Nonprofit · EIN 93-0793336
ESTATE PLANNING COUNCIL OF PORTLAND INC
Tax-exempt · TIGARD, OR 97223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $255,493 | $299,123 | -$43,630 | $84,897 | $0 | $84,897 |
| April 30, 2024 | 990 | $209,513 | $294,227 | -$84,714 | $128,527 | $0 | $128,527 |
| April 30, 2023 | 990-EZ | $174,852 | $177,333 | -$2,481 | $213,241 | $0 | $213,241 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $100,650
- Program service revenue
- $153,898
- Investment income
- $945
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,667
Balance sheet and other
- Total assets, start of year
- $128,527
- Total assets, end of year
- $84,897
- Total liabilities, end of year
- $0
- Net assets, end of year
- $84,897
- Gross receipts
- $255,493
- Employees
- 0
- Year formed
- 1980
- State of legal domicile
- OR
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 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELE E WASSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KIMBERLY A SPAULDING | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MICHAEL D WALKER | TREASURER Trustee or director, Officer | 2 | $0 |
| MICHELLE KOHLBUSH | SECRETARY Trustee or director, Officer | 2 | $0 |
| RICHARD POGUE | IMMED PAST P Trustee or director, Officer | 2 | $0 |
| JOYLYN ANKENEY | DIRECTOR AT Trustee or director | 1 | $0 |
| REBECCA BIBLEHEIMER | DIRECTOR AT Trustee or director | 1 | $0 |
| SUSAN BOCK | DIRECTOR AT Trustee or director | 1 | $0 |
| DANIELLE FISCHER | DIRECTOR AT Trustee or director | 1 | $0 |
| SAMANTHA PAHLOW | DIRECTOR AT Trustee or director | 1 | $0 |
| STUART ALLEN | DIRECTOR AT Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C POGUE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHELE E WASSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KIMBERLY A SPAULDING | SECRETARY Trustee or director, Officer | 1 | $0 |
| SAMANTHA PAHLOW | TREASURER Trustee or director, Officer | 1 | $0 |
| ERIC HORMEL | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOYLYN ANKENEY | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| KAREN HOBSON | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| STUART ALLEN | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| MICHAEL WALKER | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| MICHELLE KOHLBUSH | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| DANIELLE FISCHER | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
990-EZ for the year ended April 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C POGUE | PRESIDENT | 1 | $0 |
| MICHELE E WASSON | VICE PRESIDENT | 1 | $0 |
| KIMBERLY A SPAULDING | SECRETARY | 1 | $0 |
| SAMANTHA PAHLOW | TREASURER | 1 | $0 |
| ERIC HORMEL | PAST PRESIDENT | 1 | $0 |
| JOYLYN ANKENEY | DIRECTOR AT LARGE | 1 | $0 |
| KAREN HOBSON | DIRECTOR AT LARGE | 1 | $0 |
| STUART ALLEN | DIRECTOR AT LARGE | 1 | $0 |
| MICHAEL WALKER | DIRECTOR AT LARGE | 1 | $0 |
| MICHELLE KOHLBUSH | DIRECTOR AT LARGE | 1 | $0 |
| DANIELLE FISCHER | DIRECTOR AT LARGE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9600 SW OAK ST STE 565, TIGARD, OR 97223-6588
- In care of
- % MOSS ADAMS LLP
- Principal officer (990 for 2024)
- MICHELE E WASSON, 9600 SW OAK ST SUITE 565, TIGARD, OR 97223
- Signed the 990
- KIMBERLY SPAULDING, PRESIDENT
- Phone
- (503) 253-9385
- Website
- WWW.EPCPORTLAND.ORG
- Return prepared by
- FOSTER & ASSOCIATES CPA LLC
Mission
PROMOTE ESTATE PLANNING EDUCATION.
Program accomplishments
- FOUR TWO-HOUR SEMINARS ON VARIOUS ESTATE PLANNING TOPICS PRESENTED TO THE MEMBERSHIP AND THEIR GUESTS DURING THE YEAR. ALSO, AN ALL-DAY ESTATE PLANNING CONFERENCE PRESENTED TO THE MEMBERSHIP AND ESTATE PLANNING COMMUNITY IN THE GREATER PORTLAND, OREGON AREA.
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 93-0793336
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1981
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $84,897
- Income (IRS master file)
- $255,493
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $255,493 | $299,123 | $84,897 | IRS |
| 990 | April 2024 | $209,513 | $294,227 | $128,527 | XML |
| 990-EZ | April 2023 | $174,852 | $177,333 | $213,241 | XML |
| 990-EZ | April 2022 | – | – | – | IRS |
| 990-EZ | April 2021 | – | – | – | IRS |
| 990-EZ | April 2020 | – | – | – | IRS |
| 990-EZ | April 2019 | – | – | – | IRS |
| 990-EZ | April 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 93-0793336).
Questions about ESTATE PLANNING COUNCIL OF PORTLAND INC
- What is the EIN of ESTATE PLANNING COUNCIL OF PORTLAND INC?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF PORTLAND INC is 93-0793336.
- Is ESTATE PLANNING COUNCIL OF PORTLAND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1981.
- Are donations to ESTATE PLANNING COUNCIL OF PORTLAND INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF PORTLAND INC 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 PORTLAND INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL OF PORTLAND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of ESTATE PLANNING COUNCIL OF PORTLAND INC?
- The 990 for the year ended April 30, 2025 names MICHELE E WASSON.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF PORTLAND INC?
- The 990 for the year ended April 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL OF PORTLAND INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $255,493, expenses of $299,123 and total assets of $84,897 at year end.
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