Dallas Estate Planning Council

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 751538106 ✦ Dallas, TX ✦ Designated as a 501(c)(6)

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Overview

What is Dallas Estate Planning Council?

The Dallas Estate Planning Council is a nonprofit organization that specializes in the field of estate planning. Their primary objective is to enhance the understanding of this process and foster amicable discussions among members. By presenting nine seminars on diverse estate planning topics, they aim to advance the science of financial estate planning. The council's mission is to promote cordial interactions among its members and foster a deeper comprehension of the estate planning process.


Official website here: www.dallasepc.org

Is Dallas Estate Planning Council legitimate?

Dallas Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Dallas Estate Planning Council submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.dallasepc.org

What is the mission statement of Dallas Estate Planning Council?

The Dallas Estate Planning Council's mission is to foster the development of estate planning, stimulate friendly discussions among its members, and enhance understanding of the estate planning process. The council achieves this goal by organizing and presenting seminars on various estate planning topics, thereby promoting a comprehensive approach to financial estate planning.


Official website here: www.dallasepc.org

Who is the CEO of Dallas Estate Planning Council?

Teresa Moore is the Executive Director of Dallas Estate Planning Council.


Official website here: www.dallasepc.org

What is the revenue of Dallas Estate Planning Council?

Dallas Estate Planning Council's revenue in 2023 was $170,261.


Official website here: www.dallasepc.org

Who are the executives of Dallas Estate Planning Council and what are their salaries?


Here are 7 key members and their salaries:


Todd Amacher (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Teresa Moore (Executive Director)
  • Compensation: $43,170
  • Related: $0
  • Other: $0
Dian Kauth (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Maus (Program Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Laurel Stephenson (Membership Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Johnson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Laura Ryan (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.dallasepc.org

Where can I find the form 990EZ for Dallas Estate Planning Council?

Dallas Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.dallasepc.org

Learn more at the official website: www.dallasepc.org

Mission Statement of Dallas Estate Planning Council

Dallas Estate Planning Council is an organization dedicated to enhancing the field of estate planning. Their primary objective is to promote the advancement of financial estate planning for individuals, fostering a collaborative environment among its members, and increasing the collective understanding of the estate planning process. To achieve this, the council has organized and presented nine seminars on various estate planning topics, sharing valuable insights and knowledge in this domain.

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Impact




October, 2024

The Dallas Estate Planning Council significantly advances the science of financial estate planning within the community. By fostering an environment of cordial discourse among its members, the council enhances collaboration and knowledge sharing among professionals in the field. Its commitment to promoting a better understanding of the estate planning process is evidenced by the nine seminars it has presented on various topics related to estate planning. These educational initiatives not only empower members with critical insights but also benefit individuals looking to navigate the complexities of estate planning, ultimately contributing to more informed and effective estate management in the Dallas area.




This information is meant to be a general summary of Dallas Estate Planning Council. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$170,261 (2023)
Expenses
$155,662 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $455
  • Program Service Revenue: $120,571
  • Gross Receipts: $170,261

Assets and Liabilities:

  • Total Assets: $203,812
  • Total Liabilities: $0
  • Net Assets: $203,812

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Organization Details

Principal Officer

Teresa Moore

Main Address

PO BOX 38553, DALLAS, TX, 752388553

NTEE Category

Code: I80 - Crime

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