Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Charlotte Estate Planning Council
990EZ • Fiscal year 2022 • EIN 20-1035946
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
Balance Sheet
Assets
Down$77,173
Down $6,683 (-8.0%) from 2021
Net Assets
Down$77,173
Down $6,683 (-8.0%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$53,067
Down $618 (-1.2%) from 2021
Expenses
Up$59,750
Up $14,976 (+33%) from 2021
Net Income
Down-$6,683
Down $15,594 (-175%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Aug 16, 2022
- Return Version
- 2021v4.1
- Gross Receipts
- $53,067
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 |
|---|---|---|---|---|---|
| SANDI THORMAN | President | - | $0 | - | - |
| ANDREA CHOMAKOS | V. President | - | $0 | - | - |
| FRANK ROBARDS | Secretary | - | $0 | - | - |
| KENNETH SAMUELSON | 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
- Kenneth Samuelson
- Title
- Treasurer
- Phone
- 7049407382
- Signed
- 2022-08-16
- 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 1800.”
Form 990EZ, Part I, Line 8
“REINSTATEMENT FEES 75.”
Form 990EZ, Part I, Line 8
“Annual sponsorship income 14000.”
Form 990EZ, Part I, Line 10
“Charitable contriution; charitable; 4 greyhound racers: p.o. Box 2712, crystal lake, il, 60039; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; triad restorative justice: 550 n. Liberty st., #209, winston salem, nc, 27101; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; turning points: 701 17th ave. W, bradenton, fl, 34205; none, 200.”
Form 990EZ, Part I, Line 10
“Charitable contribution; charitable; st. Jude's children's research hospital: 2101 rexford rd., #165w, charlotte, nc, 28211; none, 350.”
Form 990EZ, Part I, Line 16
“Administrative fees 25794.”
Form 990EZ, Part I, Line 16
“MEETINGS EXPENSE 14158.”
Form 990EZ, Part I, Line 16
“Credit card discount fees 1753.”
Form 990EZ, Part I, Line 16
“OFFICE SUPPLIES 126.”
Form 990EZ, Part I, Line 16
“Continuing education 3250.”
Form 990EZ, Part I, Line 16
“Technology and web site 1259.”
Form 990EZ, Part I, Line 16
“INSURANCE 1700.”
Form 990EZ, Part I, Line 16
“Networking event expense 1306.”
Form 990EZ, Part I, Line 16
“SPEAKER FEES 9454.”
Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TERI MILNER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7049407382 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1300 BAXTER STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28204 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 83856 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 77173 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6683 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 83856 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 77173 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 950 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 53067 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 37192 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 83856 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 77173 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 83856 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 77173 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SANDI THORMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ANDREA CHOMAKOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | FRANK ROBARDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KENNETH SAMUELSON |
| 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 | 58800 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 15875 |
| 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/StatesWhereCopyOfReturnIsFldCd | 0 | NC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 59750 |
| IRS990EZ/TotalRevenueAmt | 0 | 53067 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.charlotteepc.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INITIATION FEES 1800. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | REINSTATEMENT FEES 75. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ANNUAL SPONSORSHIP INCOME 14000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CHARITABLE CONTRIUTION; CHARITABLE; 4 GREYHOUND RACERS: P.O. BOX 2712, CRYSTAL LAKE, IL, 60039; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CHARITABLE CONTRIBUTION; CHARITABLE; TRIAD RESTORATIVE JUSTICE: 550 N. LIBERTY ST., #209, WINSTON SALEM, NC, 27101; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CHARITABLE CONTRIBUTION; CHARITABLE; TURNING POINTS: 701 17TH AVE. W, BRADENTON, FL, 34205; NONE, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | CHARITABLE CONTRIBUTION; CHARITABLE; ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL: 2101 REXFORD RD., #165W, CHARLOTTE, NC, 28211; NONE, 350. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ADMINISTRATIVE FEES 25794. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | MEETINGS EXPENSE 14158. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | CREDIT CARD DISCOUNT FEES 1753. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | OFFICE SUPPLIES 126. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | CONTINUING EDUCATION 3250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | TECHNOLOGY AND WEB SITE 1259. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | INSURANCE 1700. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | NETWORKING EVENT EXPENSE 1306. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | SPEAKER FEES 9454. |
| 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 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| 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 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KENNETH SAMUELSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7049407382 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-08-16 |
| 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/PreparerFirmGrp/PreparerFirmEIN | 0 | 561790097 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BRAGG FINANCIAL ADVISORS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1031 S CALDWELL ST STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28203 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7043770261 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-08-24 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Dawn M Cannon CPA |
| ReturnHeader/ReturnTs | 0 | 2022-08-25T07:00:40-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KENNETH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SAMUELSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $77,173
- Liabilities
- -
- Net assets
- $77,173
- Revenue
- $53,067
- Expenses
- $59,750
- Net income
- -$6,683