Civic Intelligence

San Francisco Estate Planning Council

EIN 94-6104474 • 501(c)6 • San Francisco, CA

Profile

Estate planning educational forum

268 Bush Street 4222San Francisco, CA 94104

www.sfepc.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

95th percentile

50%

Higher net margin than 95% 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

95th percentile

87%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

89th percentile

46%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$297,343

Up $138,526 (+87%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$297,343

Up $138,526 (+87%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin95th percentile

Revenue

Up

$277,312

Up $87,820 (+46%) from 2024

Expenses

Up

$138,786

Up $9,999 (+7.8%) from 2024

Net Income

Up

$138,526

Up $77,821 (+128%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2011: $30,682Liabilities 2011: $0Net Assets 2011: $30,6822011Assets 2012: $43,028Liabilities 2012: $0Net Assets 2012: $43,0282012Assets 2013: $25,592Liabilities 2013: $0Net Assets 2013: $25,5922013Assets 2014: $33,763Liabilities 2014: $0Net Assets 2014: $33,7632014Assets 2015: $33,383Liabilities 2015: $0Net Assets 2015: $33,3832015Assets 2016: $31,373Liabilities 2016: $0Net Assets 2016: $31,3732016Assets 2017: $50,417Liabilities 2017: $0Net Assets 2017: $50,4172017Assets 2018: $50,932Liabilities 2018: $0Net Assets 2018: $50,9322018Assets 2019: $101,559Liabilities 2019: $0Net Assets 2019: $101,5592019Assets 2020: $101,235Liabilities 2020: $0Net Assets 2020: $101,2352020Assets 2021: $121,081Liabilities 2021: $0Net Assets 2021: $121,0812021Assets 2022: $135,286Liabilities 2022: $0Net Assets 2022: $135,2862022Assets 2023: $98,112Liabilities 2023: $0Net Assets 2023: $98,1122023Assets 2024: $158,817Liabilities 2024: $0Net Assets 2024: $158,8172024Assets 2025: $297,343Liabilities 2025: $0Net Assets 2025: $297,3432025

Highlighted filing

2025

Assets$297,343
Liabilities$0
Net Assets$297,343
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $73,276Expenses 2011: $70,339Net Income 2011: $2,9372011Revenue 2012: $84,895Expenses 2012: $72,549Net Income 2012: $12,3462012Revenue 2013: $78,340Expenses 2013: $95,776Net Income 2013: -$17,4362013Revenue 2014: $95,021Expenses 2014: $86,850Net Income 2014: $8,1712014Revenue 2015: $80,128Expenses 2015: $80,508Net Income 2015: -$3802015Revenue 2016: $92,919Expenses 2016: $94,929Net Income 2016: -$2,0102016Revenue 2017: $97,248Expenses 2017: $78,204Net Income 2017: $19,0442017Revenue 2018: $97,724Expenses 2018: $97,209Net Income 2018: $5152018Revenue 2019: $162,743Expenses 2019: $112,116Net Income 2019: $50,6272019Revenue 2020: $68,478Expenses 2020: $68,802Net Income 2020: -$3242020Revenue 2021: $47,166Expenses 2021: $27,320Net Income 2021: $19,8462021Revenue 2022: $41,633Expenses 2022: $27,428Net Income 2022: $14,2052022Revenue 2023: $64,266Expenses 2023: $101,440Net Income 2023: -$37,1742023Revenue 2024: $189,492Expenses 2024: $128,787Net Income 2024: $60,7052024Revenue 2025: $277,312Expenses 2025: $138,786Net Income 2025: $138,5262025

Highlighted filing

2025

Revenue$277,312
Expenses$138,786
Net Income$138,526
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$297,343
Liabilities
$0
Net assets
$297,343
Revenue
$277,312
Expenses
$138,786
Net income
$138,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.77$1.39$1.39
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.89$1.29$0.61
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.64$1.01$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.42$0.27$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.47$0.27$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.68$0.69$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.63$1.12$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.98$0.97$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.97$0.78$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.93$0.95$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.80$0.81$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.95$0.87$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.78$0.96$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.85$0.73$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.73$0.70$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$277,312
Mission and Program Overview

Mission

Estate planning educational forum

Study and discussion of estate planning issues during meetings and guest speaker events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$158,817$297,343▲ $138,526
Cash and Non-Interest-Bearing Accounts$105,160$148,517▲ $43,357
Savings and Temporary Cash Investments$44,311$144,480▲ $100,169
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$158,817$297,343▲ $138,526
Other Assets Total$9,346$4,346▼ $5,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$158,817$297,343▲ $138,526
Total Liabilities and Net Assets / Fund Balance$158,817$297,343▲ $138,526
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Beth KramerPast President
Justin MillerPresident
Elizabeth SevillaVice President
Christine KolnDirector
Eric RodriguezDirector
Gigi OrtaDirector
Jeffrey AntonchukDirector
Maria MarquezDirector
Melissa HungDirector
Sean KenneyDirector
Steve BracciniDirector
David BausmanSecretary
Selena YeungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,214
Program Service Revenue
$128,915
Investment Income
$183
Other Revenue
$0
All Other Contributions
$91,000
Change in Net Assets
$138,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,786
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$18,958--$18,958
Other Expenses$10,000--$10,000
Fees for Services Other$6,514--$6,514
Fees for Services Accounting$6,120--$6,120
Information Technology$5,514--$5,514
Office Expenses$1,514--$1,514
Insurance$605--$605
Total Functional Expenses$138,786$0$0$138,786
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A copy was e-mailed to each officer.”

Form 990, Part VI, Section C, line 19

“Documents are held by the administrator and are available upon request.”

Filing and Contact Details

Filer

Filer Name
San Francisco Estate Planning Council
EIN
94-6104474
Phone
4157451417
Address
268 BUSH STREET 4222, SAN FRANCISCO, CA 94104

Signing Officer

Name
Selena Yeung
Title
Treasurer
Phone
4152886271
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Selena Yeung
Formed
1962
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Nancy Voils CPA
Address
6925 NORFOLK ROAD, BERKELEY, CA 94705
Preparer
Nancy Voils CPA
Phone
9258265621
Raw XML Appendix354 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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IRS990/RevenueAmt0128915
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0158817
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0297343
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044311
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0144480
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY WAS E-MAILED TO EACH OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE HELD BY THE ADMINISTRATOR AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0158817
IRS990/TotalAssetsEOYAmt0297343
IRS990/TotalAssetsGrp/BOYAmt0158817
IRS990/TotalAssetsGrp/EOYAmt0297343
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0148214
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138786
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138786
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0158817
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297343
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0138786
IRS990/TotalProgramServiceRevenueAmt0128915
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0183
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0158817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297343
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 CALIFORNIA ST 600
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094108
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.SFEPC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SELENA YEUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04152886271
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN FRANCISCO ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0SANF
ReturnHeader/Filer/EIN0946104474
ReturnHeader/Filer/PhoneNum04157451417
ReturnHeader/Filer/USAddress/AddressLine1Txt0268 BUSH STREET 4222
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NANCY VOILS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06925 NORFOLK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERKELEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094705
ReturnHeader/PreparerPersonGrp/PhoneNum09258265621
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY VOILS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T17:14:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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