Nonprofit · EIN 87-0401428
SALT LAKE ESTATE PLANNING COUNCIL
Tax-exempt · N SALT LAKE, UT 84054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $48,978 | $63,601 | -$14,623 | $53,997 | $3,774 | $50,223 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Membership dues
- $19,570
- Program service revenue
- $28,936
- Investment income
- $5
- Other revenue
- $467
Expenses
- Compensation of officers, directors and key employees
- $8,800
- Professional fees and payments to contractors
- $8,800
- Other expenses
- $54,801
- Program services (functional)
- $40,694
Balance sheet and other
- Total assets, start of year
- $75,969
- Total assets, end of year
- $53,997
- Total liabilities, end of year
- $3,774
- Net assets, end of year
- $50,223
- Cash, savings and investments
- $53,997
- Gross receipts
- $48,978
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIANNE FALLIS | EXECUTIVE DIRECTOR | 5 | $8,800 |
| ADRIENNE JACK | PRESIDENT | 1 | $0 |
| DUSTIN SNYDER | VICE PRESIDENT | 1 | $0 |
| LIZ BERNHARD | SECRETARY | 1 | $0 |
| LYNN EVANS | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 406 KENT DR, N SALT LAKE, UT 84054-6033
- In care of
- % DAVID HALLADAY
- Signed the 990-EZ
- DUSTIN SNYDER, VICE PRESIDENT
- Phone
- (801) 694-0127
Mission
TO FOSTER A BETTER UNDERSTANDING AMONG ESTATE PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES OF ESTATE PLANNING AND OF ORGANIZATION ISSUES TO HELP THEM BETTER SERVE THEIR CLIENTS AND THE PUBLIC. TO PROVIDE OPPORTUNITIES FOR A SHARED LEARNING EXPERIENCE. TO PROVIDE NETWORKING OPPORTUNITIES WITH AN ORGANIZATION SERVING ESTATE PLANNING PROFESSIONALS, AND TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT.
Program accomplishments
- MONTHLY LUNCHEONS WITH SPEAKERS COVERING ESTATE AND TAX TECHNICAL SUBJECTS FOR MEMBERS AND GUESTS, PROVIDING PROFESSIONAL CONTINUING EDUCATION CREDITS.Expenses $27,925
- ORGANIZE AND HOLD FULL-DAY TECHNICAL CONFERENCE FOR MEMBERS AND GUESTS ON ESTATE AND TAX PLANNING SUBJECTS.Expenses $12,769
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 87-0401428
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $53,997
- Income (IRS master file)
- $48,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $48,978 | $63,601 | $53,997 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 87-0401428).
Questions about SALT LAKE ESTATE PLANNING COUNCIL
- What is the EIN of SALT LAKE ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of SALT LAKE ESTATE PLANNING COUNCIL is 87-0401428.
- Is SALT LAKE ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2002.
- Are donations to SALT LAKE ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SALT LAKE ESTATE PLANNING COUNCIL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SALT LAKE ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SALT LAKE ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of SALT LAKE ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $8,800 (BRIANNE FALLIS, EXECUTIVE DIRECTOR).
- How much revenue does SALT LAKE ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $48,978, expenses of $63,601 and total assets of $53,997 at year end.
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All nonprofits in N SALT LAKE · Utah · Community improvement and capacity building