Civic Intelligence

Sacramento Estate Planning Council

EIN 94-1718568 • 501(c)6 • Sacramento, CA

Profile

To provide a forum where estate planning professionals in the sacramento region can meet and share information about new developments in estate planning.

PO Box 19942Sacramento, CA 95819

www.sacepc.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

23rd percentile

-19%

Higher net margin than 23% 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

22nd percentile

-28%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

39th percentile

-7.0%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$64,037

Down $24,939 (-28%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$64,037

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$131,637

Down $9,903 (-7.0%) from 2024

Expenses

Up

$156,576

Up $19,797 (+14%) from 2024

Net Income

Down

-$24,939

Down $29,700 (-624%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$100K$50K$0Assets 2010: $56,363Net Assets 2010: $56,3632010Assets 2011: $58,188Liabilities 2011: $02011Assets 2012: $54,410Liabilities 2012: $02012Assets 2013: $49,001Liabilities 2013: $02013Assets 2014: $33,421Liabilities 2014: $02014Assets 2015: $41,951Liabilities 2015: $02015Assets 2016: $51,982Liabilities 2016: $02016Assets 2020: $86,627Liabilities 2020: $02020Assets 2021: $95,653Liabilities 2021: $02021Assets 2023: $84,215Net Assets 2023: $84,2152023Assets 2024: $88,976Liabilities 2024: $02024Assets 2025: $64,037Net Assets 2025: $64,0372025

Highlighted filing

2025

Assets$64,037
Liabilities-
Net Assets$64,037
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $84,580Expenses 2010: $82,586Net Income 2010: $1,9942010Revenue 2011: $90,990Expenses 2011: $89,165Net Income 2011: $1,8252011Revenue 2012: $104,130Expenses 2012: $107,908Net Income 2012: -$3,7782012Revenue 2013: $105,390Expenses 2013: $110,799Net Income 2013: -$5,4092013Revenue 2014: $94,993Expenses 2014: $111,193Net Income 2014: -$16,2002014Revenue 2015: $134,051Expenses 2015: $125,531Net Income 2015: $8,5202015Revenue 2016: $138,900Expenses 2016: $128,869Net Income 2016: $10,0312016Revenue 2020: $129,160Expenses 2020: $100,322Net Income 2020: $28,8382020Revenue 2021: $73,472Expenses 2021: $64,446Net Income 2021: $9,0262021Revenue 2023: $119,340Expenses 2023: $130,388Net Income 2023: -$11,0482023Revenue 2024: $141,540Expenses 2024: $136,779Net Income 2024: $4,7612024Revenue 2025: $131,637Expenses 2025: $156,576Net Income 2025: -$24,9392025

Highlighted filing

2025

Revenue$131,637
Expenses$156,576
Net Income-$24,939
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,037
Liabilities
-
Net assets
$64,037
Revenue
$131,637
Expenses
$156,576
Net income
-$24,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.64$1.32$1.57$0.25
2024Summary only. Only limited summary data is available for this year.$0.89$0.00$1.42$1.37$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.19$1.30$0.11
2021Summary only. Only limited summary data is available for this year.$0.96$0.00$0.73$0.64$0.09
2020Summary only. Only limited summary data is available for this year.$0.87$0.00$1.29$1.00$0.29
2016Summary only. Only limited summary data is available for this year.$0.52$0.00$1.39$1.29$0.10
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$1.34$1.26$0.09
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.95$1.11$0.16
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$1.05$1.11$0.05
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$1.04$1.08$0.04
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.91$0.89$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$0.85$0.83$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$131,637
Mission and Program Overview

Mission

To provide a forum where estate planning professionals in the sacramento region can meet and share information about new developments in estate planning.

Program Services

DescriptionGrantsExpenses
TO PROVIDE A FORUM WHERE ESTATE PLANNING PROFESSIONALS IN THE SACRAMENTO REGION CAN MEET AND SHARE INFORMATION ABOUT NEW DEVELOPMENTS IN ESTATE PLANNING.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liza BunkerPast President-$0--
Lynn SwensonPresident-$0--
Kate WillcoxVice President-$0--
Kathryn NelsonSecretary-$0--
Aaron JohnsonTreasurer-$0--
Danielle DiebertDirector-$0--
Derek WalcottDirector-$0--
Joe NixDirector-$0--
Tiffany TerrellDirector-$0--
Caitlyn AndrijichDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sacramento Estate Planning Council
EIN
94-1718568
Phone
9167155939
Address
PO Box 19942, Sacramento, CA 95819

Signing Officer

Name
Lynn Swenson
Title
President
Signed
2025-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Mora Chapman CPAs
Address
3941 Park Dr Ste 20 PMB 729, El Dorado Hills, CA 95762
Preparer
Alison Mora CPA MST
Phone
9166357421
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: MCGEORGE SCHOOL OF LAW | Donee's Address: 3200 FIFTH AVENUE SACRAMENTO CA 95817 | Cash Amount Given: $10000”

Other Expenses.1012

“Insurance $2963”

Other Expenses.1

“EVENT FOOD $78169”

Other Expenses.2

“SPEAKER FEES $12250”

Other Expenses.3

“SPEAKER TRAVEL $6348”

Other Expenses.4

“Credit card processing fees $4478”

Other Expenses.5

“BOARD MEETINGS $4347”

Other Expenses.6

“Membership/social development $4258”

Other Expenses.7

“ACTIVITIES COSTS $3275”

Other Expenses.8

“EDUCATION $2640”

Other Expenses.9

“Activities entertainment $2364”

Other Expenses.10

“Activities supplies/misc. $2310”

Other Expenses.11

“NAPEC RENEWAL $1914”

Other Expenses.12

“MISCELLANEOUS $1040”

Other Expenses.13

“SUPPLIES $793”

Other Expenses.14

“Administrative travel $658”

Other Expenses.15

“Website and computer $393”

Other Expenses.16

“Other speaker expenses $310”

Raw XML Appendix164 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095819
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt088976
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Liza Bunker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lynn Swenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kate Willcox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathryn Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Aaron Johnson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joe Nix
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tiffany Terrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Caitlyn Andrijich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0128510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM WHERE ESTATE PLANNING PROFESSIONALS IN THE SACRAMENTO REGION CAN MEET AND SHARE INFORMATION ABOUT NEW DEVELOPMENTS IN ESTATE PLANNING.
IRS990EZ/ProgramServiceRevenueAmt095315
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt0131637
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sacepc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MCGEORGE SCHOOL OF LAW | Donee's Address: 3200 FIFTH AVENUE SACRAMENTO CA 95817 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT FOOD $78169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPEAKER FEES $12250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPEAKER TRAVEL $6348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD PROCESSING FEES $4478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD MEETINGS $4347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP/SOCIAL DEVELOPMENT $4258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITIES COSTS $3275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EDUCATION $2640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITIES ENTERTAINMENT $2364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITIES SUPPLIES/MISC. $2310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12NAPEC RENEWAL $1914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISCELLANEOUS $1040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SUPPLIES $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ADMINISTRATIVE TRAVEL $658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16WEBSITE AND COMPUTER $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17OTHER SPEAKER EXPENSES $310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynn Swenson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sacramento Estate Planning Council
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0941718568
ReturnHeader/Filer/PhoneNum09167155939
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 19942
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095819
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0384204008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mora Chapman CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03941 Park Dr Ste 20 PMB 729
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum09166357421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alison Mora CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-07T14:23:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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