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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 Community Improvement & Capacity Building Sacramento Estate Planning Council

Sacramento Estate Planning Council

Fiscal year ending 2024. Filed on October 30, 2024.

PO Box 19942
Sacramento, California 95819

Sacramento Estate Planning Council (EIN: 94-1718568) has filed an IRS Form 990 since fiscal year 2023. In its fiscal year 2024 IRS Form 990 filing, Sacramento Estate Planning Council, a 501(c)(6) business league, reported compensation for 10 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$141,540

Expenses

$136,779

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Julie van Dooren
Director
$0
Rebecca Stewart
Director
$0
Joe Nix
Director
$0
Lynn Swenson
Secretary
$0
Kathryn Nelson
Director
$0
Liza Bunker
Vice President
$0
Damaris Perez
Former President
$0
Alexis Ortega
Director
$0
Matt Page
President
$0
Kate Wilcox
Treasurer
$0

Benchmark Employee Compensation

Mission Statement

TO PROVIDE A FORUM WHERE ESTATE PLANNING PROFESSIONALS IN THE SACRAMENTO REGION CAN MEET AND SHARE INFORMATION ABOUT NEW DEVELOPMENTS IN ESTATE PLANNING.

Revisions to this organization profile

October 7, 2025:
2025 Sacramento Estate Planning Council 990 filed
October 30, 2024:
2024 Sacramento Estate Planning Council 990 filed
November 16, 2023:
2023 Sacramento Estate Planning Council 990 filed

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