Nonprofit · EIN 72-0818406
NEW ORLEANS ESTATE PLANNING COUNCIL
Tax-exempt (reinstated) · NEW ORLEANS, LA 70175
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $49,984 | $55,038 | -$5,054 | $65,589 | – | $65,589 |
| June 30, 2025 | 990-EZ | $39,611 | $43,508 | -$3,897 | $70,643 | – | $70,643 |
| June 30, 2024 | 990-EZ | $36,576 | $45,218 | -$8,642 | $74,540 | – | $74,540 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $48,105
- Investment income
- $1,879
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $18,000
- Other expenses
- $37,038
Balance sheet and other
- Total assets, start of year
- $70,643
- Total assets, end of year
- $65,589
- Total liabilities, end of year
- –
- Net assets, end of year
- $65,589
- Cash, savings and investments
- $65,589
- Gross receipts
- $49,984
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MORA | President | 0 | $0 |
| CHERYL BRAUD | PARLIAMENTARIAN | 1 | $0 |
| TIM THOMAS | PAST PRESIDENT | 1 | $0 |
| TIMOTHY THOMAS | President | 1 | $0 |
| SYDNEY HALE | Secretary | 1 | $0 |
| RILEY BUSENLENER | Treasurer | 1 | $0 |
990-EZ for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MORA | Vice President | 0 | $0 |
| CHERYL BRAUD | PARLIAMENTARIAN | 1 | $0 |
| LAURA FINE | PAST PRESIDENT | 1 | $0 |
| TIMOTHY THOMAS | President | 1 | $0 |
| SYDNEY HALE | Secretary | 1 | $0 |
| RILEY BUSENLENER | Treasurer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MORA | Secretary | 0 | $0 |
| BRENT SHEPPARD | PAST PRESIDENT | 1 | $0 |
| LAURA FINE | BOARD MEMBER | 1 | $0 |
| TIMOTHY THOMAS | BOARD MEMBER | 1 | $0 |
| SYDNEY HALE | Treasurer | 1 | $0 |
| RILEY BUSENLENER | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 750357, NEW ORLEANS, LA 70175-0357
- Signed the 990-EZ
- Brian Mora, Board Member
- Phone
- (504) 895-8721
- Website
- WWW.NOEPC.ORG
- Return prepared by
- Pedelahore & Co LLP
Mission
TO PROMOTE EDUCATION AND THE INTERESTS OF ITS MEMBERS IN THE FIELDS OF ESTATE AND TRUST PLANNING.
Program accomplishments
- THE COUNCIL HAS FIVE DINNER MEETINGS EACH YEAR AT A RESTAURANT ON MONDAY EVENINGS OF SEPTEMBER, NOVEMBER, JANUARY, MARCH AND MAY.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-EZ on file |
| 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
- 72-0818406
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $65,589
- Income (IRS master file)
- $49,984
Revocation and reinstatement
- Exemption revoked
- November 15, 2015
- Posted by the IRS
- July 11, 2016
- Reinstated
- Effective November 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $49,984 | $55,038 | $65,589 | XML |
| 990-EZ | June 2025 | $39,611 | $43,508 | $70,643 | XML |
| 990-EZ | June 2024 | $36,576 | $45,218 | $74,540 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 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 72-0818406).
Questions about NEW ORLEANS ESTATE PLANNING COUNCIL
- What is the EIN of NEW ORLEANS ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of NEW ORLEANS ESTATE PLANNING COUNCIL is 72-0818406.
- Is NEW ORLEANS ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2015 and reinstated it effective November 15, 2015.
- Are donations to NEW ORLEANS ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW ORLEANS ESTATE PLANNING COUNCIL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of NEW ORLEANS ESTATE PLANNING COUNCIL due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ORLEANS 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 2026.
- Who are the officers and directors of NEW ORLEANS ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does NEW ORLEANS ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $49,984, expenses of $55,038 and total assets of $65,589 at year end.
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All nonprofits in NEW ORLEANS · Louisiana · Community improvement and capacity building