Civic Intelligence

Central Arizona Estate Planning Council Co Joseph I Mccabe III CPA PC

EIN 23-7432746 • 501(c)6 • Scottsdale, AZ

Profile

To provide a better understanding of estate planning services that estate planners can render to the general public. To promote cooperation and to foster a better understanding of the relationship among estate planners of different professions. To further the education of its associate memebers and the general public in the field of estate planning. To maintain membership in the national association of estate planners and councils ("naepc") and any other appropriate regional or national organizations. To act as liasion to the naepc on behalf of the caepc associate members.

4300 N Miller Rd Ste 141Scottsdale, AZ 85251

www.caepc.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

1.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$224,144

Up $21,972 (+11%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$224,144

Up $21,972 (+11%) from 2024

Revenue

Up

$137,220

Up $1,642 (+1.2%) from 2024

Expenses

Up

$118,075

Up $21,669 (+22%) from 2024

Net Income

Down

$19,145

Down $20,027 (-51%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $69,581Net Assets 2013: $69,5812013Assets 2014: $71,871Liabilities 2014: $415Net Assets 2014: $71,4562014Assets 2015: $82,915Net Assets 2015: $82,9152015Assets 2017: $98,671Net Assets 2017: $98,6712017Assets 2018: $101,903Net Assets 2018: $101,9032018Assets 2019: $89,098Net Assets 2019: $89,0982019Assets 2020: $84,025Net Assets 2020: $84,0252020Assets 2021: $101,355Net Assets 2021: $101,3552021Assets 2022: $125,537Net Assets 2022: $125,5372022Assets 2023: $153,762Net Assets 2023: $153,7622023Assets 2024: $202,172Net Assets 2024: $202,1722024Assets 2025: $224,144Net Assets 2025: $224,1442025

Highlighted filing

2025

Assets$224,144
Liabilities-
Net Assets$224,144

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $120,245Expenses 2013: $113,483Net Income 2013: $6,7622013Revenue 2014: $128,970Expenses 2014: $127,095Net Income 2014: $1,8752014Revenue 2015: $118,118Expenses 2015: $106,659Net Income 2015: $11,4592015Revenue 2017: $115,964Expenses 2017: $105,736Net Income 2017: $10,2282017Revenue 2018: $111,749Expenses 2018: $108,517Net Income 2018: $3,2322018Revenue 2019: $113,473Expenses 2019: $126,418Net Income 2019: -$12,9452019Revenue 2020: $102,575Expenses 2020: $108,399Net Income 2020: -$5,8242020Revenue 2021: $77,165Expenses 2021: $59,835Net Income 2021: $17,3302021Revenue 2022: $125,325Expenses 2022: $101,143Net Income 2022: $24,1822022Revenue 2023: $141,960Expenses 2023: $115,129Net Income 2023: $26,8312023Revenue 2024: $135,578Expenses 2024: $96,406Net Income 2024: $39,1722024Revenue 2025: $137,220Expenses 2025: $118,075Net Income 2025: $19,1452025

Highlighted filing

2025

Revenue$137,220
Expenses$118,075
Net Income$19,145

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$155,003
Mission and Program Overview

Mission

Strengthen estate planning profession

Program Services

DescriptionGrantsExpenses
CAEPC PROVIDES CONTINUING EDUCATION CE EVENTS FOR MEMBERS. THE EVENTS INCLUDE CE FOR ATTORNEYS, CPAS, CFPS, AND INSURANCE PROFESSIONALS. CAEPC OFFERS A MINIMUM OF 8 CE CREDITS PER YEAR.--
CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS STUDY GROUPS CENTERED ON THE MAIN STAKEHOLDER GROUPS. CAEPC OFFERS CE EVENTS AND NETWORKING OPPORTUNITIES FOR MEMBERS, WITH A VIRTUAL OPTION.--
CAEPC HOSTED A GOLF TOURNAMENT AGAIN THIS YEAR AND COLLABORATED WITH BALLET ARIZONA FOR ONE OF OUR EDUCATIONAL PROGRAMS. CAEPC ALSO HELD A JOINT PROGRAM WITH THE PHOENIX CFA SOCIETY TO INCREASE NETWORKING OPPORTUNITIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY CASEPresident-$0--
WILLIAM LEEPast President-$0--
EVAN JUDGEPresident-Elect/Vice President-$0--
JULIE CARLINTreasurer-$0--
BEN BARCHILONDirector-$0--
BRIAN POEDirector-$0--
BROOKS CRANDELLDirector-$0--
CHRISTIAN ROGERSDirector-$0--
COLE LEONIDADirector-$0--
GRANT BOLANDDirector-$0--
KATHLEEN CALLAWAYDirector-$0--
KRISTEN OTSUKADirector-$0--
MELISSA LOUGHLIN-SINESDirector-$0--
NICOLE ERIN HILLDirector-$0--
SARAH GILESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$26,485$16,889$894$15,995
Total Events$26,485$16,889$17,783$-894
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Central Arizona Estate Planning Council
EIN
23-7432746
Phone
6024560591
Address
4300 N MILLER RD STE 141, SCOTTSDALE, AZ 85251

Signing Officer

Name
Evan Judge
Title
President
Phone
6024560591
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising marketing 175

Form 990-EZ, Part I, Line 16, Other Expenses

ADMIN EXPENSES 6,464

Form 990-EZ, Part I, Line 16, Other Expenses

IT EXPENSES 2,917

Form 990-EZ, Part I, Line 16, Other Expenses

TRAVEL EXPENSES 2,360

Form 990-EZ, Part I, Line 16, Other Expenses

BOARD MEETINGS 2,770

Form 990-EZ, Part I, Line 16, Other Expenses

EPG/AEP EVENTS 388

Form 990-EZ, Part I, Line 16, Other Expenses

Monthly ed programs 64,241

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 1,886

Form 990-EZ, Part I, Line 20, Net Assets

UNREALIZED GAINS 2,827

Raw XML Appendix186 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.

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