Nonprofit · EIN 63-6065828
ESTATE PLANNING COUNCIL OF BIRMINGHAM
Tax-exempt · BIRMINGHAM, AL 35201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $135,123 | $167,221 | -$32,098 | $175,617 | $40 | $175,577 |
| December 31, 2024 | 990-EZ | $133,329 | $106,489 | $26,840 | $207,675 | $0 | $207,675 |
| December 31, 2023 | 990-EZ | $72,531 | $86,457 | -$13,926 | $181,594 | $759 | $180,835 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $87,707
- Program service revenue
- $44,000
- Investment income
- $3,416
Expenses
- Compensation of officers, directors and key employees
- $20,525
- Salaries, compensation and benefits (total)
- $20,525
- Professional fees and payments to contractors
- $3,444
- Other expenses
- $143,252
Balance sheet and other
- Total assets, start of year
- $207,675
- Total assets, end of year
- $175,617
- Total liabilities, end of year
- $40
- Net assets, end of year
- $175,577
- Cash, savings and investments
- $175,317
- Gross receipts
- $135,123
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Sudd | Administrator | 8 | $20,525 |
| Kimberly Reynolds | Past President | 1 | $0 |
| Jeremy Burns | Board Member | 1 | $0 |
| J Winston Busby | Secretary | 1 | $0 |
| Alexander Jones | President | 3 | $0 |
| Karen A Moore | Vice President | 1 | $0 |
| S Collins Compere | Board Member | 1 | $0 |
| Jennifer H Wilson | Treasurer | 1 | $0 |
| Edgard H Carby | Board Member | 1 | $0 |
| Peter T Fredella | Board Member | 1 | $0 |
| Cory A Stanaland | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Sudd | Administrator | 8 | $16,150 |
| Howard Neiswender | Past President | 1 | $0 |
| Kimberly Reynolds | President | 3 | $0 |
| Jeremy Burns | Board Member | 1 | $0 |
| J Winston Busby | Board Member | 1 | $0 |
| Alexander Jones | Vice President | 1 | $0 |
| Karen A Moore | Treasurer | 1 | $0 |
| S Collins Compere | Board Member | 1 | $0 |
| Jennifer H Wilson | Secretary | 1 | $0 |
| Edgard H Carby | Board Member | 1 | $0 |
| Peter T Fredella | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Sudd | Administrator | 8 | $13,650 |
| Juanita Sims | Administrator | 7.5 | $6,825 |
| Lynda J Lewis | Past President | 1 | $0 |
| Howard Neiswender | President | 3 | $0 |
| Kimberly Reynolds | Vice President | 1 | $0 |
| Jeremy Burns | Board Member | 1 | $0 |
| Jennifer Q Griffin | Board Member | 1 | $0 |
| J Winston Busby | Board Member | 1 | $0 |
| Alexander Jones | Secretary | 1 | $0 |
| Karen A Moore | Treasurer | 1 | $0 |
| S Collins Compere | Board Member | 1 | $0 |
| Jennifer H Wilson | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1691, BIRMINGHAM, AL 35201-1691
- In care of
- % GERARD J KASSOUF
- Mailing address (990-N for 2012)
- 2208 University Blvd, Birmingham AL 35233
- Principal officer (990-N for 2012)
- Ross N Cohen, 2208 University Blvd, Birmingham AL 35233
- Signed the 990-EZ
- Karen A Moore, Vice President
- Phone
- (205) 960-2377
- Return prepared by
- Kassouf & Co Inc
Mission
The organization's primary exempt purpose is to provide continuing professional education to area professionals. The organization also provides a forum for a discussion of estate tax planning techniques and educates the public regarding estate planning.
Program accomplishments
- The organization provides qualified CPE to members. It also sponsors an outreach program to the metro area, at no cost to the community, to educate the public on estate planning
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 63-6065828
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $175,617
- Income (IRS master file)
- $135,123
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $135,123 | $167,221 | $175,617 | IRS |
| 990-EZ | December 2024 | $133,329 | $106,489 | $207,675 | IRS |
| 990-EZ | December 2023 | $72,531 | $86,457 | $181,594 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Ross N Cohen | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 63-6065828).
Questions about ESTATE PLANNING COUNCIL OF BIRMINGHAM
- What is the EIN of ESTATE PLANNING COUNCIL OF BIRMINGHAM?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF BIRMINGHAM is 63-6065828.
- Is ESTATE PLANNING COUNCIL OF BIRMINGHAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1968.
- Are donations to ESTATE PLANNING COUNCIL OF BIRMINGHAM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF BIRMINGHAM 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 BIRMINGHAM due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL OF BIRMINGHAM last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of ESTATE PLANNING COUNCIL OF BIRMINGHAM?
- The 990-N for 2012 names Ross N Cohen.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF BIRMINGHAM?
- The 990-EZ for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $20,525 (Sandra Sudd, Administrator).
- How much revenue does ESTATE PLANNING COUNCIL OF BIRMINGHAM have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $135,123, expenses of $167,221 and total assets of $175,617 at year end.
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