Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Tulsa Estate Planning Forum
EIN 73-1129191 • 501(c)6 • Tulsa, OK
990-N Coverage
Profile
To promote a team approach to estate planning
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$62,175
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$62,175
No earlier filing loaded for comparison.
Revenue
$67,259
No earlier filing loaded for comparison.
Expenses
$63,569
No earlier filing loaded for comparison.
Net Income
$3,690
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $62,175
- Liabilities
- $0
- Net assets
- $62,175
- Revenue
- $67,259
- Expenses
- $63,569
- Net income
- $3,690
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 2, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $67,259
Mission and Program Overview
Mission
To promote a team approach to estate planning
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PRESENTATION OF EDUCATIONAL INFORMATION TO ASSIST IN THE PRACTICE OF MEMBER PROFESSIONS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LARS GWARTNEY | President | - | $0 | - | - |
| HARRISON SMITH | Vice President | - | $0 | - | - |
| DEBBIE STUMPS | Secretary | - | $0 | - | - |
| MARILEE LONERGAN | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Tulsa Estate Planning Forum
- EIN
- 73-1129191
- Phone
- 9182715400
- Address
- 4200 E SKELLY DRIVE 560, TULSA, OK 74135
Signing Officer
- Name
- Marilee Lonergan
- Title
- Treasurer
- Phone
- 9186950551
- Signed
- 2025-10-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Regier Carr & Monroe Llp
- Address
- 4200 E SKELLY DRIVE SUITE 560, TULSA, OK 74135
- Preparer
- Charles L Tefertiller CPA
- Phone
- 9182715400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 1,174.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: guest fees. Amount: 560. Description: sponsorships. Amount: 33,400. Total to form 990-ez, line 8: 33,960.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: speaker fees and expenses. Amount: 11,052. Description: luncheon expense. Amount: 35,487. Description: accounting. Amount: 3,500. Description: bank charges. Amount: 2,538. Description: board espenses. Amount: 333. Description: continuing education fees. Amount: 400. Description: executive secretary fee. Amount: 3,000. Description: insuarance. Amount: 1,257. Description: national association dues and expenses. Amount: 5,732. Description: office expenses. Amount: 270. Total to form 990-ez, line 16: 63,569.”
Raw XML Appendix114 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CHARLES L TEFERTILLER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9182715400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4200 E SKELLY DRIVE SUITE 560 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TULSA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 74135 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58485 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 62175 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3690 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 58485 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 62175 |
| IRS990EZ/GrossReceiptsAmt | 0 | 67259 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1174 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 32125 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 58485 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 62175 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 58485 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 62175 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LARS GWARTNEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HARRISON SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DEBBIE STUMPS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARILEE LONERGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 63569 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 33960 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE A TEAM APPROACH TO ESTATE PLANNING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PRESENTATION OF EDUCATIONAL INFORMATION TO ASSIST IN THE PRACTICE OF MEMBER PROFESSIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OK |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 63569 |
| IRS990EZ/TotalRevenueAmt | 0 | 67259 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.TULSAEPF.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,174. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: GUEST FEES. AMOUNT: 560. DESCRIPTION: SPONSORSHIPS. AMOUNT: 33,400. TOTAL TO FORM 990-EZ, LINE 8: 33,960. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: SPEAKER FEES AND EXPENSES. AMOUNT: 11,052. DESCRIPTION: LUNCHEON EXPENSE. AMOUNT: 35,487. DESCRIPTION: ACCOUNTING. AMOUNT: 3,500. DESCRIPTION: BANK CHARGES. AMOUNT: 2,538. DESCRIPTION: BOARD ESPENSES. AMOUNT: 333. DESCRIPTION: CONTINUING EDUCATION FEES. AMOUNT: 400. DESCRIPTION: EXECUTIVE SECRETARY FEE. AMOUNT: 3,000. DESCRIPTION: INSUARANCE. AMOUNT: 1,257. DESCRIPTION: NATIONAL ASSOCIATION DUES AND EXPENSES. AMOUNT: 5,732. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 270. TOTAL TO FORM 990-EZ, LINE 16: 63,569. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARILEE LONERGAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9186950551 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TULSA ESTATE PLANNING FORUM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TULS |
| ReturnHeader/Filer/EIN | 0 | 731129191 |
| ReturnHeader/Filer/PhoneNum | 0 | 9182715400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4200 E SKELLY DRIVE 560 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TULSA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 74135 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 480573184 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | REGIER CARR & MONROE LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4200 E SKELLY DRIVE SUITE 560 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TULSA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 74135 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9182715400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHARLES L TEFERTILLER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-10-03T17:23:49-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.