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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-1718568

SACRAMENTO ESTATE PLANNING COUNCIL

Tax-exempt (reinstated) · SACRAMENTO, CA 95819

Financials

$142K$137K2023$132K$157K2024
Revenue Expenses · by fiscal year end
Financials of SACRAMENTO ESTATE PLANNING COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$131,637$156,576-$24,939$64,037–$64,037
June 30, 2024990-EZ$141,540$136,779$4,761$88,976–$88,976
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$36,313
Program service revenue
$95,315
Investment income
$9

Expenses

Grants and similar amounts paid
$10,000
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$18,066
Other expenses
$128,510

Balance sheet and other

Total assets, start of year
$88,976
Total assets, end of year
$64,037
Total liabilities, end of year
–
Net assets, end of year
$64,037
Cash, savings and investments
$64,037
Gross receipts
$131,637

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
Liza BunkerPast President1$0
Lynn SwensonPresident1$0
Kate WillcoxVice President1$0
Kathryn NelsonSecretary1$0
Aaron JohnsonTreasurer1$0
Danielle DiebertDirector1$0
Derek WalcottDirector1$0
Joe NixDirector1$0
Tiffany TerrellDirector1$0
Caitlyn AndrijichDirector1$0
990-EZ for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
Damaris PerezPast President1$0
Matt PagePresident1$0
Liza BunkerVice President1$0
Lynn SwensonSecretary1$0
Kate WilcoxTreasurer1$0
Kathryn NelsonDirector1$0
Joe NixDirector1$0
Alexis OrtegaDirector1$0
Rebecca StewartDirector1$0
Julie Van DoorenDirector1$0

Address and contacts

Address (IRS master file)
PO BOX 19942, SACRAMENTO, CA 95819-0942
Signed the 990-EZ
Lynn Swenson, President
Phone
(916) 715-5939
Return prepared by
Mora Chapman CPAs

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1718568 or by the name SACRAMENTO ESTATE PLANNING COUNCIL.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE A FORUM WHERE ESTATE PLANNING PROFESSIONALS IN THE SACRAMENTO REGION CAN MEET AND SHARE INFORMATION ABOUT NEW DEVELOPMENTS IN ESTATE PLANNING.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE A FORUM WHERE ESTATE PLANNING PROFESSIONALS IN THE SACRAMENTO REGION CAN MEET AND SHARE INFORMATION ABOUT NEW DEVELOPMENTS IN ESTATE PLANNING.

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 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

File the 2025 990-EZ for SACRAMENTO ESTATE PLANNING COUNCIL

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
94-1718568
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2022
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$64,037
Income (IRS master file)
$131,637

Revocation and reinstatement

Exemption revoked
November 15, 2019
Posted by the IRS
March 9, 2020
Reinstated
Effective November 15, 2019

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$131,637$156,576$64,037XML
990-EZJune 2024$141,540$136,779$88,976XML
990-EZJune 2023–––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 94-1718568).

Questions about SACRAMENTO ESTATE PLANNING COUNCIL

What is the EIN of SACRAMENTO ESTATE PLANNING COUNCIL?
The employer identification number (EIN) of SACRAMENTO ESTATE PLANNING COUNCIL is 94-1718568.
Is SACRAMENTO ESTATE PLANNING COUNCIL tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2019 and reinstated it effective November 15, 2019.
Are donations to SACRAMENTO ESTATE PLANNING COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SACRAMENTO 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 SACRAMENTO 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 SACRAMENTO 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 are the officers and directors of SACRAMENTO ESTATE PLANNING COUNCIL?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does SACRAMENTO ESTATE PLANNING COUNCIL have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $131,637, expenses of $156,576 and total assets of $64,037 at year end.

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