Estate Planning Council Of Northeast Florida
- Assets
- $81.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Lake City, FL
- Founding
- Data as of
- 12/2022
- EIN
- 03-0450631
Organization Overview
Estate Planning Council Of Northeast Florida is located in Lake City, FL. According to its NTEE Classification (Y03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Estate Planning Council Of Northeast Florida is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, Estate Planning Council Of Northeast Florida generated $66.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.1% each year. All expenses for the organization totaled $67.4k during the year ending 12/2022. While expenses have increased by 3.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION HOSTED 8 PROGRAMS, EACH WITH A GUEST SPEAKER WHO PROVIDED EDUCATIONAL TRAINING. THE ANNUAL MEETING WAS A 3 HOUR PROGRAM PROVIDING CONTINUING EDUCATION FOR ALL DISCIPLINES FOLLOWED BY A SOCIAL.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Austin Wynn Executive Committee Member | 1 | $0 | |
Beverly Flanagan Executive Committee Member | 1 | $0 | |
Cheri Coombs Ohmer Executive Committee Member | 1 | $12,000 | |
Grace M Sacerdote Executive Committee Member | 1 | $0 | |
Timothy T Raines Executive Committee Member | 1 | $0 | |
John P Cole Immediate Past President | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $9,000 |
| Membership dues | $57,661 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $66,661 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $375 |
| Salaries, other compensation, and employee benefits | $12,000 |
| Professional fees and other payments to independent contractors | $19,513 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $35,462 |
| Total expenses | $67,350 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $81,069 |
| Other assets | $0 |
| Total assets | $81,069 |
| Total liabilities | $0 |
| Net assets or fund balances | $81,069 |