Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Redwood Empire Estate Planning Council
EIN 75-3123003 • 501(c)4 • Santa Rosa, CA
Profile
Promote knowledge of and interest in estate planning and related subjects, to provide a forum where attorneys, certified public accountants, certified financial planners, charter life underwriters, private fiduciaries, trust officers and other professionals instrumental in the estate planning or administration process meet and exchange views and become better acquainted with one another and their work, and to foster cooperation among practicioners in these fields and to promote a better understanding of the proper relationship that each profession bears to the other.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Balance Sheet
Assets
Up$19,753
Up $4,672 (+31%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$19,753
No earlier filing loaded for comparison.
Revenue
Up$70,062
Up $6,265 (+9.8%) from 2024
Expenses
Up$65,390
Up $7,968 (+14%) from 2024
Net Income
Down$4,672
Down $1,703 (-27%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $19,753
- Liabilities
- -
- Net assets
- $19,753
- Revenue
- $70,062
- Expenses
- $65,390
- Net income
- $4,672
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Feb 6, 2026
- Return Version
- 2024v5.2
- Gross Receipts
- $70,062
Mission and Program Overview
Mission
Promote knowledge of and interest in estate planning and related subjects, to provide a forum where attorneys, certified public accountants, certified financial planners, charter life underwriters, private fiduciaries, trust officers and other professionals instrumental in the estate planning or administration process meet and exchange views and become better acquainted with one another and their work, and to foster cooperation among practicioners in these fields and to promote a better understanding of the proper relationship that each profession bears to the other.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROGRAMS AND ACTIVITIES CONDUCTED1) GROUP MEETINGS TO BRING TOGETHER THE ESTATE-PLANNING PROFESSIONALS | - | $53,756 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SEAN PRYDEN | Secretary | - | $0 | - | - |
| JUSTIN PIGEON | Past President | - | $0 | - | - |
| KIT DRISCOLL | President | - | $0 | - | - |
| CARLI ORTIZ | Treasurer | - | $0 | - | - |
| CHAD DORR | Board Member | - | $0 | - | - |
| JUDY DENIZ | Board Member | - | $0 | - | - |
| NORMAN EISLEY | Vice President | - | $0 | - | - |
| GLORIA KOSBIE | Board Member | - | $0 | - | - |
| LOUIS CIONCI | Board Member | - | $0 | - | - |
| SHAWN LORING | Board Member | - | $0 | - | - |
| JOSH STERLING | Board Member | - | $0 | - | - |
| ASHLEE HELLMAN | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Redwood Empire Estate Planning Council
- EIN
- 75-3123003
- Phone
- 7075445738
- Address
- 2135 CROSSPOINT AVENUE, SANTA ROSA, CA 95403
Signing Officer
- Name
- Carli Ortiz
- Title
- Treasurer
- Signed
- 2026-02-06
- Discuss with paid preparer
- Yes
Preparer
- Firm
- David J Fisher CPA
- Address
- 100 Professional Center Dr 111, Rohnert Park, CA 94928
- Preparer
- David J Fisher
- Phone
- 7075889700
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $436”
Other Expenses.1012
“Insurance $2068”
Other Expenses.1
“DINNER COSTS $33009”
Other Expenses.2
“WEBSITE EXPENSES $15640”
Other Expenses.3
“National conference $3017”
Other Expenses.4
“Merchant & bank fees $2495”
Other Expenses.5
“MEMBER OUTREACH $1196”
Other Expenses.6
“SPEAKER EXPENSES $375”
Other Expenses.7
“NATIONAL DUES $246”
Other Expenses.8
“BADGES $83”
Raw XML Appendix156 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/USAddress/CityNm | 0 | SANTA ROSA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95403 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 15081 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 19753 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4672 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6825 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 15081 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 19753 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70062 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 70062 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 15081 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 19753 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 15081 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 19753 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| 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/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SEAN PRYDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JUSTIN PIGEON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KIT DRISCOLL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CARLI ORTIZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHAD DORR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JUDY DENIZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | NORMAN EISLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | GLORIA KOSBIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | LOUIS CIONCI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | SHAWN LORING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JOSH STERLING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | ASHLEE HELLMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | board member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | board member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | board member |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 58565 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTE KNOWLEDGE OF AND INTEREST IN ESTATE PLANNING AND RELATED SUBJECTS, TO PROVIDE A FORUM WHERE ATTORNEYS, CERTIFIED PUBLIC ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS, CHARTER LIFE UNDERWRITERS, PRIVATE FIDUCIARIES, TRUST OFFICERS AND OTHER PROFESSIONALS INSTRUMENTAL IN THE ESTATE PLANNING OR ADMINISTRATION PROCESS MEET AND EXCHANGE VIEWS AND BECOME BETTER ACQUAINTED WITH ONE ANOTHER AND THEIR WORK, AND TO FOSTER COOPERATION AMONG PRACTICIONERS IN THESE FIELDS AND TO PROMOTE A BETTER UNDERSTANDING OF THE PROPER RELATIONSHIP THAT EACH PROFESSION BEARS TO THE OTHER. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROGRAMS AND ACTIVITIES CONDUCTED1) GROUP MEETINGS TO BRING TOGETHER THE ESTATE-PLANNING PROFESSIONALS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 53756 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 65390 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 53756 |
| IRS990EZ/TotalRevenueAmt | 0 | 70062 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://www.reepc.org/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $436 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Insurance $2068 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DINNER COSTS $33009 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | WEBSITE EXPENSES $15640 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | NATIONAL CONFERENCE $3017 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | MERCHANT & BANK FEES $2495 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | MEMBER OUTREACH $1196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | SPEAKER EXPENSES $375 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | NATIONAL DUES $246 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | BADGES $83 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.8 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CARLI ORTIZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-02-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | REDWOOD EMPIRE ESTATE PLANNING COUNCIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | REDW |
| ReturnHeader/Filer/EIN | 0 | 753123003 |
| ReturnHeader/Filer/PhoneNum | 0 | 7075445738 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2135 CROSSPOINT AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA ROSA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95403 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 680416775 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | David J Fisher CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 100 Professional Center Dr 111 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Rohnert Park |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94928 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7075889700 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | David J Fisher |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2026-02-06T10:54:02-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.