Skip to content
ProPublica Donate
ProPublica Donate

Sacramento Estate Planning Council

  • Sacramento, CA
  • Tax-exempt since April 2022
  • EIN: 94-1718568

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
$132k (2025)

Expenses
$157k (2025)

Total Assets
$64k (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2011 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 June
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$131,637
Expenses
$156,576
Net Income
-$24,939
Net Assets
$64,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $95,315
72.4%
Investment Income $9
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $64,037
Total Liabilities $0
Net Assets $64,037
Compensation
Key Employees and Officers Compensation Other
Liza Bunker (Past President) $0 $0
Lynn Swenson (President) $0 $0
Kate Willcox (Vice President) $0 $0
Kathryn Nelson (Secretary) $0 $0
Aaron Johnson (Treasurer) $0 $0
Danielle Diebert (Director) $0 $0
Derek Walcott (Director) $0 $0
Joe Nix (Director) $0 $0
Tiffany Terrell (Director) $0 $0
Caitlyn Andrijich (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 7, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,540
Expenses
$136,779
Net Income
$4,761
Net Assets
$88,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,476
75.9%
Investment Income $1,421
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $88,976
Total Liabilities $0
Net Assets $88,976
Compensation
Key Employees and Officers Compensation Other
Damaris Perez (Past President) $0 $0
Matt Page (President) $0 $0
Liza Bunker (Vice President) $0 $0
Lynn Swenson (Secretary) $0 $0
Kate Wilcox (Treasurer) $0 $0
Kathryn Nelson (Director) $0 $0
Joe Nix (Director) $0 $0
Alexis Ortega (Director) $0 $0
Rebecca Stewart (Director) $0 $0
Julie Van Dooren (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 30, 2024

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
$119,340
Expenses
$130,388
Net Income
-$11,048
Net Assets
$84,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,472
74.1%
Investment Income $55
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $84,215
Total Liabilities $0
Net Assets $84,215
Compensation
Key Employees and Officers Compensation Other
Tammi Griswold (Past President) $0 $0
Damaris Perez (President) $0 $0
Matt Page (Vice President) $0 $0
Liza Bunker (Secretary) $0 $0
John Toney (Treasurer) $0 $0
Danielle Diebert (Director) $0 $0
Heather Gross (Director) $0 $0
Aaron Johnson (Director) $0 $0
Hannah Shakin (Director) $0 $0
Deryk Walcott (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,472
Expenses
$64,446
Net Income
$9,026
Net Assets
$95,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,036
59.9%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $95,653
Total Liabilities $0
Net Assets $95,653

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$129,160
Expenses
$100,322
Net Income
$28,838
Net Assets
$86,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,556
75.5%
Investment Income $21
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,627
Total Liabilities $0
Net Assets $86,627

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,900
Expenses
$128,869
Net Income
$10,031
Net Assets
$51,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $104,235
75.0%
Investment Income $25
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,982
Total Liabilities $0
Net Assets $51,982

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
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$134,051
Expenses
$125,531
Net Income
$8,520
Net Assets
$41,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,973
76.1%
Investment Income $23
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,951
Total Liabilities $0
Net Assets $41,951

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,993
Expenses
$111,193
Net Income
-$16,200
Net Assets
$33,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,105
63.3%
Investment Income $38
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $33,421
Total Liabilities $0
Net Assets $33,421

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,390
Expenses
$110,799
Net Income
-$5,409
Net Assets
$49,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,545
68.8%
Investment Income $49
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $36
0.0%
Assets/Debt
Total Assets $49,001
Total Liabilities $0
Net Assets $49,001

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$104,130
Expenses
$107,908
Net Income
-$3,778
Net Assets
$54,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,320
67.5%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,410
Total Liabilities $0
Net Assets $54,410

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,990
Expenses
$89,165
Net Income
$1,825
Net Assets
$58,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,548
64.3%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,188
Total Liabilities $0
Net Assets $58,188

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

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 »

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