Fresno Estate Planning Council
Nonprofit profile at a glance
- EIN
- 942165402
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Fresno, CA, USA
- Phone
- 5594315500
- Rating confidence
- Limited
Reported finances
- Revenue
- $6,291
- Expenses
- $0
- Assets
- $51,694
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- JEFF L ROWLAND (PRESIDENT)
- KIM HEROLD (VICE PRESIDENT)
- CLAY BLANTON (PAST PRESIDENT)
People named in this filing
- JEFF L ROWLAND (PRESIDENT)
- KIM HEROLD (VICE PRESIDENT)
- JEFF SHOOPMAN (TREASURER)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The fresno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law, accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - improving the delivery of estate planning services to the public.
What it reported doing in 2024
The fresno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - improving the delivery of estate planning services to the public.
Operating model
- Revenue model
- Investment-supported. 100% of the money available for current operations came from recurring investment income.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 8
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: Limited
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: -15.9% per year; rating input score 0; 18th percentile among comparable filings
- Asset growth: -2.1% per year; rating input score 0; 31st percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2011 to 2024
- 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 — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.