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Estate Planning Council Of Portland Inc

  • Tigard, OR
  • Tax-exempt since Oct. 1981
  • EIN: 93-0793336

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.

Summary charts: organization finances over time

Revenue
$255k (2025)

Expenses
$299k (2025)

Total Assets
$84.9k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 April
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,493
Expenses
$299,123
Net Income
-$43,630
Net Assets
$84,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $100,650
39.4%
Program Services $153,898
60.2%
Investment Income $945
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $84,897
Total Liabilities $0
Net Assets $84,897
Compensation
Key Employees and Officers Compensation Related Other
Michele E Wasson (President) $0 $0 $0
Kimberly A Spaulding (Vice Preside) $0 $0 $0
Michael D Walker (Treasurer) $0 $0 $0
Michelle Kohlbush (Secretary) $0 $0 $0
Richard Pogue (Immed Past P) $0 $0 $0
Joylyn Ankeney (Director At) $0 $0 $0
Rebecca Bibleheimer (Director At) $0 $0 $0
Susan Bock (Director At) $0 $0 $0
Danielle Fischer (Director At) $0 $0 $0
Samantha Pahlow (Director At) $0 $0 $0
Stuart Allen (Director At) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 20, 2025

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

View Filing
XML

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,513
Expenses
$294,227
Net Income
-$84,714
Net Assets
$128,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $109,313
52.2%
Program Services $97,851
46.7%
Investment Income $2,349
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,527
Total Liabilities $0
Net Assets $128,527
Compensation
Key Employees and Officers Compensation Related Other
Richard C Pogue (President) $0 $0 $0
Michele E Wasson (Vice President) $0 $0 $0
Kimberly A Spaulding (Secretary) $0 $0 $0
Samantha Pahlow (Treasurer) $0 $0 $0
Eric Hormel (Past President) $0 $0 $0
Joylyn Ankeney (Director At Large) $0 $0 $0
Karen Hobson (Director At Large) $0 $0 $0
Stuart Allen (Director At Large) $0 $0 $0
Michael Walker (Director At Large) $0 $0 $0
Michelle Kohlbush (Director At Large) $0 $0 $0
Danielle Fischer (Director At Large) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 5, 2025

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

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$174,852
Expenses
$177,333
Net Income
-$2,481
Net Assets
$213,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,323
33.9%
Program Services $83,103
47.5%
Investment Income $49
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,414
2.0%
Assets/Debt
Total Assets $213,241
Total Liabilities $0
Net Assets $213,241
Compensation
Key Employees and Officers Compensation Other
Richard C Pogue (President) $0 $0
Michele E Wasson (Vice President) $0 $0
Kimberly A Spaulding (Secretary) $0 $0
Samantha Pahlow (Treasurer) $0 $0
Eric Hormel (Past President) $0 $0
Joylyn Ankeney (Director At Large) $0 $0
Karen Hobson (Director At Large) $0 $0
Stuart Allen (Director At Large) $0 $0
Michael Walker (Director At Large) $0 $0
Michelle Kohlbush (Director At Large) $0 $0
Danielle Fischer (Director At Large) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 28, 2024

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

View Filing
PDF XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$134,868
Expenses
$139,546
Net Income
-$4,678
Net Assets
$215,722
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,311
40.3%
Program Services $79,993
59.3%
Investment Income $39
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $215,722
Total Liabilities $0
Net Assets $215,722
Compensation
Key Employees and Officers Compensation Other
Eric R Hormel (President) $0 $0
Katherine O Vanzanten (Vice President And Treasurer) $0 $0
Richard C Pogue (Secretary) $0 $0
Katharine Coakley (Treasurer (Through 2 1 2022)) $0 $0
Joshua E Husbands (Past President) $0 $0
Joylyn Ankeney (Director At Large) $0 $0
Karen Hobson (Director At Large) $0 $0
Samantha Pahlow (Director At Large) $0 $0
Michael Walker (Director At Large) $0 $0
Kimberly A Spaulding (Director At Large) $0 $0
Michele E Wasson (Director At Large/Treasurer 2 1 22) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$160,804
Expenses
$80,463
Net Income
$80,341
Net Assets
$220,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,173
33.7%
Program Services $73,817
45.9%
Investment Income $49
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $699
0.4%
Assets/Debt
Total Assets $220,400
Total Liabilities $0
Net Assets $220,400
Compensation
Key Employees and Officers Compensation Other
Joshua E Husbands (President) $0 $0
Eric R Hormel (Vice President) $0 $0
Katherine O Vanzanten (Secretary) $0 $0
Katharine Coakley (Treasurer) $0 $0
Mary E Lago (Past President) $0 $0
Arlene Cogen (Director At Large) $0 $0
Karen Hobson (Director At Large) $0 $0
Samantha Pahlow (Director At Large) $0 $0
Richard C Pogue (Director At Large) $0 $0
Kimberly A Spaulding (Director At Large) $0 $0
Michele E Wasson (Director At Large) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 7, 2021

