656
Signed the 990-EZ
DIANE J KIEPE, PRESIDENT
Phone
(509) 385-2902
Return prepared by
ALDRICH CPAS AND ADVISORS LLP

Mission

FOR STUDY, RESEARCH AND CRITICIAL EXAMINATION OF PROBLEMS GERMANE TO THE FIELD OF ESTATE PLANNING.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • FOUR EVENING MEETINGS WITH SPEAKERS ON TOPICS PERTAINING TO THE SUBJECT OF ESTATE PLANNING. AVERAGE ATTENDANCE AT EACH DINNER MEETING IS 120 PEOPLE.
  • REPRESENTATION OF THE COUNCIL AT THE ANNUAL MEETING OF THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS. THE REPRESENTATIVE(S) REPORT BACK TO THE OFFICERS AND A REPORT IS GIVEN AT THE NEXT DINNER MEETING OF THE COUNCIL.
  • A FULL-DAY ANNUAL WORKSHOP WITH SPEAKERS ON TOPICS PERTAINING TO THE SUBJECT OF ESTATE PLANNING. ATTENDANCE AT THE ANNUAL WORKSHOP IS APPROXIMATELY 120 PEOPLE.
  • OTHER COUNCIL EXPENSES INCLUDING THE OPERATING EXPENSES OF THE ORGANIZATION.
    Expenses $7,315

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
91-0951963
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1976
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$78,903
Income (IRS master file)
$30,185

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$30,185$7,315$78,903IRS
990-EZJune 2024$38,252$48,540$56,033XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS
990-N for 2011
Officer: David Green
June 30, 2012≤ $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 91-0951963).

Questions about SPOKANE ESTATE PLANNING COUNCIL

What is the EIN of SPOKANE ESTATE PLANNING COUNCIL?
The employer identification number (EIN) of SPOKANE ESTATE PLANNING COUNCIL is 91-0951963.
Is SPOKANE ESTATE PLANNING COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
Are donations to SPOKANE ESTATE PLANNING COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SPOKANE ESTATE PLANNING COUNCIL file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of SPOKANE 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 SPOKANE 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 SPOKANE ESTATE PLANNING COUNCIL?
The 990-N for 2011 names David Green.
Who are the officers and directors of SPOKANE ESTATE PLANNING COUNCIL?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SPOKANE ESTATE PLANNING COUNCIL have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $30,185, expenses of $7,315 and total assets of $78,903 at year end.

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