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Fresno Estate Planning Council

  • Fresno, CA
  • Tax-exempt since Feb. 1973
  • EIN: 94-2165402

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
$209 (2023)

Expenses
$5.04k (2023)

Total Assets
$47.1k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$209
Expenses
$5,043
Net Income
-$4,834
Net Assets
$47,067
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3
1.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,067
Total Liabilities $0
Net Assets $47,067
Compensation
Key Employees and Officers Compensation Other
Jeff L Rowland (President) $0 $0
Kim Herold (Vice President) $0 $0
Jeff Shoopman (Treasurer) $0 $0
Michael Grannis (Board Member) $0 $0
Clay Blanton (Past President) $0 $0
Jeffrey Markarian (Asst. Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 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
$7,246
Expenses
$5,513
Net Income
$1,733
Net Assets
$51,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,901
Total Liabilities $0
Net Assets $51,901
Compensation
Key Employees and Officers Compensation Other
Jeff L Rowland (President) $0 $0
Kim Herold (Vice President) $0 $0
Jeff Shoopman (Treasurer) $0 $0
Michael Grannis (Board Member) $0 $0
Clay Blanton (Past President) $0 $0
Jeffrey Markarian (Asst. Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 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
$1,473
Expenses
$3,082
Net Income
-$1,609
Net Assets
$51,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $940
63.8%
Investment Income $533
36.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,208
Total Liabilities $0
Net Assets $51,208
Compensation
Key Employees and Officers Compensation Other
Clay Blanton (Past President) $0 $0
Kim Herold (Vice President) $0 $0
Jeff L Rowland (President) $0 $0
Jeff Shoopman (Treasurer) $0 $0
Michael Grannis (Board Member) $0 $0
Jeffrey Markarian (Asst. Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 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
$16,931
Expenses
$10,058
Net Income
$6,873
Net Assets
$52,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,521
9.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $52,817
Total Liabilities $0
Net Assets $52,817
Compensation
Key Employees and Officers Compensation Other
Clay Blanton (Past President) $0 $0
Kim Herold (Vice President) $0 $0
Jeff L Rowland (President) $0 $0
Jeff Shoopman (Treasurer) $0 $0
Michael Grannis (Board Member) $0 $0
Jeffrey Markarian (Asst. Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 17, 2022

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,921
Expenses
$25,155
Net Income
-$3,234
Net Assets
$45,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,306
6.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,944
Total Liabilities $0
Net Assets $45,944
Compensation
Key Employees and Officers Compensation Other
Jimmy Sy Wong (President) $0 $0
Clay Blanton (Vice President) $0 $0
Kim Herold (Treasurer) $0 $0
Jeff L Rowland (Secretary) $0 $0
Jeff Shoopman (Board Member) $0 $0
Mark Poochigian (Board Member) $0 $0
Michael Grannis (Board Member) $0 $0
Mark J Gleason (Board Member) $0 $0
Jeffrey Markarian (Asst. Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 16, 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
$15,972
Expenses
$20,362
Net Income
-$4,390
Net Assets
$49,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $392
2.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,178
Total Liabilities $0
Net Assets $49,178
Compensation
Key Employees and Officers Compensation Other
Jimmy Sy Wong (President) $0 $0
Clay Blanton (Vice President) $0 $0
Kim Herold (Treasurer) $0 $0
Jeff L Rowland (Secretary) $0 $0
Jeff Shoopman (Board Member) $0 $0
Mark Poochigian (Board Member) $0 $0
Michael Grannis (Board Member) $0 $0
Mark J Gleason (Board Member) $0 $0
Jeffrey Markarian (Asst. Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 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
$26,188
Expenses
$30,973
Net Income
-$4,785
Net Assets
$54,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $621
2.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,007
15.3%
Assets/Debt
Total Assets $54,003
Total Liabilities $0
Net Assets $54,003
Compensation
Key Employees and Officers Compensation Other
John V Martin (Board Member) $0 $0
Mark S Poochigian (Board Member) $0 $0
Jeffrey Markarian (President) $0 $0
Jimmy Sywong (Vice President) $0 $0
Clay Blaton (Secretary) $0 $0
Mark J Gleason (Treasurer) $0 $0
Jeff L Rowland (Treasurer) $0 $0
Kim Herold (Board Member) $0 $0
Jeffrey J Shoopman (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,134
Expenses
$33,383
Net Income
-$249
Net Assets
$58,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $640
1.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,734
20.3%
Assets/Debt
Total Assets $58,788
Total Liabilities $0
Net Assets $58,788
Compensation
Key Employees and Officers Compensation Other
John V Martin (President) $0 $0
Clay Blaton (Director) $0 $0
Kim Herold (Director) $0 $0
Jeffery Markarian (Vice President) $0 $0
Jimmy Sy Wong (Secretary) $0 $0
Mark J Gleason (Treasurer) $0 $0
Jeff L Rowland (Director) $0 $0
Jeffrey Jon Shoopman (Director) $0 $0
Janet Powell (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 2017

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
$32,762
Expenses
$31,222
Net Income
$1,540
Net Assets
$58,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $686
2.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,296
22.3%
Assets/Debt
Total Assets $58,989
Total Liabilities $0
Net Assets $58,989
Compensation
Key Employees and Officers Compensation Other
John V Martin (Vice President) $0 $0
Clay Blaton (Board Member) $0 $0
Mark J Gleason (Board Member) $0 $0
Jimmy Sy Wong (Treasurer) $0 $0
Ronald A Henderson (Board Member) $0 $0
Jeff L Rowland (Board Member) $0 $0
Jeffrey Markarian (Secretary) $0 $0
Shirley Golden (Past President) $0 $0
Janet Powell (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 2016

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
$27,530
Expenses
$32,560
Net Income
-$5,030
Net Assets
$57,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $415
1.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,747
24.5%
Assets/Debt
Total Assets $61,552
Total Liabilities $4,253
Net Assets $57,299
Compensation
Key Employees and Officers Compensation Other
John V Martin (Secretary) $0 $0
Jeffrey D Simonian (Past President) $0 $0
Shirley Golden (President) $0 $0
Janet Powell (Vice President) $0 $0
Mara M Erlach (Treasurer) $0 $0
Clay Blanton (Board Member) $0 $0
Ronald A Henderson (Board Member) $0 $0
Jeffrey Markarian (Board Member) $0 $0
Jimmy S Y Wong (Board Member) $0 $0
Kayla Hara (Administrator) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2015

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
$30,202
Expenses
$24,113
Net Income
$6,089
Net Assets
$62,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $422
1.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,790
15.9%
Assets/Debt
Total Assets $62,329
Total Liabilities $0
Net Assets $62,329

Document Links

990-EZ
Filed on July 1, 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
$36,152
Expenses
$31,109
Net Income
$5,043
Net Assets
$56,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $446
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,196
28.2%
Assets/Debt
Total Assets $59,393
Total Liabilities $3,153
Net Assets $56,240

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
$35,553
Expenses
$32,406
Net Income
$3,147
Net Assets
$51,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $113
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,135
22.9%
Assets/Debt
Total Assets $51,197
Total Liabilities $0
Net Assets $51,197

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
PDF (2 of 2)

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