Redwood Empire Estate Planning Council
Nonprofit profile at a glance
- EIN
- 753123003
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2021
- Location
- Santa Rosa, CA, USA
- Phone
- 7075445738
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $70,062
- Expenses
- $65,390
- Assets
- $19,753
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- JUSTIN PIGEON (PAST PRESIDENT)
- KIT DRISCOLL (President)
- NORMAN EISLEY (Vice President)
People named in this filing
- SEAN PRYDEN (Secretary)
- JUSTIN PIGEON (PAST PRESIDENT)
- KIT DRISCOLL (President)
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
Promote knowledge of and interest in estate planning and related subjects, to provide a forum where attorneys, certified public accountants, certified financial planners, charter life underwriters, private fiduciaries, trust officers and other professionals instrumental in the estate planning or administration process meet and exchange views and become better acquainted with one another and their work, and to foster cooperation among practicioners in these fields and to promote a better understanding of the proper relationship that each profession bears to the other.
What it reported doing in 2024
Programs and activities conducted1) group meetings to bring together the estate-planning professionals
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 82
- Sustainability: 40
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76.7%; rating input score 77
- Program expense ratio: 82.2%; rating input score 82
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 6.7%; rating input score 57; 57th percentile among comparable filings
- Total-asset coverage ratio: 0.3; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 26.9% per year; rating input score 100; 86th percentile among comparable filings
- Revenue growth: 5.1% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: -1.1% per year; rating input score 0; 34th percentile among comparable filings
Details
- Where the money goes: 76.7% of revenue deployed · 82.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $54K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2016 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 — Sustainability: Total-asset coverage ratio scored 21/100.
- Review — Sustainability: Operating margin scored 57/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.