Civic Intelligence

Southern Arizona Estate Planning Council

EIN 23-7314057 • 501(c)6 • Tucson, AZ

Profile

continuing education for estate planning consultants

PO Box 26511Tucson, AZ 85726

saepc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$36,322

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-28%

Faster asset growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

44%

Faster revenue growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$54,181

Down $21,037 (-28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$54,181

Down $21,037 (-28%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin24th percentile

Revenue

Up

$124,520

Up $38,309 (+44%) from 2023

Expenses

Up

$145,557

Up $37,995 (+35%) from 2023

Net Income

Up

-$21,037

Up $314 (+1.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2022: $96,568Liabilities 2022: $0Net Assets 2022: $96,5682022Assets 2023: $75,218Liabilities 2023: $0Net Assets 2023: $75,2182023Assets 2024: $54,181Liabilities 2024: $0Net Assets 2024: $54,1812024

Highlighted filing

2024

Assets$54,181
Liabilities$0
Net Assets$54,181
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $65,674Expenses 2022: $61,576Net Income 2022: $4,0982022Revenue 2023: $86,211Expenses 2023: $107,562Net Income 2023: -$21,3512023Revenue 2024: $124,520Expenses 2024: $145,557Net Income 2024: -$21,0372024

Highlighted filing

2024

Revenue$124,520
Expenses$145,557
Net Income-$21,037
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,181
Liabilities
$0
Net assets
$54,181
Revenue
$124,520
Expenses
$145,557
Net income
-$21,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.25$1.46$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.86$1.08$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.66$0.62$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.0
Gross Receipts
$124,520
Mission and Program Overview

Mission

continuing education for estate planning consultants

Program Services

DescriptionGrantsExpenses
EDUCATION MEETINGS FOR APPROXIMATELY 50-100 MEMBERS PROVIDING CONTINUING. EDUCATION IN AREAS SUCH AS REGULATIONS, LAWS, COMPLIANCE, INVESTMENTS--
ESTATE PLANNERS' DAY MEETING WITH EXPANDED EDUCATION IN TOPIC AREAS SIMILAR TO THOSE FOR THE MEETINGS AND WEBINARS, SERVING APPROXIMATELY 110 ATTENDEES.--
SAEPC WEBSITE ANNOUNCING EDUCATION FOR APPROXIMATELY 110 MEMBERS AND UP TO 1000 POTENTIAL MEMBERS.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Association Management CompanyPT$36,322-$36,322
Angie LaskaridesAssistant Secretary-$0--
Gordon ReynoldsAssistant Treasurer-$0--
Lindsey SaulAssistant Treasurer-$0--
Ana Perez-ArrietaSecretary-$0--
Jacquelyne MingleTreasurer-$0--
Christina NozVice President-$0--
Anne RoedigerPresident-$0--
John StephensPast President-$0--
Filing and Contact Details

Filer

Filer Name
Southern Arizona Estate Planning Council
EIN
23-7314057
Phone
5208811778
Address
PO Box 26511, TUCSON, AZ 85726

Signing Officer

Name
Melinda Stomel
Title
Executive Director
Phone
5208811778
Signed
2024-11-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Supplies;1743|Board of Directors Meetings;3105|Office expenses;3366|Day long seminar;16474|Education Meetings;36059|Recruitment Event;4806|State Corporation filing;10|Sponsorship;1500^Total;67063^”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAEPC Headquarters
IRS990EZ/BooksInCareOfDetail/PhoneNum05208811778
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01501 S Cherrybell Stra Rm 205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PMB 26511
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085726
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054181
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-21037
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt077347
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075218
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054181
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0124520
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02001
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt043172
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054181
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054181
IRS990EZ/OccupancyRentUtltsAndMaintAmt0480
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt815
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Association Managers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt836322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angie Laskarides
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gordon Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsey Saul
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ana Perez-Arrieta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jacquelyne Mingle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christina Noz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anne Roediger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John Stephens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Assistant Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8association management company
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt067063
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0continuing education for estate planning consultants
IRS990EZ/PrintingPublicationsPostageAmt0667
IRS990EZ/ProgramServiceRevenueAmt079347
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION MEETINGS FOR APPROXIMATELY 50-100 MEMBERS PROVIDING CONTINUING. EDUCATION IN AREAS SUCH AS REGULATIONS, LAWS, COMPLIANCE, INVESTMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ESTATE PLANNERS' DAY MEETING WITH EXPANDED EDUCATION IN TOPIC AREAS SIMILAR TO THOSE FOR THE MEETINGS AND WEBINARS, SERVING APPROXIMATELY 110 ATTENDEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SAEPC WEBSITE ANNOUNCING EDUCATION FOR APPROXIMATELY 110 MEMBERS AND UP TO 1000 POTENTIAL MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0145557
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0124520
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SAEPC.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Supplies;1743|Board of Directors Meetings;3105|Office expenses;3366|Day long seminar;16474|Education Meetings;36059|Recruitment Event;4806|State Corporation filing;10|Sponsorship;1500^Total;67063^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Melinda Stomel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05208811778
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN ARIZONA ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0237314057
ReturnHeader/Filer/PhoneNum05208811778
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 26511
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085726
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-12-01T23:06:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.