New Orleans Estate Planning Council
EIN: 720818406 · New Orleans, LA · NTEE: S41
| Metric | Value |
|---|---|
| Total Revenue | $40K |
| Total Expenses | $45K |
| Net Assets | $75K |
Is New Orleans Estate Planning Council Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About New Orleans Estate Planning Council
New Orleans Estate Planning Council (EIN: 720818406) is a nonprofit organization based in New Orleans, LA, classified under NTEE code S41. The organization reported total revenue of $40K and total assets of $71K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of New Orleans Estate Planning Council's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
New Orleans Estate Planning Council is a micro nonprofit that has been operating for 9 years, with 14 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of -1.1%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $37K |
| Total Expenses | $45K |
| Surplus / Deficit | $-8,642 |
| Total Assets | $75K |
| Net Assets | $75K |
| Operating Margin | -23.6% |
| Months of Reserves | 19.8 months |
Financial Health Grade: B
In 2024, New Orleans Estate Planning Council reported a deficit of $9K with expenses exceeding revenue, holds 19.8 months of operating reserves (strong position).
Financial Trends
Over 14 years of filings (2011–2024), New Orleans Estate Planning Council's revenue has declined at a compound annual growth rate (CAGR) of -1.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | -8.6% | -9.7% | -10.4% |
| 2023 | +7.1% | +22.7% | -10.8% |
| 2022 | +43.4% | +57.9% | -3.5% |
| 2021 | -38.4% | +2.9% | +0.2% |
| 2020 | -8.0% | -40.1% | +21.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2017 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for New Orleans Estate Planning Council has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates New Orleans Estate Planning Council with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $9K, with expenses exceeding revenue.
Frequently Asked Questions about New Orleans Estate Planning Council
Is New Orleans Estate Planning Council a legitimate charity?
New Orleans Estate Planning Council (EIN: 720818406) is a registered tax-exempt nonprofit based in Louisiana. It has 14 years of IRS 990 filings on record. Total revenue: $40K. No red flags identified. Financial health grade: B.
How does New Orleans Estate Planning Council spend its money?
New Orleans Estate Planning Council reported $40K in total revenue in IRS 990 filings. 14 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to New Orleans Estate Planning Council tax-deductible?
New Orleans Estate Planning Council is registered as a tax-exempt nonprofit (EIN: 720818406). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is New Orleans Estate Planning Council located?
New Orleans Estate Planning Council is headquartered in New Orleans, Louisiana and files with the IRS under EIN 720818406. It is classified under NTEE code S41.
How many years of IRS 990 filings does New Orleans Estate Planning Council have?
New Orleans Estate Planning Council has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $40K in total revenue.
Filing History
IRS 990 filing history for New Orleans Estate Planning Council showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2024), New Orleans Estate Planning Council's revenue has declined by 13.5%, moving from $42K to $37K. Total assets increased by 221.4% over the same period, from $23K to $75K. Total functional expenses fell by 5.3%, from $48K to $45K. In its most recent filing year (2024), New Orleans Estate Planning Council reported a deficit of $9K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $37K | $45K | $75K | $0 | — | — |
| 2023 | $40K | $50K | $83K | $0 | — | View 990 |
| 2022 | $37K | $41K | $93K | $0 | — | View 990 |
| 2021 | $26K | $26K | $97K | $0 | — | — |
| 2020 | $42K | $25K | $96K | $0 | — | View 990 |
| 2019 | $46K | $42K | $79K | $0 | — | View 990 |
| 2018 | $52K | $34K | $75K | $0 | — | View 990 |
| 2017 | $55K | $38K | $57K | $0 | — | View 990 |
| 2016 | $52K | $35K | $41K | $0 | — | — |
| 2015 | $53K | $51K | $24K | $0 | — | — |
| 2014 | $48K | $47K | $21K | $0 | — | — |
| 2013 | $39K | $44K | $21K | $0 | — | — |
| 2012 | $51K | $48K | $26K | $0 | — | View 990 |
| 2011 | $42K | $48K | $23K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $37K, expenses of $45K, and assets of $75K (revenue -8.6% year-over-year).
- 2023: Revenue of $40K, expenses of $50K, and assets of $83K (revenue +7.1% year-over-year).
- 2022: Revenue of $37K, expenses of $41K, and assets of $93K (revenue +43.4% year-over-year).
- 2021: Revenue of $26K, expenses of $26K, and assets of $97K (revenue -38.4% year-over-year).
- 2020: Revenue of $42K, expenses of $25K, and assets of $96K (revenue -8.0% year-over-year).
- 2019: Revenue of $46K, expenses of $42K, and assets of $79K (revenue -11.2% year-over-year).
- 2018: Revenue of $52K, expenses of $34K, and assets of $75K (revenue -5.2% year-over-year).
- 2017: Revenue of $55K, expenses of $38K, and assets of $57K (revenue +4.7% year-over-year).
- 2016: Revenue of $52K, expenses of $35K, and assets of $41K (revenue -2.1% year-over-year).
- 2015: Revenue of $53K, expenses of $51K, and assets of $24K (revenue +12.2% year-over-year).
- 2014: Revenue of $48K, expenses of $47K, and assets of $21K (revenue +21.7% year-over-year).
- 2013: Revenue of $39K, expenses of $44K, and assets of $21K (revenue -23.0% year-over-year).
- 2012: Revenue of $51K, expenses of $48K, and assets of $26K (revenue +20.1% year-over-year).
- 2011: Revenue of $42K, expenses of $48K, and assets of $23K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for New Orleans Estate Planning Council:
Data Sources and Methodology
This transparency report for New Orleans Estate Planning Council is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.