Civic Intelligence

Dallas Estate Planning Council

EIN 75-1538106 • 501(c)6 • Dallas, TX

Profile

The advancement of the science of planning an individual's financial estate, the encouragement of cordial discourse among the members and the promotion of a better understanding of the estate planning process.

PO Box 38553Dallas, TX 75238-8553

www.dallasepc.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

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

88th percentile

$47,260

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

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

Asset Growth

28th percentile

-18%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$167,832

Down $37,211 (-18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$167,832

Down $37,211 (-18%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin21st percentile

Revenue

Down

$168,182

Down $23,681 (-12%) from 2024

Expenses

Up

$205,393

Up $14,761 (+7.7%) from 2024

Net Income

Down

-$37,211

Down $38,442 (-3123%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$300K$200K$100K$0Assets 2010: $41,976Liabilities 2010: $0Net Assets 2010: $41,9762010Assets 2011: $34,458Liabilities 2011: $02011Assets 2012: $45,363Liabilities 2012: $0Net Assets 2012: $45,3632012Assets 2013: $48,655Liabilities 2013: $0Net Assets 2013: $48,6552013Assets 2014: $74,125Liabilities 2014: $0Net Assets 2014: $74,1252014Assets 2015: $82,262Liabilities 2015: $0Net Assets 2015: $82,2622015Assets 2016: $57,286Liabilities 2016: $0Net Assets 2016: $57,2862016Assets 2017: $62,995Liabilities 2017: $0Net Assets 2017: $62,9952017Assets 2018: $69,005Liabilities 2018: $0Net Assets 2018: $69,0052018Assets 2019: $78,318Liabilities 2019: $0Net Assets 2019: $78,3182019Assets 2020: $111,541Liabilities 2020: $0Net Assets 2020: $111,5412020Assets 2021: $164,781Liabilities 2021: $0Net Assets 2021: $164,7812021Assets 2022: $189,213Liabilities 2022: $0Net Assets 2022: $189,2132022Assets 2023: $203,812Liabilities 2023: $0Net Assets 2023: $203,8122023Assets 2024: $205,043Liabilities 2024: $0Net Assets 2024: $205,0432024Assets 2025: $167,832Liabilities 2025: $0Net Assets 2025: $167,8322025

Highlighted filing

2025

Assets$167,832
Liabilities$0
Net Assets$167,832
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $118,084Expenses 2010: $100,861Net Income 2010: $17,2232010Revenue 2011: $105,334Expenses 2011: $112,852Net Income 2011: -$7,5182011Revenue 2012: $102,659Expenses 2012: $91,754Net Income 2012: $10,9052012Revenue 2013: $107,320Expenses 2013: $104,028Net Income 2013: $3,2922013Revenue 2014: $147,900Expenses 2014: $122,430Net Income 2014: $25,4702014Revenue 2015: $146,289Expenses 2015: $138,152Net Income 2015: $8,1372015Revenue 2016: $140,463Expenses 2016: $165,439Net Income 2016: -$24,9762016Revenue 2017: $161,033Expenses 2017: $155,324Net Income 2017: $5,7092017Revenue 2018: $164,957Expenses 2018: $158,947Net Income 2018: $6,0102018Revenue 2019: $185,760Expenses 2019: $176,447Net Income 2019: $9,3132019Revenue 2020: $166,499Expenses 2020: $133,276Net Income 2020: $33,2232020Revenue 2021: $122,755Expenses 2021: $69,515Net Income 2021: $53,2402021Revenue 2022: $136,863Expenses 2022: $112,431Net Income 2022: $24,4322022Revenue 2023: $170,261Expenses 2023: $155,662Net Income 2023: $14,5992023Revenue 2024: $191,863Expenses 2024: $190,632Net Income 2024: $1,2312024Revenue 2025: $168,182Expenses 2025: $205,393Net Income 2025: -$37,2112025

