Tampa Bay Estate Planning Council Inc
- Assets
- $81.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Tampa, FL
- Founding
- 12/1975
- Data as of
- 06/2018
- EIN
- 51-0173888
Organization Overview
Tampa Bay Estate Planning Council Inc is located in Tampa, FL. The organization was established in 1975. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., 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. Tampa Bay Estate Planning Council Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2018, Tampa Bay Estate Planning Council Inc generated $37.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (23.3%) each year. All expenses for the organization totaled $46.7k during the year ending 06/2018. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2018
Describe the Organization's Program Activity:
Part 3
DURING THE FISCAL YEAR ENDED JUNE 30, 2018, THE TAMPA BAY ESTATE PLANNING COUNCIL, INC. HELD TEN BUSINESS MEETINGS FOR ITS MEMBERS CONSISTING OF EIGHT LECTURE DINNER MEETINGS WITH GUEST SPEAKERS AND TWO BUSINESS SOCIALS FOR INDIVIDUALS PRACTICING IN THE ESTATE PLANNING FIELD.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julie L Farber President | 1 | $0 | |
Will Cassidy First Vice P | 1 | $0 | |
Mitchell A Shriber Second Vice | 1 | $0 | |
Robert A Baldree Jr Director | 1 | $0 | |
Benajamin M Kauffman Director | 1 | $0 | |
Timothy D Barber Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $37,260 |
| Investment income | $21 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $500 |
| Total Revenue | $37,781 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $46,671 |
| Total expenses | $46,671 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $81,777 |
| Other assets | $0 |
| Total assets | $81,777 |
| Total liabilities | $0 |
| Net assets or fund balances | $81,777 |