Civic Intelligence

Orange County Estate Planning Council

EIN 95-3105008 • 501(c)6 • Orange, CA

Profile

To provide education and the mutual exchange of ideas, knowledge, and skills in the field of estate planning, thereby improving the quality of estate planning services offered to the public.

1442 E Lincoln Ave Pmb 441Orange, CA 92865

www.orangecountyepc.org

Siviq Scores

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

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.27x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

37th percentile

-9.8%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$45,548

Down $4,935 (-9.8%) from 2023

Liabilities

Up

$14,980

Up $1,355 (+9.9%) from 2023

Net Assets

Down

$30,568

Down $6,290 (-17%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin30th percentile

Revenue

Up

$55,717

Up $2,215 (+4.1%) from 2023

Expenses

Up

$62,007

Up $1,046 (+1.7%) from 2023

Net Income

Up

-$6,290

Up $1,169 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2011: $24,526Liabilities 2011: $02011Assets 2012: $37,837Liabilities 2012: $10,0252012Assets 2013: $41,151Liabilities 2013: $6,5002013Assets 2014: $44,380Liabilities 2014: $4,3752014Assets 2015: $47,534Liabilities 2015: $8,7752015Assets 2016: $45,798Liabilities 2016: $8,1602016Assets 2017: $53,524Liabilities 2017: $11,4352017Assets 2018: $49,522Liabilities 2018: $8,3002018Assets 2019: $42,637Liabilities 2019: $9,850Net Assets 2019: $32,7872019Assets 2020: $63,488Liabilities 2020: $11,840Net Assets 2020: $51,6482020Assets 2021: $63,904Liabilities 2021: $14,650Net Assets 2021: $49,2542021Assets 2022: $58,112Liabilities 2022: $13,795Net Assets 2022: $44,3172022Assets 2023: $50,483Liabilities 2023: $13,625Net Assets 2023: $36,8582023Assets 2024: $45,548Liabilities 2024: $14,980Net Assets 2024: $30,5682024

Highlighted filing

2024

Assets$45,548
Liabilities$14,980
Net Assets$30,568
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $51,714Expenses 2011: $59,763Net Income 2011: -$8,0492011Revenue 2012: $54,275Expenses 2012: $50,989Net Income 2012: $3,2862012Revenue 2013: $55,210Expenses 2013: $48,371Net Income 2013: $6,8392013Revenue 2014: $55,216Expenses 2014: $49,862Net Income 2014: $5,3542014Revenue 2015: $53,407Expenses 2015: $54,653Net Income 2015: -$1,2462015Revenue 2016: $54,420Expenses 2016: $55,541Net Income 2016: -$1,1212016Revenue 2017: $60,143Expenses 2017: $55,692Net Income 2017: $4,4512017Revenue 2018: $54,512Expenses 2018: $55,379Net Income 2018: -$8672018Revenue 2019: $54,980Expenses 2019: $63,415Net Income 2019: -$8,4352019Revenue 2020: $46,486Expenses 2020: $27,625Net Income 2020: $18,8612020Revenue 2021: $40,673Expenses 2021: $43,067Net Income 2021: -$2,3942021Revenue 2022: $54,271Expenses 2022: $59,208Net Income 2022: -$4,9372022Revenue 2023: $53,502Expenses 2023: $60,961Net Income 2023: -$7,4592023Revenue 2024: $55,717Expenses 2024: $62,007Net Income 2024: -$6,2902024

Highlighted filing

2024

Revenue$55,717
Expenses$62,007
Net Income-$6,290
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,548
Liabilities
$14,980
Net assets
$30,568
Revenue
$55,717
Expenses
$62,007
Net income
-$6,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.5$15.0$30.6$55.7$62.0$6.29
2023Detailed filing. Detailed filing data is available for this year.$50.5$13.6$36.9$53.5$61.0$7.46
2022Detailed filing. Detailed filing data is available for this year.$58.1$13.8$44.3$54.3$59.2$4.94
2021Detailed filing. Detailed filing data is available for this year.$63.9$14.7$49.3$40.7$43.1$2.39
2020Detailed filing. Detailed filing data is available for this year.$63.5$11.8$51.6$46.5$27.6$18.9
2019Detailed filing. Detailed filing data is available for this year.$42.6$9.85$32.8$55.0$63.4$8.44
2018Summary only. Only limited summary data is available for this year.$49.5$8.30$54.5$55.4$0.87
2017Summary only. Only limited summary data is available for this year.$53.5$11.4$60.1$55.7$4.45
2016Summary only. Only limited summary data is available for this year.$45.8$8.16$54.4$55.5$1.12
2015Summary only. Only limited summary data is available for this year.$47.5$8.78$53.4$54.7$1.25
2014Summary only. Only limited summary data is available for this year.$44.4$4.38$55.2$49.9$5.35
2013Summary only. Only limited summary data is available for this year.$41.2$6.50$55.2$48.4$6.84
2012Summary only. Only limited summary data is available for this year.$37.8$10.0$54.3$51.0$3.29
2011Summary only. Only limited summary data is available for this year.$24.5$0.00$51.7$59.8$8.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Gross Receipts
$55,717
Mission and Program Overview

Mission

The organization holds bi-monthly dinner meetings featuring educational programs on estate planning topics.

