SAN FRANCISCO ESTATE PLANNING COUNCIL

Address
CHRISTINE MADEROS 767 BRANNAN PL
CONCORD, CA 94518
Contact
Website: http://www.sfepc.org
Phone: +1 (925) 686-4819
Nonprofit
NTEE: P99 - Human Services - Multipurpose and Other N.E.C.
EIN: 94-6104474

Primary exempt purpose

ESTATE PLANNING EDUCATIONAL FORUM
 20172016201520142013
Basic features of the organization
Metropolitan statistical area7362
Human resources, including compensation
Personnel
Alberga, Lilli
Title    TREASURER
Name of key/compensated person    LILLI ALBERGA
Officer, director, trustee, or key employee    True
Reportable compensation from org    $0.00
Allen, Amy
TitleTREASURERDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personAMY ALLENAMY ALLENAMY ALLENAMY ALLEN 
Officer, director, trustee, or key employeeTrueTrueTrueTrue 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Anderson, Steven
Title PAST PRESIDENTPRESIDENTVICE PREDIDENTDIRECTOR
Name of key/compensated person STEVEN ANDERSONSTEVEN ANDERSONSTEVEN ANDERSONSTEVEN ANDERSON
Officer, director, trustee, or key employee TrueTrueTrueTrue
Reportable compensation from org $0.00$0.00$0.00$0.00
Brugh, Timothy
TitlePAST PRESIDENTPRESIDENTVICE PREDIDENT  
Name of key/compensated personTIMOTHY BRUGHTIMOTHY BRUGHTIMOTHY BRUGH  
Officer, director, trustee, or key employeeTrueTrueTrue  
Reportable compensation from org$0.00$0.00$0.00  
Burnstein, Michael
Title    PAST PRESIDENT
Name of key/compensated person    MICHAEL BURNSTEIN
Officer, director, trustee, or key employee    True
Reportable compensation from org    $0.00
Burry, Kathleen
Title    DIRECTOR
Name of key/compensated person    KATHLEEN BURRY
Officer, director, trustee, or key employee    True
Reportable compensation from org    $0.00
Caldwell, Jack
Title   DIRECTORDIRECTOR
Name of key/compensated person   JACK CALDWELLJACK CALDWELL
Officer, director, trustee, or key employee   TrueTrue
Reportable compensation from org   $0.00$0.00
Dutton, Dorothea
TitlePRESIDENTVICE PREDIDENTSECRETARYDIRECTOR 
Name of key/compensated personDOROTHEA DUTTONDOROTHEA DUTTONDOROTHEA DUTTONDOROTHEA DUTTON 
Officer, director, trustee, or key employeeTrueTrueTrueTrue 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Gilman, Lara
TitleSECRETARYDIRECTORDIRECTOR  
Name of key/compensated personLARA GILMANLARA GILMANLARA GILMAN  
Officer, director, trustee, or key employeeTrueTrueTrue  
Reportable compensation from org$0.00$0.00$0.00  
Hall, Daniel
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  DANIEL HALLDANIEL HALLDANIEL HALL
Officer, director, trustee, or key employee  TrueTrueTrue
Reportable compensation from org  $0.00$0.00$0.00
Hayes, Philip
TitleDIRECTORDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personPHILIP HAYESPHILIP HAYESPHILIP HAYESPHILIP HAYES 
Officer, director, trustee, or key employeeTrueTrueTrueTrue 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Holmes, Miranda
TitleDIRECTOR    
Name of key/compensated personMIRANDA HOLMES    
Officer, director, trustee, or key employeeTrue    
Reportable compensation from org$0.00    
Johnson, Kelly
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personKELLY JOHNSONKELLY JOHNSONKELLY JOHNSON  
Officer, director, trustee, or key employeeTrueTrueTrue  
Reportable compensation from org$0.00$0.00$0.00  
Lew, Robert
Title DIRECTORDIRECTORDIRECTORSECRETARY
Name of key/compensated person ROBERT LEWROBERT LEWROBERT LEWROBERT LEW
Officer, director, trustee, or key employee TrueTrueTrueTrue
Reportable compensation from org $0.00$0.00$0.00$0.00
