Skip to content
ProPublica Donate
ProPublica Donate

East Bay Trusts & Estates Lawyers

  • Oakland, CA
  • Tax-exempt since Oct. 2010
  • EIN: 27-2685033

Organization summary

Type of Nonprofit

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

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$95.3k (2024)

Expenses
$126k (2024)

Total Assets
$79.3k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,285
Expenses
$126,465
Net Income
-$31,180
Net Assets
$79,275
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $95,285
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $79,275
Total Liabilities $0
Net Assets $79,275
Compensation
Key Employees and Officers Compensation Other
Rachel Dodson (President) $0 $0
Rachel Rosenfeld (Vice President) $0 $0
Ana Allec (Secretary) $0 $0
Francesca Boyd (Treasurer) $0 $0
Lauren Disston (Chair Estate Planning Comm) $0 $0
Travis Neal (Vc Estate Planning Comm) $0 $0
Dave Parnall (Chair Litigation & Mediation Comm) $0 $0
Katie Capiello (Vc Litigation & Mediation Comm) $0 $0
Kristen Boney (Chair Elder Law, Consrv, Guard Com) $0 $0
Nicole Ramos (Vc Elder Law, Consrv, Guard Com) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 1, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,317
Expenses
$121,583
Net Income
-$18,266
Net Assets
$110,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,317
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $110,455
Total Liabilities $0
Net Assets $110,455
Compensation
Key Employees and Officers Compensation Other
Jeff Tachiki (President) $0 $0
Rachel Dodson (Vice President) $0 $0
Christina Nalchajian (Secretary) $0 $0
Rachel Rosenfeld (Treasurer) $0 $0
Francesca Boyd (Comm Vc, Estate Planning) $0 $0
Debbie Chin (Comm Vc, Estate Planning) $0 $0
Dave Parnall (Comm Vc, Estate Planning) $0 $0
Don Slater (Comm Vc, Estate Planning) $0 $0
Kristen Boney (Comm Vc, Estate Planning) $0 $0
Ana Allec (Comm Vc, Estate Planning) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 19, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,176
Expenses
$53,630
Net Income
$24,546
Net Assets
$128,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,176
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $128,724
Total Liabilities $0
Net Assets $128,724
Compensation
Key Employees and Officers Compensation Other
Alex Chen (Secretary) $0 $0
Jeff Tachiki (Vice President) $0 $0
Heather Hoekstra (Treasurer) $0 $0
Jodi Philips (President) $0 $0
Alexandra Ayoub (Comm Vc, Estate Planning) $0 $0
Rachel Dodscon (Comm Vc, Estate Planning) $0 $0
Rachel Rosendfeld (Comm Vc, Litigation) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,023
Expenses
$49,898
Net Income
$31,125
Net Assets
$104,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,023
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $104,178
Total Liabilities $0
Net Assets $104,178
Compensation
Key Employees and Officers Compensation Other
Ryan Szczepanik (President) $0 $0
Alex Chen (Treasurer) $0 $0
Jeff Tachiki (Secretary) $0 $0
Alexandra Ayoub (Comm Vc,Estate Planning) $0 $0
Rachel Dodscon (Comm Vc,Estate Planning) $0 $0
Rachel Rosenfeld (Comm Vc,Litigation) $0 $0
Heather Hoekstra (Comm Vc,Litigation) $0 $0
Jodi Philips (Vice President) $0 $0
Christina Nalchajian (Comm Chair,Conservatorship) $0 $0
Kristen Boney (Comm Chair,Conservatorship) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 18, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,301
Expenses
$48,150
Net Income
$13,151
Net Assets
$73,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,301
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $79,507
Total Liabilities $6,454
Net Assets $73,053
Compensation
Key Employees and Officers Compensation Other
David Little (President) $0 $0
Ryan Szczepanik (Vice President) $0 $0
Kevin Rodriguez (Secretary) $0 $0
Alex Chen (Treasurer) $0 $0
Jeff Tachiki (Comm Chair,Trt Admin & Est) $0 $0
Alexandra Ayoub (Comm Vc,Estate Planning) $0 $0
Heather Hoekstra (Comm Vc,Litigation) $0 $0
Jodi Philips (Comm Chair,Litigation Section) $0 $0
Christina Nalchajian (Comm Chair,Conservatorship) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 12, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,678
Expenses
$71,948
Net Income
-$10,270
Net Assets
$59,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,678
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $70,259
Total Liabilities $10,357
Net Assets $59,902
Compensation
Key Employees and Officers Compensation Other
David Little (Vice President) $0 $0
Ryan Szczepanik (Secretary) $0 $0
Kevin Rodriguez (Treasurer) $0 $0
Alex Chen (Comm Chair,Elder Law) $0 $0
Jeff Tachiki (Comm Chair,Trt Admin & Estate Plan) $0 $0
Alexandra Ayoub (Comm Chair,Estate Planning) $0 $0
