2024-10-20T06:32:41-00:00 2024-05-31 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990EZ 2023-06-01 237432746 CENTRAL ARIZONA ESTATE PLANNING COUNCIL CENT 6024560591 7375 E 6TH AVENUE STE 9 SCOTTSDALE AZ 85251 ASHLEY CASE PRESIDENT 6024560591 2024-10-14 true KRISTINA MORGAN CPA P01370742 6022302700 2024-09-28 2023 2024-10-15 13:58:12Z X CAEPC.ORG X X 153671 X 41250 6293 76775 2383 1380 25590 18093 8877 135578 35880 97 60429 96406 39172 153762 9238 202172 153762 202172 153762 202172 153762 202172 STRENGTHEN ESTATE PLANNING PROFESSION CAEPC PROVIDES CONTINUING EDUCATION CE EVENTS FOR MEMBERS. THE EVENTS INCLUDE CE FOR ATTORNEYS, CPAS, CFPS, AND INSURANCE PROFESSIONALS. CAEPC OFFERS A MINIMUM OF 8 CE CREDITS A YEAR. CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS QUARTERLY STUDY GROUPS THAT REVOLVE AROUND THE MAIN STAKEHOLDER GROUPS. CAPEC OFFERS ADDITIONAL CE EVETS AND NETWORKING OPPORTUNITIES FOR MEMBERS WITH A VIRTUAL OPTION. CAEPC HOSTED A GOLF TOURNAMENT AND A HOLIDAY PARTY IN CONJUNCTION WITH THE ST MARYS FOOD BANK THIS YEAR. WILLIAM LEE PRESIDENT 003.00 0 GRANT BOLAND PAST PRESIDENT 001.00 0 ASHLEY CASE PRESIDENT-ELECT/VICE PRESIDENT 002.00 0 JULIE CARLIN TREASURER 002.00 0 CHRISTIAN ROGERS DIRECTOR 002.00 0 KRISTEN OTSUKA DIRECTOR 001.00 0 KATHLEEN CALLAWAY DIRECTOR 001.50 0 NICOLE HILL DIRECTOR 001.00 0 BRIAN POE DIRECTOR 001.50 0 EVAN JUDGE DIRECTOR 001.00 0 CHRIS SIEGLE DIRECTOR 001.00 0 RYAN FIRTH DIRECTOR 001.00 0 SARAH GILES DIRECTOR 001.00 0 ALLYSON CALIFANO DIRECTOR 001.00 0 MELISSA LOUGHLIN-SINES DIRECTOR 001.00 0 KEVIN WRIGHT DIRECTOR 001.00 0 false false false true false false false false SUZANNE LANCTOT 7375 E 6TH AVE NO 9 SCOTTSDALE AZ 85251 6024560591 false false false false false false false false NONE NONE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false GOLF 25590 25590 555 10032 6002 814 25590 25590 555 10032 6002 814 17403 8187 Part II Line 9 OTHER DIRECT EXPENSES - PRINTING FLYERS AND SIGNAGE - 814 Form 990-EZ, Part I, Line 16, Other Expenses DUES SUBSCRIPTIONS 1,940 Form 990-EZ, Part I, Line 16, Other Expenses INSURANCE 1,876 Form 990-EZ, Part I, Line 16, Other Expenses BANK AND MERCHANT SERVICES 7,684 Form 990-EZ, Part I, Line 16, Other Expenses WEBSITE SOFTWARE 2,998 Form 990-EZ, Part I, Line 16, Other Expenses MONTHLY MEETINGS AND CONFERENCE EXPENSES 43,672 Form 990-EZ, Part I, Line 16, Other Expenses TRAVEL 1,968 Form 990-EZ, Part I, Line 16, Other Expenses GENERAL ADMIN EXPENSES 291 Form 990-EZ, Part I, Line 20, Net Assets PRIOR PERIOD ADJUSTMENT 588 Form 990-EZ, Part I, Line 20, Net Assets UNREALIZED GAINS 8,650