Nonprofits›Sacramento Estate Planning Council
Community Improvement & Capacity Building
Sacramento Estate Planning Council
SACRAMENTO, CA
Total revenue
$132K
Total expenses
$157K
Net assets
$64K
Grants received
—
EIN
941718568
Tax year
2024
Mission
To provide a forum where estate planning professionals in the sacramento region can meet and share information about new developments in estate planning.
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$95K
Investment income$9
Other revenue—
Total revenue$132K
Expenses
Grants paid$10K
Salaries & benefits—
Fundraising—
Other expenses$129K
Total expenses$157K
Total assets$64K
Net assets$64K
People
10 listed
NameRoleCompensation
Liza Bunker
Past President
Board
—
1 hrs/wk
Lynn Swenson
President
Board
—
1 hrs/wk
Kate Willcox
Vice President
Board
—
1 hrs/wk
Kathryn Nelson
Secretary
Board
—
1 hrs/wk
Aaron Johnson
Treasurer
Board
—
1 hrs/wk
Danielle Diebert
Director
Board
—
1 hrs/wk
Derek Walcott
Director
Board
—
1 hrs/wk
Joe Nix
Director
Board
—
1 hrs/wk
Tiffany Terrell
Director
Board
—
1 hrs/wk
Caitlyn Andrijich
Director
Board
—
1 hrs/wk
Details
EIN941718568
NTEE codeS41
Subsection06
Ruling date2022-04