Nonprofit · EIN 43-6056606
ESTATE PLANNING COUNCIL OF ST LOUIS
Tax-exempt · SAINT LOUIS, MO 63124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $129,409 | $124,808 | $4,601 | $148,542 | – | $148,542 |
| June 30, 2024 | 990-EZ | $92,518 | $83,274 | $9,244 | $143,941 | – | $143,941 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $58,490
- Program service revenue
- $70,538
- Investment income
- $381
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,200
- Printing, publications and postage
- $169
- Other expenses
- $123,439
Balance sheet and other
- Total assets, start of year
- $143,941
- Total assets, end of year
- $148,542
- Total liabilities, end of year
- –
- Net assets, end of year
- $148,542
- Cash, savings and investments
- $148,542
- Gross receipts
- $129,409
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN HECKER | Executive Dir. | 5 | $0 |
| RENE MORENCY | Secretary | 1 | $0 |
| ELLIOT DOLE | President | 1 | $0 |
| KELLEY MANCHESTER | Treasurer | 1 | $0 |
| PAUL TRUBER | Vice President | 1 | $0 |
| CHRISTIE SCHMUKE | Director | 1 | $0 |
| LISA TESAR | Director | 1 | $0 |
| JORDAN KREKE | Director | 1 | $0 |
| ANNA SHAVER | Director | 1 | $0 |
| JASON UETRECHT | Director | 1 | $0 |
| MEREDITH MURPHY | Director | 1 | $0 |
| RACHAEL LYNCH | Director | 1 | $0 |
| MAT TURNER | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN HECKER | Executive Dir. | 5 | $0 |
| ROBIN HOLZSCHUH | President | 1 | $0 |
| ELLIOT DOLE | Vice President | 1 | $0 |
| RENE MORENCY | Treasurer | 1 | $0 |
| PAUL TRUBER | Secretary | 1 | $0 |
| CHRISTIE SCHMUKE | Director | 1 | $0 |
| KELLEY MANCHESTER | Director | 1 | $0 |
| JORDAN KREKE | Director | 1 | $0 |
| ANNA SHAVER | Director | 1 | $0 |
| JASON UETRECHT | Director | 1 | $0 |
| MEREDITH MURPHY | Director | 1 | $0 |
| RACHAEL LYNCH | Director | 1 | $0 |
| MAT TURNER | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 330 WENNEKER DR, SAINT LOUIS, MO 63124-2036
- In care of
- % CINDY M LEWIS
- Signed the 990-EZ
- KELLEY MANCHESTER, Treasurer
- Phone
- (314) 520-3564
- Website
- WWW.EPCSTLOUIS.ORG
- Return prepared by
- MORICE LIST & ASSOCIATES LLC
Mission
THE ESTATE PLANNING COUNCIL OF ST. LOUIS PROMOTES A MULTI-DISCIPLINARY "TEAM" APPROACH TO ESTATE PLANNING AND INCREASES THE KNOWLEDGE AND SKILLS OF ITS MEMBERS IN THE FIELD OF ESTATE PLANNING BY--* SPONSORING THE HIGHEST QUALITY CONTINUING EDUCATIONAL PROGRAMS WITH SPEAKERS OF NATIONAL PROMINENCE IN THEIR FIELD, AND BY* OFFERING ITS MEMBERS OPPORTUNITIES TO NETWORK WITH HIGHLY QUALIFIED ATTORNEYS, ACCOUNTANTS, TRUST OFFICERS, AND FINANCIAL ADVISORS WITH COMMON PROFESSIONAL INTEREST IN SERVICE TO THEIR CLIENTS.
Program accomplishments
- PROMOTED THE PROFESSIONAL DISCIPLINE OF ESTATE PLANNING IN THE ST. LOUIS METROPOLITAN AREA BY PROVIDING EDUCATIONAL AND SOCIAL FORUMS FOR ITS MEMBERS. ALSO PROVIDED ITS MEMBERS WITH ESTATE PLANNING RESOURCES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 43-6056606
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $148,542
- Income (IRS master file)
- $129,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $129,409 | $124,808 | $148,542 | XML |
| 990-EZ | June 2024 | $92,518 | $83,274 | $143,941 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6056606).
Questions about ESTATE PLANNING COUNCIL OF ST LOUIS
- What is the EIN of ESTATE PLANNING COUNCIL OF ST LOUIS?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF ST LOUIS is 43-6056606.
- Is ESTATE PLANNING COUNCIL OF ST LOUIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1965.
- Are donations to ESTATE PLANNING COUNCIL OF ST LOUIS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF ST LOUIS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ESTATE PLANNING COUNCIL OF ST LOUIS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL OF ST LOUIS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF ST LOUIS?
- The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ESTATE PLANNING COUNCIL OF ST LOUIS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $129,409, expenses of $124,808 and total assets of $148,542 at year end.
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