REDWOOD EMPIRE ESTATE PLANNING COUNCIL
EIN 75-3123003 · Chambers of Commerce & Business Leagues (S41)
What they do
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.
Should I give to this charity?
Of every $100 spent, about $82.20 was reported for mission work. Use the spending picture below and ask what results that work produced.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders12 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
How each $100 of revenue was used
The large number compares each expense with revenue. The smaller number shows its share of total expenses.
Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.
Has the pattern changed?
Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.
Money in and money out
Reported spending amounts
Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (12)
ASHLEE HELLMANBOARD MEMBER
CARLI ORTIZTREASURER
CHAD DORRBOARD MEMBER
GLORIA KOSBIEBOARD MEMBER
JOSH STERLINGBOARD MEMBER
JUDY DENIZBOARD MEMBER
JUSTIN PIGEONPAST PRESIDENT
KIT DRISCOLLPRESIDENT
LOUIS CIONCIBOARD MEMBER
NORMAN EISLEYVICE PRESIDENT
SEAN PRYDENSECRETARY
SHAWN LORINGBOARD MEMBER
About this charity
- Recognized since
- January 2004
- Location
- 2135 CROSSPOINT AVE, SANTA ROSA, CA 95403-7932
- County
- Sonoma
- In care of
- % MARILYN TOPPER
- Primary officer
- CARLI ORTIZ, Treasurer
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990EZ
- Tax preparer
- DAVID J FISHER CPA
- NTEE classification
- Chambers of Commerce & Business Leagues (S41)
- IRS tax category
- Chambers of Commerce & Business Leagues