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Nonprofit · EIN 75-1538106

DALLAS ESTATE PLANNING COUNCIL

Tax-exempt · DALLAS, TX 75238

Financials

$192K$191K2023$168K$205K2024
Revenue Expenses · by fiscal year end
Financials of DALLAS ESTATE PLANNING COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-EZ$168,182$205,393-$37,211$167,832$0$167,832
May 31, 2024990-EZ$191,863$190,632$1,231$205,043$0$205,043
Financial details: 990-EZ for the year ended May 31, 2025

Revenue

Membership dues
$44,525
Program service revenue
$116,535
Investment income
$472
Other revenue
$6,650

Expenses

Compensation of officers, directors and key employees
$47,260
Salaries, compensation and benefits (total)
$47,260
Professional fees and payments to contractors
$3,569
Occupancy
$460
Printing, publications and postage
$94
Other expenses
$154,010

Balance sheet and other

Total assets, start of year
$205,043
Total assets, end of year
$167,832
Total liabilities, end of year
$0
Net assets, end of year
$167,832
Cash, savings and investments
$167,832
Gross receipts
$168,182

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.

NameTitleHours / weekCompensation
TERESA MOOREEXECUTIVE DIRECTOR18$47,260
RICHARD MAUSIMMEDIATE PAST PRESIDENT1$0
LAUREL STEPHENSONPRESIDENT1$0
MICHELLE JOHNSONPROGRAM VICE PRESIDENT1$0
LAURA RYANMEMBERSHIP VICE PRESIDENT1$0
HOPE ELLISTREASURER1$0
CELESTE MOYASECRETARY1$0
990-EZ for the year ended May 31, 2024: 7 people
NameTitleHours / weekCompensation
TERESA MOOREEXECUTIVE DIRECTOR18$40,380
DIAN KAUTHIMMEDIATE PAST PRESIDENT1$0
RICHARD MAUSPRESIDENT1$0
LAUREL STEPHENSONPROGRAM VICE PRESIDENT1$0
MICHELLE JOHNSONMEMBERSHIP VICE PRESIDENT1$0
LAURA RYANTREASURER1$0
HOPE ELLISSECRETARY1$0

Address and contacts

Address (IRS master file)
PO BOX 38553, DALLAS, TX 75238-0553
Signed the 990-EZ
TERESA MOORE, EXECUTIVE DIRECTOR
Phone
(214) 340-8020
Return prepared by
WEAVER AND TIDWELL LLP

Mission

THE ADVANCEMENT OF THE SCIENCE OF PLANNING AN INDIVIDUAL'S FINANCIAL ESTATE, THE ENCOURAGEMENT OF CORDIAL DISCOURSE AMONG THE MEMBERS AND THE PROMOTION OF A BETTER UNDERSTANDING OF THE ESTATE PLANNING PROCESS.

990-EZ for the year ended May 31, 2025

Program accomplishments

  • PRESENTED NINE SEMINARS ON VARIOUS ESTATE PLANNING TOPICS.

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-EZ on file
2023May 31, 2024October 15, 2024990-EZ on file

IRS record

EIN
75-1538106
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1978
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$167,832
Income (IRS master file)
$168,182

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZMay 2025$168,182$205,393$167,832XML
990-EZMay 2024$191,863$190,632$205,043XML
990-EZMay 2023–––IRS
990-EZMay 2022–––IRS
990-EZMay 2021–––IRS
990-EZMay 2020–––IRS
990-EZMay 2019–––IRS
990-EZMay 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 75-1538106).

Questions about DALLAS ESTATE PLANNING COUNCIL

What is the EIN of DALLAS ESTATE PLANNING COUNCIL?
The employer identification number (EIN) of DALLAS ESTATE PLANNING COUNCIL is 75-1538106.
Is DALLAS ESTATE PLANNING COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1978.
Are donations to DALLAS ESTATE PLANNING COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DALLAS 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 DALLAS ESTATE PLANNING COUNCIL 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 DALLAS ESTATE PLANNING COUNCIL last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
Who are the officers and directors of DALLAS ESTATE PLANNING COUNCIL?
The 990-EZ for the year ended May 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $47,260 (TERESA MOORE, EXECUTIVE DIRECTOR).
How much revenue does DALLAS ESTATE PLANNING COUNCIL have?
On its 990-EZ for the year ended May 31, 2025 it reported revenue of $168,182, expenses of $205,393 and total assets of $167,832 at year end.

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