Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Southwest Florida Estate Planning Counsel Inc
EIN 65-0786600 • 501(c)6 • Sarasota, FL
990-N CoverageNTEE S41
Profile
1) to promote cooperation among legal, tax, financial services and charitable endowment professionals who assist clients in the estate planning process and to foster a better understanding of the responsibilities each group has to the client. 2) to provide a better understanding of the services and products that legal, tax, financial services and charitable endowment rofessionals provide, thereby enhancing the coordination among these professionals.3) to promote the interests of its members and to expand the availability of coordinated estate planning services to the general public.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
66th percentile
Higher net margin than 66% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$77,626
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$77,626
No earlier filing loaded for comparison.
Revenue
$60,230
No earlier filing loaded for comparison.
Expenses
$50,666
No earlier filing loaded for comparison.
Net Income
$9,564
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $77,626
- Liabilities
- $0
- Net assets
- $77,626
- Revenue
- $60,230
- Expenses
- $50,666
- Net income
- $9,564
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2024 to May 31, 2025
- Signed
- Sep 24, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $60,230
Mission and Program Overview
Mission
1) to promote cooperation among legal, tax, financial services and charitable endowment professionals who assist clients in the estate planning process and to foster a better understanding of the responsibilities each group has to the client. 2) to provide a better understanding of the services and products that legal, tax, financial services and charitable endowment rofessionals provide, thereby enhancing the coordination among these professionals.3) to promote the interests of its members and to expand the availability of coordinated estate planning services to the general public.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS. | $0 | $47,090 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ELIZABETH RABBIT STEPHEN | President | PT | $0 | - | - |
| DAN VIGNE | Vice President | PT | $0 | - | - |
| CHRIS FOWLER | Secretary | PT | $0 | - | - |
| HEATHER WILLIAMS | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Southwest Florida Estate Planning
- EIN
- 65-0786600
- Phone
- 9418071661
- Address
- PO BOX 2098, SARASOTA, FL 34230
Signing Officer
- Name
- Heather Williams
- Title
- Treasurer
- Phone
- 9418071661
- Signed
- 2025-09-24
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Kerkering Barberio & Co
- Address
- PO BOX 49348, SARASOTA, FL 34230-6348
- Preparer
- Rebecca U Stoner
- Phone
- 9413654617
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meetings and events . Amount: 38,010. Description: website and domain maintenance . Amount: 6,512. Description: office exense . Amount: 232. Description: advertising . Amount: 2,394. Description: bank fees . Amount: 1,343. Description: dues and subscriptions . Amount: 175. Total to form 990-ez, line 16: 48,666.”
Raw XML Appendix110 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HEATHER WILLIAMS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9418071661 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 2098 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SARASOTA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34230 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 68062 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 77626 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9564 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 68062 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 77626 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60230 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 46450 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 68062 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 77626 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 68062 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 77626 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ELIZABETH RABBIT STEPHEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAN VIGNE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHRIS FOWLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HEATHER WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 48666 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 1) TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. 2) TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.3) TO PROMOTE THE INTERESTS OF ITS MEMBERS AND TO EXPAND THE AVAILABILITY OF COORDINATED ESTATE PLANNING SERVICES TO THE GENERAL PUBLIC. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 13780 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 47090 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | FL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 50666 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 47090 |
| IRS990EZ/TotalRevenueAmt | 0 | 60230 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HTTPS://SWFEPC.ORG/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: MEETINGS AND EVENTS . AMOUNT: 38,010. DESCRIPTION: WEBSITE AND DOMAIN MAINTENANCE . AMOUNT: 6,512. DESCRIPTION: OFFICE EXENSE . AMOUNT: 232. DESCRIPTION: ADVERTISING . AMOUNT: 2,394. DESCRIPTION: BANK FEES . AMOUNT: 1,343. DESCRIPTION: DUES AND SUBSCRIPTIONS . AMOUNT: 175. TOTAL TO FORM 990-EZ, LINE 16: 48,666. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER WILLIAMS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9418071661 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTHWEST FLORIDA ESTATE PLANNING |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | COUNCIL INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 650786600 |
| ReturnHeader/Filer/PhoneNum | 0 | 9418071661 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 2098 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SARASOTA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34230 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 591753337 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KERKERING BARBERIO & CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 49348 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SARASOTA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 342306348 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9413654617 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | REBECCA U STONER |
| ReturnHeader/ReturnTs | 0 | 2025-09-26T17:29:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-05-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Peer Organizations
Similar nonprofits based on the same Siviq industry and scale cohort. NTEE S41 • <$500k nonprofits
Oroville, CA
View OrganizationOroville Downtown Business Association
501(c)6 • NTEE S41
Revenue$77,847
Assets$28,926
Revenue vs current organization
29% higherAssets vs current organization
63% lowerLeander, TX
View OrganizationUs India Chamber of Commerce Austin
501(c)6 • NTEE S41
Revenue$78,087
Assets$64,310
Revenue vs current organization
30% higherAssets vs current organization
17% lowerLA Porte, IN
View OrganizationLaporte Hospital Medical Staff
501(c)6 • NTEE S41
Revenue$79,023
Assets$28,546
Revenue vs current organization
31% higherAssets vs current organization
63% lowerPalm Beach Gardens, FL
View OrganizationCommercial Real Estate Women Treasure Coast Inc
NTEE S41
Revenue$79,173
Assets$41,794
Revenue vs current organization
31% higherAssets vs current organization
46% lower