Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Fresno Estate Planning Council
EIN 94-2165402 • 501(c)6 • Fresno, CA
Profile
The fresno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law, accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - improving the delivery of estate planning services to the public.
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
2nd percentile
Higher net margin than 2% 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
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Balance Sheet
Assets
Down$45,403
Down $1,664 (-3.5%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$45,403
Down $1,664 (-3.5%) from 2023
Revenue
Up$210
Up $1 (+0.5%) from 2023
Expenses
Down$1,874
Down $3,169 (-63%) from 2023
Net Income
Up-$1,664
Up $3,170 (+66%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $45,403
- Liabilities
- $0
- Net assets
- $45,403
- Revenue
- $210
- Expenses
- $1,874
- Net income
- -$1,664
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 14, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $210
Mission and Program Overview
Mission
The freno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law, accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - inproving the delivery of estate planning services to the public.
The fresno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law, accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - improving the delivery of estate planning services to the public.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFF L ROWLAND | President | - | $0 | - | - |
| KIM HEROLD | Vice President | - | $0 | - | - |
| JEFF SHOOPMAN | Treasurer | - | $0 | - | - |
| MICHAEL GRANNIS | Board Member | - | $0 | - | - |
| CLAY BLANTON | Past President | - | $0 | - | - |
| JEFFREY MARKARIAN | Asst. Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Fresno Estate Planning Council
- EIN
- 94-2165402
- Phone
- 5594315500
- Address
- 8050 N PALM AVENUE SUITE 106, FRESNO, CA 93711
Signing Officer
- Name
- Jeffrey Markarian
- Title
- Asst. Treasurer
- Phone
- 5594315500
- Signed
- 2025-05-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Dedekian George Small & Markarian
- Address
- 8050 N PALM AVE STE 106, FRESNO, CA 93711
- Preparer
- Jeffrey P Markarian
- Phone
- 5594315500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office expense. Amount: 1,200. Description: bank fees. Amount: 265. Description: professional fees. Amount: 409. Total to form 990-ez, line 16: 1,874.”
Raw XML Appendix119 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 |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JEFFREY MARKARIAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5594315500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8050 N PALM AVENUE 106 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FRESNO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93711 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 47067 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 45403 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1664 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 47067 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 45403 |
| IRS990EZ/GrossReceiptsAmt | 0 | 210 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 210 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 47067 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 45403 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 47067 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 45403 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| 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/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/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/PersonNm | 0 | JEFF L ROWLAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KIM HEROLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEFF SHOOPMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHAEL GRANNIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CLAY BLANTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JEFFREY MARKARIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | ASST. TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1874 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW, ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 1874 |
| IRS990EZ/TotalRevenueAmt | 0 | 210 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FRESNOEPC.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,200. DESCRIPTION: BANK FEES. AMOUNT: 265. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 409. TOTAL TO FORM 990-EZ, LINE 16: 1,874. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| 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 | JEFFREY MARKARIAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ASST. TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5594315500 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FRESNO ESTATE PLANNING COUNCIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FRES |
| ReturnHeader/Filer/EIN | 0 | 942165402 |
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| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8050 N PALM AVENUE SUITE 106 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FRESNO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93711 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 770000369 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DEDEKIAN GEORGE SMALL & MARKARIAN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8050 N PALM AVE STE 106 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FRESNO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93711 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5594315500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY P MARKARIAN |
| ReturnHeader/ReturnTs | 0 | 2025-05-15T13:56:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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