Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
East Bay Trusts and Estates Lawyers
EIN 27-2685033 • 501(c)6 • Oakland, CA
Profile
To improve the knowledge of and facilitate practice of law of estates & trusts; to promote communication & cooperation between the probate bench and bar; to formulate, administer & implement programs, forums & other educational activities; to foster professional collegiality & collaboration; to support the delivery of legal services in the san francisco bay area; and to act upon all matters germane to its purposes as described or referred to by its board of directors.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
38th percentile
Faster revenue growth than 38% of similar nonprofits.
Balance Sheet
Assets
Down$79,275
Down $31,180 (-28%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$79,275
Down $31,180 (-28%) from 2023
Revenue
Down$95,285
Down $8,032 (-7.8%) from 2023
Expenses
Up$126,465
Up $4,882 (+4.0%) from 2023
Net Income
Down-$31,180
Down $12,914 (-71%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $79,275
- Liabilities
- $0
- Net assets
- $79,275
- Revenue
- $95,285
- Expenses
- $126,465
- Net income
- -$31,180
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 1, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $95,285
Mission and Program Overview
Mission
To improve the knowledge of and facilitate practice of law of estates & trusts; to promote communication & cooperation between the probate bench and bar; to formulate, administer & implement programs, forums & other educational activities; to foster professional collegiality & collaboration; to support the delivery of legal services in the san francisco bay area; and to act upon all matters germane to its purposes as described or referred to by its board of directors.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ADMINISTRATION AND IMPLEMENTATION OF PROFESSIONAL PROGRAMS, FORUMS AND OTHER EDUCATIONAL ACTIVITIES NECESSARY TO FACILITATE THE PRACTICE OF THE LAW OF ESTATES AND TRUSTS. | $0 | $66,218 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RACHEL DODSON | President | - | $0 | - | - |
| RACHEL ROSENFELD | Vice President | - | $0 | - | - |
| ANA ALLEC | Secretary | - | $0 | - | - |
| FRANCESCA BOYD | Treasurer | - | $0 | - | - |
| LAUREN DISSTON | Chair Estate Planning Comm | - | $0 | - | - |
| TRAVIS NEAL | Vc Estate Planning Comm | - | $0 | - | - |
| DAVE PARNALL | Chair Litigation & Mediation Comm | - | $0 | - | - |
| KATIE CAPIELLO | Vc Litigation & Mediation Comm | - | $0 | - | - |
| KRISTEN BONEY | Chair Elder Law, Consrv, Guard COM | - | $0 | - | - |
| NICOLE RAMOS | Vc Elder Law, Consrv, Guard COM | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- East Bay Trusts and Estates Lawyers
- EIN
- 27-2685033
- Phone
- 5104653885
- Address
- PO BOX 29321, OAKLAND, CA 94604
Signing Officer
- Name
- Lauren Disston
- Title
- Treasurer
- Phone
- 5103397178
- Signed
- 2025-05-01
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Buckley Patchen
- Address
- PO BOX 5288, WALNUT CREEK, CA 94596
- Preparer
- Lynda L Huynh
- Phone
- 9259372727
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: annual luncheon expense. Amount: 27,383. Description: events expnense. Amount: 11,865. Description: insurance. Amount: 4,598. Description: other general admin expense. Amount: 12,375. Description: catering and meals. Amount: 1,251. Description: annual board dinner. Amount: 1,181. Description: bank charges . Amount: 6. Description: miscellaneous expense . Amount: 958. Description: honorariums and gifts . Amount: 25,500. Description: dues & subscriptions . Amount: 460. Description: conference expense . Amount: 300. Total to form 990-ez, line 16: 85,877.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: other assets. Beg. Of year amount: 958. End of year amount: 0.”
Raw XML Appendix150 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | FRANCESCA BOYD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5104653885 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 29321 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | OAKLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94604 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 109497 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 79275 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -31180 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 37406 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 110455 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 79275 |
| IRS990EZ/GrossReceiptsAmt | 0 | 95285 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 110455 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 79275 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 110455 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 79275 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| 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/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 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/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 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/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RACHEL DODSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RACHEL ROSENFELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ANA ALLEC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | FRANCESCA BOYD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LAUREN DISSTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | TRAVIS NEAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DAVE PARNALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KATIE CAPIELLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | KRISTEN BONEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | NICOLE RAMOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CHAIR ESTATE PLANNING COMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VC ESTATE PLANNING COMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | CHAIR LITIGATION & MEDIATION COMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VC LITIGATION & MEDIATION COMM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | CHAIR ELDER LAW, CONSRV, GUARD COM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | VC ELDER LAW, CONSRV, GUARD COM |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 958 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 85877 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO IMPROVE THE KNOWLEDGE OF AND FACILITATE PRACTICE OF LAW OF ESTATES & TRUSTS; TO PROMOTE COMMUNICATION & COOPERATION BETWEEN THE PROBATE BENCH AND BAR; TO FORMULATE, ADMINISTER & IMPLEMENT PROGRAMS, FORUMS & OTHER EDUCATIONAL ACTIVITIES; TO FOSTER PROFESSIONAL COLLEGIALITY & COLLABORATION; TO SUPPORT THE DELIVERY OF LEGAL SERVICES IN THE SAN FRANCISCO BAY AREA; AND TO ACT UPON ALL MATTERS GERMANE TO ITS PURPOSES AS DESCRIBED OR REFERRED TO BY ITS BOARD OF DIRECTORS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3182 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 95285 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ADMINISTRATION AND IMPLEMENTATION OF PROFESSIONAL PROGRAMS, FORUMS AND OTHER EDUCATIONAL ACTIVITIES NECESSARY TO FACILITATE THE PRACTICE OF THE LAW OF ESTATES AND TRUSTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 66218 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 126465 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 66218 |
| IRS990EZ/TotalRevenueAmt | 0 | 95285 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.EBTEL.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: ANNUAL LUNCHEON EXPENSE. AMOUNT: 27,383. DESCRIPTION: EVENTS EXPNENSE. AMOUNT: 11,865. DESCRIPTION: INSURANCE. AMOUNT: 4,598. DESCRIPTION: OTHER GENERAL ADMIN EXPENSE. AMOUNT: 12,375. DESCRIPTION: CATERING AND MEALS. AMOUNT: 1,251. DESCRIPTION: ANNUAL BOARD DINNER. AMOUNT: 1,181. DESCRIPTION: BANK CHARGES . AMOUNT: 6. DESCRIPTION: MISCELLANEOUS EXPENSE . AMOUNT: 958. DESCRIPTION: HONORARIUMS AND GIFTS . AMOUNT: 25,500. DESCRIPTION: DUES & SUBSCRIPTIONS . AMOUNT: 460. DESCRIPTION: CONFERENCE EXPENSE . AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 85,877. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 958. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | 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 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAUREN DISSTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5103397178 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EAST BAY TRUSTS AND ESTATES LAWYERS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EAST |
| ReturnHeader/Filer/EIN | 0 | 272685033 |
| ReturnHeader/Filer/PhoneNum | 0 | 5104653885 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 29321 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OAKLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94604 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 942302150 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BUCKLEY PATCHEN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 5288 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WALNUT CREEK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94596 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9259372727 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LYNDA L HUYNH |
| ReturnHeader/ReturnTs | 0 | 2025-05-01T18:25:24-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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