Form 990-EZ for tax year 2024
Filed by CENTRAL ARIZONA ESTATE PLANNING COUNCIL.
Totals
- Total revenue
- $137,220
- Total expenses
- $118,075
- Contributions and grants received
- $46,096
- Grants paid
- not reported
- Program service revenue
- $7,485
- Membership dues (line 3)
- $74,650
- Investment income (line 4)
- $6,140
- Gain or loss on sale of assets (line 5c)
- $3,148
- Gaming and fundraising events, net (line 6d)
- -$299
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $224,144
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $224,144
- Program service expenses (Part III)
- not reported
Mission and programs · 2024
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 PER YEAR.
-
CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS STUDY GROUPS CENTERED ON THE MAIN STAKEHOLDER GROUPS. CAEPC OFFERS CE EVENTS AND NETWORKING OPPORTUNITIES FOR MEMBERS, WITH A VIRTUAL OPTION.
-
CAEPC HOSTED A GOLF TOURNAMENT AGAIN THIS YEAR AND COLLABORATED WITH BALLET ARIZONA FOR ONE OF OUR EDUCATIONAL PROGRAMS. CAEPC ALSO HELD A JOINT PROGRAM WITH THE PHOENIX CFA SOCIETY TO INCREASE NETWORKING OPPORTUNITIES.
As filed on the 2024 return.
Listed in Part IV
-
Ashley CaseASHLEY CASE
PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
William LeeWILLIAM LEE
PAST PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Evan JudgeEVAN JUDGE
PRESIDENT-ELECT/VICE PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Julie CarlinJULIE CARLIN
TREASURER
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1.5
-
Ben BarchilonBEN BARCHILON
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Brian PoeBRIAN POE
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Brooks CrandellBROOKS CRANDELL
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Christian RogersCHRISTIAN ROGERS
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Cole LeonidaCOLE LEONIDA
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Grant BolandGRANT BOLAND
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Kathleen CallawayKATHLEEN CALLAWAY
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Kristen OtsukaKRISTEN OTSUKA
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Melissa Loughlin-SinesMELISSA LOUGHLIN-SINES
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Nicole Erin HillNICOLE ERIN HILL
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Sarah GilesSARAH GILES
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.75
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
- 2024
- Filed
- 20 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542959349201569
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