SAN FRANCISCO ESTATE PLANNING COUN… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

SELENA YEUNG

Phone

4157451417

Tax Period

2024-07-01 to 2025-06-30

SAN FRANCISCO ESTATE PLANNING COUNCIL, founded in 1962, is a small nonprofit that reported $277K in total revenue in fiscal year 2024. The organization ran a surplus of $139K, a strong 50% operating margin.

Mission

TO FURTHER THE EDUCATION OF ATTORNEYS, CERTIFIED PUBLIC ACCOUNTANTS AND OTHER ESTATE PLANNING PROFESSIONALS AND PROVIDE PROGRAMS AND INTERACTION AMONG SUCH PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $138,786 Revenue: $128,915

STUDY AND DISCUSSION OF ESTATE PLANNING ISSUES DURING MEETINGS AND GUEST SPEAKER EVENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $148,214

Program Service Revenue $128,915

Investment Income $183

Other Revenue $0

TOTAL REVENUE $277,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,786

Other Expenses $138,786

TOTAL EXPENSES $138,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,312	N/A	N/A
Expenses	$138,786	N/A	N/A
Net Income	$138,526	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN KENNEY	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY ANTONCHUK	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE KOLN	DIRECTOR	0.50	Director	$0	$0	$0
ERIC RODRIGUEZ	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH SEVILLA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN MILLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID BAUSMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE BRACCINI	DIRECTOR	0.50	Director	$0	$0	$0
SELENA YEUNG	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA HUNG	DIRECTOR	0.50	Director	$0	$0	$0
MARIA MARQUEZ	DIRECTOR	0.50	Director	$0	$0	$0
GIGI ORTA	DIRECTOR	0.50	Director	$0	$0	$0
BETH KRAMER	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$277,312	$138,786	$297,343	$138,526

SAN FRANCISCO ESTATE PLANNING COUNCIL