Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 59-3351739 • 501(c)6 • Winter Park, FL
Profile
N/A
Refreshing map…
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
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
Most recent year
2024 • Form 990EZSummary only. Only limited summary data is available for this year.
The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.
Central florida estate planning council, inc. Is an interdisciplinary organization for professionals involved in estate planning.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MATT LILLY | Immediate Pa | - | $0 | - | - |
| THOMAS SHAW | First Vice P | - | $0 | - | - |
| TODD SMITH | President | - | $0 | - | - |
| JOE PERCOPO | Secretary | - | $0 | - | - |
| ANDREA NIEMANN | Treasurer | - | $0 | - | - |
| LISA AMOROSO | Board Member | - | $0 | - | - |
| SCOTT CAHILL | Board Member | - | $0 | - | - |
| DON LEVIN | 2nd Vice Pre | - | $0 | - | - |
| JENNIFER YASINSAC | Board Member | - | $0 | - | - |
| NICOLE DONELSON | Board Member | - | $0 | - | - |
| LEA ANNE GROOVER | Board Member | - | $0 | - | - |
| DANIEL HARRIS | Board Member | - | $0 | - | - |
| ASHLEY WHITE | Board Member | - | $0 | - | - |
“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”
“Central florida estate planning council, inc. Is an interdisciplinary organization for professionals involved in estate planning.”
“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.”
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/CompensationExplanationGrp/PersonNm | 0 | MATT LILLY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | THOMAS SHAW |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | TODD SMITH |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | JOE PERCOPO |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | ANDREA NIEMANN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | LISA AMOROSO |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | SCOTT CAHILL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | DON LEVIN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 8 | JENNIFER YASINSAC |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 9 | NICOLE DONELSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 10 | LEA ANNE GROOVER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 11 | DANIEL HARRIS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 12 | ASHLEY WHITE |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ANDREA NIEMANN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4075392066 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1085 W MORSE BLVD SUITE 230 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WINTER PARK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32789 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 59868 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 87830 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 21100 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27962 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 59868 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 87830 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1654 |
| IRS990EZ/GrossReceiptsAmt | 0 | 35891 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 59868 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 87830 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 59868 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 87830 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MATT LILLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | THOMAS SHAW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TODD SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOE PERCOPO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ANDREA NIEMANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LISA AMOROSO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SCOTT CAHILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DON LEVIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JENNIFER YASINSAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | NICOLE DONELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | LEA ANNE GROOVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | DANIEL HARRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | ASHLEY WHITE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | IMMEDIATE PA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | FIRST VICE P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | 2ND VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6275 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 14790 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 7929 |
| IRS990EZ/TotalRevenueAmt | 0 | 35891 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://CFEPC.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANDREA NIEMANN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4075392066 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-12-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CENTRAL FLORIDA ESTATE PLANNING |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | COUNCIL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CENT |
| ReturnHeader/Filer/EIN | 0 | 593351739 |
| ReturnHeader/Filer/PhoneNum | 0 | 4075392066 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1085 W MORSE BLVD SUITE 230 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WINTER PARK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32789 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 822677648 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WR & ASSOCIATES PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1085 W MORSE BLVD STE 230 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WINTER PARK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32789 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4075392066 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-12-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ANDREA NIEMANN CPA |
| ReturnHeader/ReturnTs | 0 | 2021-12-09T11:22:34-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ANDREA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | NIEMANN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
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