Nonprofit · EIN 23-7314057
SOUTHERN ARIZONA ESTATE PLANNING COUNCIL
Tax-exempt · TUCSON, AZ 85726
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $113,473 | $105,380 | $8,093 | $62,274 | $0 | $62,274 |
| June 30, 2024 | 990-EZ | $124,520 | $145,557 | -$21,037 | $54,181 | $0 | $54,181 |
| June 30, 2023 | 990-EZ | $86,211 | $107,562 | -$21,351 | $75,218 | $0 | $75,218 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $47,030
- Program service revenue
- $62,425
- Investment income
- $4,018
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $375
- Compensation of officers, directors and key employees
- $33,268
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $41,723
- Occupancy
- $480
- Printing, publications and postage
- $1,794
- Other expenses
- $61,008
Balance sheet and other
- Total assets, start of year
- $54,181
- Total assets, end of year
- $62,274
- Total liabilities, end of year
- $0
- Net assets, end of year
- $62,274
- Cash, savings and investments
- $62,274
- Gross receipts
- $113,473
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 |
|---|---|---|---|
| Association Managers | association management company | 20 | $33,268 |
| Rachel Sass | Assistant Treasurer | 0.5 | $0 |
| Angie Laskarides | Assistant Secretary | 0.5 | $0 |
| Gordon Reynolds | Director | 0.5 | $0 |
| Lindsey Saul | Secretary | 0.5 | $0 |
| Ana Perez-Arrieta | Treasurer | 0.5 | $0 |
| Jacquelyne Mingle | Vice President | 0.5 | $0 |
| Christina Noz | President | 0.5 | $0 |
| Anne Roediger | Past President | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Association Managers | association management company | 15 | $36,322 |
| Angie Laskarides | Assistant Secretary | 0.5 | $0 |
| Gordon Reynolds | Assistant Treasurer | 0.5 | $0 |
| Lindsey Saul | Assistant Treasurer | 0.5 | $0 |
| Ana Perez-Arrieta | Secretary | 0.5 | $0 |
| Jacquelyne Mingle | Treasurer | 0.5 | $0 |
| Christina Noz | Vice President | 0.5 | $0 |
| Anne Roediger | President | 0.5 | $0 |
| John Stephens | Past President | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Association Managers | association management company | 10 | $31,278 |
| Lindsey Saul | Assistant Treasurer | 0.5 | $0 |
| Ana Perez-Arrieta | Assistant Secretary | 0.5 | $0 |
| Jacquelyne Mingle | Secretary | 0.5 | $0 |
| Angela Caballero | Director | 0.5 | $0 |
| Christina Noz | Treasurer | 0.5 | $0 |
| Anne Roediger | Vice President | 0.5 | $0 |
| John Stephens | President | 0.5 | $0 |
| Brent Nelson | Immediate Past President | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 26511, TUCSON, AZ 85726-6511
- Signed the 990-EZ
- Melinda Stomel, Executive Director
- Phone
- (520) 881-1778
- Website
- SAEPC.org
Mission
continuing education for estate planning consultants
Program accomplishments
- EDUCATION MEETINGS FOR APPROXIMATELY 50-100 MEMBERS PROVIDING CONTINUING. EDUCATION IN AREAS SUCH AS REGULATIONS, LAWS, COMPLIANCE, INVESTMENTS
- ESTATE PLANNERS' DAY MEETING WITH EXPANDED EDUCATION IN TOPIC AREAS SIMILAR TO THOSE FOR THE MEETINGS AND WEBINARS, SERVING APPROXIMATELY 110 ATTENDEES.
- SAEPC WEBSITE ANNOUNCING EDUCATION FOR APPROXIMATELY 110 MEMBERS AND UP TO 1000 POTENTIAL MEMBERS.
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
- 23-7314057
- 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)
- $62,274
- Income (IRS master file)
- $113,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $113,473 | $105,380 | $62,274 | IRS |
| 990-EZ | June 2024 | $124,520 | $145,557 | $54,181 | XML |
| 990-EZ | June 2023 | $86,211 | $107,562 | $75,218 | XML |
| 990-EZ | June 2022 | – | – | – | 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 23-7314057).
Questions about SOUTHERN ARIZONA ESTATE PLANNING COUNCIL
- What is the EIN of SOUTHERN ARIZONA ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of SOUTHERN ARIZONA ESTATE PLANNING COUNCIL is 23-7314057.
- Is SOUTHERN ARIZONA ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
- Are donations to SOUTHERN ARIZONA ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN ARIZONA 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 SOUTHERN ARIZONA 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 SOUTHERN ARIZONA 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 are the officers and directors of SOUTHERN ARIZONA ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $33,268 (Association Managers, association management company).
- How much revenue does SOUTHERN ARIZONA ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $113,473, expenses of $105,380 and total assets of $62,274 at year end.
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