East Bay Trusts and Estates Lawyers

Nonprofit profile at a glance

EIN
272685033
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Oakland, CA, USA
Phone
5104653885
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Official website

Reported finances

Revenue
$80,759
Expenses
$111,233
Assets
$58,287
Liabilities
$9,486

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • RACHEL ROSENFELD (PRESIDENT)
  • FRANCESCA BOYD (VICE PRESIDENT)

People named in this filing

  • RACHEL ROSENFELD (PRESIDENT)
  • FRANCESCA BOYD (VICE PRESIDENT)
  • ANA ALLEC (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the knowledge of and facilitate practice of law of estates & trusts; to promote communication & cooperation between the probate bench and bar; to formulate, administer & implement programs, forums & other educational activities; to foster professional collegiality & collaboration; to support the delivery of legal services in the san francisco bay area; and to act upon all matters germane to its purposes as described or referred to by its board of directors.

What it reported doing in 2025

Administration and implementation of professional programs, forums and other educational activities necessary to facilitate the practice of the law of estates and trusts.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 82
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 87%; rating input score 87

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -37.7%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 6% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 87% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $97K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 15/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.