Civic Intelligence

The Estate Planning Council of Northeast Florida

990EZ • Fiscal year 2018 • EIN 03-0450631

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

Organization Profilewww.nefepc.org
9127 Ft Caroline RdJacksonville, FL 32225

(904) 744-7490

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

63rd percentile

7.9%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-5.4%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$71,174

Up $3,962 (+5.9%) from 2017

Net Assets

Up

$71,174

Up $3,962 (+5.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$50,400

Down $2,866 (-5.4%) from 2017

Expenses

Up

$46,438

Up $8,800 (+23%) from 2017

Net Income

Down

$3,962

Down $11,666 (-75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $35,639Net Assets 2010: $35,6392010Assets 2012: $46,363Net Assets 2012: $46,3632012Assets 2013: $43,520Net Assets 2013: $43,5202013Assets 2014: $50,571Net Assets 2014: $50,5712014Assets 2015: $55,435Net Assets 2015: $55,4352015Assets 2016: $51,584Net Assets 2016: $51,5842016Assets 2017: $67,212Net Assets 2017: $67,2122017Assets 2018: $71,174Net Assets 2018: $71,1742018Assets 2019: $76,356Net Assets 2019: $76,3562019Assets 2020: $71,685Net Assets 2020: $71,6852020Assets 2021: $81,758Net Assets 2021: $81,7582021Assets 2022: $81,069Liabilities 2022: $0Net Assets 2022: $81,0692022Assets 2023: $85,000Liabilities 2023: $0Net Assets 2023: $85,0002023Assets 2025: $46,116Liabilities 2025: $400Net Assets 2025: $45,7162025

Highlighted filing

2018

Assets$71,174
Liabilities-
Net Assets$71,174
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $47,256Expenses 2010: $43,658Net Income 2010: $3,5982010Revenue 2012: $44,793Expenses 2012: $32,454Net Income 2012: $12,3392012Revenue 2013: $48,131Expenses 2013: $50,974Net Income 2013: -$2,8432013Revenue 2014: $51,405Expenses 2014: $44,354Net Income 2014: $7,0512014Revenue 2015: $51,905Expenses 2015: $47,041Net Income 2015: $4,8642015Revenue 2016: $50,428Expenses 2016: $54,279Net Income 2016: -$3,8512016Revenue 2017: $53,266Expenses 2017: $37,638Net Income 2017: $15,6282017Revenue 2018: $50,400Expenses 2018: $46,438Net Income 2018: $3,9622018Revenue 2019: $51,425Expenses 2019: $46,243Net Income 2019: $5,1822019Revenue 2020: $23,566Expenses 2020: $28,237Net Income 2020: -$4,6712020Revenue 2021: $50,022Expenses 2021: $39,950Net Income 2021: $10,0722021Revenue 2022: $66,661Expenses 2022: $67,350Net Income 2022: -$6892022Revenue 2023: $69,649Expenses 2023: $65,718Net Income 2023: $3,9312023Revenue 2025: $84,395Expenses 2025: $83,006Net Income 2025: $1,3892025

Highlighted filing

2018

Revenue$50,400
Expenses$46,438
Net Income$3,962
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.1
Gross Receipts
$50,400
Mission and Program Overview

Mission

Business Association of Estate Planners

Program Services

DescriptionGrantsExpenses
To provide education and information to members and the public aimed at improving the quality of estate planning services provided by attorneys, accountants, insurance professionals, trust officers, & certified financial planners.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert H TrudeauPresident-$0--
James L Smith JrVice President-$0--
John ColeTreasurer-$0--
Jamie JollesSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Estate Planning Council of
EIN
03-0450631
Address
9127 Ft Caroline Rd, Jacksonville, FL 32225

Signing Officer

Name
Miriam Funchess
Title
Controller
Signed
2019-05-11
Discuss with paid preparer
Yes

Preparer

Firm
S Mark Hand & Associates PA
Address
1301 Riverplace Blvd Suite 2400, Jacksonville, FL 32207
Preparer
Leslie A Welsh
Phone
9043569400
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $35612”

Other Expenses.1

“Admin Expense $4800”

Other Expenses.2

“Supplies $2597”

Other Expenses.3

“Dues & Subscriptions $1975”

Other Expenses.4

“Bank Service Charges $1084”

Raw XML Appendix106 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Miriam Funchess
IRS990EZ/BooksInCareOfDetail/PhoneNum09047447490
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09127 Ft Caroline Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071174
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050400
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067212
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071174
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt050400
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067212
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071174
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067212
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071174
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert H Trudeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James L Smith Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jamie Jolles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046068
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Business Association of Estate Planners
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide education and information to members and the public aimed at improving the quality of estate planning services provided by attorneys, accountants, insurance professionals, trust officers, & certified financial planners.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046438
IRS990EZ/TotalRevenueAmt050400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.nefepc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $35612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin Expense $4800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $2597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & Subscriptions $1975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Service Charges $1084
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Miriam Funchess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Estate Planning Council of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Northeast Florida
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0030450631
ReturnHeader/Filer/USAddress/AddressLine1Txt09127 Ft Caroline Rd
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010551831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S Mark Hand & Associates PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 Riverplace Blvd Suite 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032207
ReturnHeader/PreparerPersonGrp/PhoneNum09043569400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leslie A Welsh
ReturnHeader/ReturnTs02019-05-11T14:56:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,174
Liabilities
-
Net assets
$71,174
Revenue
$50,400
Expenses
$46,438
Net income
$3,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$0.40$45.7$84.4$83.0$1.39
2023Detailed filing. Detailed filing data is available for this year.$85.0$0.00$85.0$69.6$65.7$3.93
2022Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$66.7$67.4$0.69
2021Detailed filing. Detailed filing data is available for this year.$81.8$81.8$50.0$40.0$10.1
2020Detailed filing. Detailed filing data is available for this year.$71.7$71.7$23.6$28.2$4.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.4$76.4$51.4$46.2$5.18
2018Detailed filing. Detailed filing data is available for this year.$71.2$71.2$50.4$46.4$3.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.2$67.2$53.3$37.6$15.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$51.6$50.4$54.3$3.85
2015Detailed filing. Detailed filing data is available for this year.$55.4$55.4$51.9$47.0$4.86
2014Detailed filing. Detailed filing data is available for this year.$50.6$50.6$51.4$44.4$7.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$43.5$43.5$48.1$51.0$2.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.4$46.4$44.8$32.5$12.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.6$35.6$47.3$43.7$3.60