Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Pinellas County Estate Planning Council Inc
EIN 90-0461780 • 501(c)6 • Clearwater, FL
Profile
The pinellas county estate planning council, inc. Was organized to bring together professionals whose practice is primarily focused on advising clients and other professionals on matters involving estates and trusts. Council members meet regularly to stay abreast of the many changes in state statutes, tax law, planning techniques and opportunies as well as the changing needs of persons who seek professional assistance with estate and trust matters.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
50th percentile
Higher net margin than 50% 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
54th percentile
Faster asset growth than 54% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Up$44,591
Up $274 (+0.6%) from 2013
Liabilities
Flat$0
Flat from 2013
Net Assets
$44,591
No earlier filing loaded for comparison.
Revenue
Down$30,992
Down $329 (-1.1%) from 2013
Expenses
Up$30,718
Up $4,894 (+19%) from 2013
Net Income
Down$274
Down $5,223 (-95%) from 2013
Trend Graphs
Filings
Most recent year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $44,591
- Liabilities
- $0
- Net assets
- $44,591
- Revenue
- $30,992
- Expenses
- $30,718
- Net income
- $274
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Feb 23, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $30,992
Mission and Program Overview
Mission
The pinellas county estate planning council, inc. Was organized to bring together professionals whose practice is primarily focused on advising clients and other professionals on matters involving estates and trusts. Council members meet regularly to stay abreast of the many changes in state statutes, tax law, planning techniques and opportunies as well as the changing needs of persons who seek professional assistance with estate and trust matters.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROFESSIONAL DEVELOPMENT AND AWARENESS OF THE EMERGING TRENDS AND RECENT DEVELOPMENTS IN ESTATE PLANNING THROUGH MONTHLY MEMBERSHIP MEETINGS. | - | $26,532 |
| PROFESSIONAL DEVELOPMENT AND AWARENESS OF THE EMERGING TRENDS AND RECENT DEVELOPMENTS IN ESTATE PLANNING THROUGH MONTHLY MEMBERSHIP MEETINGS. | - | $2,618 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TERESE GAFFNEY | Director | - | $0 | - | - |
| RICHARD BUSCHART | Director | - | $0 | - | - |
| DAVID SIETSMA | Director | - | $0 | - | - |
| MATTHEW R MASEM JR | Director | - | $0 | - | - |
| HARRY B JAMIESON | Director | - | $0 | - | - |
| ANN PAXTON | Past Preside | - | $0 | - | - |
| LEA ANN COLLINS | Treasurer | - | $0 | - | - |
| JULIE SCALES | Director | - | $0 | - | - |
| JOHN FREEBORN | Secretary | - | $0 | - | - |
| CINDY TULLY | Director | - | $0 | - | - |
| STEVE CASS | Vice Preside | - | $0 | - | - |
| COLLEEN CARSON | President | - | $0 | - | - |
| TINA COSTA | Director | - | $0 | - | - |
| DAVID ABELSON | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Pinellas County Estate Planning
- EIN
- 90-0461780
- Address
- P O BOX 5422, CLEARWATER, FL 33758
Signing Officer
- Name
- Steve Cass
- Title
- President
- Signed
- 2015-02-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bollenback & Forret Pa Cpas
- Address
- 1000 PINELLAS ST, CLEARWATER, FL 33756-3433
- Preparer
- Richard G Buschart CPA
- Phone
- 7274465858
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Estate planning seminars seminar expenses 2,618 expenses joint meeting expenses 1,200 insurance 2,331 meals expense 11,254 office supplies 247 corporate annual filing 811 banquet expense 3,776 honorariums 900 dues, fees & publications 1,500 gifts & plaques 70 scholarships 1,500 printing 101 merchant services 185 misc expense 325 total 26,818”
Form 990-ez, Part III
“The pinellas county estate planning council, inc. Was organized to bring together professionals whose practice is primarily focused on advising clients and other professionals on matters involving estates and trusts. Council members meet regularly to stay abreast of the many changes in state statutes, tax law, planning techniques and opportunies as well as the changing needs of persons who seek professional assistance with estate and trust matters.”
Form 990-ez, Part III, Line 31
“Professional development and awareness of the emerging trends and recent developments in estate planning through monthly membership meetings.”
Raw XML Appendix142 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.
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| 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 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MATTHEW R MASEM JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HARRY B JAMIESON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ANN PAXTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LEA ANN COLLINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JULIE SCALES |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | CINDY TULLY |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | DAVID ABELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26818 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC. WAS ORGANIZED TO BRING TOGETHER PROFESSIONALS WHOSE PRACTICE IS PRIMARILY FOCUSED ON ADVISING CLIENTS AND OTHER PROFESSIONALS ON MATTERS INVOLVING ESTATES AND TRUSTS. COUNCIL MEMBERS MEET REGULARLY TO STAY ABREAST OF THE MANY CHANGES IN STATE STATUTES, TAX LAW, PLANNING TECHNIQUES AND OPPORTUNIES AS WELL AS THE CHANGING NEEDS OF PERSONS WHO SEEK PROFESSIONAL ASSISTANCE WITH ESTATE AND TRUST MATTERS. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROFESSIONAL DEVELOPMENT AND AWARENESS OF THE EMERGING TRENDS AND RECENT DEVELOPMENTS IN ESTATE PLANNING THROUGH MONTHLY MEMBERSHIP MEETINGS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 26532 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 2618 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 30718 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 29150 |
| IRS990EZ/TotalRevenueAmt | 0 | 30992 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.PINELLASCOUNTYEPC.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ESTATE PLANNING SEMINARS SEMINAR EXPENSES 2,618 EXPENSES JOINT MEETING EXPENSES 1,200 INSURANCE 2,331 MEALS EXPENSE 11,254 OFFICE SUPPLIES 247 CORPORATE ANNUAL FILING 811 BANQUET EXPENSE 3,776 HONORARIUMS 900 DUES, FEES & PUBLICATIONS 1,500 GIFTS & PLAQUES 70 SCHOLARSHIPS 1,500 PRINTING 101 MERCHANT SERVICES 185 MISC EXPENSE 325 TOTAL 26,818 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC. WAS ORGANIZED TO BRING TOGETHER PROFESSIONALS WHOSE PRACTICE IS PRIMARILY FOCUSED ON ADVISING CLIENTS AND OTHER PROFESSIONALS ON MATTERS INVOLVING ESTATES AND TRUSTS. COUNCIL MEMBERS MEET REGULARLY TO STAY ABREAST OF THE MANY CHANGES IN STATE STATUTES, TAX LAW, PLANNING TECHNIQUES AND OPPORTUNIES AS WELL AS THE CHANGING NEEDS OF PERSONS WHO SEEK PROFESSIONAL ASSISTANCE WITH ESTATE AND TRUST MATTERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PROFESSIONAL DEVELOPMENT AND AWARENESS OF THE EMERGING TRENDS AND RECENT DEVELOPMENTS IN ESTATE PLANNING THROUGH MONTHLY MEMBERSHIP MEETINGS. |
| 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 31 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE CASS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-02-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PINELLAS COUNTY ESTATE PLANNING |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | COUNCIL INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PINE |
| ReturnHeader/Filer/EIN | 0 | 900461780 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 5422 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CLEARWATER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33758 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 592134908 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BOLLENBACK & FORRET PA CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1000 PINELLAS ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CLEARWATER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 337563433 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7274465858 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-02-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD G BUSCHART CPA |
| ReturnHeader/ReturnTs | 0 | 2015-02-23T15:01:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
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