Nonprofit · EIN 74-2712547
ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE
Tax-exempt · AUSTIN, TX 78709
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $108,567 | $90,461 | $18,106 | $143,753 | $0 | $143,753 |
| May 31, 2024 | 990-EZ | $113,926 | $83,744 | $30,182 | $125,647 | $0 | $125,647 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $71,880
- Program service revenue
- $35,416
- Investment income
- $0
- Other revenue
- $1,271
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $27,090
- Printing, publications and postage
- $564
- Other expenses
- $62,807
Balance sheet and other
- Total assets, start of year
- $12,647
- Total assets, end of year
- $143,753
- Total liabilities, end of year
- $0
- Net assets, end of year
- $143,753
- Cash, savings and investments
- $143,753
- Gross receipts
- $108,567
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GABRIEL GALLAS | President | 5 | $0 |
| CHRIS PRICE | First Vice President | 2 | $0 |
| ERIC NELSON | Second Vice President | 2 | $0 |
| MALEA SULLIVAN | Secretary | 2 | $0 |
| ALEX PENA | Treasurer | 2 | $0 |
| ELIZABETH DANIEL | Past President | 2 | $0 |
| MATT RAPPAPORT | Director | 1 | $0 |
| EMILY FRANCO | Director | 1 | $0 |
| MARYBETH MEYER | Director | 1 | $0 |
| VANESSA MCELWRATH | Director | 1 | $0 |
| PAUL YOUNGDALE | Director | 1 | $0 |
| SAMMY LUCARIO JR | Director | 1 | $0 |
| ELIZABETH MURDOCK | Director | 1 | $0 |
| MEREDITH MCIVER | Director | 1 | $0 |
990-EZ for the year ended May 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH DANIEL | President | 5 | $0 |
| GABRIEL GALLAS | First Vice President | 2 | $0 |
| CHRIS PRICE | Second Vice President | 2 | $0 |
| ERIC NELSON | Secretary | 2 | $0 |
| STEVEN TYLER | Past President | 2 | $0 |
| MALEA SULLIVAN | Treasurer | 2 | $0 |
| MATT RAPPAPORT | Director | 1 | $0 |
| EMILY FRANCO | Director | 1 | $0 |
| MARYBETH MEYER | Director | 1 | $0 |
| VANESSA MCELWRATH | Director | 1 | $0 |
| ALEX PENA | Director | 1 | $0 |
| PAUL YOUNGDALE | Director | 1 | $0 |
| ELIZABETH MURDOC | Director | 1 | $0 |
| SAMMY LUCARIO JR | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 91028, AUSTIN, TX 78709-1028
- In care of
- % DANA MCCARTNEY
- Mailing address (990-N for 2014)
- 700 Lavaca Suite 1400, Austin TX 78701
- Principal officer (990-N for 2014)
- Dana McCartney, 401 Congress Suite 1100, Austin TX 78701
- Signed the 990-EZ
- Gabriel Gallas, 0
- Phone
- (000) 000-0000
- Website
- www.epcct.org
- Return prepared by
- PROjag Management
Mission
THE ORGANIZATIONS PRIMARY PURPOSE IS TO EDUCATE MEMBERS OF THE LOCAL FINANCIAL AND ESTATE PLANNING COMMUNITY AND TO FOSTER INTERDISCIPLINARY COOPERATION AMONG FINANCIAL SERVICES PROFESSIONALS TRUST OFFICIALS ATTORNEYS AND ACCOUNTANTS
Program accomplishments
- 0
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 74-2712547
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S03)
- Assets (IRS master file)
- $143,753
- Income (IRS master file)
- $108,567
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $108,567 | $90,461 | $143,753 | XML |
| 990-EZ | May 2024 | $113,926 | $83,744 | $125,647 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: Dana McCartney | May 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 74-2712547).
Questions about ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE
- What is the EIN of ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE is 74-2712547.
- Is ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE 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 ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who is the principal officer of ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE?
- The 990-N for 2014 names Dana McCartney.
- Who are the officers and directors of ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE?
- The 990-EZ for the year ended May 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL AUSTIN SUITES CHRISTIE ALDRIDGE have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $108,567, expenses of $90,461 and total assets of $143,753 at year end.
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