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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Orange County Estate Planning Council

Orange County Estate Planning Council

Fiscal year ending 2020. Filed on November 15, 2021.

1442 E Lincoln Ave Pmb 441
Orange, California 92865

Orange County Estate Planning Council (EIN: 95-3105008) has filed an IRS Form 990 since fiscal year 2019. In its fiscal year 2020 IRS Form 990 filing, Orange County Estate Planning Council, a 501(c)(6) business league, reported compensation for 8 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$46,486

Expenses

$27,625

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Anthony Agoni
First Vice President, Programs
$0
Julie Heggeness
Secretary
$0
Lisa Lockerman
Treasurer
$0
Betty Dekovner
Second Vice President, Membership
$0
James Summers
Director
$0
Matthew Brown
President
$0
Edward Alvarado
Director
$0
Shelly O'Byrne
Director
$0

Benchmark Employee Compensation

Mission Statement

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.

Revisions to this organization profile

November 14, 2025:
2024 Orange County Estate Planning Council 990 filed
October 25, 2024:
2023 Orange County Estate Planning Council 990 filed
September 15, 2023:
2022 Orange County Estate Planning Council 990 filed

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