Form 990-EZ for tax year 2023
Filed by CENTRAL ARIZONA ESTATE PLANNING COUNCIL.
Totals
- Total revenue
- $135,578
- Total expenses
- $96,406
- Contributions and grants received
- $41,250
- Grants paid
- not reported
- Program service revenue
- $6,293
- Membership dues (line 3)
- $76,775
- Investment income (line 4)
- $2,383
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- $8,877
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $202,172
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $202,172
- Program service expenses (Part III)
- not reported
Mission and programs · 2023
Primary exempt purpose
STRENGTHEN ESTATE PLANNING PROFESSION
-
CAEPC PROVIDES CONTINUING EDUCATION CE EVENTS FOR MEMBERS. THE EVENTS INCLUDE CE FOR ATTORNEYS, CPAS, CFPS, AND INSURANCE PROFESSIONALS. CAEPC OFFERS A MINIMUM OF 8 CE CREDITS A YEAR.
-
CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS QUARTERLY STUDY GROUPS THAT REVOLVE AROUND THE MAIN STAKEHOLDER GROUPS.
-
CAPEC OFFERS ADDITIONAL CE EVETS AND NETWORKING OPPORTUNITIES FOR MEMBERS WITH A VIRTUAL OPTION. CAEPC HOSTED A GOLF TOURNAMENT AND A HOLIDAY PARTY IN CONJUNCTION WITH THE ST MARYS FOOD BANK THIS YEAR.
As filed on the 2023 return.
Listed in Part IV
-
William LeeWILLIAM LEE
PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 3
-
Grant BolandGRANT BOLAND
PAST PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Ashley CaseASHLEY CASE
PRESIDENT-ELECT/VICE PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Julie CarlinJULIE CARLIN
TREASURER
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Christian RogersCHRISTIAN ROGERS
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Kristen OtsukaKRISTEN OTSUKA
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Kathleen CallawayKATHLEEN CALLAWAY
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1.5
-
Nicole HillNICOLE HILL
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Brian PoeBRIAN POE
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1.5
-
Evan JudgeEVAN JUDGE
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Chris SiegleCHRIS SIEGLE
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Ryan FirthRYAN FIRTH
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Sarah GilesSARAH GILES
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Allyson CalifanoALLYSON CALIFANO
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Melissa Loughlin-SinesMELISSA LOUGHLIN-SINES
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Kevin WrightKEVIN WRIGHT
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2023
- Filed
- 14 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442949349200209
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