Nonprofit · EIN 03-0450631
ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA
Tax-exempt · LAKE CITY, FL 32025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $84,395 | $83,006 | $1,389 | $46,116 | $400 | $45,716 |
| December 31, 2023 | 990-EZ | $69,649 | $65,718 | $3,931 | $85,000 | $0 | $85,000 |
| December 31, 2022 | 990-EZ | $66,661 | $67,350 | -$689 | $81,069 | $0 | $81,069 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $53,195
- Program service revenue
- $31,200
Expenses
- Benefits paid to members
- $276
- Compensation of officers, directors and key employees
- $15,600
- Salaries, compensation and benefits (total)
- $15,600
- Professional fees and payments to contractors
- $1,911
- Other expenses
- $65,219
Balance sheet and other
- Total assets, start of year
- $45,527
- Total assets, end of year
- $46,116
- Total liabilities, end of year
- $400
- Net assets, end of year
- $45,716
- Cash, savings and investments
- $46,116
- Gross receipts
- $84,395
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERRI COOMBS OHMER | EXECUTIVE DIRECTOR | 9 | $15,600 |
| KAREN B MAYFIELD | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| IMANI A BOYKIN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| STEPHEN C ROWLAND | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| JEFF NEWMAN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| MAMIE L DAVIS | PRESIDENT | 2 | $0 |
| TIMOTHY T RAINES | VICE PRESIDENT | 2 | $0 |
| BEVERLY H FLANAGAN | SECRETARY | 2 | $0 |
| AUSTIN WYNN | TREASURER | 2 | $0 |
| MICHAEL J SOUSOU | IMMEDIATE PAST PRESIDENT | 2 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERRI COOMBS OHMER | EXECUTIVE DIRECTOR | 9 | $15,000 |
| TIMOTHY T RAINES | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| BEVERLY H FLANAGAN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| AUSTIN WYNN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| KAREN B MAYFIELD | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| IMANI A BOYKIN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| REID HARTSFIELD | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| MICHAEL J SOUSOU | PRESIDENT | 2 | $0 |
| MAMIE L DAVIS | VICE PRESIDENT/TREASURER | 2 | $0 |
| GRACE M SACERDOTE | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERI COOMBS OHMER | EXECUTIVE COMMITTEE MEMBER | 1 | $12,000 |
| AUSTIN WYNN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| BEVERLY FLANAGAN | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| GRACE M SACERDOTE | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| TIMOTHY T RAINES | EXECUTIVE COMMITTEE MEMBER | 1 | $0 |
| JOHN P COLE | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| REID HARTSFIELD | PRESIDENT | 2 | $0 |
| MAMIE L DAVIS | SECRETARY | 2 | $0 |
| KAREN B MAYFIELD | TREASURER | 2 | $0 |
| MICHAEL J SOUSOU | VICE PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 187 SE STILES WAY, LAKE CITY, FL 32025-7398
- In care of
- % CHERRI COOMBS OHMER
- Signed the 990-EZ
- TIMOTHY RAINES, PRESIDENT
- Phone
- (904) 626-6282
- Website
- WWW.NEFEPC.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
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.
Program accomplishments
- THE ORGANIZATION HELD MEETINGS, 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 03-0450631
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y03)
- Assets (IRS master file)
- $46,116
- Income (IRS master file)
- $84,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $84,395 | $83,006 | $46,116 | XML |
| 990-EZ | December 2023 | $69,649 | $65,718 | $85,000 | XML |
| 990-EZ | December 2022 | $66,661 | $67,350 | $81,069 | XML |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0450631).
Questions about ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA
- What is the EIN of ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA?
- The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA is 03-0450631.
- Is ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2024.
- Are donations to ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $15,600 (CHERRI COOMBS OHMER, EXECUTIVE DIRECTOR).
- How much revenue does ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $84,395, expenses of $83,006 and total assets of $46,116 at year end.
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