Central Florida Estate Planning Council Inc
- Assets
- $82.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Winter Park, FL
- Founding
- 09/1979
- Data as of
- 06/2024
- EIN
- 59-3351739
Organization Overview
Central Florida Estate Planning Council Inc is located in Winter Park, FL. The organization was established in 1979. 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. Central Florida 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 06/2024, Central Florida Estate Planning Council Inc generated $50.2k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $60.4k during the year ending 06/2024. While expenses have increased by 4.2% per year over the past 9 years. They've been increasing with an increasing level of total revenue. 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
2024
Describe the Organization's Program Activity:
Part 3
CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE COOPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joe Percopo Immediate Pa | 0 | $0 | |
Nicole Donelson President | 0 | $0 | |
Lisa Amoroso 1st VP | 0 | $0 | |
Stacey Prince-Troutman 2nd VP | 0 | $0 | |
Andrea Niemann Treasurer | 0 | $0 | |
Lee Anne Groover Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $31,166 |
| Total Program Service Revenue | $18,950 |
| Membership dues | $0 |
| Investment income | $46 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $50,162 |
| 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 | $60,406 |
| Total expenses | $60,406 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $82,146 |
| Other assets | $0 |
| Total assets | $82,746 |
| Total liabilities | $0 |
| Net assets or fund balances | $82,746 |