Civic Intelligence

New Orleans Estate Planning Council

EIN 72-0818406 • 501(c)6 • New Orleans, LA

Profile

To promote education and the interests of its members in the fields of estate and trust planning.

PO Box 750357New Orleans, LA 70175

www.noepc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

32nd percentile

-9.8%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-5.2%

Faster asset growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

8.3%

Faster revenue growth than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,643

Down $3,897 (-5.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$70,643

Down $3,897 (-5.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$39,611

Up $3,035 (+8.3%) from 2024

Expenses

Down

$43,508

Down $1,710 (-3.8%) from 2024

Net Income

Up

-$3,897

Up $4,745 (+55%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $28,727Liabilities 2010: $78Net Assets 2010: $28,6492010Assets 2011: $23,192Liabilities 2011: $0Net Assets 2011: $23,1922011Assets 2012: $25,933Liabilities 2012: $0Net Assets 2012: $25,9332012Assets 2013: $21,147Liabilities 2013: $02013Assets 2014: $21,414Liabilities 2014: $02014Assets 2015: $23,537Liabilities 2015: $02015Assets 2016: $40,569Liabilities 2016: $02016Assets 2017: $57,100Liabilities 2017: $0Net Assets 2017: $57,1002017Assets 2018: $75,049Liabilities 2018: $0Net Assets 2018: $75,0492018Assets 2019: $79,201Liabilities 2019: $0Net Assets 2019: $79,2012019Assets 2020: $96,442Liabilities 2020: $0Net Assets 2020: $96,4422020Assets 2021: $96,668Liabilities 2021: $0Net Assets 2021: $96,6682021Assets 2022: $93,239Net Assets 2022: $93,2392022Assets 2023: $83,182Net Assets 2023: $83,1822023Assets 2024: $74,540Net Assets 2024: $74,5402024Assets 2025: $70,643Net Assets 2025: $70,6432025

Highlighted filing

2025

Assets$70,643
Liabilities-
Net Assets$70,643
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $23,932Expenses 2010: $43,697Net Income 2010: -$19,7652010Revenue 2011: $42,285Expenses 2011: $47,742Net Income 2011: -$5,4572011Revenue 2012: $50,770Expenses 2012: $48,029Net Income 2012: $2,7412012Revenue 2013: $39,108Expenses 2013: $43,894Net Income 2013: -$4,7862013Revenue 2014: $47,575Expenses 2014: $47,308Net Income 2014: $2672014Revenue 2015: $53,363Expenses 2015: $51,240Net Income 2015: $2,1232015Revenue 2016: $52,221Expenses 2016: $35,189Net Income 2016: $17,0322016Revenue 2017: $54,675Expenses 2017: $38,144Net Income 2017: $16,5312017Revenue 2018: $51,825Expenses 2018: $33,876Net Income 2018: $17,9492018Revenue 2019: $46,022Expenses 2019: $41,870Net Income 2019: $4,1522019Revenue 2020: $42,339Expenses 2020: $25,098Net Income 2020: $17,2412020Revenue 2021: $26,062Expenses 2021: $25,836Net Income 2021: $2262021Revenue 2022: $37,367Expenses 2022: $40,796Net Income 2022: -$3,4292022Revenue 2023: $40,012Expenses 2023: $50,069Net Income 2023: -$10,0572023Revenue 2024: $36,576Expenses 2024: $45,218Net Income 2024: -$8,6422024Revenue 2025: $39,611Expenses 2025: $43,508Net Income 2025: -$3,8972025

