EIN 72-0818406

New Orleans Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
Year formed
2017
Most recent tax filings
2024-06-01
NTEE code, primary
Description
New Orleans Estate Planning Council promotes education and advocates for the interests of its members in estate and trust planning. It schedules five dinner meetings each year at a restaurant every Monday evening in September, November, January, March, and May.
Total revenues
$36,576
2024
Total expenses
$45,218
2024
Total assets
$74,540
2024
Num. employees
n/a

Personnel at New Orleans Estate Planning Council

NameTitleCompensation
Brian MoraBoard Member$0
Brent SheppardPresident$0
Jennifer C BordesPast - President$0
Mark H HellerPast President / Vice President / Secretary / Treasurer$0

Financials for New Orleans Estate Planning Council

RevenuesFYE 06/2024
Total grants, contributions, etc.$36,570
Program services$0
Membership dues$36,570
Investment income and dividends$6
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$0
Total revenues$36,576

Form 990s for New Orleans Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2024-062024-07-25990EZView PDF
2023-062023-07-17990EZView PDF
2022-062023-04-28990EZView PDF
2021-062022-05-05990EZView PDF
2020-062021-05-24990EZView PDF
...and 6 more Form 990s
Data update history
August 24, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
August 9, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 29, 2023
Updated personnel
Identified 2 new personnel
June 26, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawLegal servicesBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
PO Box 750357
New Orleans, LA 70175
Metro area
New Orleans-Metairie, LA
County
Orleans Parish, LA
Website URL
noepc.org/ 
Phone
(504) 895-8721
IRS details
EIN
72-0818406
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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