2023-10-17T08:12:15-00:00 2023-05-31 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990EZ 2022-06-01 237432746 CENTRAL ARIZONA ESTATE PLANNING COUNCIL CENT 6024560591 7375 E 6TH AVENUE STE 9 SCOTTSDALE AZ 85251 JULIE CARLIN TREASURER 6024560591 2023-10-17 true JULIE CARLIN 999009999 KRISTINA MORGAN CPA P01370742 6022302700 2023-10-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X CAEPC.ORG X X 156745 X 40250 9593 85350 37 1350 20165 14785 6730 141960 495 34378 72 80184 115129 26831 125537 1394 153762 125537 153762 125537 153762 125537 153762 STRENGTHEN ESTATE PLANNING PROFESSION CAEPC PROVIDES CONTINUING EDUCATION CE EVENTS FOR MEMBERS. THE EVENTS INCLUDE CE FOR ATTORNEYS, CPAS, CFPS, AND INSURANCE PROFESSIONALS. CAEPC OFFERS A MINIMUM OF 8 CE CREDITS A YEAR. CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS QUARTERLY STUDY GROUPS THAT REVOLVE AROUND THE MAIN STAKEHOLDER GROUPS. WITH THE PANDEMIC, CAEPC SHIFTED TO VIRTUAL, STILL OFFERING CE EVENTS AND NETWORKING OPPORTUNITIES FOR MEMBERS. CAEPC HOSTED AN IN-PERSON HOLIDAY PARTY IN DECEMBER 2022 WITH LIMITED REGISTRATION AND CDC GUIDELINES FOLLOWED. GRANT BOLAND PRESIDENT 003.00 0 KEVIN WRIGHT PAST PRESIDENT 001.00 0 WILLIAM LEE PRESIDENT-ELECT/VICE PRESIDENT 002.00 0 JULIE CARLIN TREASURER 002.00 0 ASHLEY CASE SECRETARY 002.00 0 KRISTEN OTSUKA DIRECTOR 001.00 0 KIERNAN CURLEY DIRECTOR 001.50 0 NICOLE HILL DIRECTOR 001.00 0 BRIAN POE DIRECTOR 001.50 0 EVAN JUDGE DIRECTOR 001.00 0 CHRIS SIEGLE DIRECTOR 001.00 0 RYAN FIRTH DIRECTOR 001.00 0 SARAH GILES DIRECTOR 001.00 0 ALLYSON CALIFANO DIRECTOR 001.00 0 MELISSA LOUGHLIN-SINES DIRECTOR 001.00 0 DAVID LONG DIRECTOR THRU 03/2023 000.50 0 false false false true false false false false SUZANNE LANCTOT 7375 E 6TH AVE NO 9 SCOTTSDALE AZ 85251 6024560591 false false false false false false false false NONE NONE false true false GOLF 20165 20165 650 135 2986 9808 531 20165 20165 650 135 2986 9808 531 14110 6055 Part II Line 9 Other direct expenses of 531 - Includes signage, flyers, and event badges. Form 990-EZ, Part I, Line 16, Other Expenses DUES SUBSCRIPTIONS 1,219 Form 990-EZ, Part I, Line 16, Other Expenses INSURANCE 2,239 Form 990-EZ, Part I, Line 16, Other Expenses BANK AND MERCHANT SERVICES 10,531 Form 990-EZ, Part I, Line 16, Other Expenses WEBSITE SOFTWARE 2,958 Form 990-EZ, Part I, Line 16, Other Expenses MONTHLY MEETINGS AND CONFERENCE EXPENSES 59,703 Form 990-EZ, Part I, Line 16, Other Expenses TRAVEL 3,446 Form 990-EZ, Part I, Line 16, Other Expenses GENERAL ADMIN EXPENSES 88 Form 990-EZ, Part I, Line 20, Net Assets UNREALIZED GAIN 1,394