NonprofitsDallas Estate Planning Council

Dallas Estate Planning Council

DALLAS, TX

Total revenue

$192K

Total expenses

$191K

Net assets

$205K

Grants received

EIN

751538106

Tax year

2023

Mission

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.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$141K
Investment income$528
Other revenue$6K
Total revenue$192K

Expenses

Grants paid
Salaries & benefits$40K
Fundraising
Other expenses$147K
Total expenses$191K
Total assets$205K
Net assets$205K

People

7 listed

NameRoleCompensation

TERESA MOORE

EXECUTIVE DIRECTOR

Board

$40K

18 hrs/wk

RICHARD MAUS

PRESIDENT

Board

1 hrs/wk

DIAN KAUTH

IMMEDIATE PAST PRESIDENT

Board

1 hrs/wk

MICHELLE JOHNSON

MEMBERSHIP VICE PRESIDENT

Board

1 hrs/wk

LAURA RYAN

TREASURER

Board

1 hrs/wk

HOPE ELLIS

SECRETARY

Board

1 hrs/wk

LAUREL STEPHENSON

PROGRAM VICE PRESIDENT

Board

1 hrs/wk

Details

EIN751538106
Subsection06
Ruling date1978-03
DALLAS ESTATE PLANNING COUNCIL — Mission, Financials & Grants Received | Grantivo