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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 95-3105008

ORANGE COUNTY ESTATE PLANNING COUNCIL

Tax-exempt · ORANGE, CA 92865

Financials

$54K$61K2023$56K$62K2024
Revenue Expenses · by fiscal year end
Financials of ORANGE COUNTY ESTATE PLANNING COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$55,717$62,007-$6,290$45,548$14,980$30,568
December 31, 2023990-EZ$53,502$60,961-$7,459$50,483$13,625$36,858
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Membership dues
$52,098
Investment income
$19
Other revenue
$3,600

Expenses

Compensation of officers, directors and key employees
$0
Printing, publications and postage
$257
Other expenses
$61,750
Program services (functional)
$35,273

Balance sheet and other

Total assets, start of year
$50,483
Total assets, end of year
$45,548
Total liabilities, end of year
$14,980
Net assets, end of year
$30,568
Cash, savings and investments
$45,548
Gross receipts
$55,717

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
EDWARD ALVARADOPRESIDENT0.1$0
SHELLY O'BYRNE1ST VP - PROGRAMS0.1$0
KEVIN WIEST2ND VP - MEMBERSHIP0.1$0
DAVID MOORESECRETARY0.1$0
CONNER CLEMONSTREASURER0.1$0
MEGHAN GLASPYDIRECTOR0.1$0
FATAMA KHANDIRECTOR0.1$0
990-EZ for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JULIE HEGGENESSPRESIDENT0.1$0
EDWARD ALVARADO1ST VP - PROGRAMS0.1$0
SHELLY O'BYRNE2ND VP - MEMBERSHIP0.1$0
KEVIN WIESTTREASURER0.1$0
DAVID MOOREDIRECTOR0.1$0
CONNER CLEMONSSECRETARY0.1$0

Address and contacts

Address (IRS master file)
1442 E LINCOLN AVE PMB 441, ORANGE, CA 92865-1934
Signed the 990-EZ
KEVIN WIEST, 1ST VICE PRESIDENT
Phone
(714) 441-8951
Return prepared by
WINDES INC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-3105008 or by the name ORANGE COUNTY ESTATE PLANNING COUNCIL.

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

Mission

TO PROVIDE EDUCATION AND THE MUTUAL EXCHANGE OF IDEAS, KNOWLEDGE, AND SKILLS IN THE FIELD OF ESTATE PLANNING, THEREBY IMPROVING THE QUALITY OF ESTATE PLANNING SERVICES OFFERED TO THE PUBLIC.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION HOLDS BI-MONTHLY DINNER MEETINGS FEATURING EDUCATIONAL PROGRAMS ON ESTATE PLANNING TOPICS.
    Expenses $35,273

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for ORANGE COUNTY ESTATE PLANNING COUNCIL

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
95-3105008
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1977
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$45,548
Income (IRS master file)
$55,717

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$55,717$62,007$45,548IRS
990-EZDecember 2023$53,502$60,961$50,483XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––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 95-3105008).

Questions about ORANGE COUNTY ESTATE PLANNING COUNCIL

What is the EIN of ORANGE COUNTY ESTATE PLANNING COUNCIL?
The employer identification number (EIN) of ORANGE COUNTY ESTATE PLANNING COUNCIL is 95-3105008.
Is ORANGE COUNTY ESTATE PLANNING COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
Are donations to ORANGE COUNTY ESTATE PLANNING COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ORANGE COUNTY 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 ORANGE COUNTY ESTATE PLANNING COUNCIL due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ORANGE COUNTY ESTATE PLANNING COUNCIL last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of ORANGE COUNTY ESTATE PLANNING COUNCIL?
The 990-EZ for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does ORANGE COUNTY ESTATE PLANNING COUNCIL have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $55,717, expenses of $62,007 and total assets of $45,548 at year end.

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