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New Orleans Estate Planning Council

  • New Orleans, LA
  • Tax-exempt since Aug. 2017
  • EIN: 72-0818406

Organization summary

Type of Nonprofit

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

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$36.6k (2024)

Expenses
$45.2k (2024)

Total Assets
$74.5k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,576
Expenses
$45,218
Net Income
-$8,642
Net Assets
$74,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $74,540
Total Liabilities $0
Net Assets $74,540
Compensation
Key Employees and Officers Compensation Other
Brian Mora (Secretary) $0 $0
Brent Sheppard (Past President) $0 $0
Laura Fine (Board Member) $0 $0
Timothy Thomas (Board Member) $0 $0
Sydney Hale (Treasurer) $0 $0
Riley Busenlener (Director) $0 $0
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Document Links

990-EZ
Filed on July 25, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,012
Expenses
$50,069
Net Income
-$10,057
Net Assets
$83,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,182
Total Liabilities $0
Net Assets $83,182
Compensation
Key Employees and Officers Compensation Other
Brian Mora (Treasurer) $0 $0
Brent Sheppard (President) $0 $0
Laura Fein (Board Member) $0 $0
Timothy Thomas (Board Member) $0 $0
Carl J Servat (Past President) $0 $0
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Document Links

990-EZ
Filed on July 17, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,367
Expenses
$40,796
Net Income
-$3,429
Net Assets
$93,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $93,239
Total Liabilities $0
Net Assets $93,239
Compensation
Key Employees and Officers Compensation Other
Patrick W Suffern (President) $0 $0
Brent Sheppard (Board Member) $0 $0
Laura Fein (Board Member) $0 $0
Timothy Thomas (Board Member) $0 $0
Jennifer C Bordes (Past President) $0 $0
Carl J Servat (Vice President) $0 $0
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Document Links

990-EZ
Filed on April 28, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,062
Expenses
$25,836
Net Income
$226
Net Assets
$96,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $400
1.5%
Assets/Debt
Total Assets $96,668
Total Liabilities $0
Net Assets $96,668
Compensation
Key Employees and Officers Compensation Other
Patrick W Suffern (Vice President) $0 $0
Brent Sheppard (Treasurer) $0 $0
Laura Fein (Parliamentarian) $0 $0
Mark H Heller (Past President) $0 $0
Jennifer C Bordes (President) $0 $0
Carl J Servat (Secretary) $0 $0
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Document Links

990-EZ
Filed on May 5, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,339
Expenses
$25,098
Net Income
$17,241
Net Assets
$96,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $49
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,040
2.5%
Assets/Debt
Total Assets $96,442
Total Liabilities $0
Net Assets $96,442
Compensation
Key Employees and Officers Compensation Other
Patrick W Suffern (Secretary) $0 $0
Brent Sheppard (Parlimentarian) $0 $0
Laura Walker Plunkett (Past President) $0 $0
Mark H Heller (President) $0 $0
Jennifer C Bordes (Vice President) $0 $0
Carl J Servat (Treasurer) $0 $0
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Document Links

990-EZ
Filed on May 12, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,022
Expenses
$41,870
Net Income
$4,152
Net Assets
$79,201
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $22
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,855
4.0%
Assets/Debt
Total Assets $79,201
Total Liabilities $0
Net Assets $79,201
Compensation
Key Employees and Officers Compensation Other
Patrick W Suffern (Treasurer) $0 $0
Kimberly J Austin (Immediate Past President) $0 $0
Laura Walker Plunkett (President) $0 $0
Mark H Heller (Vice President) $0 $0
Jennifer C Bordes (Secretary) $0 $0
Carl J Servat (Parliamentarian) $0 $0
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Document Links

990-EZ
Filed on March 23, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,825
Expenses
$33,876
Net Income
$17,949
Net Assets
$75,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,864
5.5%
Assets/Debt
Total Assets $75,049
Total Liabilities $0
Net Assets $75,049
Compensation
Key Employees and Officers Compensation Other
Kimberly J Austin (President) $0 $0
Laura Walker Plunkett (Vice President/ President Elect) $0 $0
Mark H Heller (Secretary) $0 $0
Jennifer C Bordes (Treasurer) $0 $0
Tara W Knowles (Board Member) $0 $0
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Document Links

990-EZ
Filed on May 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,675
Expenses
$38,144
Net Income
$16,531
Net Assets
$57,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,810
5.1%
Assets/Debt
Total Assets $57,100
Total Liabilities $0
Net Assets $57,100
Compensation
Key Employees and Officers Compensation Other
Susan J Burkenstock (President) $0 $0
Kimberly J Austin (Vice President) $0 $0
Laura Walker Plunkett (Secretary) $0 $0
Mark H Heller (Treasurer) $0 $0
Jennifer C Bordes (Parliamentarian) $0 $0
Kathy Turan Davenport (Immediate Past Chair) $0 $0
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Document Links

990-EZ
Filed on Sept. 18, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,221
Expenses
$35,189
Net Income
$17,032
Net Assets
$40,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11
0.0%
Assets/Debt
Total Assets $40,569
Total Liabilities $0
Net Assets $40,569

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$53,363
Expenses
$51,240
Net Income
$2,123
Net Assets
$23,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $7,008
13.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $95
0.2%
Assets/Debt
Total Assets $23,537
Total Liabilities $0
Net Assets $23,537

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,575
Expenses
$47,308
Net Income
$267
Net Assets
$21,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,735
5.7%
Assets/Debt
Total Assets $21,414
Total Liabilities $0
Net Assets $21,414

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,108
Expenses
$43,894
Net Income
-$4,786
Net Assets
$21,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $45
0.1%
Assets/Debt
Total Assets $21,147
Total Liabilities $0
Net Assets $21,147

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,770
Expenses
$48,029
Net Income
$2,741
Net Assets
$25,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,933
Total Liabilities $0
Net Assets $25,933

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,285
Expenses
$47,742
Net Income
-$5,457
Net Assets
$23,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $555
1.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,192
Total Liabilities $0
Net Assets $23,192

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2010

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 June
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 June
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-EZ

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

PDF

Fiscal Year Ending June
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-EZ

Short form 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.

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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