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Salt Lake Estate Planning Council

  • North Salt Lake, UT
  • Tax-exempt since June 2002
  • EIN: 87-0401428

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
$42k (2022)

Expenses
$23.2k (2022)

Total Assets
$79.6k (2022)

Total Liabilities
$193 (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,976
Expenses
$23,248
Net Income
$18,728
Net Assets
$79,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,654
51.6%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $174
0.4%
Assets/Debt
Total Assets $79,594
Total Liabilities $193
Net Assets $79,401
Compensation
Key Employees and Officers Compensation Other
Jeff Mcclean (President) $0 $0
Rylee Mcdermott (Vice President) $0 $0
Alyssa Depew (Secretary) $0 $0
Dustin Snyder (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 14, 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
$41,804
Expenses
$17,104
Net Income
$24,700
Net Assets
$60,673
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,669
56.6%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $132
0.3%
Assets/Debt
Total Assets $70,009
Total Liabilities $9,336
Net Assets $60,673
Compensation
Key Employees and Officers Compensation Other
Doug Wells Cfp (Past President) $0 $0
Jerry Bregg Cpa (President) $0 $0
Jeffrey T Mc Clean Cfp (Vice President) $0 $0
Rylee Mc Dermott Esq (Secretary) $0 $0
Alyssa Deprew Esq (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 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
$24,108
Expenses
$26,380
Net Income
-$2,272
Net Assets
$36,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $180
0.7%
Assets/Debt
Total Assets $36,907
Total Liabilities $610
Net Assets $36,297
Compensation
Key Employees and Officers Compensation Other
Mark J Morrise Jd (Past President) $0 $0
Doug Wells Cfp (President) $0 $0
Jerry Bregg Cpa (Vice President) $0 $0
Jeffrey T Mc Clean Cfp (Secretary) $0 $0
Rylee Mc Dermott Esq (Treasurer) $0 $0
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Document Links

990-EZ
Filed on May 17, 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
$43,046
Expenses
$31,663
Net Income
$11,383
Net Assets
$38,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,125
42.1%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $227
0.5%
Assets/Debt
Total Assets $38,810
Total Liabilities $241
Net Assets $38,569
Compensation
Key Employees and Officers Compensation Other
Scott Poleman Jd Llm (Past President) $0 $0
Mark J Morrise Jd (President) $0 $0
Doug Wells Cfp (Vice President) $0 $0
Jerry Bregg Cpa (Secretary) $0 $0
Jeffrey T Mc Clean Cfp (Treasurer) $0 $0
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Document Links

990-EZ
Filed on May 17, 2021

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
$51,815
Expenses
$50,891
Net Income
$924
Net Assets
$27,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,058
42.6%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $260
0.5%
Assets/Debt
Total Assets $31,589
Total Liabilities $4,403
Net Assets $27,186
Compensation
Key Employees and Officers Compensation Other
L Matthew Egnew Cpa (Past President) $0 $0
Scott Poleman Jd Llm (President) $0 $0
Mark J Morrise Jd (Vice President) $0 $0
Doug Wells Cfp (Secretary) $0 $0
Jerry Bregg Cpa (Treasurer) $0 $0
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Document Links

990-EZ
Filed on May 17, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,959
Expenses
$44,713
Net Income
$6,246
Net Assets
$26,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,156
49.4%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $291
0.6%
Assets/Debt
Total Assets $31,345
Total Liabilities $5,083
Net Assets $26,262

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,982
Expenses
$50,403
Net Income
-$7,421
Net Assets
$20,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,200
2.8%
Program Services $7,475
17.4%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $342
0.8%
Assets/Debt
Total Assets $20,016
Total Liabilities $0
Net Assets $20,016
Compensation
Key Employees and Officers Compensation Other
Scott M Mc Cullough Esq (Past President) $0 $0
Kerry S Wangsgard Ctfa (President) $0 $0
L Matthew Egnew Cpa (Vice President) $0 $0
Scott Poelman Jd Llm (Secretary) $0 $0
Mark J Morrise (Treasurer) $0 $0
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990-EZ
Filed on Nov. 16, 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
$52,174
Expenses
$56,127
Net Income
-$3,953
Net Assets
$27,437
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,250
17.7%
Program Services $16,564
31.7%
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,437
Total Liabilities $0
Net Assets $27,437
Compensation
Key Employees and Officers Compensation Other
William Ence Cpa (Past President) $0 $0
Scott M Mc Cullough Esq (President) $0 $0
Kerry S Wangsgard Ctfa (Vice President) $0 $0
L Matthew Egnew Cpa (Secretary) $0 $0
Scott Poelman Jd Llm (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 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
$49,552
Expenses
$57,627
Net Income
-$8,075
Net Assets
$31,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,500
17.2%
Program Services $13,375
27.0%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,390
Total Liabilities $0
Net Assets $31,390

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,248
Expenses
$43,136
Net Income
$17,112
Net Assets
$39,465
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,000
21.6%
Program Services $9,935
16.5%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $39,465
Total Liabilities $0
Net Assets $39,465
Compensation
Key Employees and Officers Compensation Other
Matt Krull Cfp (Board Member) $0 $0
Langdon T Owen Jr Esq (Board Member) $0 $0
Dirk Samson Ctfa (Board Member) $0 $0
Lynne S Wilhelmsen Cpa (Board Member) $0 $0
Tammy L Richards Ctfa (Past President) $0 $0
Sandy Banks Cpa (President) $0 $0
William Ince Cpa (President Elect) $0 $0
Kerry C Wangsgard Ctfa (Secretary) $0 $0
Scott M Mccullough Esq (Vice President) $0 $0
Matthew L Egnew Cpa (Board Member) $0 $0
Thomas Fritz Cfp (Board Member) $0 $0
Kenneth C Margetts Esq (Board Member) $0 $0
Lisa K Mariano Ctfa (Board Member) $0 $0
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Document Links

990-EZ
Filed on Nov. 11, 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
$43,761
Expenses
$45,047
Net Income
-$1,286
Net Assets
$22,353
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,665
19.8%
Program Services $10,975
25.1%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $22,353
Total Liabilities $0
Net Assets $22,353

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
$35,128
Expenses
$56,125
Net Income
-$20,997
Net Assets
$23,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,000
31.3%
Program Services $7,870
22.4%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,639
Total Liabilities $0
Net Assets $23,639

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

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2004

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

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 »

Byline

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