Sacramento Estate Planning Council
Nonprofit profile at a glance
- EIN
- 941718568
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Sacramento, CA, USA
- Phone
- 9167155939
- Rating
- 39
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $131,637
- Expenses
- $156,576
- Assets
- $64,037
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Liza Bunker (Past President)
- Lynn Swenson (President)
- Kate Willcox (Vice President)
People named in this filing
- Liza Bunker (Past President)
- Lynn Swenson (President)
- Kate Willcox (Vice 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
To provide a forum where estate planning professionals in the sacramento region can meet and share information about new developments in estate planning.
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
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 5
- Transparency & Controls: 82
- Sustainability: 21
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 7.6%; rating input score 8
- 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: -18.9%; rating input score 9; 9th percentile among comparable filings
- Total-asset coverage ratio: 0.41; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 2.8% per year; rating input score 100; 36th percentile among comparable filings
- Asset growth: 2% per year; rating input score 100; 34th percentile among comparable filings
Details
- Where the money goes: 7.6% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2009 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 — Financial Efficiency: Mission deployment rate scored 8/100.
- High — Sustainability: Operating margin scored 9/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.