Nonprofit · EIN 20-3106394
GREENVILLE ESTATE PLANNING COUNCIL
Tax-exempt · GREENVILLE, SC 29606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $55,153 | $65,027 | -$9,874 | $49,320 | $0 | $49,320 |
| June 30, 2024 | 990-EZ | $54,455 | $48,491 | $5,964 | $59,194 | $0 | $59,194 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $47,556
- Program service revenue
- $6,125
- Investment income
- $1,472
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $9,581
- Printing, publications and postage
- $144
- Other expenses
- $55,302
Balance sheet and other
- Total assets, start of year
- $59,194
- Total assets, end of year
- $49,320
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,320
- Cash, savings and investments
- $49,320
- Gross receipts
- $55,153
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID THOMPSON | DIRECTOR | 1 | $0 |
| BRENNAN LYLES | DIRECTOR | 1 | $0 |
| KATHERINE H ODOM | DIRECTOR | 1 | $0 |
| HUGHES SCHWARTZ | DIRECTOR | 1 | $0 |
| CARTER R HALL | PRESIDENT | 2 | $0 |
| TERRI C OWEN | VP PROGRAMS | 2 | $0 |
| JAKE REA | VP MEMBERSHIP | 2 | $0 |
| THOMAS SELF | TREASURER | 2 | $0 |
| DOUGLAS B O'NEAL | IMMEDIATE PAST PRESIDENT | 2 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN M GRANT | DIRECTOR | 1 | $0 |
| THOMAS SELF | DIRECTOR | 1 | $0 |
| KATHERINE H ODOM | DIRECTOR | 1 | $0 |
| DON S CLARDY | PRESIDENT | 2 | $0 |
| DOUGLAS B O'NEAL | VP PROGRAMS | 2 | $0 |
| CARTER R HALL | VP MEMBERSHIP | 2 | $0 |
| TERRI C OWEN | TREASURER | 2 | $0 |
| JAKE REA | SECRETARY | 2 | $0 |
| TRACY S ROMANO | IMMEDIATE PAST PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 16811, GREENVILLE, SC 29606-7811
- In care of
- % D SUDDERTH
- Mailing address (990-N for 2022)
- PO BOX 16811, GREER SC 29606
- Principal officer (990-N for 2022)
- TRACY ROMANO, 201 EAST MCBEE AVE SECOND FLOOR, GREENVILLE SC 29601
- Signed the 990-EZ
- THOMAS SELF, TREASURER
- Phone
- (864) 430-1669
- Website
- WWW.GREENVILLEEPC.ORG
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
TO FURTHER THE KNOWLEDGE OF ITS MEMBERS AND THE UNDERSTANDING OF THE PUBLIC REGARDING ESTATE PLANNING AND SAFEGUARDING PROPERTY, FAMILY AND BUSINESS INTERESTS.
Program accomplishments
- THE ORGANIZATION PROVIDES CONTINUING EDUCATION IN THE AREA OF ESTATE PLANNING BY CONDUCTING MEETINGS AND SEMINARS FEATURING EXPERT SPEAKERS IN THE ESTATE PLANNING FIELD.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-3106394
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $49,320
- Income (IRS master file)
- $55,153
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $55,153 | $65,027 | $49,320 | IRS |
| 990-EZ | June 2024 | $54,455 | $48,491 | $59,194 | XML |
| 990-N for 2022 Officer: TRACY ROMANO | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3106394).
Questions about GREENVILLE ESTATE PLANNING COUNCIL
- What is the EIN of GREENVILLE ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of GREENVILLE ESTATE PLANNING COUNCIL is 20-3106394.
- Is GREENVILLE ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2007.
- Are donations to GREENVILLE ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GREENVILLE ESTATE PLANNING COUNCIL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GREENVILLE ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREENVILLE ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of GREENVILLE ESTATE PLANNING COUNCIL?
- The 990-N for 2022 names TRACY ROMANO.
- Who are the officers and directors of GREENVILLE ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does GREENVILLE ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $55,153, expenses of $65,027 and total assets of $49,320 at year end.
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All nonprofits in GREENVILLE · South Carolina · Community improvement and capacity building