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

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$193,051
Expenses
$202,476
Net Income
-$9,425
Net Assets
$140,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,547
33.4%
Program Services $93,010
48.2%
Investment Income $1,861
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $255
0.1%
Assets/Debt
Total Assets $140,059
Total Liabilities $0
Net Assets $140,059
Compensation
Key Employees and Officers Compensation Other
Joshua E Husbands (President) $0 $0
Eric R Hormel (Vice President) $0 $0
Katherine O Vanzanten (Secretary) $0 $0
Katharine Coakley (Treasurer) $0 $0
Mary E Lago (Past President) $0 $0
Arlene Cogen (Director At Large) $0 $0
Karen Hobson (Director At Large) $0 $0
Samantha Pahlow (Director At Large) $0 $0
Richard C Pogue (Director At Large) $0 $0
Kimberly A Spaulding (Director At Large) $0 $0
Michele E Wasson (Director At Large) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 29, 2020

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

View Filing
PDF XML

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$178,012
Expenses
$200,245
Net Income
-$22,233
Net Assets
$149,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,900
32.0%
Program Services $84,563
47.5%
Investment Income $2,991
1.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $395
0.2%
Assets/Debt
Total Assets $149,484
Total Liabilities $0
Net Assets $149,484
Compensation
Key Employees and Officers Compensation Other
Carol Wachter (Past President) $0 $0
Mary E Lago (President) $0 $0
Eric R Hormel (Treasurer) $0 $0
Joshua E Husbands (Vice President) $0 $0
June M Wiyrick Flores (Past President) $0 $0
Arlene Cogen (At Large Director) $0 $0
Shannon M Connelly (At Large Director) $0 $0
Heather L Guthrie (At Large Director) $0 $0
Richard C Pogue (At Large Director) $0 $0
Kimberly A Spaulding (At Large Director) $0 $0
Katherine O Vanzanten (At Large Director) $0 $0
Michele E Wasson (At Large Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 25, 2020

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

View Filing
PDF XML

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$194,799
Expenses
$187,483
Net Income
$7,316
Net Assets
$171,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,200
30.9%
Program Services $99,869
51.3%
Investment Income $1,112
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $205
0.1%
Assets/Debt
Total Assets $171,717
Total Liabilities $0
Net Assets $171,717
Compensation
Key Employees and Officers Compensation Other
Carol D Wachter (President) $0 $0
Mary E Lago (Vice President) $0 $0
Eric R Hormel (Secretary) $0 $0
Joshua E Husbands (Treasurer) $0 $0
June M Wiyrick Flores (Past President) $0 $0
Stephen E Kantor (Past President) $0 $0
Katharine Coakley (At Large Director) $0 $0
Arlene Cogen (At Large Director) $0 $0
Shannon M Connelly (At Large Director) $0 $0
Heather L Guthrie (At Large Director) $0 $0
Richard C Pogue (At Large Director) $0 $0
Kimberly A Spaulding (At Large Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 28, 2019

