North Texas Estate And Financial Planning Council Inc is located in Wichita Falls, TX. The organization was established in 1993. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. North Texas Estate And Financial Planning Council Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
DELIVERY OF ESTATE AND FINANCIAL PLANNING EDUCATIONAL SEMINARS AND PROGRAMS HAS BEEN THIS ORGANIZATION'S PURPOSE SINCE ITS INCEPTION. DUE TO A REDUCTION OF INTEREST IN RECENT YEARS IN CONTINUING THESE EDUCATIONAL OPPORTUNITIES, THE BOARD DID NOT SCHEDULE ANY PROGRAMS DURING THE CURRENT YEAR. THEY ARE MAKING PLANS TO TERMINATE THE ORGANIZATION WITHIN THE NEXT YEAR.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Mike B Muirhead Vice President | 0.05 | $0 | |
Renee Browning Secretary | 0.05 | $0 | |
Barry Plaxco Treasurer | 0.15 | $0 | |
Kelly Smith Director | 0.05 | $0 | |
Donnie Shierry Director | 0.05 | $0 | |
Jerry Mcgee Director | 0.05 | $0 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $0 |
Dividends & Interest | $0 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $0 |
Capital Gain Net Income | $0 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $0 |
Total Revenue | $0 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $0 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $0 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $0 |
Total operating and administrative expenses | $0 |
Contributions, gifts, grants paid | $500 |
Total expenses and disbursements | $500 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $7,258 |
Savings and temporary cash investments | $0 |
Net Accounts receivable | $0 |
Net Pledges Receivable | $0 |
Grants receivable | $0 |
Receivables from Officers, Directors, or Controlling Persons | $0 |
Net other notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Investments - land, buildings, equipment | $0 |
Investments—mortgage loans | $0 |
Investments—other | $0 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $7,258 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |