2025-10-22T07:29:32-00:00 2025-05-31 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990EZ 2024-06-01 237432746 CENTRAL ARIZONA ESTATE PLANNING COUNCIL CENT 6024560591 4300 N MILLER RD STE 141 SCOTTSDALE AZ 85251 EVAN JUDGE PRESIDENT 6024560591 2025-10-20 true KRISTINA MORGAN P01370742 6022302700 2025-10-07 2024 2025-03-06 01:10:19Z X X X CAEPC.ORG X X 155003 X 46096 7485 74650 6140 3148 3148 595 16889 17783 -299 137220 36530 344 81201 118075 19145 202172 2827 224144 202172 224144 202172 224144 202172 224144 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 PER YEAR. CAEPC HAS AN ACTIVE EMERGING PROFESSIONALS GROUP THAT FOSTERS NETWORKING AND HOSTS STUDY GROUPS CENTERED ON THE MAIN STAKEHOLDER GROUPS. CAEPC OFFERS CE EVENTS AND NETWORKING OPPORTUNITIES FOR MEMBERS, WITH A VIRTUAL OPTION. CAEPC HOSTED A GOLF TOURNAMENT AGAIN THIS YEAR AND COLLABORATED WITH BALLET ARIZONA FOR ONE OF OUR EDUCATIONAL PROGRAMS. CAEPC ALSO HELD A JOINT PROGRAM WITH THE PHOENIX CFA SOCIETY TO INCREASE NETWORKING OPPORTUNITIES. ASHLEY CASE PRESIDENT 002.00 0 WILLIAM LEE PAST PRESIDENT 001.00 0 EVAN JUDGE PRESIDENT-ELECT/VICE PRESIDENT 001.00 0 JULIE CARLIN TREASURER 001.50 0 BEN BARCHILON DIRECTOR 000.50 0 BRIAN POE DIRECTOR 000.50 0 BROOKS CRANDELL DIRECTOR 000.50 0 CHRISTIAN ROGERS DIRECTOR 000.50 0 COLE LEONIDA DIRECTOR 000.50 0 GRANT BOLAND DIRECTOR 000.50 0 KATHLEEN CALLAWAY DIRECTOR 000.50 0 KRISTEN OTSUKA DIRECTOR 000.50 0 MELISSA LOUGHLIN-SINES DIRECTOR 000.50 0 NICOLE ERIN HILL DIRECTOR 000.50 0 SARAH GILES DIRECTOR 000.75 0 false false false true false false false false SUZANNE LANCTOT 4300 N MILLER RD STE 141 SCOTTSDALE AZ 85251 6024560591 false false false false false false false false NONE NONE false false true false GOLF 26485 9596 16889 10800 6089 894 26485 9596 16889 10800 6089 894 17783 -894 Form 990-EZ, Part I, Line 16, Other Expenses ADVERTISING MARKETING 175 Form 990-EZ, Part I, Line 16, Other Expenses ADMIN EXPENSES 6,464 Form 990-EZ, Part I, Line 16, Other Expenses IT EXPENSES 2,917 Form 990-EZ, Part I, Line 16, Other Expenses TRAVEL EXPENSES 2,360 Form 990-EZ, Part I, Line 16, Other Expenses BOARD MEETINGS 2,770 Form 990-EZ, Part I, Line 16, Other Expenses EPG/AEP EVENTS 388 Form 990-EZ, Part I, Line 16, Other Expenses MONTHLY ED PROGRAMS 64,241 Form 990-EZ, Part I, Line 16, Other Expenses INSURANCE 1,886 Form 990-EZ, Part I, Line 20, Net Assets UNREALIZED GAINS 2,827