Redwood Empire Estate Planning Council
Redwood Empire Estate Planning Council's network
11 people3 organisationsi11 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Ashlee Hellman | Board Member | 2025 | 1 yr |
| Carli Ortiz | Treasurer | 2023 | 3 yrs |
| Chad Dorr | Board Member | 2023 | 3 yrs |
| Gloria Kosbie | Board Member | 2021 | 5 yrs |
| Josh Sterling | Board Member | 2021 | 5 yrs |
| Judy Deniz | Board Member | 2023 | 3 yrs |
| KIT Driscoll | President | 2024 | 2 yrs |
| Louis Cionci | Board Member | 2021 | 5 yrs |
| Norman Eisley | Vice President | 2023 | 3 yrs |
| Sean Pryden | Company secretary | 2025 | 1 yr |
| Shawn Loring | Board Member | 2025 | 1 yr |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sean Pryden | Secretary | 1 | $0 | ||
| Justin Pigeon | Past President | 1 | $0 | ||
| Kit Driscoll | President | 1 | $0 | ||
| Carli Ortiz | Treasurer | 1 | $0 | ||
| Chad Dorr | Board Member | 1 | $0 | ||
| Judy Deniz | Board Member | 1 | $0 | ||
| Norman Eisley | Vice President | 1 | $0 | ||
| Gloria Kosbie | Board Member | 1 | $0 | ||
| Louis Cionci | Board Member | 1 | $0 | ||
| Shawn Loring | Board Member | 1 | $0 | ||
| Josh Sterling | Board Member | 1 | $0 | ||
| Ashlee Hellman | Board Member | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Redwood Empire Estate Planning Council
- EIN
- 753123003
- Address
- 2135 Crosspoint Ave, Santa Rosa, CA, 95403-7932
- State
- California
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)04 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 2 (IRS master file code)
- IRS ruling date
- 1 March 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2025
- Principal officer
- Josh Sterling (Form 990-N, tax year 2021)
Most connected
Longest observed on the filings
≥5years on the filingsGloria Kosbie
≥5years on the filingsJosh Sterling
≥5years on the filingsLouis Cionci
≥3years on the filingsCarli Ortiz
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $20k
- Net assets or fund balances
- $20k