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EIN 59-3351739

Central Florida Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Winter Park
State
Florida
Year formed
1979
Most recent tax filings
2023-06-01
NTEE code, primary
I80: Legal Services
Description
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 co-operation of persons acting under those disciplines.
Total revenues
$46,407
2023
Total expenses
$50,100
2023
Total assets
$92,990
2023
Num. employees
n/a

Personnel at Central Florida Estate Planning Council

NameTitleCompensation
Andrea NiemannTreasurer$0
Todd SmithFirst Vice President / Second Vice President / Treasurer$0
Matt LillyFirst Vice President / Second Vice President / Secretary$0
Linda Solash-ReedPresident$0
Matthew AhearnImmediate Past President$0
...and 1 more key personnel

Financials for Central Florida Estate Planning Council

RevenuesFYE 06/2023
Total grants, contributions, etc.$28,050
Program services$18,350
Membership dues$0
Investment income and dividends$7
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$46,407

Form 990s for Central Florida Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2023-062023-09-25990EZView PDF
2022-062022-11-09990EZView PDF
2021-062021-12-09990EZView PDF
2020-062021-05-28990EZView PDF
2019-062021-04-15990EZView PDF
...and 9 more Form 990s
Data update history
July 7, 2023
Updated personnel
Identified 2 new personnel
June 22, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 18, 2023
Updated personnel
Identified 5 new personnel
May 23, 2023
Used new vendors
Identified 1 new vendor, including
September 12, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Crime and legal aid organizationsLegal service nonprofitsProfessional associationsBusiness and community development organizations
Issues
Crime and lawHuman servicesLegal servicesBusiness and industry
Characteristics
Partially liquidatedState / local levelNo full-time employees
General information
Address
1419 Gene St
Winter Park, FL 32789
Metro area
Orlando-Kissimmee-Sanford, FL
Website URL
cfepc.org/ 
Phone
(407) 539-2066
IRS details
EIN
59-3351739
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
1979
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
I80: Legal Services
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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