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Dallas Estate Planning Council

  • Dallas, TX
  • Tax-exempt since March 1978
  • EIN: 75-1538106

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
$192k (2024)

Expenses
$191k (2024)

Total Assets
$205k (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 May
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$191,863
Expenses
$190,632
Net Income
$1,231
Net Assets
$205,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $140,780
73.4%
Investment Income $528
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,600
2.9%
Assets/Debt
Total Assets $205,043
Total Liabilities $0
Net Assets $205,043
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $40,380 $0
Dian Kauth (Immediate Past President) $0 $0
Richard Maus (President) $0 $0
Laurel Stephenson (Program Vice President) $0 $0
Michelle Johnson (Membership Vice President) $0 $0
Laura Ryan (Treasurer) $0 $0
Hope Ellis (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 3, 2024

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

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,261
Expenses
$155,662
Net Income
$14,599
Net Assets
$203,812
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $120,571
70.8%
Investment Income $455
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,250
3.1%
Assets/Debt
Total Assets $203,812
Total Liabilities $0
Net Assets $203,812
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $43,170 $0
Todd Amacher (Immediate Past President) $0 $0
Dian Kauth (President) $0 $0
Richard Maus (Program Vice President) $0 $0
Laurel Stephenson (Membership Vice President) $0 $0
Michelle Johnson (Treasurer) $0 $0
Laura Ryan (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 8, 2023

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

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,863
Expenses
$112,431
Net Income
$24,432
Net Assets
$189,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,548
64.7%
Investment Income $410
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,950
4.3%
Assets/Debt
Total Assets $189,213
Total Liabilities $0
Net Assets $189,213
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $33,220 $0
Todd Amacher (President) $0 $0
Justin Reeves (Immediate Past President) $0 $0
Tom Neuhoff Jr (Immediate Past President) $0 $0
Dian Kauth (Program Vice President) $0 $0
Richard Maus (Membership Vice President) $0 $0
Laurel Stephenson (Treasurer) $0 $0
Michelle Johnson (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 17, 2023

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

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,755
Expenses
$69,515
Net Income
$53,240
Net Assets
$164,781
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,125
62.0%
Investment Income $310
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,615
5.4%
Assets/Debt
Total Assets $164,781
Total Liabilities $0
Net Assets $164,781
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $33,220 $0
Todd Amacher (Program Vice President) $0 $0
Justin Reeves (President) $0 $0
Tom Neuhoff Jr (Immediate Past President) $0 $0
Dian Kauth (Membership Vice President) $0 $0
Richard Maus (Treasurer) $0 $0
Laurel Stephenson (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 4, 2022

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

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$166,499
Expenses
$133,276
Net Income
$33,223
Net Assets
$111,541
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $111,115
66.7%
Investment Income $289
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,890
2.9%
Assets/Debt
Total Assets $111,541
Total Liabilities $0
Net Assets $111,541
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $41,085 $0
Todd Amacher (Membership Vice President) $0 $0
Justin Reeves (Program Vice President) $0 $0
Tom Neuhoff Jr (President) $0 $0
Dian Kauth (Treasurer) $0 $0
Richard Maus (Secretary) $0 $0
Barry Johnson (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 11, 2021

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

View Filing
PDF XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$185,760
Expenses
$176,447
Net Income
$9,313
Net Assets
$78,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,041
70.5%
Investment Income $257
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,110
2.2%
Assets/Debt
Total Assets $78,318
Total Liabilities $0
Net Assets $78,318
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $38,745 $0
Todd Amacher (Treasurer) $0 $0
Justin Reeves (Vp Membership) $0 $0
Tom Neuhoff Jr (Vp Programs) $0 $0
Dian Kauth (Secretary) $0 $0
Barry Johnson (President) $0 $0
Gary Matesic (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 5, 2020

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

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$164,957
Expenses
$158,947
Net Income
$6,010
Net Assets
$69,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $110,092
66.7%
Investment Income $241
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,570
2.8%
Assets/Debt
Total Assets $69,005
Total Liabilities $0
Net Assets $69,005
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $34,400 $0
Gary Matesic (President) $0 $0
Justin Reeves (Treasurer) $0 $0
Kalita Blessing (Past President) $0 $0
Barry Johnson (Program Vice President) $0 $0
Tom Neuhoff Jr (Membership Vice President) $0 $0
Todd Amacher (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 22, 2019

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

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$161,033
Expenses
$155,324
Net Income
$5,709
Net Assets
$62,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $108,838
67.6%
Investment Income $203
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,350
2.1%
Assets/Debt
Total Assets $62,995
Total Liabilities $0
Net Assets $62,995
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $39,512 $0
Gary Matesic (Vp Programs) $0 $0
Ronnie Mcclure (Past President) $0 $0
Justin Reeves (Secretary) $0 $0
Kalita Blessing (President) $0 $0
Barry Johnson (Vp Membership) $0 $0
Tom Neuhoff Jr (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 8, 2018

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

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$140,463
Expenses
$165,439
Net Income
-$24,976
Net Assets
$57,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $91,166
64.9%
Investment Income $162
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,005
4.3%
Assets/Debt
Total Assets $57,286
Total Liabilities $0
Net Assets $57,286
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $41,886 $0
Gary Matesic (Vp Membership) $0 $0
Ronnie Mcclure (President) $0 $0
Toby Eisenberg (Past President) $0 $0
Kalita Blessing (Vp Programs) $0 $0
Barry Johnson (Treasurer) $0 $0
Tom Neuhoff Jr (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 16, 2017

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

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$146,289
Expenses
$138,152
Net Income
$8,137
Net Assets
$82,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,830
66.9%
Investment Income $180
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,730
1.9%
Assets/Debt
Total Assets $82,262
Total Liabilities $0
Net Assets $82,262
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $43,514 $0
Kalita Blessing (Vp Membership) $0 $0
Toby Eisenberg (President) $0 $0
Todd Healy (Immediate Past President) $0 $0
Ronnie Mcclure (Vp Programs) $0 $0
Gary Matesic (Treasurer) $0 $0
Barry Johnson (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 4, 2016

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

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$147,900
Expenses
$122,430
Net Income
$25,470
Net Assets
$74,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,266
63.7%
Investment Income $135
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,625
1.8%
Assets/Debt
Total Assets $74,125
Total Liabilities $0
Net Assets $74,125
Compensation
Key Employees and Officers Compensation Other
Teresa Moore (Executive Director) $39,116 $0
Kalita Blessing (Treasurer) $0 $0
Toby Eisenberg (Vp Programs) $0 $0
David Folz (Immediate Past President) $0 $0
Todd Healy (President) $0 $0
Ronnie Mcclure (Vp Membership) $0 $0
Gary Matesic (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 11, 2015

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

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,320
Expenses
$104,028
Net Income
$3,292
Net Assets
$48,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,071
66.2%
Investment Income $92
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,754
1.6%
Assets/Debt
Total Assets $48,655
Total Liabilities $0
Net Assets $48,655

Document Links

990-EZ
Filed on March 10, 2014

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

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,659
Expenses
$91,754
Net Income
$10,905
Net Assets
$45,363
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $67,129
65.4%
Investment Income $89
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,532
2.5%
Assets/Debt
Total Assets $45,363
Total Liabilities $0
Net Assets $45,363

Document Links

990-EZ

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

PDF

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,334
Expenses
$112,852
Net Income
-$7,518
Net Assets
$34,458
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,638
60.4%
Investment Income $83
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,688
3.5%
Assets/Debt
Total Assets $34,458
Total Liabilities $0
Net Assets $34,458

Document Links

990-EZ

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

PDF

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
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

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