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CENTRAL ARIZONA ESTATE PLANNING COUNCIL

EIN 23-7432746 SCOTTSDALE, AZ

Browse the largest nonprofits in Arizona

Revenue 2024
$137,220
Expenses 2024
$118,075

As filed

Subsection
06
Classification
2000
Street
4300 N MILLER RD STE 141

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 141). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Ashley Case

    PRESIDENT

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    2
  • William Lee

    PAST PRESIDENT

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1
  • Evan Judge

    PRESIDENT-ELECT/VICE PRESIDENT

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1
  • Julie Carlin

    TREASURER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1.5
  • Ben Barchilon

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Brian Poe

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Brooks Crandell

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Christian Rogers

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Cole Leonida

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Grant Boland

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Kathleen Callaway

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Kristen Otsuka

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Melissa Loughlin-Sines

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Nicole Erin Hill

    DIRECTOR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0.5
  • Sarah 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 VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $137,220
    Expenses
    $118,075
    Contributions
    $46,096
    Grants paid
    not reported
  • 2023
    Revenue
    $135,578
    Expenses
    $96,406
    Contributions
    $41,250
    Grants paid
    not reported
  • 2022
    Revenue
    $141,960
    Expenses
    $115,129
    Contributions
    $40,250
    Grants paid
    $495

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990-EZ

    Revenue
    $125,325
    Expenses
    $101,143
    Assets (EOY)
    $125,537
  • 2020 · 990-EZ

    Revenue
    $77,165
    Expenses
    $59,835
    Assets (EOY)
    $101,355
  • 2019 · 990-EZ

    Revenue
    $102,575
    Expenses
    $108,399
    Assets (EOY)
    $84,025
  • 2018 · 990-EZ

    Revenue
    $113,473
    Expenses
    $126,418
    Assets (EOY)
    $89,098
  • 2017 · 990-EZ

    Revenue
    $111,749
    Expenses
    $108,517
    Assets (EOY)
    $101,903
  • 2016 · 990-EZ

    Revenue
    $115,964
    Expenses
    $105,736
    Assets (EOY)
    $98,671
  • 2014 · 990-EZ

    Revenue
    $118,118
    Expenses
    $106,659
    Assets (EOY)
    $82,915
  • 2013 · 990-EZ

    Revenue
    $128,970
    Expenses
    $127,095
    Assets (EOY)
    $71,871
  • 2012 · 990-EZ

    Revenue
    $120,245
    Expenses
    $113,483
    Assets (EOY)
    $69,581

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.