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EIN 03-0450631

The Estate Planning Council of Northeast Florida

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Lake City
State
Florida
Year formed
2024
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
To provide education and information to members and The public aimed at improving The quality of Estate Planning services provided by attorneys, accountants, insurance professionals, trust officers, and certified financial planners. 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. Business Association of Estate Planners.
Total revenues
$69,649
2023
Total expenses
$65,718
2023
Total assets
$85,000
2023
Num. employees
n/a

Personnel at The Estate Planning Council of Northeast Florida

NameTitleCompensation
Cherri Coombs OhmerExecutive Director$12,000
Miriam FunchessController

Financials for The Estate Planning Council of Northeast Florida

RevenuesFYE 12/2023
Total grants, contributions, etc.$50,319
Program services$19,330
Membership dues$50,319
Investment income and dividends$0
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$69,649

Form 990s for The Estate Planning Council of Northeast Florida

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-08990EZView PDF
2022-122024-03-28990EZView PDF
2021-122022-11-18990EZView PDF
2020-122021-11-15990EZView PDF
2019-122021-04-20990EZView PDF
...and 10 more Form 990s
Data update history
May 21, 2024
Posted financials
Added Form 990EZ for fiscal year 2022
May 20, 2024
Updated personnel
Identified 6 new personnel
July 29, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 6, 2023
Updated personnel
Identified 1 new personnel
June 21, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Crime and lawBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
187 Se Stiles Way
Lake City, FL 32025
County
Columbia County, FL
Website URL
nefepc.org/ 
Phone
(904) 626-6282
IRS details
EIN
03-0450631
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2024
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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