Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Charlotte Estate Planning Council
EIN 20-1035946 • 501(c)6 • Charlotte, NC
Profile
Providing quarterly educational meetings for its members
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
50th percentile
Higher net margin than 50% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Up$76,592
Up $6,149 (+8.7%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$76,592
No earlier filing loaded for comparison.
Revenue
Up$108,023
Up $13,422 (+14%) from 2024
Expenses
Up$101,874
Up $21,360 (+27%) from 2024
Net Income
Down$6,149
Down $7,938 (-56%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $76,592
- Liabilities
- -
- Net assets
- $76,592
- Revenue
- $108,023
- Expenses
- $101,874
- Net income
- $6,149
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Aug 21, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $108,023
Mission and Program Overview
Mission
Providing quarterly educational meetings for its members
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE CHARLOTTE ESTATE PLANNING COUNCIL PROVIDES QUARTERLY EDUCATIONALMEETINGS FOR ATTORNEYS, ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS,CERTIFIED LIFE UNDERWRITERS AND RELATED PROFESSIONALS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KENNETH SAMUELSON | President | - | $0 | - | - |
| THOMAS WHITLOCK | V. President | - | $0 | - | - |
| JENNIFER MUCKLEY | Secretary | - | $0 | - | - |
| JOHN FORNERIS | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Charlotte Estate Planning Council
- EIN
- 20-1035946
- Phone
- 7049407382
- Address
- 1300 BAXTER STREET, CHARLOTTE, NC 28204
Signing Officer
- Name
- John Forneris
- Title
- Treasurer
- Phone
- 7049407382
- Signed
- 2025-08-21
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bragg Financial Advisors Inc
- Address
- 1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
- Preparer
- Dawn M Cannon CPA
- Phone
- 7043770261
Supplemental Narrative
Additional Explanations
Form 990EZ, Part I, Line 8
“INITIATION FEES 3185.”
Form 990EZ, Part I, Line 8
“Annual sponsorship income 36890.”
Form 990EZ, Part I, Line 8
“REINSTATEMENT FEES 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; isabella santos foundation: 9935-d rea rd., unit 275, charlotte, nc, 28277; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; charlotte choir school: 115 west seventh street, charlotte, nc, 28202; none, 50.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; sisters of charity health system: 2412 community college avenue, cleveland, oh, 44115; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; carolina pet adoption and welfare nc: p.o. Box 365, waxhaw, nc, 28173; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; freeman arts pavilion: 31255 americana parkway, selbyville, de, 19975; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; alzheimers foundation of america: 322 eighth ave., 16th floor, new york, ny, 10001; none, 200.”
Form 990EZ, Part I, Line 16
“Administrative fees 36510.”
Form 990EZ, Part I, Line 16
“MEETINGS EXPENSE 40861.”
Form 990EZ, Part I, Line 16
“Credit card discount fees 3153.”
Form 990EZ, Part I, Line 16
“Continuing education 1465.”
Form 990EZ, Part I, Line 16
“Technology and web site 5020.”
Form 990EZ, Part I, Line 16
“INSURANCE 2596.”
Form 990EZ, Part I, Line 16
“Networking event expense 7770.”
Form 990EZ, Part I, Line 16
“BANK CHARGES 365.”
Form 990EZ, Part I, Line 16
“LUNCHEONS 849.”
Form 990EZ, Part I, Line 16
“NAEPC CONFERENCE 803.”
Form 990EZ, Part I, Line 16
“MARKETING 191.”
Form 990EZ, Part I, Line 16
“OFFICE SUPPLIES 68.”
Form 990EZ, Part I, Line 16
“SPEAKER FEES 1173.”
Raw XML Appendix154 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.
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KENNETH SAMUELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | THOMAS WHITLOCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JENNIFER MUCKLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOHN FORNERIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | V. PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 100824 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 40275 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDING QUARTERLY EDUCATIONAL MEETINGS FOR ITS MEMBERS |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE CHARLOTTE ESTATE PLANNING COUNCIL PROVIDES QUARTERLY EDUCATIONALMEETINGS FOR ATTORNEYS, ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS,CERTIFIED LIFE UNDERWRITERS AND RELATED PROFESSIONALS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 101874 |
| IRS990EZ/TotalRevenueAmt | 0 | 108023 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.charlotteepc.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INITIATION FEES 3185. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ANNUAL SPONSORSHIP INCOME 36890. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | REINSTATEMENT FEES 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CHARITABLE CONTRIBUTION; CHARITABLE; ISABELLA SANTOS FOUNDATION: 9935-D REA RD., UNIT 275, CHARLOTTE, NC, 28277; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CHARITABLE CONTRIBUTION; CHARITABLE; CHARLOTTE CHOIR SCHOOL: 115 WEST SEVENTH STREET, CHARLOTTE, NC, 28202; NONE, 50. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CHARITABLE CONTRIBUTION; CHARITABLE; SISTERS OF CHARITY HEALTH SYSTEM: 2412 COMMUNITY COLLEGE AVENUE, CLEVELAND, OH, 44115; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | CHARITABLE CONTRIBUTION; CHARITABLE; CAROLINA PET ADOPTION AND WELFARE NC: P.O. BOX 365, WAXHAW, NC, 28173; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | CHARITABLE CONTRIBUTION; CHARITABLE; FREEMAN ARTS PAVILION: 31255 AMERICANA PARKWAY, SELBYVILLE, DE, 19975; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | CHARITABLE CONTRIBUTION; CHARITABLE; ALZHEIMERS FOUNDATION OF AMERICA: 322 EIGHTH AVE., 16TH FLOOR, NEW YORK, NY, 10001; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | ADMINISTRATIVE FEES 36510. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | MEETINGS EXPENSE 40861. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | CREDIT CARD DISCOUNT FEES 3153. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | CONTINUING EDUCATION 1465. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | TECHNOLOGY AND WEB SITE 5020. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | INSURANCE 2596. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | NETWORKING EVENT EXPENSE 7770. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | BANK CHARGES 365. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | LUNCHEONS 849. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | NAEPC CONFERENCE 803. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | MARKETING 191. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 20 | OFFICE SUPPLIES 68. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 21 | SPEAKER FEES 1173. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 20 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 21 | Form 990EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN FORNERIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7049407382 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CHARLOTTE ESTATE PLANNING COUNCIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 201035946 |
| ReturnHeader/Filer/PhoneNum | 0 | 7049407382 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1300 BAXTER STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28204 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561790097 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BRAGG FINANCIAL ADVISORS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1031 S CALDWELL ST STE 200 |
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| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7043770261 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Dawn M Cannon CPA |
| ReturnHeader/ReturnTs | 0 | 2025-09-10T08:00:41-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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