1. Directory
  2. Texas
  3. Austin
  4. Estate Planning Council of Central Texas
EIN 74-2712547

Estate Planning Council of Central Texas

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Austin
State
Texas
Year formed
1994
Most recent tax filings
2024-05-01
NTEE code, primary
I80: Legal Services
Description
Estate Planning Council of Central Texas educates and fosters interdisciplinary cooperation among financial services professionals, trust officials, attorneys and accountants in the local financial and estate planning community. Elizabeth Daniel runs the organization. It is located in Austin, TX.
Also known as...
Estate Planning Council Austin Suites Christie Aldridge
Total revenues
$113,926
2024
Total expenses
$83,744
2024
Total assets
$125,647
2024
Num. employees
n/a

Personnel at Estate Planning Council of Central Texas

NameTitleCompensation
Elizabeth Daniel0$0
Steven TylerPast President$0
Holly GarciaPast President / First Vice President / Second Vice President / Secretary / Treasurer$0
Webber RoscherPast President / Past President / First Vice President / Second Vice President$0
Morgan StonePast President$0

Financials for Estate Planning Council of Central Texas

RevenuesFYE 05/2024
Total grants, contributions, etc.$77,818
Program services$35,258
Membership dues$77,818
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$850
Total revenues$113,926

Form 990s for Estate Planning Council of Central Texas

Fiscal year endingDate received by IRSFormPDF link
2024-052024-10-15990EZView PDF
2023-052023-10-16990EZView PDF
2022-052022-10-14990EZView PDF
2021-052021-09-16990EZView PDF
2020-052021-05-04990EZView PDF
...and 5 more Form 990s
Data update history
December 3, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
December 2, 2023
Updated personnel
Identified 6 new personnel
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 29, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
November 18, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Crime and legal aid organizationsLegal service nonprofitsProfessional associationsBusiness and community development organizationsCharities
Issues
Crime and lawHuman servicesCommunity improvementLegal servicesBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
PO Box 91028
Austin, TX 78709
Metro area
Austin-Round Rock-Georgetown, TX
County
Travis County, TX
Website URL
epcct.org/ 
IRS details
EIN
74-2712547
Fiscal year end
May
Taxreturn type
Form 990-EZ
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
I80: Legal Services
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
Free account sign-up

Want updates when Estate Planning Council of Central Texas has new information, or want to find more organizations like Estate Planning Council of Central Texas?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy