Nonprofit · EIN 76-0042342
HOUSTON BUSINESS & ESTATE PLANNING COUNCIL
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $61,126 | $54,807 | $6,319 | $50,618 | – | $50,618 |
| May 31, 2024 | 990-EZ | $60,399 | $68,455 | -$8,056 | $44,299 | – | $44,299 |
| May 31, 2023 | 990-EZ | $57,553 | $63,250 | -$5,697 | $52,355 | – | $52,355 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Membership dues
- $61,126
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $54,807
Balance sheet and other
- Total assets, start of year
- $44,299
- Total assets, end of year
- $50,618
- Total liabilities, end of year
- –
- Net assets, end of year
- $50,618
- Cash, savings and investments
- $50,618
- Gross receipts
- $61,126
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 |
|---|---|---|---|
| F GIB SURLES | IMMED PAST PRES | 0.5 | $0 |
| BRYAN A PHILLIPS | President | 2 | $0 |
| SARAH A SNOOK | Vice President | 1 | $0 |
| CELESTE C LAWTON | Secretary | 1 | $0 |
| TANYA T CASTRO | Treasurer | 1 | $0 |
| JON D ADINOLFI | EDUCATION CHAIR | 1 | $0 |
| TERRELL TAYLOR | MEMBERSHIP CHR | 1 | $0 |
990-EZ for the year ended May 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F GIB SURLES | PRESIDENT 5/24 | 2 | $0 |
| BRYAN A PHILLIPS | VICE PRES 5/24 | 1 | $0 |
| SARAH A SNOOK | Secretary 5/24 | 1 | $0 |
| CELESTE C LAWTON | Treasurer 5/24 | 1 | $0 |
| TANYA T CASTRO | EDUCATION CHAIR | 1 | $0 |
| JON D ADINOLFI | MBRSHIP CHAIR | 1 | $0 |
| MIKE HILL JR | IMMED PAST PRES | 0.5 | $0 |
990-EZ for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F GIB SURLES | President | 2 | $0 |
| BRYAN APHILLIPS | Vice President | 1 | $0 |
| SARAH A SNOOK | Secretary | 1 | $0 |
| CELESTE C LAWTON | Treasurer | 1 | $0 |
| TANYA T CASTRO | EDUCATION CHAIR | 1 | $0 |
| JON D ADINOLFI | MEMBERSHIP | 1 | $0 |
| MIKE HILL JR | IMMED PAST PRES | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 4400 POST OAK PKWY STE 1100, HOUSTON, TX 77027-3426
- In care of
- % MIKE HILL
- Mailing address (990-N for 2014)
- 1400 Post Oak Blvd Suite 900, Houston TX 77056
- Principal officer (990-N for 2014)
- Terri Siegel, 1400 Post Oak Blvd Suite 900, Houston TX 77056
- Signed the 990-EZ
- JON D ADINOLFI, Treasurer
- Phone
- (713) 850-8787
- Website
- hbepc.org
- Return prepared by
- Rosenthal & Co PC
Mission
THE HOUSTON BUSINESS & ESTATE PLANNING COUNCIL PROVIDES EDUCATIONAL SEMINARS AND MEETINGS TO KEEP MEMBERS CURRENT ON PERTINENT BUSINESS, FINANCIAL AND ESTATE PLANNING TOPICS. IT ALSO PROMOTES UNDERSTANDING AND COOPERATION AMONG THE DIFFERENT DISCIPLINES OF ITS MEMBERS.
Program accomplishments
- THE ORGANIZATION HOLDS MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS BUSINESS, FINANCIAL AND ESTATE PLANNING CURRENT TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES.
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
- 76-0042342
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1983
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $50,618
- Income (IRS master file)
- $61,126
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $61,126 | $54,807 | $50,618 | XML |
| 990-EZ | May 2024 | $60,399 | $68,455 | $44,299 | XML |
| 990-EZ | May 2023 | $57,553 | $63,250 | $52,355 | XML |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: Terri Siegel | 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 76-0042342).
Questions about HOUSTON BUSINESS & ESTATE PLANNING COUNCIL
- What is the EIN of HOUSTON BUSINESS & ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of HOUSTON BUSINESS & ESTATE PLANNING COUNCIL is 76-0042342.
- Is HOUSTON BUSINESS & ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1983.
- Are donations to HOUSTON BUSINESS & ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HOUSTON BUSINESS & 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 HOUSTON BUSINESS & 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 HOUSTON BUSINESS & 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 is the principal officer of HOUSTON BUSINESS & ESTATE PLANNING COUNCIL?
- The 990-N for 2014 names Terri Siegel.
- Who are the officers and directors of HOUSTON BUSINESS & ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does HOUSTON BUSINESS & ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $61,126, expenses of $54,807 and total assets of $50,618 at year end.
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