Civic Intelligence

Central Florida Estate Planning Cou

EIN 59-3351739 • 501(c)6 • Winter Park, FL

Profile

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1085 W Morse Blvd Suite 230Winter Park, FL 32789

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

8.1%

Faster revenue growth than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$82,746

Down $10,244 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$50,162

Up $3,755 (+8.1%) from 2023

Expenses

Up

$60,406

Up $10,306 (+21%) from 2023

Net Income

Down

-$10,244

Down $6,551 (-177%) from 2023

Trend Graphs

Balance Sheet Trend

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

$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

2024

Assets$82,746
Liabilities$0
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$50,162
Expenses$60,406
Net Income-$10,244

Filings

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
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 9, 2021
Return Version
2020v4.0
Gross Receipts
$35,891
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE COOPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.--
CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE COOPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT LILLYImmediate Pa-$0--
THOMAS SHAWFirst Vice P-$0--
TODD SMITHPresident-$0--
JOE PERCOPOSecretary-$0--
ANDREA NIEMANNTreasurer-$0--
LISA AMOROSOBoard Member-$0--
SCOTT CAHILLBoard Member-$0--
DON LEVIN2nd Vice Pre-$0--
JENNIFER YASINSACBoard Member-$0--
NICOLE DONELSONBoard Member-$0--
LEA ANNE GROOVERBoard Member-$0--
DANIEL HARRISBoard Member-$0--
ASHLEY WHITEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Central Florida Estate Planning
EIN
59-3351739
Phone
4075392066
Address
1085 W MORSE BLVD SUITE 230, WINTER PARK, FL 32789

Signing Officer

Name
Andrea Niemann
Title
Treasurer
Phone
4075392066
Signed
2021-12-09

Preparer

Firm
Wr & Associates Pa
Address
1085 W MORSE BLVD STE 230, WINTER PARK, FL 32789
Preparer
Andrea Niemann CPA
Phone
4075392066
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses cfp 250 continuing education 590 contract labor 1,250 directory expense 326 dues 375 licenses and permits 61 lisi subscription 2,472 postage and delivery 158 program expense 325 supplies 35 website hosting 268 zoom 165 total 6,275

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 28

Central florida estate planning council, inc. Strives to foster understanding of the proper relationship between the functions of the life underwriter, trust officer, attorney, accountant, and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines.

Form 990-ez, Part III, Line 31

Central florida estate planning council, inc. Strives to foster understanding of the proper relationship between the functions of the life underwriter, trust officer, attorney, accountant, and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines.

Raw XML Appendix153 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm3JOE PERCOPO
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANDREA NIEMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm5LISA AMOROSO
CompensationExplanation/CompensationExplanationGrp/PersonNm6SCOTT CAHILL
CompensationExplanation/CompensationExplanationGrp/PersonNm7DON LEVIN
CompensationExplanation/CompensationExplanationGrp/PersonNm8JENNIFER YASINSAC
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CompensationExplanation/CompensationExplanationGrp/PersonNm10LEA ANNE GROOVER
CompensationExplanation/CompensationExplanationGrp/PersonNm11DANIEL HARRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm12ASHLEY WHITE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
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IRS990EZ/PrimaryExemptPurposeTxt0CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CFP 250 CONTINUING EDUCATION 590 CONTRACT LABOR 1,250 DIRECTORY EXPENSE 326 DUES 375 LICENSES AND PERMITS 61 LISI SUBSCRIPTION 2,472 POSTAGE AND DELIVERY 158 PROGRAM EXPENSE 325 SUPPLIES 35 WEBSITE HOSTING 268 ZOOM 165 TOTAL 6,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE COOPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxYr02020

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