Highlighted filing

2025

Revenue$39,611
Expenses$43,508
Net Income-$3,897
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,643
Liabilities
-
Net assets
$70,643
Revenue
$39,611
Expenses
$43,508
Net income
-$3,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.6$70.6$39.6$43.5$3.90
2024Detailed filing. Detailed filing data is available for this year.$74.5$74.5$36.6$45.2$8.64
2023Detailed filing. Detailed filing data is available for this year.$83.2$83.2$40.0$50.1$10.1
2022Detailed filing. Detailed filing data is available for this year.$93.2$93.2$37.4$40.8$3.43
2021Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$26.1$25.8$0.23
2020Detailed filing. Detailed filing data is available for this year.$96.4$0.00$96.4$42.3$25.1$17.2
2019Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$46.0$41.9$4.15
2018Detailed filing. Detailed filing data is available for this year.$75.0$0.00$75.0$51.8$33.9$17.9
2017Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$54.7$38.1$16.5
2016Summary only. Only limited summary data is available for this year.$40.6$0.00$52.2$35.2$17.0
2015Summary only. Only limited summary data is available for this year.$23.5$0.00$53.4$51.2$2.12
2014Summary only. Only limited summary data is available for this year.$21.4$0.00$47.6$47.3$0.27
2013Summary only. Only limited summary data is available for this year.$21.1$0.00$39.1$43.9$4.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.00$25.9$50.8$48.0$2.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.00$23.2$42.3$47.7$5.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.7$0.08$28.6$23.9$43.7$19.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 5, 2025
Return Version
2024v5.2
Gross Receipts
$39,611
Mission and Program Overview

Mission

To promote education and the interests of its members in the fields of estate and trust planning.

Program Services

DescriptionGrantsExpenses
THE COUNCIL HAS FIVE DINNER MEETINGS EACH YEAR AT A RESTAURANT ON MONDAY EVENINGS OF SEPTEMBER, NOVEMBER, JANUARY, MARCH AND MAY.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MORAVice President-$0--
CHERYL BRAUDParliamentarian-$0--
LAURA FINEPast President-$0--
TIMOTHY THOMASPresident-$0--
SYDNEY HALESecretary-$0--
RILEY BUSENLENERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
New Orleans Estate Planning Council
EIN
72-0818406
Phone
5048958721
Address
PO BOX 750357, NEW ORLEANS, LA 70175

Signing Officer

Name
Brian Mora
Title
Board Member
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Pedelahore & Co LLP
Address
3445 N Causeway Blvd Ste 300, Metairie, LA 70002
Preparer
Brian Mora
Phone
5045228708
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Dinner & lunch meetings $20135”

Other Expenses.2

“WEBSITE $1600”

Other Expenses.3

“Continuing education $938”

Other Expenses.4

“Credit card fees $926”

Other Expenses.5

“SPEAKER TRAVEL $926”

Other Expenses.6

“NATIONAL DUES $313”

Other Expenses.7

“POSTAGE $232”

Other Expenses.8

“COMPUTER SOFTWARE $180”

Other Expenses.9

“GIFTS TO SPEAKER $121”

Other Expenses.10

“OFFICE SUPPLIES $118”

Other Expenses.11

“LICENSE & PERMITS $15”

Other Expenses.12

“MISC $4”

Raw XML Appendix131 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TARA W KNOWLES
IRS990EZ/BooksInCareOfDetail/PhoneNum05049578469
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 113381
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074540
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3897
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074540
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070643
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt039611
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039611
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074540
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070643
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074540
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN MORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL BRAUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA FINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIMOTHY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SYDNEY HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RILEY BUSENLENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION AND THE INTERESTS OF ITS MEMBERS IN THE FIELDS OF ESTATE AND TRUST PLANNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE COUNCIL HAS FIVE DINNER MEETINGS EACH YEAR AT A RESTAURANT ON MONDAY EVENINGS OF SEPTEMBER, NOVEMBER, JANUARY, MARCH AND MAY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043508
IRS990EZ/TotalRevenueAmt039611
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NOEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DINNER & LUNCH MEETINGS $20135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTINUING EDUCATION $938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Credit card fees $926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPEAKER TRAVEL $926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NATIONAL DUES $313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPUTER SOFTWARE $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GIFTS TO SPEAKER $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE SUPPLIES $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSE & PERMITS $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Mora
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Member
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ORLEANS ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0NEWO
ReturnHeader/Filer/EIN0720818406
ReturnHeader/Filer/PhoneNum05048958721
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 750357
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070175
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720535866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pedelahore & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 N Causeway Blvd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070002
ReturnHeader/PreparerPersonGrp/PhoneNum05045228708
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Mora
ReturnHeader/ReturnTs02025-08-05T12:59:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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