Nonprofit · EIN 94-6104474
SAN FRANCISCO ESTATE PLANNING COUNCIL
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $298,096 | $159,853 | $138,243 | $435,586 | $0 | $435,586 |
| June 30, 2025 | 990 | $277,312 | $138,786 | $138,526 | $297,343 | $0 | $297,343 |
| June 30, 2024 | 990-EZ | $189,492 | $128,787 | $60,705 | $158,817 | $0 | $158,817 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $163,800
- Membership dues
- $40,300
- Program service revenue
- $131,476
- Investment income
- $2,820
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,375
- Program services (functional)
- $159,853
Balance sheet and other
- Total assets, start of year
- $297,343
- Total assets, end of year
- $435,586
- Total liabilities, end of year
- $0
- Net assets, end of year
- $435,586
- Gross receipts
- $298,096
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1962
- 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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEAN KENNEY | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFFREY ANTONCHUK | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRISTINE KOLN | SECRETARY Trustee or director | 1 | $0 |
| MITCH EDWARDS | DIRECTOR Trustee or director | 0.5 | $0 |
| ELIZABETH SEVILLA | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JUSTIN MILLER | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| DAVID BAUSMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CONNIE LIU | DIRECTOR Trustee or director | 0.5 | $0 |
| SELENA YEUNG | TREASURER Trustee or director, Officer | 1 | $0 |
| MELISSA HUNG | DIRECTOR Trustee or director | 0.5 | $0 |
| MARIA MARQUEZ | DIRECTOR Trustee or director | 0.5 | $0 |
| GIGI ORTA | DIRECTOR Trustee or director | 0.5 | $0 |
| BETH KRAMER | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2025: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEAN KENNEY | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFFREY ANTONCHUK | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRISTINE KOLN | DIRECTOR Trustee or director | 0.5 | $0 |
| ERIC RODRIGUEZ | DIRECTOR Trustee or director | 0.5 | $0 |
| ELIZABETH SEVILLA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JUSTIN MILLER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID BAUSMAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| STEVE BRACCINI | DIRECTOR Trustee or director | 0.5 | $0 |
| SELENA YEUNG | TREASURER Trustee or director, Officer | 1 | $0 |
| MELISSA HUNG | DIRECTOR Trustee or director | 0.5 | $0 |
| MARIA MARQUEZ | DIRECTOR Trustee or director | 0.5 | $0 |
| GIGI ORTA | DIRECTOR Trustee or director | 0.5 | $0 |
| BETH KRAMER | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBEKAH SAPIRSTEIN | DIRECTOR | 0.5 | $0 |
| JEFFREY ANTONCHUK | DIRECTOR | 0.5 | $0 |
| CHRISTINE KOLM | DIRECTOR | 0.5 | $0 |
| ERIC RODRIGUEZ | PAST PRESIDENT | 0.5 | $0 |
| ELIZABETH SEVILLA | TREASURER | 1 | $0 |
| JUSTIN MILLER | VICE PRESIDENT | 1 | $0 |
| DAVID BAUSMAN | SECRETARY | 1 | $0 |
| STEVE BRACCINI | DIRECTOR | 0.5 | $0 |
| SELENA YEUNG | DIRECTOR | 0.5 | $0 |
| MELISSA HUNG | DIRECTOR | 0.5 | $0 |
| MARIA MARQUEZ | DIRECTOR | 0.5 | $0 |
| GIGI ORTA | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 268 BUSH STREET 4222, SAN FRANCISCO, CA 94104-3503
- In care of
- % ASSOCIATION OFFICE
- Principal officer (990 for 2025)
- SELENA YEUNG, 600 CALIFORNIA ST 600, SAN FRANCISCO, CA 94108
- Signed the 990
- SELENA YEUNG, TREASURER
- Phone
- (415) 745-1417
- Website
- WWW.SFEPC.ORG
- Return prepared by
- NANCY VOILS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6104474 or by the name SAN FRANCISCO 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
TO FURTHER THE EDUCATION OF ATTORNEYS, CERTIFIED PUBLIC ACCOUNTANTS AND OTHER ESTATE PLANNING PROFESSIONALS AND PROVIDE PROGRAMS AND INTERACTION AMONG SUCH PROFESSIONALS.
Program accomplishments
- STUDY AND DISCUSSION OF ESTATE PLANNING ISSUES DURING MEETINGS AND GUEST SPEAKER EVENTS.Expenses $159,853 · grants $123,500 · revenue $131,476
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 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-6104474
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $435,586
- Income (IRS master file)
- $298,096
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $298,096 | $159,853 | $435,586 | XML |
| 990 | June 2025 | $277,312 | $138,786 | $297,343 | XML |
| 990-EZ | June 2024 | $189,492 | $128,787 | $158,817 | 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 94-6104474).
Questions about SAN FRANCISCO ESTATE PLANNING COUNCIL
- What is the EIN of SAN FRANCISCO ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of SAN FRANCISCO ESTATE PLANNING COUNCIL is 94-6104474.
- Is SAN FRANCISCO ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1956.
- Are donations to SAN FRANCISCO ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN FRANCISCO 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 SAN FRANCISCO ESTATE PLANNING COUNCIL 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 SAN FRANCISCO ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SAN FRANCISCO ESTATE PLANNING COUNCIL?
- The 990 for the year ended June 30, 2026 names SELENA YEUNG.
- Who are the officers and directors of SAN FRANCISCO ESTATE PLANNING COUNCIL?
- The 990 for the year ended June 30, 2026 lists 13 people; 0 received compensation from the organization.
- How much revenue does SAN FRANCISCO ESTATE PLANNING COUNCIL have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $298,096, expenses of $159,853 and total assets of $435,586 at year end.
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