Civic Intelligence

Central Florida Estate Planning Council

990EZ • Fiscal year 2012 • EIN 59-3351739

Jul 01, 2011 to Jun 30, 2012 • Filed on May 01, 2013

Organization ProfileCFEPC.ORG
C/O Marci Babione 4060 Edgewater Dr32804
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

40th percentile

-1.0%

Higher net margin than 40% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

43rd percentile

-1.8%

Faster revenue growth than 43% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,269

Down $392 (-1.8%) from 2011

Net Assets

Down

$21,269

Down $392 (-1.8%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Down

$40,120

Down $736 (-1.8%) from 2011

Expenses

Down

$40,512

Down $712 (-1.7%) from 2011

Net Income

Down

-$392

Down $24 (-6.5%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$100K$50K$0Assets 2011: $21,661Net Assets 2011: $21,6612011Assets 2012: $21,269Net Assets 2012: $21,2692012Assets 2013: $21,833Liabilities 2013: $1,500Net Assets 2013: $20,3332013Assets 2014: $27,030Liabilities 2014: $02014Assets 2015: $24,633Net Assets 2015: $24,6332015Assets 2016: $29,616Liabilities 2016: $02016Assets 2017: $40,070Liabilities 2017: $0Net Assets 2017: $40,0702017Assets 2018: $43,971Liabilities 2018: $0Net Assets 2018: $43,9712018Assets 2019: $45,348Liabilities 2019: $0Net Assets 2019: $45,3482019Assets 2020: $59,868Liabilities 2020: $02020Assets 2021: $87,830Net Assets 2021: $87,8302021Assets 2022: $96,683Net Assets 2022: $96,6832022Assets 2023: $92,990Liabilities 2023: $02023Assets 2024: $82,746Liabilities 2024: $02024

Highlighted filing

2012

Assets$21,269
Liabilities-
Net Assets$21,269
Open 2012 Filing

Operations Trend

Revenue Growth43rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $40,856Expenses 2011: $41,224Net Income 2011: -$3682011Revenue 2012: $40,120Expenses 2012: $40,512Net Income 2012: -$3922012Revenue 2013: $43,230Expenses 2013: $44,166Net Income 2013: -$9362013Revenue 2014: $43,289Expenses 2014: $36,592Net Income 2014: $6,6972014Revenue 2015: $46,009Expenses 2015: $48,406Net Income 2015: -$2,3972015Revenue 2016: $46,804Expenses 2016: $41,821Net Income 2016: $4,9832016Revenue 2017: $49,264Expenses 2017: $38,810Net Income 2017: $10,4542017Revenue 2018: $52,639Expenses 2018: $48,738Net Income 2018: $3,9012018Revenue 2019: $54,553Expenses 2019: $53,176Net Income 2019: $1,3772019Revenue 2020: $51,348Expenses 2020: $36,828Net Income 2020: $14,5202020Revenue 2021: $35,891Expenses 2021: $7,929Net Income 2021: $27,9622021Revenue 2022: $48,906Expenses 2022: $40,052Net Income 2022: $8,8542022Revenue 2023: $46,407Expenses 2023: $50,100Net Income 2023: -$3,6932023Revenue 2024: $50,162Expenses 2024: $60,406Net Income 2024: -$10,2442024

Highlighted filing

2012

Revenue$40,120
Expenses$40,512
Net Income-$392
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 1, 2013
Return Version
2011v1.5
Mission and Program Overview

Mission

Central florida estate planning council, inc. Is an interdisciplinary organization for professionals involved in estate planning.

Filing and Contact Details

Filer

EIN
59-3351739
Raw XML Appendix114 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
CompensationExplanation/Compensation/PersonName0STACEY COLE
CompensationExplanation/Compensation/PersonName1SHARON REICH
CompensationExplanation/Compensation/PersonName2CHRISTOPHER JONES
CompensationExplanation/Compensation/PersonName3MARCIA S BABIONE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY021661
IRS990EZ/CashSavingsAndInvestments/EOY021269
IRS990EZ/ContributionsGiftsGrantsEtc03500
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-392
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts040120
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome05
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues036615
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY021661
IRS990EZ/NetAssetsOrFundBalancesBOY021661
IRS990EZ/NetAssetsOrFundBalances/EOY021269
IRS990EZ/NetAssetsOrFundBalancesEOY021269
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10390 N ORANGE AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11800 NORTH MAGNOLIA AVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12401 MILLS AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine134060 EDGEWATER DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0ORLANDO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1ORLANDO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2ORLANDO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3ORLANDO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode032801
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode132801
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode232803
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode332804
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STACEY COLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1SHARON REICH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2CHRISTOPHER JONES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MARCIA S BABIONE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal040512
IRS990EZ/PrimaryExemptPurpose0N/A
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0EDUCATIONAL PROGRAMS FOR ESTATE TAX MATTERS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1EDUCATIONAL PROGRAMS FOR ESTATE TAX MATTERS.
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine104060 EDGEWATER DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0ORLANDO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode032804
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10BABIONE KUEHLER & CO
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04072916400
IRS990EZ/TotalAssets/BOY021661
IRS990EZ/TotalAssets/EOY021269
IRS990EZ/TotalExpenses040512
IRS990EZ/TotalRevenue040120
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES CONFERENCES, MEETINGS 32,826 BANK CHARGES 48 MEMBERSHIP BADGES 359 PROFESSIONAL FEES 2,030 PROFESSIONAL DUES 3,752 PRINTING & REPRODUCTION 413 MISCELLANEOUS 1,084 TOTAL 40,512
IRS990ScheduleO/GeneralExplanation/Explanation1EDUCATIONAL PROGRAMS FOR ESTATE TAX MATTERS.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0593351739
ReturnHeader/Filer/Name/BusinessNameLine10CENTRAL FLORIDA ESTATE PLANNING COU
ReturnHeader/Filer/NameControl0CENT
ReturnHeader/Filer/Phone04072916400
ReturnHeader/Filer/USAddress/AddressLine10C/O MARCI BABIONE 4060 EDGEWATER DR
ReturnHeader/Filer/USAddress/City0ORLANDO
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032804
ReturnHeader/Officer/DateSigned02013-05-01
ReturnHeader/Officer/Name0MARCIA BABIONE
ReturnHeader/Officer/Phone04072916400
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BABIONE KUEHLER & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104060 EDGEWATER DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ORLANDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0328042860
ReturnHeader/Preparer/Name0MARCIA S BABIONE CPA
ReturnHeader/Preparer/Phone04072916400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-01T11:54:17-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,269
Liabilities
-
Net assets
$21,269
Revenue
$40,120
Expenses
$40,512
Net income
-$392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$82.7$0.00$50.2$60.4$10.2
2023Summary only. Only limited summary data is available for this year.$93.0$0.00$46.4$50.1$3.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.7$96.7$48.9$40.1$8.85
2021Detailed filing. Detailed filing data is available for this year.$87.8$87.8$35.9$7.93$28.0
2020Summary only. Only limited summary data is available for this year.$59.9$0.00$51.3$36.8$14.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.3$0.00$45.3$54.6$53.2$1.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.0$0.00$44.0$52.6$48.7$3.90
2017Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$49.3$38.8$10.5
2016Summary only. Only limited summary data is available for this year.$29.6$0.00$46.8$41.8$4.98
2015Detailed filing. Detailed filing data is available for this year.$24.6$24.6$46.0$48.4$2.40
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$43.3$36.6$6.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$1.50$20.3$43.2$44.2$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$21.3$40.1$40.5$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$21.7$40.9$41.2$0.37