Nonprofit · EIN 75-1538106
DALLAS ESTATE PLANNING COUNCIL
Tax-exempt · DALLAS, TX 75238
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $168,182 | $205,393 | -$37,211 | $167,832 | $0 | $167,832 |
| May 31, 2024 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERESA MOORE | EXECUTIVE DIRECTOR | 18 | $47,260 |
| RICHARD MAUS | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| LAUREL STEPHENSON | PRESIDENT | 1 | $0 |
| MICHELLE JOHNSON | PROGRAM VICE PRESIDENT | 1 | $0 |
| LAURA RYAN | MEMBERSHIP VICE PRESIDENT | 1 | $0 |
| HOPE ELLIS | TREASURER | 1 | $0 |
| CELESTE MOYA | SECRETARY | 1 | $0 |
990-EZ for the year ended May 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERESA MOORE | EXECUTIVE DIRECTOR | 18 | $40,380 |
| DIAN KAUTH | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| RICHARD MAUS | PRESIDENT | 1 | $0 |
| LAUREL STEPHENSON | PROGRAM VICE PRESIDENT | 1 | $0 |
| MICHELLE JOHNSON | MEMBERSHIP VICE PRESIDENT | 1 | $0 |
| LAURA RYAN | TREASURER | 1 | $0 |
| HOPE ELLIS | SECRETARY | 1 | $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
- Website
- WWW.DALLASEPC.ORG
- 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.
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 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
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $168,182 | $205,393 | $167,832 | XML |
| 990-EZ | May 2024 | $191,863 | $190,632 | $205,043 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
| 990-EZ | May 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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