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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 74-2077306

SAN ANTONIO ESTATE PLANNERS COUNCIL

Tax-exempt · SAN ANTONIO, TX 78278

Financials

$239K$191K2023$78K$92K2024
Revenue Expenses · by fiscal year end
Financials of SAN ANTONIO ESTATE PLANNERS COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$78,180$92,452-$14,272$226,675$0$226,675
June 30, 2024990$238,745$190,531$48,214$240,947$0$240,947
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$78,180
Membership dues
$78,180
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,200
Travel
$3,259

Balance sheet and other

Total assets, start of year
$240,947
Total assets, end of year
$226,675
Total liabilities, end of year
$0
Net assets, end of year
$226,675
Gross receipts
$78,180
Employees
0
Volunteers
0
Year formed
1964
State of legal domicile
TX

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL R SIERRAPRESIDENT
Officer
2$0
KIM C FORDVICE PRESIDENT
Officer
2$0
KIMBERLY FORDSECRETARY
Officer
2$0
BLAKE BRATCHERTREASURER
Officer
2$0
TANYA E FEINLEIBIMMEDIATE PAST PRESIDENT
Officer
1$0
KRISTIN CARLTONGOVERNOR
Trustee or director
1$0
KALYN CARROLLGOVERNOR
Trustee or director
1$0
MICHELLE CASILLASGOVERNOR
Trustee or director
1$0
ROBERTA COWARTGOVERNOR
Trustee or director
1$0
AMELIA EDELMANGOVERNOR
Trustee or director
1$0
LAUREN MILLERGOVERNOR
Trustee or director
1$0
CHARLOTTE B MILNERGOVERNOR
Trustee or director
1$0
AMBER NELSON RAMSEYGOVERNOR
Trustee or director
1$0
JANUARY SMITH IVGOVERNOR
Trustee or director
1$0
RICHARD D SOATGOVERNOR
Trustee or director
1$0
2 more people on this return
NameTitleHours / weekCompensation
ELIZABETH C STRAITGOVERNOR
Trustee or director
1$0
SUSAN WIESNERGOVERNOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
JEFF ALBRECHTGOVERNOR
Trustee or director
1$0
KALYN CARROLLGOVERNOR
Trustee or director
1$0
JON K DAUBERTGOVERNOR
Trustee or director
1$0
AMELIA EDELMANGOVERNOR
Trustee or director
1$0
KIMBERLY FORDGOVERNOR
Trustee or director
1$0
CHARLOTTE B MILNERGOVERNOR
Trustee or director
1$0
AMBER NELSON RAMSEYGOVERNOR
Trustee or director
1$0
RICHARD D SOATGOVERNOR
Trustee or director
1$0
ELIZABETH STRAIGHTGOVERNOR
Trustee or director
1$0
SUSAN WIESNERGOVERNOR
Trustee or director
1$0
MICHELLE WOODGOVERNOR
Trustee or director
1$0
TANYA FEINLEIBPRESIDENT
Officer
2$0
MICHAEL SIERRAVICE PRESIDENT
Officer
2$0
BLAKE BRATCHERSECRETARY
Officer
2$0
KIMBERLY FORDTREASURER
Officer
2$0
DEBBIE BROEMSENIMMEDIATE PAST PRESIDENT
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 780843, SAN ANTONIO, TX 78278-0843
Principal officer (990 for 2024)
MICHAEL SIERRA, PO BOX 780843, SAN ANTONIO, TX 78278
Signed the 990
MICHAEL SIERRA, PRESIDENT
Phone
(210) 650-4455
Return prepared by
WEILBACHER & ASSOCIATES PC

Mission

TO PROMOTE AND PROVIDE EDUCATION IN ESTATE PLANNING.

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATION - THE ASSOCIATION HOLDS MONTHLY MEETINGS FOR THE MEMBERS WITH GUEST SPEAKERS ON TOPICS OF INTEREST TO PROFESSIONALS INVOLVED IN ESTATE PLANNING.
    Expenses $92,452

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

File the 2025 990-EZ for SAN ANTONIO ESTATE PLANNERS COUNCIL

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
74-2077306
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$226,675
Income (IRS master file)
$78,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$78,180$92,452$226,675XML
990June 2024$238,745$190,531$240,947IRS
990June 2023$86,438$67,706$192,733IRS
990June 2022$200,435$147,902$174,001IRS
990June 2021–––IRS
990June 2020–––IRS
990-EZJune 2019–––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 74-2077306).

Questions about SAN ANTONIO ESTATE PLANNERS COUNCIL

What is the EIN of SAN ANTONIO ESTATE PLANNERS COUNCIL?
The employer identification number (EIN) of SAN ANTONIO ESTATE PLANNERS COUNCIL is 74-2077306.
Is SAN ANTONIO ESTATE PLANNERS COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1987.
Are donations to SAN ANTONIO ESTATE PLANNERS COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SAN ANTONIO ESTATE PLANNERS 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 SAN ANTONIO ESTATE PLANNERS 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 SAN ANTONIO ESTATE PLANNERS COUNCIL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SAN ANTONIO ESTATE PLANNERS COUNCIL?
The 990 for the year ended June 30, 2025 names MICHAEL SIERRA.
Who are the officers and directors of SAN ANTONIO ESTATE PLANNERS COUNCIL?
The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
How much revenue does SAN ANTONIO ESTATE PLANNERS COUNCIL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $78,180, expenses of $92,452 and total assets of $226,675 at year end.

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