Nonprofit · EIN 27-2685033
EAST BAY TRUSTS & ESTATES LAWYERS
Tax-exempt · OAKLAND, CA 94604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $80,759 | $111,233 | -$30,474 | $58,287 | $9,486 | $48,801 |
| December 31, 2024 | 990-EZ | $95,285 | $126,465 | -$31,180 | $79,275 | $0 | $79,275 |
| December 31, 2023 | 990-EZ | $103,317 | $121,583 | -$18,266 | $110,455 | $0 | $110,455 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Program service revenue
- $80,759
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $34,509
- Other expenses
- $76,724
- Program services (functional)
- $96,764
Balance sheet and other
- Total assets, start of year
- $79,275
- Total assets, end of year
- $58,287
- Total liabilities, end of year
- $9,486
- Net assets, end of year
- $48,801
- Cash, savings and investments
- $58,287
- Gross receipts
- $80,759
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL ROSENFELD | PRESIDENT | 2 | $0 |
| FRANCESCA BOYD | VICE PRESIDENT | 2 | $0 |
| ANA ALLEC | SECRETARY | 2 | $0 |
| LAUREN DISSTON | TREASURER | 2 | $0 |
| TRAVIS NEAL | CHAIR ESTATE PLANNING COMM | 2 | $0 |
| NANCY FUJIKAWA | VC ESTATE PLANNING COMM | 2 | $0 |
| KATIE CAPIELLO | CHAIR LITIGATION & MEDIATI | 2 | $0 |
| MIA POLO | VC LITIGATION & MEDIATION | 2 | $0 |
| KRISTEN BONEY | CHAIR ELDER LAW, CONSRV, G | 2 | $0 |
| NICOLE RAMOS | VC ELDER LAW, CONSRV, GUAR | 2 | $0 |
990-EZ for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL DODSON | PRESIDENT | 2 | $0 |
| RACHEL ROSENFELD | VICE PRESIDENT | 2 | $0 |
| ANA ALLEC | SECRETARY | 2 | $0 |
| FRANCESCA BOYD | TREASURER | 2 | $0 |
| LAUREN DISSTON | CHAIR ESTATE PLANNING COMM | 2 | $0 |
| TRAVIS NEAL | VC ESTATE PLANNING COMM | 2 | $0 |
| DAVE PARNALL | CHAIR LITIGATION & MEDIATION COMM | 2 | $0 |
| KATIE CAPIELLO | VC LITIGATION & MEDIATION COMM | 2 | $0 |
| KRISTEN BONEY | CHAIR ELDER LAW, CONSRV, GUARD COM | 2 | $0 |
| NICOLE RAMOS | VC ELDER LAW, CONSRV, GUARD COM | 2 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF TACHIKI | PRESIDENT | 2 | $0 |
| RACHEL DODSON | VICE PRESIDENT | 2 | $0 |
| CHRISTINA NALCHAJIAN | SECRETARY | 2 | $0 |
| RACHEL ROSENFELD | TREASURER | 2 | $0 |
| FRANCESCA BOYD | COMM VC, ESTATE PLANNING | 2 | $0 |
| DEBBIE CHIN | COMM VC, ESTATE PLANNING | 2 | $0 |
| DAVE PARNALL | COMM VC, ESTATE PLANNING | 2 | $0 |
| DON SLATER | COMM VC, ESTATE PLANNING | 2 | $0 |
| KRISTEN BONEY | COMM VC, ESTATE PLANNING | 2 | $0 |
| ANA ALLEC | COMM VC, ESTATE PLANNING | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 29321, OAKLAND, CA 94604-9321
- In care of
- % LAUREN DISSTON
- Signed the 990-EZ
- TRAVIS NEAL, TREASURER
- Phone
- (510) 465-3885
- Website
- WWW.EBTEL.ORG
- Return prepared by
- BUCKLEY PATCHEN
California records
California keeps its own records of charities and corporations. Search them by EIN 27-2685033 or by the name EAST BAY TRUSTS & ESTATES LAWYERS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO IMPROVE THE KNOWLEDGE OF AND FACILITATE PRACTICE OF LAW OF ESTATES & TRUSTS; TO PROMOTE COMMUNICATION & COOPERATION BETWEEN THE PROBATE BENCH AND BAR; TO FORMULATE, ADMINISTER & IMPLEMENT PROGRAMS, FORUMS & OTHER EDUCATIONAL ACTIVITIES; TO FOSTER PROFESSIONAL COLLEGIALITY & COLLABORATION; TO SUPPORT THE DELIVERY OF LEGAL SERVICES IN THE SAN FRANCISCO BAY AREA; AND TO ACT UPON ALL MATTERS GERMANE TO ITS PURPOSES AS DESCRIBED OR REFERRED TO BY ITS BOARD OF DIRECTORS.
Program accomplishments
- ADMINISTRATION AND IMPLEMENTATION OF PROFESSIONAL PROGRAMS, FORUMS AND OTHER EDUCATIONAL ACTIVITIES NECESSARY TO FACILITATE THE PRACTICE OF THE LAW OF ESTATES AND TRUSTS.Expenses $96,764
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-2685033
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $58,287
- Income (IRS master file)
- $80,759
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $80,759 | $111,233 | $58,287 | XML |
| 990-EZ | December 2024 | $95,285 | $126,465 | $79,275 | IRS |
| 990-EZ | December 2023 | $103,317 | $121,583 | $110,455 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 27-2685033).
Questions about EAST BAY TRUSTS & ESTATES LAWYERS
- What is the EIN of EAST BAY TRUSTS & ESTATES LAWYERS?
- The employer identification number (EIN) of EAST BAY TRUSTS & ESTATES LAWYERS is 27-2685033.
- Is EAST BAY TRUSTS & ESTATES LAWYERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2010.
- Are donations to EAST BAY TRUSTS & ESTATES LAWYERS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EAST BAY TRUSTS & ESTATES LAWYERS 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 EAST BAY TRUSTS & ESTATES LAWYERS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EAST BAY TRUSTS & ESTATES LAWYERS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of EAST BAY TRUSTS & ESTATES LAWYERS?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does EAST BAY TRUSTS & ESTATES LAWYERS have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $80,759, expenses of $111,233 and total assets of $58,287 at year end.
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All nonprofits in OAKLAND · California · Community improvement and capacity building