Overview

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Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

The Dallas Estate Planning Council (EIN: 75-1538106) is a nonprofit organization dedicated to advancing the science of financial estate planning, fostering cordial discourse among its members, and enhancing the understanding of the estate planning process. With an operating budget of $205.4K and total revenue of $168.2K for the filing year 2025, the organization focuses on promoting education and collaboration within the field of estate planning. More information can be found on their website at www.dallasepc.org.

Mission Statement

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.
Revenues
$168.2K
Expenses
$205.4K
Net Income:
-$37.2K
Assets
$167.8K
Liabilities
$0
Net Assets:
+$167.8K
Operating Budget
$205.4K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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T
Teresa Moore
Board Member
L
Laurel Stephenson
Board Member
H
Hope Ellis
Board Member

Frequently Asked Questions

What is DALLAS ESTATE PLANNING COUNCIL’s budget?
In 2025, DALLAS ESTATE PLANNING COUNCIL reported an annual operating budget of around $205 thousand. More detailed financial information is available to registered users.
What causes does DALLAS ESTATE PLANNING COUNCIL support?
DALLAS ESTATE PLANNING COUNCIL supports work in Science.
Where does DALLAS ESTATE PLANNING COUNCIL operate?
DALLAS ESTATE PLANNING COUNCIL is headquartered in Dallas, TX.