To provide education and the mutual exchange of ideas, knowledge, and skills in the field of estate planning, thereby improving the quality of estate planning services offered to the public.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOLDS BI-MONTHLY DINNER MEETINGS FEATURING EDUCATIONAL PROGRAMS ON ESTATE PLANNING TOPICS.$0$35,273
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD ALVARADOPresident-$0--
SHELLY O'BYRNE1st VP - Programs-$0--
KEVIN WIEST2nd VP - Membership-$0--
DAVID MOORESecretary-$0--
CONNER CLEMONSTreasurer-$0--
MEGHAN GLASPYDirector-$0--
FATAMA KHANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Estate Planning Council
EIN
95-3105008
Phone
7144418951
Address
1442 E LINCOLN AVE PMB 441, ORANGE, CA 92865

Signing Officer

Name
Kevin Wiest
Title
1st Vice President
Phone
7144418951
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Kevin H Wiest CPA
Phone
9498529433
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 19.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: dinner sponsor. Amount: 3,600.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: badges/plaques. Amount: 438. Description: ceu expense. Amount: 1,184. Description: administrative fee. Amount: 18,293. Description: naepc dues. Amount: 175. Description: storage. Amount: 475. Description: telephone. Amount: 169. Description: website. Amount: 1,600. Description: insurance. Amount: 1,040. Description: rrf-1 filing fee. Amount: 50. Description: credit card/bank fees. Amount: 1,950. Description: dinner meetings. Amount: 32,055. Description: program expense. Amount: 2,769. Description: board meetings. Amount: 1,062. Description: speaker fee. Amount: 450. Description: naepc conference. Amount: 40. Total to form 990-ez, line 16: 61,750.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred membership revenue. Beg. Of year amount: 13,625. End of year amount: 14,980.”

Raw XML Appendix137 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/PhoneNum07144418951
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01442 E LINCOLN AVE PMB 441
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092865
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050483
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt036858
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD ALVARADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLY O'BYRNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN WIEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CONNER CLEMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGHAN GLASPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FATAMA KHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP - PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt061750
IRS990EZ/OtherRevenueTotalAmt03600
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION AND THE MUTUAL EXCHANGE OF IDEAS, KNOWLEDGE, AND SKILLS IN THE FIELD OF ESTATE PLANNING, THEREBY IMPROVING THE QUALITY OF ESTATE PLANNING SERVICES OFFERED TO THE PUBLIC.
IRS990EZ/PrintingPublicationsPostageAmt0257
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOLDS BI-MONTHLY DINNER MEETINGS FEATURING EDUCATIONAL PROGRAMS ON ESTATE PLANNING TOPICS.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014980
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt062007
IRS990EZ/TotalProgramServiceExpensesAmt035273
IRS990EZ/TotalRevenueAmt055717
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ORANGECOUNTYEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DINNER SPONSOR. AMOUNT: 3,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BADGES/PLAQUES. AMOUNT: 438. DESCRIPTION: CEU EXPENSE. AMOUNT: 1,184. DESCRIPTION: ADMINISTRATIVE FEE. AMOUNT: 18,293. DESCRIPTION: NAEPC DUES. AMOUNT: 175. DESCRIPTION: STORAGE. AMOUNT: 475. DESCRIPTION: TELEPHONE. AMOUNT: 169. DESCRIPTION: WEBSITE. AMOUNT: 1,600. DESCRIPTION: INSURANCE. AMOUNT: 1,040. DESCRIPTION: RRF-1 FILING FEE. AMOUNT: 50. DESCRIPTION: CREDIT CARD/BANK FEES. AMOUNT: 1,950. DESCRIPTION: DINNER MEETINGS. AMOUNT: 32,055. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 2,769. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,062. DESCRIPTION: SPEAKER FEE. AMOUNT: 450. DESCRIPTION: NAEPC CONFERENCE. AMOUNT: 40. TOTAL TO FORM 990-EZ, LINE 16: 61,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED MEMBERSHIP REVENUE. BEG. OF YEAR AMOUNT: 13,625. END OF YEAR AMOUNT: 14,980.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN WIEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt01ST VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07144418951
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0953105008
ReturnHeader/Filer/PhoneNum07144418951
ReturnHeader/Filer/USAddress/AddressLine1Txt01442 E LINCOLN AVE PMB 441
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN H WIEST CPA
ReturnHeader/ReturnTs02025-11-13T19:25:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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