Estate Planning Council Of San Diego

  • San Diego, CA
  • Tax-exempt since Jan. 1973
  • EIN: 23-7226852

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,159
Expenses
$67,590
Net Income
-$11,431
Net Assets
$14,771
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $14,825
Total Liabilities $54
Net Assets $14,771
Compensation
Key Employees and Officers Compensation Other
Jay Robinson Duff Iii (Past President) $0 $0
Frederick Brooks Jr (President) $0 $0
Loan Schillinger (Membership) $0 $0
Daniel Weiner (Vice President) $0 $0
Charles Williamss (Treasurer) $0 $0
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Document Links

990-EZ
Filed on April 29, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,348
Expenses
$55,332
Net Income
$16
Net Assets
$26,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $458
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,626
Total Liabilities $5,424
Net Assets $26,202
Compensation
Key Employees and Officers Compensation Other
Janet Mcdonough (Past President) $0 $0
Thomas Gotfredson (President) $0 $0
Darlene Mera (Treasurer) $0 $0
Jay Robinson Duff Iii (Vice President) $0 $0
Frederick Brooks Jr (Membership) $0 $0
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990-EZ
Filed on May 10, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,590
Expenses
$39,989
Net Income
-$4,399
Net Assets
$26,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $26,186
Total Liabilities $0
Net Assets $26,186
Compensation
Key Employees and Officers Compensation Other
Janet Mcdonough (President) $0 $0
Thomas Gotfredson (Vice President) $0 $0
Jennifer Reardon (Treasurer) $0 $0
Jenica Mcclure (Membership) $0 $0
Barbara Leinenweber (Past President) $0 $0
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990-EZ
Filed on Dec. 2, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$6,810
Expenses
$6,497
Net Income
$313
Net Assets
$30,585
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,585
Total Liabilities $0
Net Assets $30,585
Compensation
Key Employees and Officers Compensation Other
Barbara Leinenweber (President) $0 $0
Janet Mcdonough (Vice President) $0 $0
Jennifer Reardon (Treasurer) $0 $0
Catherine Swafford (Secretary) $0 $0
Jenica Mcclure (Membership) $0 $0
Matt Showley (Past President) $0 $0
Thomas Gotfredson (Membership) $0 $0
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990-EZ
Filed on May 6, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,625
Expenses
$24,651
Net Income
-$1,026
Net Assets
$30,272
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,272
Total Liabilities $0
Net Assets $30,272
Compensation
Key Employees and Officers Compensation Other
Matt Showley (President) $0 $0
Amy Walling (Past President) $0 $0
Barbara Leinenweber (Vice President) $0 $0
Jennifer Reardon (Treasurer) $0 $0
Janet Mcdonough (Membership) $0 $0
Catherine Swafford (Secretary) $0 $0
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990-EZ
Filed on Nov. 5, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,880
Expenses
$38,531
Net Income
-$14,651
Net Assets
$31,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,298
Total Liabilities $0
Net Assets $31,298
Compensation
Key Employees and Officers Compensation Other
Amy Walling (President) $0 $0
Laura Lamb Nichols (Past President) $0 $0
Matt Showley (Vice President/Secretary) $0 $0
Cristanne Leitner (Treasurer) $0 $0
Barbara Leinenweber (Membership) $0 $0
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Document Links

990-EZ
Filed on May 5, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$63,684
Expenses
$43,482
Net Income
$20,202
Net Assets
$45,949
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,949
Total Liabilities $0
Net Assets $45,949
Compensation
Key Employees and Officers Compensation Other
Laura Lamb Nichols (President) $0 $0
Cheryl Kessler (Past President) $0 $0
Amy Walling (Vice President) $0 $0
Matt Showley (Secretary) $0 $0
Cristane Leitner (Treasurer) $0 $0
Barbara Leinenweber (Membership) $0 $0
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Document Links

990-EZ
Filed on April 29, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,043
Expenses
$41,616
Net Income
-$3,573
Net Assets
$25,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,747
Total Liabilities $0
Net Assets $25,747
Compensation
Key Employees and Officers Compensation Other
Laura Lamb Nichols (President) $0 $0
Cheryl Kessler (Past President) $0 $0
Amy Walling (Vice President) $0 $0
Matt Showley (Secretary) $0 $0
Cristane Leitner (Treasurer) $0 $0
Barbara Leinenweber (Membership) $0 $0
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Document Links

990-EZ
Filed on May 3, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,740
Expenses
$34,531
Net Income
$209
Net Assets
$29,320
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,740
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,320
Total Liabilities $0
Net Assets $29,320
Compensation
Key Employees and Officers Compensation Other
Cheryl Kessler (President) $0 $0
Cristanne Leitner (Past President) $0 $0
Amy Walling (Treasurer) $0 $0
Laura Lamb Nichols (Vice President) $0 $0
Goli Alavi (Secretary) $0 $0
Matt Showley (Membership Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 10, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,985
Expenses
$34,491
Net Income
$3,494
Net Assets
$29,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,985
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,111
Total Liabilities $0
Net Assets $29,111
Compensation
Key Employees and Officers Compensation Other
Cristanne Leitner (President) $0 $0
Richard Carlquist (Past President) $0 $0
Amy Walling (Membership Director) $0 $0
Cheryl Kessler (Vice President) $0 $0
Goli Alavi (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 4, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,270
Expenses
$30,667
Net Income
$5,603
Net Assets
$25,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,270
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,617
Total Liabilities $0
Net Assets $25,617
Compensation
Key Employees and Officers Compensation Other
Richard Carlquist (President) $0 $0
Leslie Klein (Past President) $0 $0
Martin Hayter (Vice President) $0 $0
Laura Lamb Nichols (Membership Director) $0 $0
Cristanne Leitner (Secretary) $0 $0
Cheryl Kessler (Treasurer) $0 $0
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990-EZ
Filed on Nov. 7, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,367
Expenses
$31,857
Net Income
-$1,490
Net Assets
$20,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,625
> 100%
Program Services $0
Investment Income $0
Net Fundraising -$1,258
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $20,014
Total Liabilities $0
Net Assets $20,014

Document Links

990-EZ
Filed on March 10, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,425
Expenses
$33,276
Net Income
$11,149
Net Assets
$21,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $6,225
14.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,504
Total Liabilities $0
Net Assets $21,504

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated