New Orleans Estate Planning Council

  • New Orleans, LA
  • Tax exemption issued: 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.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending June
2026

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,984
Expenses
$55,038
Net Income
-$5,054
Net Assets
$65,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,105
96.2%
Program Services $0
Investment Income $1,879
3.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,589
Total Liabilities $0
Net Assets $65,589
Compensation
Key Employees and Officers Compensation Other
Brian Mora (President) $0 $0
Cheryl Braud (Parliamentarian) $0 $0
Tim Thomas (Past President) $0 $0
Timothy Thomas (President) $0 $0
Sydney Hale (Secretary) $0 $0
Riley Busenlener (Treasurer) $0 $0
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Document Links

990-EZ
Filed on July 27, 2026

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

View Filing
XML

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,611
Expenses
$43,508
Net Income
-$3,897
Net Assets
$70,643
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 $70,643
Total Liabilities $0
Net Assets $70,643
Compensation
Key Employees and Officers Compensation Other
Brian Mora (Vice President) $0 $0
Cheryl Braud (Parliamentarian) $0 $0
Laura Fine (Past President) $0 $0
Timothy Thomas (President) $0 $0
Sydney Hale (Secretary) $0 $0
Riley Busenlener (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 5, 2025

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

View Filing
PDF XML

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
+ View more people

Document Links

990-EZ
Filed on July 25, 2024

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

View Filing
PDF 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
+ View more people

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
+ View more people

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
+ View more people

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
+ View more people

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
+ View more people

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

What Is 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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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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