Civic Intelligence

San Antonio Estate Planners Council

EIN 74-2077306 • 501(c)6 • San Antonio, TX

Profile

To promote and provide education in estate planning

PO Box 780843San Antonio, TX 78278

sanantonioestateplanners.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

23rd percentile

-18%

Higher net margin than 23% 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

42nd percentile

-5.9%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$226,675

Down $14,272 (-5.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$226,675

Down $14,272 (-5.9%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin23rd percentile

Revenue

Down

$78,180

Down $160,565 (-67%) from 2024

Expenses

Down

$92,452

Down $98,079 (-51%) from 2024

Net Income

Down

-$14,272

Down $62,486 (-130%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2011: $81,557Liabilities 2011: $0Net Assets 2011: $81,5572011Assets 2012: $75,814Liabilities 2012: $0Net Assets 2012: $75,8142012Assets 2013: $72,984Liabilities 2013: $0Net Assets 2013: $72,9842013Assets 2014: $99,288Liabilities 2014: $0Net Assets 2014: $99,2882014Assets 2015: $95,191Liabilities 2015: $0Net Assets 2015: $95,1912015Assets 2016: $120,538Liabilities 2016: $0Net Assets 2016: $120,5382016Assets 2017: $95,241Liabilities 2017: $0Net Assets 2017: $95,2412017Assets 2018: $106,270Liabilities 2018: $0Net Assets 2018: $106,2702018Assets 2019: $93,931Liabilities 2019: $0Net Assets 2019: $93,9312019Assets 2020: $143,322Liabilities 2020: $0Net Assets 2020: $143,3222020Assets 2021: $121,468Liabilities 2021: $0Net Assets 2021: $121,4682021Assets 2022: $174,001Liabilities 2022: $0Net Assets 2022: $174,0012022Assets 2023: $192,733Liabilities 2023: $0Net Assets 2023: $192,7332023Assets 2024: $240,947Liabilities 2024: $0Net Assets 2024: $240,9472024Assets 2025: $226,675Liabilities 2025: $0Net Assets 2025: $226,6752025

Highlighted filing

2025

Assets$226,675
Liabilities$0
Net Assets$226,675
Open 2025 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $80,304Expenses 2011: $84,859Net Income 2011: -$4,5552011Revenue 2012: $55,602Expenses 2012: $61,345Net Income 2012: -$5,7432012Revenue 2013: $63,658Expenses 2013: $64,509Net Income 2013: -$8512013Revenue 2014: $170,561Expenses 2014: $144,257Net Income 2014: $26,3042014Revenue 2015: $69,090Expenses 2015: $73,187Net Income 2015: -$4,0972015Revenue 2016: $185,859Expenses 2016: $160,512Net Income 2016: $25,3472016Revenue 2017: $72,764Expenses 2017: $98,061Net Income 2017: -$25,2972017Revenue 2018: $187,675Expenses 2018: $176,646Net Income 2018: $11,0292018Revenue 2019: $77,786Expenses 2019: $90,125Net Income 2019: -$12,3392019Revenue 2020: $201,431Expenses 2020: $152,040Net Income 2020: $49,3912020Revenue 2021: $1,275Expenses 2021: $23,129Net Income 2021: -$21,8542021Revenue 2022: $200,435Expenses 2022: $147,902Net Income 2022: $52,5332022Revenue 2023: $86,438Expenses 2023: $67,706Net Income 2023: $18,7322023Revenue 2024: $238,745Expenses 2024: $190,531Net Income 2024: $48,2142024Revenue 2025: $78,180Expenses 2025: $92,452Net Income 2025: -$14,2722025

Highlighted filing

2025

Revenue$78,180
Expenses$92,452
Net Income-$14,272
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$226,675
Liabilities
$0
Net assets
$226,675
Revenue
$78,180
Expenses
$92,452
Net income
-$14,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.78$0.92$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.39$1.91$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.86$0.68$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$2.00$1.48$0.53
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.23$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.01$1.52$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.78$0.90$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.88$1.77$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.73$0.98$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.86$1.61$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.69$0.73$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.71$1.44$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.64$0.65$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.56$0.61$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.80$0.85$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$78,180
Mission and Program Overview

Mission

To promote/provide education in estate planning

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$240,947$226,675▼ $14,272
Rtn Earn Endowment Incm Other Fnds$240,947$226,675▼ $14,272
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$240,947$226,675▼ $14,272
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$240,947$226,675▼ $14,272
Total Liabilities and Net Assets / Fund Balance$240,947$226,675▼ $14,272
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Tanya E FeinleibImmediate Past President
Michael R SierraPresident
Kim C FordVice President
Amber Nelson RamseyGovernor
Amelia EdelmanGovernor
Charlotte B MilnerGovernor
Elizabeth C StraitGovernor
January Smith IvGovernor
Kalyn CarrollGovernor
Kristin CarltonGovernor
Lauren MillerGovernor
Michelle CasillasGovernor
Richard D SoatGovernor
Roberta CowartGovernor
Susan WiesnerGovernor
Kimberly FordSecretary
Blake BratcherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,180
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-14,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$55,663
Fees for Services Management---$10,760
Travel---$3,259
Office Expenses---$1,466
Information Technology---$1,417
Other Expenses---$1,298
Fees for Services Accounting---$1,200
Insurance---$740
Total Functional Expenses$0$0$0$92,452
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership is open to individuals that complete an application and pay the applicable dues.”

Form 990, Part VI, Section A, Line 7A

“Members elect individuals to serve on the board of governors and as officers.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is made available to the governing body during an annual meeting to review the financial statements and form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents, policies and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Antonio Estate Planners Council
EIN
74-2077306
Phone
2106504455
Address
PO BOX 780843, SAN ANTONIO, TX 78278

Signing Officer

Name
Michael Sierra
Title
President
Phone
2106504455
Signed
2025-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Sierra
Formed
1964
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Weilbacher & Associates Pc
Address
1250 NE LOOP 410 SUITE 405, SAN ANTONIO, TX 78209
Preparer
Mark J Samas
Phone
2108288800
Raw XML Appendix351 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0238745
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0190531
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt048214
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0190531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0238745
IRS990/ReconcilationRevenueExpnssAmt0-14272
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0240947
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0226675
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IS OPEN TO INDIVIDUALS THAT COMPLETE AN APPLICATION AND PAY THE APPLICABLE DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT INDIVIDUALS TO SERVE ON THE BOARD OF GOVERNORS AND AS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY DURING AN ANNUAL MEETING TO REVIEW THE FINANCIAL STATEMENTS AND FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0240947
IRS990/TotalAssetsEOYAmt0226675
IRS990/TotalAssetsGrp/BOYAmt0240947
IRS990/TotalAssetsGrp/EOYAmt0226675
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt078180
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt092452
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0240947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0226675
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt092452
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt078180
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0226675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03259
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 780843
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078278
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0SANANTONIOESTATEPLANNERS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SIERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02106504455
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO ESTATE PLANNERS COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0742077306
ReturnHeader/Filer/PhoneNum02106504455
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 780843
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078278
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742798698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEILBACHER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 NE LOOP 410 SUITE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02108288800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J SAMAS
ReturnHeader/ReturnTs02025-08-20T11:28:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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