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San Francisco Estate Planning Council

  • San Francisco, CA
  • Tax-exempt since Feb. 1956
  • EIN: 94-6104474

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
$277k (2025)

Expenses
$139k (2025)

Total Assets
$297k (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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$277,312
Expenses
$138,786
Net Income
$138,526
Net Assets
$297,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $148,214
53.4%
Program Services $128,915
46.5%
Investment Income $183
0.1%
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 $297,343
Total Liabilities $0
Net Assets $297,343
Compensation
Key Employees and Officers Compensation Related Other
Sean Kenney (Director) $0 $0 $0
Jeffrey Antonchuk (Director) $0 $0 $0
Christine Koln (Director) $0 $0 $0
Eric Rodriguez (Director) $0 $0 $0
Elizabeth Sevilla (Vice President) $0 $0 $0
Justin Miller (President) $0 $0 $0
David Bausman (Secretary) $0 $0 $0
Steve Braccini (Director) $0 $0 $0
Selena Yeung (Treasurer) $0 $0 $0
Melissa Hung (Director) $0 $0 $0
Maria Marquez (Director) $0 $0 $0
Gigi Orta (Director) $0 $0 $0
Beth Kramer (Past President) $0 $0 $0
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Document Links

990
Filed on Nov. 6, 2025

Primary 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
$189,492
Expenses
$128,787
Net Income
$60,705
Net Assets
$158,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $154,525
81.5%
Investment Income $1,177
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $158,817
Total Liabilities $0
Net Assets $158,817
Compensation
Key Employees and Officers Compensation Other
Rebekah Sapirstein (Director) $0 $0
Jeffrey Antonchuk (Director) $0 $0
Christine Kolm (Director) $0 $0
Eric Rodriguez (Past President) $0 $0
Elizabeth Sevilla (Treasurer) $0 $0
Justin Miller (Vice President) $0 $0
David Bausman (Secretary) $0 $0
Steve Braccini (Director) $0 $0
Selena Yeung (Director) $0 $0
Melissa Hung (Director) $0 $0
Maria Marquez (Director) $0 $0
Gigi Orta (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 12, 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
$64,266
Expenses
$101,440
Net Income
-$37,174
Net Assets
$98,112
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,010
79.4%
Investment Income $116
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $98,112
Total Liabilities $0
Net Assets $98,112
Compensation
Key Employees and Officers Compensation Other
Rebekah Sapirstein (Director) $0 $0
Michael Griffin (Secretary) $0 $0
Christine Brown (Director) $0 $0
Eric Rodriguez (President) $0 $0
Elizabeth Sevilla (Director) $0 $0
Justin Miller (Director) $0 $0
David Bausman (Director) $0 $0
Steve Braccini (Director) $0 $0
Selena Yeung (Director) $0 $0
Brandi Chavin (Treasurer) $0 $0
Thomas Frank (Past President) $0 $0
Stephen Lovell (Director) $0 $0
+ View more people

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990-EZ
Filed on Aug. 1, 2023

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
$41,633
Expenses
$27,428
Net Income
$14,205
Net Assets
$135,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,170
5.2%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $135,286
Total Liabilities $0
Net Assets $135,286
Compensation
Key Employees and Officers Compensation Other
Rebekah Sapirstein (Director) $0 $0
Michael Griffin (Director) $0 $0
Christine Brown (Director) $0 $0
Eric Rodriguez (Vice President) $0 $0
Elizabeth Sevilla (Director) $0 $0
Justin Miller (Director) $0 $0
Miranda Holmes (Past President) $0 $0
John Osborn (Secretary) $0 $0
Selena Yeung (Director) $0 $0
Brandi Chavin (Treasurer) $0 $0
Thomas Frank (President) $0 $0
Genevieve Larson (Director) $0 $0
+ View more people

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990-EZ
Filed on Aug. 15, 2022

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,166
Expenses
$27,320
Net Income
$19,846
Net Assets
$121,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,525
30.8%
Investment Income $78
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $121,081
Total Liabilities $0
Net Assets $121,081
Compensation
Key Employees and Officers Compensation Other
Rebekah Sapirstein (Director) $0 $0
Hilary Pierce (Director) $0 $0
Christine Brown (Director) $0 $0
Eric Rodriguez (Director) $0 $0
David Sacarelos (Director, Membership Chair) $0 $0
Virgina Sjoberg (Director) $0 $0
Miranda Holmes (President) $0 $0
John Osborn (Secretary) $0 $0
Katherine Ragusa (Past President) $0 $0
Brandi Chavin (Treasurer) $0 $0
Thomas Frank (Vice President) $0 $0
Genevieve Larson (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 17, 2021

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
$68,478
Expenses
$68,802
Net Income
-$324
Net Assets
$101,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,205
48.5%
Investment Income $1,491
2.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $101,235
Total Liabilities $0
Net Assets $101,235
Compensation
Key Employees and Officers Compensation Other
Philip Hayes (Past President) $0 $0
Rebekah Sapirstein (Director) $0 $0
Hilary Pierce (Director) $0 $0
Lara Gilman (Director) $0 $0
Eric Rodriguez (Director) $0 $0
David Sacarelos (Director, Membership Chair) $0 $0
Virgina Sjoberg (Director) $0 $0
Miranda Holmes (Vice President) $0 $0
John Osborn (Secretary) $0 $0
Katherine Ragusa (President) $0 $0
Brandi Chavin (Director) $0 $0
Thomas Frank (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 31, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,743
Expenses
$112,116
Net Income
$50,627
Net Assets
$101,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,279
77.6%
Investment Income $818
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $101,559
Total Liabilities $0
Net Assets $101,559
Compensation
Key Employees and Officers Compensation Other
Philip Hayes (President) $0 $0
Amy Allen (Treasurer) $0 $0
Rebekah Sapirstein (Director) $0 $0
Hilary Pierce (Director) $0 $0
Lara Gilman (Director) $0 $0
Keith Mcwilliams (Past President) $0 $0
David Sacarelos (Director) $0 $0
Virgina Sjoberg (Director) $0 $0
Miranda Holmes (Director) $0 $0
John Osborn (Secretary) $0 $0
Katherine Ragusa (Vice President) $0 $0
Brandi Chavin (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 5, 2019

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
$97,724
Expenses
$97,209
Net Income
$515
Net Assets
$50,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,215
63.7%
Investment Income $9
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $50,932
Total Liabilities $0
Net Assets $50,932
Compensation
Key Employees and Officers Compensation Other
Philip Hayes (Vice Predident) $0 $0
Amy Allen (Treasurer) $0 $0
Dorothea Dutton (Past President) $0 $0
Hilary Pierce (Director) $0 $0
Lara Gilman (Director, Programs) $0 $0
Keith Mcwilliams (President) $0 $0
David Sacarelos (Director) $0 $0
Kelly Johnson (Director) $0 $0
Miranda Holmes (Director) $0 $0
John Osborn (Secretary) $0 $0
Katherine Ragusa (Director) $0 $0
Barndi Chavin (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 20, 2018

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

View Filing
XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,248
Expenses
$78,204
Net Income
$19,044
Net Assets
$50,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,225
63.0%
Investment Income $9
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $50,417
Total Liabilities $0
Net Assets $50,417
Compensation
Key Employees and Officers Compensation Other
Philip Hayes (Director) $0 $0
Amy Allen (Treasurer) $0 $0
Dorothea Dutton (President) $0 $0
Hilary Pierce (Director) $0 $0
Lara Gilman (Secretary) $0 $0
Keith Mcwilliams (Vice Predident) $0 $0
David Sacarelos (Director) $0 $0
Kelly Johnson (Director) $0 $0
Miranda Holmes (Director) $0 $0
John Osborn (Director) $0 $0
Timothy Brugh (Past President) $0 $0
Katherine Ragusa (Director) $0 $0
+ View more people

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990-EZ
Filed on Aug. 30, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,919
Expenses
$94,929
Net Income
-$2,010
Net Assets
$31,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,510
71.6%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,373
Total Liabilities $0
Net Assets $31,373
Compensation
Key Employees and Officers Compensation Other
Steven Anderson (Past President) $0 $0
Philip Hayes (Director) $0 $0
Amy Allen (Director) $0 $0
Dorothea Dutton (Vice Predident) $0 $0
Hilary Pierce (Director) $0 $0
Lara Gilman (Director) $0 $0
Keith Mcwilliams (Treasurer) $0 $0
David Sacarelos (Director) $0 $0
Kelly Johnson (Director) $0 $0
Robert Lew (Director) $0 $0
Ralph Sklar (Secretary) $0 $0
Timothy Brugh (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 6, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,128
Expenses
$80,508
Net Income
-$380
Net Assets
$33,383
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,880
66.0%
Investment Income $252
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $33,383
Total Liabilities $0
Net Assets $33,383
Compensation
Key Employees and Officers Compensation Other
Steven Anderson (President) $0 $0
Philip Hayes (Director) $0 $0
Amy Allen (Director) $0 $0
Dorothea Dutton (Secretary) $0 $0
Daniel Hall (Director) $0 $0
Lara Gilman (Director) $0 $0
Keith Mcwilliams (Treasurer) $0 $0
Barbara Murphy (Past President) $0 $0
Kelly Johnson (Director) $0 $0
Robert Lew (Director) $0 $0
Ralph Sklar (Director) $0 $0
Timothy Brugh (Vice Predident) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 31, 2015

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
$95,021
Expenses
$86,850
Net Income
$8,171
Net Assets
$33,763
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,340
69.8%
Investment Income $214
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $33,763
Total Liabilities $0
Net Assets $33,763
Compensation
Key Employees and Officers Compensation Other
Steven Anderson (Vice Predident) $0 $0
Philip Hayes (Director) $0 $0
Amy Allen (Director) $0 $0
Dorothea Dutton (Director) $0 $0
Daniel Hall (Director) $0 $0
Jack Caldwell (Director) $0 $0
Keith Mcwilliams (Director) $0 $0
Sandra Price (Past President) $0 $0
Barbara Murphy (President) $0 $0
Susan Von Herrmann (Director) $0 $0
Robert Lew (Director) $0 $0
Ralph Sklar (Secretary) $0 $0
+ View more people

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990-EZ
Filed on Aug. 26, 2014

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
$78,340
Expenses
$95,776
Net Income
-$17,436
Net Assets
$25,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,610
71.0%
Investment Income $255
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,592
Total Liabilities $0
Net Assets $25,592

Document Links

990-EZ
Filed on Dec. 31, 2013

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
$84,895
Expenses
$72,549
Net Income
$12,346
Net Assets
$43,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,740
72.7%
Investment Income $255
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,028
Total Liabilities $0
Net Assets $43,028

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
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 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 »

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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.

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