Amarillo Area Estate Planning Council
Nonprofit profile at a glance
- EIN
- 901077568
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Amarillo, TX, USA
- Phone
- 8063764521
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $51,527
- Expenses
- $49,298
- Assets
- $63,637
- Liabilities
- $4,500
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- LEAH DAVIS (PAST-PRESIDENT)
- HUNTER VAGROSKY (VICE PRESIDENT)
- LESLY BOSCH ANNEN (PRESIDENT)
People named in this filing
- ASHBY DAWSON (DIRECTOR)
- JOHN DENTON (DIRECTOR)
- RYAN COLLINS (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To be an association of persons having the common business interest of estate planning and to promote a multi-disciplinary approach to estate planning, with its activities to be directed to the improvement of the conditions in the panhandle of Texas to accomplish the business of estate planning, with the goal of increasing and improving the knowledge and skill of persons actively serving in the field of estate planning.
What it reported doing in 2024
Seminars were provided to members of the amarillo area estate planning council.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 49
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 4.3%; rating input score 53; 53rd percentile among comparable filings
- Total-asset coverage ratio: 1.29; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: 0.07; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -7.6% per year; rating input score 0; 31st percentile among comparable filings
- Revenue growth: 6.5% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 7.1% per year; rating input score 100; 65th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 9 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Operating margin scored 53/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.