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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7226852

ESTATE PLANNING COUNCIL OF SAN DIEGO

Tax-exempt · SAN DIEGO, CA 92168

Financials

$55K$55K2022$56K$68K2023$74K$57K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE PLANNING COUNCIL OF SAN DIEGO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$73,628$57,348$16,280$31,051$0$31,051
June 30, 2024990-EZ$56,159$67,590-$11,431$14,825$54$14,771
June 30, 2023990-EZ$55,348$55,332$16$31,626$5,424$26,202
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$73,578
Investment income
$50

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$9,900
Other expenses
$47,448

Balance sheet and other

Total assets, start of year
$14,825
Total assets, end of year
$31,051
Total liabilities, end of year
$0
Net assets, end of year
$31,051
Cash, savings and investments
$31,051
Gross receipts
$73,628

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
FREDERICK BROOKS JRPAST PRESIDENT1$0
LOAN SCHILLINGERPRESIDENT1$0
DANIEL WEINERVICE PRESIDENT1$0
CHARLES WILLIAMSSTREASURER1$0
AJ JOHNSONMEMBERSHIP VICE PRESIDENT1$0
990-EZ for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
JAY ROBINSON DUFF IIIPAST PRESIDENT1$0
FREDERICK BROOKS JRPRESIDENT1$0
LOAN SCHILLINGERMEMBERSHIP1$0
DANIEL WEINERVICE PRESIDENT1$0
CHARLES WILLIAMSSTREASURER1$0
990-EZ for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
JANET MCDONOUGHPAST PRESIDENT1$0
THOMAS GOTFREDSONPRESIDENT1$0
DARLENE MERATREASURER1$0
JAY ROBINSON DUFF IIIVICE PRESIDENT1$0
FREDERICK BROOKS JRMEMBERSHIP1$0

Address and contacts

Address (IRS master file)
PO BOX 880536, SAN DIEGO, CA 92168-0536
In care of
% WOLFE
Signed the 990-EZ
CHARLES WILLIAMS, TREASURER
Phone
(619) 663-7134
Return prepared by
PKF SAN DIEGO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7226852 or by the name ESTATE PLANNING COUNCIL OF SAN DIEGO.

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

Mission

ORGANIZATION PROVIDES CHARITABLE GIVING EDUCATION TO PROFESSIONALS INVOLVED IN THE ESTATE PLANNING INDUSTRY.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • INCREASE KNOWLEDGE BASE OF PROFESSIONAL COMMUNITY.

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 ESTATE PLANNING COUNCIL OF SAN DIEGO

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

IRS record

EIN
23-7226852
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1973
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$31,051
Income (IRS master file)
$73,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$73,628$57,348$31,051IRS
990-EZJune 2024$56,159$67,590$14,825IRS
990-EZJune 2023$55,348$55,332$31,626XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––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 23-7226852).

Questions about ESTATE PLANNING COUNCIL OF SAN DIEGO

What is the EIN of ESTATE PLANNING COUNCIL OF SAN DIEGO?
The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF SAN DIEGO is 23-7226852.
Is ESTATE PLANNING COUNCIL OF SAN DIEGO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
Are donations to ESTATE PLANNING COUNCIL OF SAN DIEGO tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ESTATE PLANNING COUNCIL OF SAN DIEGO 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 ESTATE PLANNING COUNCIL OF SAN DIEGO 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 ESTATE PLANNING COUNCIL OF SAN DIEGO 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 ESTATE PLANNING COUNCIL OF SAN DIEGO?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does ESTATE PLANNING COUNCIL OF SAN DIEGO have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $73,628, expenses of $57,348 and total assets of $31,051 at year end.

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