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

View Filing
PDF XML

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$183,922
Expenses
$178,911
Net Income
$5,011
Net Assets
$164,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $57,500
31.3%
Program Services $89,575
48.7%
Investment Income $112
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,200
0.7%
Assets/Debt
Total Assets $164,401
Total Liabilities $0
Net Assets $164,401
Compensation
Key Employees and Officers Compensation Other
Stephen E Kantor (President) $0 $0
Carol D Wachter (Vice President) $0 $0
Mary E Lago (Treasurer) $0 $0
Joshua E Husbands (Secretary) $0 $0
Carl V Burnham Iii (At Large Director) $0 $0
Shannon M Connelly (At Large Director) $0 $0
Eric R Hormel (At Large Director) $0 $0
Heather L Guthrie (At Large Director) $0 $0
Kimberly A Spaulding (At Large Director) $0 $0
Arlene Cogen (At Large Director) $0 $0
Gary E Gross (At Large Director) $0 $0
June M Wiyrick Flores (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$188,167
Expenses
$183,918
Net Income
$4,249
Net Assets
$159,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,000
29.8%
Program Services $95,569
50.8%
Investment Income $110
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $340
0.2%
Assets/Debt
Total Assets $159,390
Total Liabilities $0
Net Assets $159,390
Compensation
Key Employees and Officers Compensation Other
Marcy D Lantz (President) $0 $0
June M Wiyrick Flores (Vice President) $0 $0
Stephen E Kantor (Treasurer) $0 $0
Carol D Wachter (Secretary) $0 $0
Carl V Burnham Iii (At Large Director) $0 $0
Shannon M Connelly (At Large Director) $0 $0
Eric R Hormel (At Large Director) $0 $0
Joshua E Husbands (At Large Director) $0 $0
Mary E Lago (At Large Director) $0 $0
Arlene Cogen (At Large Director) $0 $0
Gary E Gross (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 13, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$183,926
Expenses
$190,508
Net Income
-$6,582
Net Assets
$155,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,400
30.1%
Program Services $99,744
54.2%
Investment Income $24
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $270
0.1%
Assets/Debt
Total Assets $155,141
Total Liabilities $0
Net Assets $155,141
Compensation
Key Employees and Officers Compensation Other
Marcy D Lantz (President) $0 $0
June M Wiyrick Flores (Vice President) $0 $0
Stephen E Kantor (Treasurer) $0 $0
Carol D Wachter (Secretary) $0 $0
Carl V Burnham Iii (At Large Director) $0 $0
Shannon M Connelly (At Large Director) $0 $0
Eric R Hormel (At Large Director) $0 $0
Joshua E Husbands (At Large Director) $0 $0
Mary E Lago (At Large Director) $0 $0
Arlene Siegel Cogen (At Large Director) $0 $0
Kathleen Kee (Immediate Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 12, 2016

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

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$180,777
Expenses
$192,503
Net Income
-$11,726
Net Assets
$161,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,000
32.6%
Program Services $89,182
49.3%
Investment Income $449
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,271
2.4%
Assets/Debt
Total Assets $161,723
Total Liabilities $0
Net Assets $161,723
Compensation
Key Employees and Officers Compensation Other
Kathleen Kee (President) $0 $0
Marcy D Lantz (Vice President) $0 $0
June Wiyrick Flores (Treasurer) $0 $0
Stephen E Kantor (Secretary) $0 $0
Carl V Burnham Iii (At Large Director) $0 $0
Shannon M Connelly (At Large Director) $0 $0
Eric R Hormel (At Large Director) $0 $0
Joshua E Husbands (At Large Director) $0 $0
Mary Lago (At Large Director) $0 $0
Carol D Wachter (At Large Director) $0 $0
Christine P Brown (Immediate Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$164,136
Expenses
$161,484
Net Income
$2,652
Net Assets
$173,449
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,200
31.8%
Program Services $82,943
50.5%
Investment Income $368
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $173,449
Total Liabilities $0
Net Assets $173,449

Document Links

990-EZ
Filed on March 27, 2014

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

View Filing
PDF XML

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,556
Expenses
$184,983
Net Income
-$14,427
Net Assets
$170,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,400
34.2%
Program Services $84,232
49.4%
Investment Income $484
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $190
0.1%
Assets/Debt
Total Assets $170,797
Total Liabilities $0
Net Assets $170,797

Document Links

990-EZ

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

PDF

Fiscal Year Ending April
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 April
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 April
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 April
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

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

PDF

Fiscal Year Ending April
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

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

PDF

Fiscal Year Ending April
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

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

PDF

Fiscal Year Ending April
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

Primary 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.

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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