Highlighted filing

2025

Revenue$168,182
Expenses$205,393
Net Income-$37,211
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$167,832
Liabilities
$0
Net assets
$167,832
Revenue
$168,182
Expenses
$205,393
Net income
-$37,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.68$2.05$0.37
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$1.92$1.91$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.70$1.56$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$1.37$1.12$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$1.23$0.70$0.53
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.66$1.33$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.86$1.76$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.65$1.59$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.61$1.55$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.40$1.65$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.46$1.38$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.48$1.22$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$1.07$1.04$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$1.03$0.92$0.11
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$1.05$1.13$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$1.18$1.01$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 23, 2026
Return Version
2024v5.5
Gross Receipts
$168,182
Mission and Program Overview

Mission

The advancement of the science of planning an individual's financial estate, the encouragement of cordial discourse among the members and the promotion of a better understanding of the estate planning process.

Program Services

DescriptionGrantsExpenses
PRESENTED NINE SEMINARS ON VARIOUS ESTATE PLANNING TOPICS.$0$0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA MOOREExecutive DirectorPT$47,260-$47,260
RICHARD MAUSImmediate Past President-$0--
LAUREL STEPHENSONPresident-$0--
MICHELLE JOHNSONProgram Vice President-$0--
LAURA RYANMembership Vice President-$0--
HOPE ELLISTreasurer-$0--
CELESTE MOYASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Dallas Estate Planning Council
EIN
75-1538106
Phone
2143408020
Address
PO BOX 38553, DALLAS, TX 75238-8553

Signing Officer

Name
Teresa Moore
Title
Executive Director
Phone
2143408020
Signed
2026-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Justin W Reeves
Phone
9724901970
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 472.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: patron income. Amount: 6,650.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank and credit card charges. Amount: 13,505. Description: dues to naepc. Amount: 886. Description: meetings expense. Amount: 133,593. Description: naepc website. Amount: 1,600. Description: office expense. Amount: 944. Description: speakers' gifts and expenses. Amount: 1,401. Description: insurance. Amount: 2,081. Total to form 990-ez, line 16: 154,010.”

Raw XML Appendix134 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERESA MOORE
IRS990EZ/BooksInCareOfDetail/PhoneNum02143408020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 38553
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0752388553
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0205043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0167832
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-37211
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03569
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0205043
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0167832
IRS990EZ/GrossReceiptsAmt0168182
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0472
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt044525
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0205043
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0167832
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0205043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0167832
IRS990EZ/OccupancyRentUtltsAndMaintAmt0460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt047260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESA MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD MAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREL STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HOPE ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CELESTE MOYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROGRAM VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0154010
IRS990EZ/OtherRevenueTotalAmt06650
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ADVANCEMENT OF THE SCIENCE OF PLANNING AN INDIVIDUAL'S FINANCIAL ESTATE, THE ENCOURAGEMENT OF CORDIAL DISCOURSE AMONG THE MEMBERS AND THE PROMOTION OF A BETTER UNDERSTANDING OF THE ESTATE PLANNING PROCESS.
IRS990EZ/PrintingPublicationsPostageAmt094
IRS990EZ/ProgramServiceRevenueAmt0116535
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESENTED NINE SEMINARS ON VARIOUS ESTATE PLANNING TOPICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt047260
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0205393
IRS990EZ/TotalRevenueAmt0168182
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DALLASEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PATRON INCOME. AMOUNT: 6,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK AND CREDIT CARD CHARGES. AMOUNT: 13,505. DESCRIPTION: DUES TO NAEPC. AMOUNT: 886. DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 133,593. DESCRIPTION: NAEPC WEBSITE. AMOUNT: 1,600. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 944. DESCRIPTION: SPEAKERS' GIFTS AND EXPENSES. AMOUNT: 1,401. DESCRIPTION: INSURANCE. AMOUNT: 2,081. TOTAL TO FORM 990-EZ, LINE 16: 154,010.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02143408020
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALLAS ESTATE PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0DALL
ReturnHeader/Filer/EIN0751538106
ReturnHeader/Filer/PhoneNum02143408020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 38553
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752388553
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 N FIELD ST STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum09724901970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN W REEVES
ReturnHeader/ReturnTs02026-03-02T16:41:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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