Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Estate Planning Council of San Diego
990EZ • Fiscal year 2014 • EIN 23-7226852
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$25,617
Up $5,603 (+28%) from 2013
Net Assets
Up$25,617
Up $5,603 (+28%) from 2013
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$36,270
Up $5,903 (+19%) from 2013
Expenses
Down$30,667
Down $1,190 (-3.7%) from 2013
Net Income
Up$5,603
Up $7,093 (+476%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Nov 5, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $36,270
Mission and Program Overview
Mission
Organization provides charitable giving education to professionals involved in estate planning industry.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| INCREASE KNOWLEDGE BASE OF PROFESSIONAL COMMUNITY. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RICHARD CARLQUIST | President | - | $0 | - | - |
| LESLIE KLEIN | Past President | - | $0 | - | - |
| MARTIN HAYTER | Vice President | - | $0 | - | - |
| LAURA LAMB-NICHOLS | Membership Director | - | $0 | - | - |
| CRISTANNE LEITNER | Secretary | - | $0 | - | - |
| CHERYL KESSLER | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 23-7226852
- Phone
- 6192381077
Signing Officer
- Name
- Richard Carlquist
- Title
- President
- Phone
- 6192381077
- Signed
- 2014-11-05
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Cristanne Leitner
- Phone
- 6192381077
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 113.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: dinner meeting expenses. Amount: 26,870. Description: office expenses. Amount: 1,814. Description: board meeting lunch expenses. Amount: 506. Description: napec dues. Amount: 1,325. Description: check printing. Amount: 39. Total to form 990-ez, line 16: 30,554.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: other depreciable assets. Beg. Of year amount: 396. End of year amount: 283.”
Raw XML Appendix127 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CRISTANNE LEITNER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6192381077 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 701 B STREET SUITE 1300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | SAN DIEGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 92101 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 19618 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 25334 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 36270 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5603 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 20014 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25617 |
| IRS990EZ/GrossReceiptsAmt | 0 | 36270 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 20014 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 25617 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 20014 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 25617 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 113 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RICHARD CARLQUIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LESLIE KLEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARTIN HAYTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAURA LAMB-NICHOLS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CRISTANNE LEITNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHERYL KESSLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | MEMBERSHIP DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 396 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 283 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 30554 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ORGANIZATION PROVIDES CHARITABLE GIVING EDUCATION TO PROFESSIONALS INVOLVED IN ESTATE PLANNING INDUSTRY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | INCREASE KNOWLEDGE BASE OF PROFESSIONAL COMMUNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 30667 |
| IRS990EZ/TotalRevenueAmt | 0 | 36270 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP://WWW.EPCSD.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DEPRECIATION. AMOUNT: 113. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: DINNER MEETING EXPENSES. AMOUNT: 26,870. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,814. DESCRIPTION: BOARD MEETING LUNCH EXPENSES. AMOUNT: 506. DESCRIPTION: NAPEC DUES. AMOUNT: 1,325. DESCRIPTION: CHECK PRINTING. AMOUNT: 39. TOTAL TO FORM 990-EZ, LINE 16: 30,554. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 396. END OF YEAR AMOUNT: 283. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RICHARD CARLQUIST |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6192381077 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | ESTATE PLANNING COUNCIL OF SAN DIEGO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ESTA |
| ReturnHeader/Filer/EIN | 0 | 237226852 |
| ReturnHeader/Filer/PhoneNum | 0 | 6192381077 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 701 B STREET NO 1300 |
| ReturnHeader/Filer/USAddress/City | 0 | SAN DIEGO |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 92101 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 953159181 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | LEVITZACKS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 701 B STREET SUITE 1300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | SAN DIEGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 92101 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6192381077 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CRISTANNE LEITNER |
| ReturnHeader/ReturnTs | 0 | 2014-11-07T12:01:21-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $25,617
- Liabilities
- $0
- Net assets
- $25,617
- Revenue
- $36,270
- Expenses
- $30,667
- Net income
- $5,603