McWilliams, Keith
TitleVICE PREDIDENTTREASURERTREASURERDIRECTORDIRECTOR
Name of key/compensated personKEITH MCWILLIAMSKEITH MCWILLIAMSKEITH MCWILLIAMSKEITH MCWILLIAMSKEITH MCWILLIAMS
Officer, director, trustee, or key employeeTrueTrueTrueTrueTrue
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Murphy, Barbara
Title  PAST PRESIDENTPRESIDENTVICE PREDIDENT
Name of key/compensated person  BARBARA MURPHYBARBARA MURPHYBARBARA MURPHY
Officer, director, trustee, or key employee  TrueTrueTrue
Reportable compensation from org  $0.00$0.00$0.00
Osborn, John
TitleDIRECTOR    
Name of key/compensated personJOHN OSBORN    
Officer, director, trustee, or key employeeTrue    
Reportable compensation from org$0.00    
Pierce, Hilary
TitleDIRECTORDIRECTOR   
Name of key/compensated personHILARY PIERCEHILARY PIERCE   
Officer, director, trustee, or key employeeTrueTrue   
Reportable compensation from org$0.00$0.00   
Price, Sandra
Title   PAST PRESIDENTPRESIDENT
Name of key/compensated person   SANDRA PRICESANDRA PRICE
Officer, director, trustee, or key employee   TrueTrue
Reportable compensation from org   $0.00$0.00
Ragusa, Katherine
TitleDIRECTOR    
Name of key/compensated personKATHERINE RAGUSA    
Officer, director, trustee, or key employeeTrue    
Reportable compensation from org$0.00    
Sacarelos, David
TitleDIRECTORDIRECTOR   
Name of key/compensated personDAVID SACARELOSDAVID SACARELOS   
Officer, director, trustee, or key employeeTrueTrue   
Reportable compensation from org$0.00$0.00   
Scribner, Susan
Title    DIRECTOR
Name of key/compensated person    SUSAN DEHNER SCRIBNER
Officer, director, trustee, or key employee    True
Reportable compensation from org    $0.00
Sklar, Ralph
Title SECRETARYDIRECTORSECRETARYDIRECTOR
Name of key/compensated person RALPH SKLARRALPH SKLARRALPH SKLARRALPH SKLAR
Officer, director, trustee, or key employee TrueTrueTrueTrue
Reportable compensation from org $0.00$0.00$0.00$0.00
von Herrmann, Susan
Title   DIRECTOR 
Name of key/compensated person   SUSAN VON HERRMANN 
Officer, director, trustee, or key employee   True 
Reportable compensation from org   $0.00 
Purpose: mission, activities, & accomplishments
Primary exempt purposeESTATE PLANNING EDUCATIONAL FORUMESTATE PLANNING EDUCATIONAL FORUMESTATE PLANNING EDUCATIONAL FORUMESTATE PLANNING EDUCATIONAL FORUMESTATE PLANNING EDUCATIONAL FORUM
Program service expenses, total$78,204.00$94,929.00$80,508.00$86,850.00$95,776.00
Financial data
Revenue
Total revenue$97,248.00$92,919.00$80,128.00$95,021.00$78,340.00
Revenue from contributions (total) $0.00$0.00$0.00$0.00
Investment income, current yr$9.00$8.00$252.00$214.00$255.00
Program service revenue (total) $92,911.00$79,876.00$94,807.00$78,085.00
Other types of revenue
Net rental income $0.00$0.00  
Assets and liabilities
Total assets$50,417.00$31,373.00$33,383.00$33,763.00$25,592.00
Total assets, beginning of year$31,373.00$33,383.00$33,763.00$25,592.00$43,028.00
Total liabilities$0.00$0.00$0.00$0.00$0.00
Total liabilities, beginning of year$0.00$0.00$0.00$0.00$0.00
Net assets$50,417.00$31,373.00$33,383.00$33,763.00$25,592.00
Governance and accountability
Cash accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990EZ990EZ990EZ990EZ990EZ
Date e-filing submitted2017-10-232017-01-052015-09-302014-10-012013-12-31
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201732429349200538201632509349200438201512439349200721201412389349200021201313019349200436
Use these data in your project Benchmark this organization against its peers