Civic Intelligence

Central Florida Estate Planning Council

990EZ • Fiscal year 2015 • EIN 59-3351739

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 10, 2016

Organization ProfileN/A
C/O Marci Babione 4060 Edgewater DrOrlando, FL 32804

(407) 291-6400

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

29th percentile

-5.2%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-8.9%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

6.3%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,633

Down $2,397 (-8.9%) from 2014

Net Assets

$24,633

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$46,009

Up $2,720 (+6.3%) from 2014

Expenses

Up

$48,406

Up $11,814 (+32%) from 2014

Net Income

Down

-$2,397

Down $9,094 (-136%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2015

Assets$24,633
Liabilities-
Net Assets$24,633
Open 2015 Filing

Operations Trend

Revenue Growth61st 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

2015

Revenue$46,009
Expenses$48,406
Net Income-$2,397
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$46,009
Mission and Program Overview

Mission

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

N/A

Program Services

DescriptionGrantsExpenses
,--
EDUCATIONAL PROGRAMS FOR ESTATE TAX MATTERS.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER JONESPresident-$0--
MARCIA S BABIONE1st Vice Pre-$0--
KAREN LEEFATT2nd Vice Pre-$0--
MATTHEW AHEARNTreasurer-$0--
LINDA SOLASH-REEDSecretary-$0--
SHARON REICHPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Central Florida Estate Planning Cou
EIN
59-3351739
Phone
4072916400
Address
C/O MARCI BABIONE 4060 EDGEWATER DR, ORLANDO, FL 32804

Signing Officer

Name
Marcia Babione
Title
President
Phone
4072916400
Signed
2016-02-10

Preparer

Firm
Babione Kuehler & Company
Address
4060 EDGEWATER DR, ORLANDO, FL 32804-2860
Preparer
Marcia S Babione CPA
Phone
4072916400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences, meetings 33,148 dues & subscriptions 2,745 membership badges 161 professional fees 10,264 office supplies 1,028 education 585 licenses 61 website 414 total 48,406”

Form 990-ez, Part III, Line 31

“Educational programs for estate tax matters.”

Raw XML Appendix103 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/BusinessName/BusinessNameLine1Txt0BABIONE KUEHLER & CO
IRS990EZ/BooksInCareOfDetail/PhoneNum04072916400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04060 EDGEWATER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032804
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024633
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011875
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2397
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024633
IRS990EZ/GrossReceiptsAmt046009
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034130
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027030
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024633
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027030
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024633
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOPHER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCIA S BABIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN LEEFATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW AHEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA SOLASH-REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARON REICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048406
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL PROGRAMS FOR ESTATE TAX MATTERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048406
IRS990EZ/TotalRevenueAmt046009
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES, MEETINGS 33,148 DUES & SUBSCRIPTIONS 2,745 MEMBERSHIP BADGES 161 PROFESSIONAL FEES 10,264 OFFICE SUPPLIES 1,028 EDUCATION 585 LICENSES 61 WEBSITE 414 TOTAL 48,406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL PROGRAMS FOR ESTATE TAX MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA BABIONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04072916400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL FLORIDA ESTATE PLANNING COU
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0593351739
ReturnHeader/Filer/PhoneNum04072916400
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MARCI BABIONE 4060 EDGEWATER DR
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593287380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BABIONE KUEHLER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04060 EDGEWATER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0328042860
ReturnHeader/PreparerPersonGrp/PhoneNum04072916400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCIA S BABIONE CPA
ReturnHeader/ReturnTs02016-02-10T12:29:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,633
Liabilities
-
Net assets
$24,633
Revenue
$46,009
Expenses
$48,406
Net income
-$2,397
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits