Nonprofit · EIN 99-6004891
HAWAII ESTATE PLANNING COUNCIL
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-EZ | $59,282 | $59,991 | -$709 | $112,040 | $13,746 | $98,294 |
| January 31, 2024 | 990-EZ | $53,101 | $62,384 | -$9,283 | $99,003 | – | $99,003 |
Financial details: 990-EZ for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $13,070
- Membership dues
- $42,473
- Investment income
- $3,739
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $59,991
Balance sheet and other
- Total assets, start of year
- $99,003
- Total assets, end of year
- $112,040
- Total liabilities, end of year
- $13,746
- Net assets, end of year
- $98,294
- Cash, savings and investments
- $106,916
- Gross receipts
- $59,282
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NAKAMURA | PRESIDENT | 2 | $0 |
| DANIEL VERMILLION | VICE PRESIDE | 2 | $0 |
| LISA TELLIO | SECRETARY | 2 | $0 |
| TONY LIM | TREASURER | 2 | $0 |
| DEREK WICKES | DIRECTOR | 2 | $0 |
| FRANCES LUI-KWAN | DIRECTOR | 2 | $0 |
| STEPHANIE ASATO | DIRECTOR | 2 | $0 |
| REID MATSUSHIMA | DIRECTOR | 2 | $0 |
| KYLE YONESHIGE | DIRECTOR | 2 | $0 |
| KURT KAWAFUCHI | DIRECTOR | 2 | $0 |
| AKIKO SAKAMOTO | DIRECTOR | 2 | $0 |
| JENNIFER OKUBO POLIDO | DIRECTOR | 2 | $0 |
| JOELLE YAMAMOTO | DIRECTOR | 2 | $0 |
| KARYNTHYA TREVINO | DIRECTOR | 2 | $0 |
| ERI SHIMA | DIRECTOR | 2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| POHAI CAMPBELL | DIRECTOR | 2 | $0 |
| KEONI LEE | DIRECTOR | 2 | $0 |
| KELLY ZANE | DIRECTOR | 2 | $0 |
990-EZ for the year ended January 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEREK WICKES | PRESIDENT | 2 | $0 |
| DAVID NAKAMURA | VICE PRESIDE | 2 | $0 |
| DANIEL VERMILLION | SECRETARY | 2 | $0 |
| TONY LIM | TREASURER | 2 | $0 |
| FRANCES LUI-KWAN | DIRECTOR | 2 | $0 |
| STEPHANIE ASATO | DIRECTOR | 2 | $0 |
| LISA TELLIO | DIRECTOR | 2 | $0 |
| DICK OSHIMA | DIRECTOR | 2 | $0 |
| REID MATSUSHIMA | DIRECTOR | 2 | $0 |
| KYLE YONESHIGE | DIRECTOR | 2 | $0 |
| KURT KAWAFUCHI | DIRECTOR | 2 | $0 |
| AKIKO SAKAMOTO | DIRECTOR | 2 | $0 |
| JENNIFER OKUBO POLIDO | DIRECTOR | 2 | $0 |
| JOELLE YAMAMOTO | DIRECTOR | 2 | $0 |
| KARYNTHYA TREVINO | DIRECTOR | 2 | $0 |
| ERI SHIMA | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 745 FORT STREET MALL STE 1900, HONOLULU, HI 96813-3820
- In care of
- % DICK ISOO OSHIMA
- Mailing address (990-N for 2016)
- 841 BISHOP STREET SUITE 208, HONOLULU HI 96813
- Principal officer (990-N for 2016)
- JEAN CREADICK, PO BOX 1227, HONOLULU HI 96807
- Signed the 990-EZ
- TONY LIM, TREASURER
- Return prepared by
- OCCPA LLC
Mission
THE MISSION OF THE HAWAII ESTATE PLANNING COUNCIL IS TO ENHANCE PROFESSIONAL GROWTH AND DEVELOPMENT FOR ITS MEMBERS, PROMOTE HIGH PROFESSIONAL STANDARDS AND ETHICAL PRACTICES THROUGH ONGOING EDUCATIONAL OPPORTUNITIES, WHILE FACILITATING A TEAM APPROACH TO ESTATE PLANNING.
Program accomplishments
- N/A
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-EZ on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-EZ on file |
IRS record
- EIN
- 99-6004891
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $112,040
- Income (IRS master file)
- $59,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | January 2025 | $59,282 | $59,991 | $112,040 | IRS |
| 990-EZ | January 2024 | $53,101 | $62,384 | $99,003 | XML |
| 990-EZ | January 2023 | – | – | – | IRS |
| 990-EZ | January 2022 | – | – | – | IRS |
| 990-EZ | January 2021 | – | – | – | IRS |
| 990-EZ | January 2020 | – | – | – | IRS |
| 990-EZ | January 2019 | – | – | – | IRS |
| 990-N for 2016 Officer: JEAN CREADICK | January 31, 2017 | ≤ $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 99-6004891).
Questions about HAWAII ESTATE PLANNING COUNCIL
- What is the EIN of HAWAII ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of HAWAII ESTATE PLANNING COUNCIL is 99-6004891.
- Is HAWAII ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to HAWAII ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HAWAII 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 HAWAII ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAWAII ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended January 2025.
- Who is the principal officer of HAWAII ESTATE PLANNING COUNCIL?
- The 990-N for 2016 names JEAN CREADICK.
- Who are the officers and directors of HAWAII ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended January 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does HAWAII ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended January 31, 2025 it reported revenue of $59,282, expenses of $59,991 and total assets of $112,040 at year end.
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