Heather Hoekstra (Comm Chair,Litigation) $0 $0
Jodi Philips (Comm Vice Chair,Litigation) $0 $0
Kirsten Voyles (President) $0 $0
Paul Epstein (Cccba Delegate) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 9, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,899
Expenses
$85,755
Net Income
-$28,856
Net Assets
$70,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,899
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $73,895
Total Liabilities $3,723
Net Assets $70,172
Compensation
Key Employees and Officers Compensation Other
David Little (Vice President) $0 $0
Ryan Szczepanik (Secretary) $0 $0
Kevin Rodriguez (Treasurer) $0 $0
Alex Chen (Chair,Elder Law, Guardianships Com) $0 $0
Jeff Tachiki (Chair,Estate Planning/Admin Com) $0 $0
Alex Ayoub (Vice Chair,Estate Planning/Admin) $0 $0
Heather Hoekstra (Chair,Litigation And Mediation Com) $0 $0
Jodi Philips (Vice Chair,Litigation And Mediation) $0 $0
Susan Cohen (Vice Chair,Elder Law Guardianship) $0 $0
Kirsten Voyles (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 6, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,435
Expenses
$83,910
Net Income
$13,525
Net Assets
$99,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,435
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $99,028
Total Liabilities $0
Net Assets $99,028
Compensation
Key Employees and Officers Compensation Other
Daniel Newbold (President) $0 $0
David Oh (Vice President) $0 $0
Kirsten Voyles (Secretary) $0 $0
David Little (Treasurer) $0 $0
Ryan Szczepanik (Chair Of Litigation Committee) $0 $0
Kevin Rodriguez (Vice Chair Of Litigation Committee) $0 $0
Bonnie Bishop (Chair Of Estate Planning Committee) $0 $0
Agnieszka Adams (Vice Chair Of Estate Planning Commi) $0 $0
Barbara Hannon (Chair Of Elder Law Committee) $0 $0
Alex Chen (Vice Chair Of Elder Law Committee) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 21, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,740
Expenses
$68,012
Net Income
$19,728
Net Assets
$85,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,740
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,503
Total Liabilities $0
Net Assets $85,503
Compensation
Key Employees and Officers Compensation Other
Ann O'hara (President) $0 $0
Paul Epstein (Vice President) $0 $0
Dan Newbold (Secretary) $0 $0
David Oh (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 29, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,816
Expenses
$55,550
Net Income
-$3,734
Net Assets
$65,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,789
99.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27
0.1%
Assets/Debt
Total Assets $67,330
Total Liabilities $1,555
Net Assets $65,775
Compensation
Key Employees and Officers Compensation Other
Peter Shelton (President) $0 $0
Ann O'hara (Vice President) $0 $0
Paul Epstein (Secretary) $0 $0
Daniel Newbold (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 9, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,721
Expenses
$64,323
Net Income
$18,398
Net Assets
$69,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,721
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $73,829
Total Liabilities $4,320
Net Assets $69,509
Compensation
Key Employees and Officers Compensation Other
Jeffery B Levi (President) $0 $0
Peter Shelton (Vice President) $0 $0
Ann O'hara (Secretary) $0 $0
Margaret Zywicz (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 21, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,095
Expenses
$52,732
Net Income
$20,363
Net Assets
$51,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,095
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,111
Total Liabilities $0
Net Assets $51,111
Compensation
Key Employees and Officers Compensation Other
Genevieve Orta (President) $0 $0
Jeffery B Levi (Vice President) $0 $0
Peter Shelton (Secretary) $0 $0
Margaret Zywicz (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,844
Expenses
$62,011
Net Income
$8,833
Net Assets
$30,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,834
100.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10
0.0%
Assets/Debt
Total Assets $33,553
Total Liabilities $2,805
Net Assets $30,748

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,582
Expenses
$43,673
Net Income
$10,909
Net Assets
$21,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,700
98.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $882
1.6%
Assets/Debt
Total Assets $29,921
Total Liabilities $8,006
Net Assets $21,915

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
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

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 »

See an issue with the data?

Contact Us

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