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Estate Planning Council Of Birmingham

  • Birmingham, AL
  • Tax-exempt since May 1968
  • EIN: 63-6065828

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$72.5k (2023)

Expenses
$86.5k (2023)

Total Assets
$182k (2023)

Total Liabilities
$759 (2023)

Source: Form 990 tax filings from 2013 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,531
Expenses
$86,457
Net Income
-$13,926
Net Assets
$180,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,000
37.2%
Investment Income $46
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $181,594
Total Liabilities $759
Net Assets $180,835
Compensation
Key Employees and Officers Compensation Other
Sandra Sudd (Administrator) $13,650 $0
Juanita Sims (Administrator) $6,825 $0
Lynda J Lewis (Past President) $0 $0
Howard Neiswender (President) $0 $0
Kimberly Reynolds (Vice President) $0 $0
Jeremy Burns (Board Member) $0 $0
Jennifer Q Griffin (Board Member) $0 $0
J Winston Busby (Board Member) $0 $0
Alexander Jones (Secretary) $0 $0
Karen A Moore (Treasurer) $0 $0
S Collins Compere (Board Member) $0 $0
Jennifer H Wilson (Board Member) $0 $0
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Document Links

990-EZ
Filed on May 13, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$89,302
Expenses
$67,815
Net Income
$21,487
Net Assets
$194,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,377
30.7%
Investment Income $15
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $194,761
Total Liabilities $0
Net Assets $194,761
Compensation
Key Employees and Officers Compensation Other
Juanita Sims (Administrator) $8,450 $0
Lynda J Lewis (President) $0 $0
Cherion Sibley (Past President) $0 $0
Howard Neiswender (Vice President) $0 $0
Kimberly Reynolds (Secretary) $0 $0
Morgan Gearhart (Treasurer) $0 $0
Jeremy Burns (Board Member) $0 $0
Jennifer Q Griffin (Board Member) $0 $0
Judy B Shepura (Board Member) $0 $0
Alexander Jones (Board Member) $0 $0
Karen A Moore (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 11, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,398
Expenses
$36,139
Net Income
$23,259
Net Assets
$173,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,825
35.1%
Investment Income $50
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $173,274
Total Liabilities $0
Net Assets $173,274
Compensation
Key Employees and Officers Compensation Other
Juanita Sims (Administrator) $7,950 $0
Cherion Sibley (President) $0 $0
Jeffery S Smith (Past President) $0 $0
Lynda J Lewis (Vice President) $0 $0
Morgan Gearhart (Secretary) $0 $0
Howard Neiswender (Treasurer) $0 $0
Harvey A Hutchinson Iii (Board Member) $0 $0
Kimberly Reynolds (Board Member) $0 $0
Judy B Shepura (Board Member) $0 $0
Gail F Smith (Board Member) $0 $0
Alexander Jones (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,774
Expenses
$47,189
Net Income
$6,585
Net Assets
$150,015
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,250
39.5%
Investment Income $72
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $150,015
Total Liabilities $0
Net Assets $150,015
Compensation
Key Employees and Officers Compensation Other
Juanita Sims (Administrator) $8,050 $0
Jeffery S Smith (President) $0 $0
Felix Tank Tankersley (Past President) $0 $0
Cherion Sibley (Treasurer/Vice President) $0 $0
Lynda J Lewis (Secretary/Treasurer) $0 $0
Morgan Gearhart (Board Member) $0 $0
Harvey A Hutchinson Iii (Board Member) $0 $0
Howard Neiswender (Board Member) $0 $0
Judy B Shepura (Board Member) $0 $0
Gail F Smith (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$77,524
Expenses
$52,653
Net Income
$24,871
Net Assets
$143,430
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,025
27.1%
Investment Income $169
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $143,430
Total Liabilities $0
Net Assets $143,430
Compensation
Key Employees and Officers Compensation Other
Juanita Sims (Administrator) $7,375 $0
Felix Tankersley (President) $0 $0
Jeffery S Smith (Vice President) $0 $0
Michelle Carney (Past President) $0 $0
James Philips Naftel Ii (Treasurer) $0 $0
Cherion Sibley (Secretary) $0 $0
Gail F Smith (Board Member) $0 $0
Morgan Gearhart (Board Member) $0 $0
Birch Bowdre (Board Member) $0 $0
Lynda J Lewis (Board Member) $0 $0
Judy B Shepura (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 27, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,438
Expenses
$72,281
Net Income
$25,157
Net Assets
$118,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,865
24.5%
Investment Income $228
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $118,559
Total Liabilities $0
Net Assets $118,559
Compensation
Key Employees and Officers Compensation Other
Michelle Carney (President) $0 $0
Felix Tankersley (Vice President) $0 $0
Michael Wagner (Past President) $0 $0
Cherion Sibley (Board Member) $0 $0
James Philips Naftel Ii (Treasurer) $0 $0
Gail F Smith (Board Member) $0 $0
Jeffery S Smith (Secretary) $0 $0
Caroline D Yeilding (Board Member) $0 $0
Morgan Gearhart (Board Member) $0 $0
Birch Bowdre (Board Member) $0 $0
Juanita Sims (Administrator) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$71,134
Expenses
$66,188
Net Income
$4,946
Net Assets
$93,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,588
26.1%
Investment Income $168
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $93,402
Total Liabilities $0
Net Assets $93,402
Compensation
Key Employees and Officers Compensation Other
Michael Wagner (President) $0 $0
Michelle Carney (Vice President) $0 $0
Felix Tankersley (Secretary) $0 $0
J Forrester Debuys Iii (Past President) $0 $0
Amy D Adams Esq (Board Member) $0 $0
James Philips Naftel Ii (Board Member) $0 $0
Gail F Smith (Board Member) $0 $0
Jeffery S Smith (Treasurer) $0 $0
Caroline D Yeilding (Board Member) $0 $0
Judi Z Wurm (Board Member) $0 $0
Juanita Sims (Administrator) $0 $0
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Document Links

