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Orange County Estate Planning Council

  • Orange, CA
  • Tax-exempt since May 1977
  • EIN: 95-3105008

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
$53.5k (2023)

Expenses
$61k (2023)

Total Assets
$50.5k (2023)

Total Liabilities
$13.6k (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,502
Expenses
$60,961
Net Income
-$7,459
Net Assets
$36,858
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,600
6.7%
Assets/Debt
Total Assets $50,483
Total Liabilities $13,625
Net Assets $36,858
Compensation
Key Employees and Officers Compensation Other
Julie Heggeness (President) $0 $0
Edward Alvarado (1 St Vp Programs) $0 $0
Shelly O'byrne (2 Nd Vp Membership) $0 $0
Kevin Wiest (Treasurer) $0 $0
David Moore (Director) $0 $0
Conner Clemons (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 25, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,271
Expenses
$59,208
Net Income
-$4,937
Net Assets
$44,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $22
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,400
4.4%
Assets/Debt
Total Assets $58,112
Total Liabilities $13,795
Net Assets $44,317
Compensation
Key Employees and Officers Compensation Other
Julie Heggeness (President) $0 $0
Betty Dekovner (1 St Vp Programs) $0 $0
Edward Alvarado (Secretary) $0 $0
Shelly O'byrne (Treasurer) $0 $0
Kevin Wiest (Director) $0 $0
Lisa Lockerman (2 Nd Vp Membership) $0 $0
Irina Rospotnyuk (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 15, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,673
Expenses
$43,067
Net Income
-$2,394
Net Assets
$49,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,350
3.3%
Assets/Debt
Total Assets $63,904
Total Liabilities $14,650
Net Assets $49,254
Compensation
Key Employees and Officers Compensation Other
Julie Heggeness (President) $0 $0
Betty Dekovner (1 St Vp Programs) $0 $0
Edward Alvarado (Secretary) $0 $0
Shelly O'byrne (Treasurer) $0 $0
Kevin Wiest (Director) $0 $0
+ View more people

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
$46,486
Expenses
$27,625
Net Income
$18,861
Net Assets
$51,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $41
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,725
14.5%
Assets/Debt
Total Assets $63,488
Total Liabilities $11,840
Net Assets $51,648
Compensation
Key Employees and Officers Compensation Other
Matthew Brown (President) $0 $0
Anthony Agoni (1 St Vp Programs) $0 $0
Betty Dekovner (2 Nd Vp Membership) $0 $0
Julie Heggeness (Secretary) $0 $0
Lisa Lockerman (Treasurer) $0 $0
Edward Alvarado (Director) $0 $0
James Summers (Director) $0 $0
Shelly O'byrne (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 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
$54,980
Expenses
$63,415
Net Income
-$8,435
Net Assets
$32,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $44
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,775
8.7%
Assets/Debt
Total Assets $42,637
Total Liabilities $9,850
Net Assets $32,787
Compensation
Key Employees and Officers Compensation Other
Krystine W Solomon (President) $0 $0
Matthew Brown (1 St Vp Pro) $0 $0
Anthony Agoni (2 Nd Vp Mem) $0 $0
Betty Dekovner (Secretary) $0 $0
Julie Heggeness (Treasurer) $0 $0
Lisa Lockerman (Director) $0 $0
Edward Alvarado (Director) $0 $0
Erin S Fukuto (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 8, 2020

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
$54,512
Expenses
$55,379
Net Income
-$867
Net Assets
$41,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,825
8.9%
Assets/Debt
Total Assets $49,522
Total Liabilities $8,300
Net Assets $41,222

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,143
Expenses
$55,692
Net Income
$4,451
Net Assets
$42,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $80
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,975
9.9%
Assets/Debt
Total Assets $53,524
Total Liabilities $11,435
Net Assets $42,089

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
$54,420
Expenses
$55,541
Net Income
-$1,121
Net Assets
$37,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $30
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,176
9.5%
Assets/Debt
Total Assets $45,798
Total Liabilities $8,160
Net Assets $37,638

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,407
Expenses
$54,653
Net Income
-$1,246
Net Assets
$38,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,150
5.9%
Assets/Debt
Total Assets $47,534
Total Liabilities $8,775
Net Assets $38,759

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,216
Expenses
$49,862
Net Income
$5,354
Net Assets
$40,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $28
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,625
6.6%
Assets/Debt
Total Assets $44,380
Total Liabilities $4,375
Net Assets $40,005

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
$55,210
Expenses
$48,371
Net Income
$6,839
Net Assets
$34,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $24
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,100
7.4%
Assets/Debt
Total Assets $41,151
Total Liabilities $6,500
Net Assets $34,651

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,275
Expenses
$50,989
Net Income
$3,286
Net Assets
$27,812
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $66
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,550
8.4%
Assets/Debt
Total Assets $37,837
Total Liabilities $10,025
Net Assets $27,812

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
$51,714
Expenses
$59,763
Net Income
-$8,049
Net Assets
$24,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $82
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,800
13.1%
Assets/Debt
Total Assets $24,526
Total Liabilities $0
Net Assets $24,526

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