Civic Intelligence

Council of Financial Educators Inc.

EIN 45-3187931 • 501(c)3 • St Petersburg, FL

Pub. 78 Eligible990-N Coverage

Profile

The Council of Financial Educators is a 501(c)(3) non-profit organization committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape.

101 81st Ave NSt Petersburg, FL 33702

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

32nd percentile

-2.8%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$233,637

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

5th percentile

-42%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

81%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$51,108

Down $37,046 (-42%) from 2024

Liabilities

Flat

$1,548

Flat from 2024

Net Assets

Down

$49,560

Down $37,046 (-43%) from 2024

Operations
Liabilities / Revenue22nd percentileNet Margin32nd percentile

Revenue

Up

$1,304,192

Up $581,999 (+81%) from 2024

Expenses

Up

$1,341,238

Up $672,436 (+101%) from 2024

Net Income

Down

-$37,046

Down $90,437 (-169%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2017: $1Liabilities 2017: $02017Assets 2018: $7,438Liabilities 2018: $12,252Net Assets 2018: -$4,8142018Assets 2019: $27,824Liabilities 2019: $1,548Net Assets 2019: $26,2762019Assets 2020: $52,767Liabilities 2020: $1,548Net Assets 2020: $51,2192020Assets 2021: $36,164Liabilities 2021: $1,548Net Assets 2021: $34,6162021Assets 2022: $47,363Liabilities 2022: $5,854Net Assets 2022: $41,5092022Assets 2023: $34,763Liabilities 2023: $1,548Net Assets 2023: $33,2152023Assets 2024: $88,154Liabilities 2024: $1,548Net Assets 2024: $86,6062024Assets 2025: $51,108Liabilities 2025: $1,548Net Assets 2025: $49,5602025

Highlighted filing

2025

Assets$51,108
Liabilities$1,548
Net Assets$49,560
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $22,141Expenses 2018: $26,955Net Income 2018: -$4,8142018Revenue 2019: $341,781Expenses 2019: $310,691Net Income 2019: $31,0902019Revenue 2020: $339,975Expenses 2020: $315,032Net Income 2020: $24,9432020Revenue 2021: $335,946Expenses 2021: $352,549Net Income 2021: -$16,6032021Revenue 2022: $474,968Expenses 2022: $468,075Net Income 2022: $6,8932022Revenue 2023: $472,008Expenses 2023: $480,302Net Income 2023: -$8,2942023Revenue 2024: $722,193Expenses 2024: $668,802Net Income 2024: $53,3912024Revenue 2025: $1,304,192Expenses 2025: $1,341,238Net Income 2025: -$37,0462025

Highlighted filing

2025

Revenue$1,304,192
Expenses$1,341,238
Net Income-$37,046
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,108
Liabilities
$1,548
Net assets
$49,560
Revenue
$1,304,192
Expenses
$1,341,238
Net income
-$37,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.30$1.34$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.72$0.67$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.47$0.48$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.01$0.04$0.47$0.47$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.03$0.34$0.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.34$0.32$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.34$0.31$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.02$0.03$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 7, 2026
Return Version
2025v4.1
Gross Receipts
$1,304,192
Mission and Program Overview

Mission

The Council of Financial Educators is a 501(c)(3) non-profit organization committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,154$51,108▼ $37,046
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$88,154$51,108▼ $37,046
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,548$1,548→ $0
Total Liabilities$1,548$1,548→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$86,606$49,560▼ $37,046
Total Net Assets Fund Balance$86,606$49,560▼ $37,046
Total Liabilities and Net Assets / Fund Balance$88,154$51,108▼ $37,046
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly T PhillipsPresidentFT$140,000$93,637$233,637

Board Members and Trustees

NameTitle
Anne LancasterDirector
Deborah ReidyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$197,808
Program Service Revenue
$1,106,384
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-37,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,092,289
Salaries, Compensation, and Employee Benefits$248,949
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$215,000-$215,000
Other Employee Benefits-$18,637-$18,637
Payroll Taxes-$15,312-$15,312
Office Expenses-$12,794-$12,794
Insurance-$2,635-$2,635
All Other Expenses$2,372--$2,372
Travel$2,246--$2,246
Fees for Services Accounting-$2,107-$2,107
Occupancy$1,838--$1,838
Other Expenses$1,308$4,094-$1,308
Fees for Services Other-$328-$328
Total Functional Expenses$1,063,552$277,686$0$1,341,238
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Council of Financial Educators
EIN
45-3187931
Phone
7274816829
Address
101 81st Ave N, St Petersburg, FL 33702

Signing Officer

Name
Kimberly T Phillips
Title
President
Signed
2026-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly T Phillips
Formed
2011
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
2
Employees
1

Preparer

Firm
Barton Gonzalez & Myers Pa
Address
13137 66TH ST, LARGO, FL 33773
Preparer
Richard A Myers
Phone
7273441040
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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0335946
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalAssetsGrp/EOYAmt051108
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IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01341238
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01548
IRS990/TotalLiabilitiesGrp/BOYAmt01548
IRS990/TotalLiabilitiesGrp/EOYAmt01548
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049560
IRS990/TotalOtherCompensationAmt018637
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IRS990/TotalProgramServiceRevenueAmt01106384
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01304192
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051108
IRS990/TravelGrp/ProgramServicesAmt02246
IRS990/TravelGrp/TotalAmt02246
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 81st Ave N
IRS990/USAddress/CityNm0St Petersburg
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033702
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly T Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Council of Financial Educators
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0453187931
ReturnHeader/Filer/PhoneNum07274816829
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 81st Ave N
ReturnHeader/Filer/USAddress/CityNm0St Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592970580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTON GONZALEZ & MYERS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013137 66TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033773
ReturnHeader/PreparerPersonGrp/PhoneNum07273441040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Myers
ReturnHeader/ReturnTs02026-04-07T11:35:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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