Nonprofit · EIN 23-7091286
ROCKY MOUNTAIN ESTATE PLANNING COUNCIL
Tax-exempt · GREENWOOD VILLAGE, CO 80111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $61,114 | $50,444 | $10,670 | $47,569 | $0 | $47,569 |
| June 30, 2024 | 990-EZ (amended) | $57,477 | $53,637 | $3,840 | $36,899 | $0 | $36,899 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $61,108
- Program service revenue
- $0
- Investment income
- $6
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $6,682
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $6,682
- Printing, publications and postage
- $269
- Other expenses
- $43,493
Balance sheet and other
- Total assets, start of year
- $36,899
- Total assets, end of year
- $47,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $47,569
- Cash, savings and investments
- $47,569
- Gross receipts
- $61,114
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kris Schooler | Administrative Assistant | 2 | $6,682 |
| Alissa Bowers | President | 3 | $0 |
| Maribeth Younger | Vice President | 2 | $0 |
| Greg Carlin | Secretary | 2 | $0 |
| Andy Orlando | Treasurer | 2 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kris Schooler | Administrative Assistant | 2 | $7,543 |
| Spencer Fugita | President | 3 | $0 |
| Alissa Bowers | Vice President | 2 | $0 |
| Maribeth Younger | Secretary | 2 | $0 |
| Greg Carlin | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5299 DTC PARKWAYSUITE 1100, GREENWOOD VILLAGE, CO 80111-0000
- In care of
- % BKD LLP - ATTN TAMMY TIMMONS
- Mailing address (990-N for 2022)
- 4015 CASTLE VISTA LN, CASTLE ROCK CO 80104
- Principal officer (990-N for 2022)
- Kris Schooler, 4015 CASTLE VISTA LN, CASTLE ROCK CO 80104
- Signed the 990-EZ
- Kris Schooler, Administrator
- Phone
- (720) 346-8389
- Website
- www.rockymountainepc.org
Mission
Financial tax and estate planning education and networking
Program accomplishments
- 0
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7091286
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $47,569
- Income (IRS master file)
- $61,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $61,114 | $50,444 | $47,569 | IRS |
| 990-EZ | June 2024 | $57,477 | $53,637 | $36,899 | IRS |
| 990-N for 2022 Officer: Kris Schooler | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Tammy Timmons | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Tammy Timmons | June 30, 2020 | ≤ $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 23-7091286).
Questions about ROCKY MOUNTAIN ESTATE PLANNING COUNCIL
- What is the EIN of ROCKY MOUNTAIN ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of ROCKY MOUNTAIN ESTATE PLANNING COUNCIL is 23-7091286.
- Is ROCKY MOUNTAIN ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to ROCKY MOUNTAIN ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROCKY MOUNTAIN 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 ROCKY MOUNTAIN 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 ROCKY MOUNTAIN 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 ROCKY MOUNTAIN ESTATE PLANNING COUNCIL?
- The 990-N for 2022 names Kris Schooler.
- Who are the officers and directors of ROCKY MOUNTAIN ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $6,682 (Kris Schooler, Administrative Assistant).
- How much revenue does ROCKY MOUNTAIN ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $61,114, expenses of $50,444 and total assets of $47,569 at year end.
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