990-EZ
Filed on March 24, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,261
Expenses
$59,690
Net Income
$19,571
Net Assets
$88,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,721
24.9%
Investment Income $40
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $88,456
Total Liabilities $0
Net Assets $88,456
Compensation
Key Employees and Officers Compensation Other
Michael Wagner (President) $0 $0
Michelle Carney (Vice President) $0 $0
Felix Tankersley (Secretary) $0 $0
J Forrester Debuys Iii (Past President) $0 $0
Amy D Adams Esq (Board Member) $0 $0
James Philips Naftel Ii (Board Member) $0 $0
Gail F Smith (Board Member) $0 $0
Jeffery S Smith (Treasurer) $0 $0
Caroline D Yeilding (Board Member) $0 $0
Judi Z Wurm (Board Member) $0 $0
Juanita Sims (Administrator) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 16, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,504
Expenses
$49,825
Net Income
$3,679
Net Assets
$68,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,675
21.8%
Investment Income $60
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,885
Total Liabilities $0
Net Assets $68,885
Compensation
Key Employees and Officers Compensation Other
J Forrester De Buys Iii (President) $0 $0
Michael Wagner (Vice President Of Programs) $0 $0
Michelle Carney (Secretary) $0 $0
Tank Tankersley (Treasurer) $0 $0
Elizabeth H Hutchins (Immediate Past President) $0 $0
Gerard J Kassouf (Past President) $0 $0
Amy D Adams Esq (Board Member) $0 $0
Ron E Opolka Jr (Board Member) $0 $0
Charles C Osbun (Board Member) $0 $0
Lillian Bromley (Administrator) $0 $0
Jeffery S Smith (Board Member) $0 $0
Caroline D Yeilding (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,980
Expenses
$45,779
Net Income
$29,201
Net Assets
$65,206
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,526
10.0%
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,206
Total Liabilities $0
Net Assets $65,206
Compensation
Key Employees and Officers Compensation Other
Elizabeth Hutchins (President) $0 $0
J Forrester De Buys Iii (Vice President Of Programs) $0 $0
Michael Wagner (Secretary) $0 $0
Michelle Carney (Treasurer) $0 $0
Robert Gardner (Immediate Past President) $0 $0
Gerard J Kassouf (Past President) $0 $0
Amy D Adams Esq (Board Member) $0 $0
Ron E Opolka Jr (Board Member) $0 $0
Mollie J Seymour (Board Member) $0 $0
Lillian Bromley (Administrator) $0 $0
Jeffery S Smith (Board Member) $0 $0
Tank Tankersley (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 10, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,155
Expenses
$61,747
Net Income
$3,408
Net Assets
$36,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,215
9.5%
Investment Income $15
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $36,005
Total Liabilities $0
Net Assets $36,005
Compensation
Key Employees and Officers Compensation Other
Gerard J Kassouf (President) $0 $0
Robert Gardner (Vice President) $0 $0
Elizabeth Hutchins (Secretary) $0 $0
J Forrester De Buys Iii (Treasurer) $0 $0
Ross N Cohen (Immediate Past President) $0 $0
Carol Collinsworth Hines (Past President) $0 $0
Janet Ball (Board Member) $0 $0
Carla Burton Gale (Board Member) $0 $0
William K Nicrosi Ii (Board Member) $0 $0
Michael Wagner (Board Member) $0 $0
Michael L Williams (Board Member) $0 $0
Lillian Bromley (Administrator) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 7, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated