Nonprofit · EIN 94-2165402
FRESNO ESTATE PLANNING COUNCIL
Tax-exempt · FRESNO, CA 93711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $6,291 | $0 | $6,291 | $51,694 | $0 | $51,694 |
| June 30, 2024 | 990-EZ | $210 | $1,874 | -$1,664 | $45,403 | $0 | $45,403 |
| June 30, 2023 | 990-EZ | $209 | $5,043 | -$4,834 | $47,067 | $0 | $47,067 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $6,291
Expenses
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $45,403
- Total assets, end of year
- $51,694
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,694
- Cash, savings and investments
- $51,694
- Gross receipts
- $6,291
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 |
|---|---|---|---|
| JEFF L ROWLAND | PRESIDENT | 0 | $0 |
| KIM HEROLD | VICE PRESIDENT | 0 | $0 |
| JEFF SHOOPMAN | TREASURER | 0 | $0 |
| MICHAEL GRANNIS | BOARD MEMBER | 0 | $0 |
| CLAY BLANTON | PAST PRESIDENT | 0 | $0 |
| JEFFREY MARKARIAN | ASST. TREASURER | 0 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF L ROWLAND | PRESIDENT | 0 | $0 |
| KIM HEROLD | VICE PRESIDENT | 0 | $0 |
| JEFF SHOOPMAN | TREASURER | 0 | $0 |
| MICHAEL GRANNIS | BOARD MEMBER | 0 | $0 |
| CLAY BLANTON | PAST PRESIDENT | 0 | $0 |
| JEFFREY MARKARIAN | ASST. TREASURER | 0 | $0 |
990-EZ for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF L ROWLAND | PRESIDENT | 0 | $0 |
| KIM HEROLD | VICE PRESIDENT | 0 | $0 |
| JEFF SHOOPMAN | TREASURER | 0 | $0 |
| MICHAEL GRANNIS | BOARD MEMBER | 0 | $0 |
| CLAY BLANTON | PAST PRESIDENT | 0 | $0 |
| JEFFREY MARKARIAN | ASST. TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7541 N REMINGTON AVE STE 101, FRESNO, CA 93711-5861
- Signed the 990-EZ
- JEFFREY MARKARIAN, ASST. TREASURER
- Phone
- (559) 431-5500
- Website
- FRESNOEPC.ORG
- Return prepared by
- DEDEKIAN GEORGE SMALL & MARKARIAN
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2165402 or by the name FRESNO ESTATE PLANNING COUNCIL.
- 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
THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW, ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC.
Program accomplishments
- THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 94-2165402
- 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-N (e-Postcard)
- Assets (IRS master file)
- $51,694
- Income (IRS master file)
- $6,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $6,291 | $0 | $51,694 | IRS |
| 990-EZ | June 2024 | $210 | $1,874 | $45,403 | IRS |
| 990-EZ | June 2023 | $209 | $5,043 | $47,067 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 94-2165402).
Questions about FRESNO ESTATE PLANNING COUNCIL
- What is the EIN of FRESNO ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of FRESNO ESTATE PLANNING COUNCIL is 94-2165402.
- Is FRESNO ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
- Are donations to FRESNO ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FRESNO ESTATE PLANNING COUNCIL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of FRESNO 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 FRESNO 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 FRESNO ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does FRESNO ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $6,291, expenses of $0 and total assets of $51,694 at year end.
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