Nonprofit · EIN 20-1035946
CHARLOTTE ESTATE PLANNING COUNCIL
Tax-exempt · CHARLOTTE, NC 28204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $113,035 | $134,993 | -$21,958 | $54,634 | – | $54,634 |
| June 30, 2025 | 990-EZ | $108,023 | $101,874 | $6,149 | $76,592 | – | $76,592 |
| June 30, 2024 | 990-EZ | $94,601 | $80,514 | $14,087 | $70,443 | – | $70,443 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $72,396
- Program service revenue
- $0
- Investment income
- $1,114
- Other revenue
- $39,525
Expenses
- Grants and similar amounts paid
- $2,100
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $132,893
Balance sheet and other
- Total assets, start of year
- $76,592
- Total assets, end of year
- $54,634
- Total liabilities, end of year
- –
- Net assets, end of year
- $54,634
- Cash, savings and investments
- $54,634
- Gross receipts
- $113,035
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS WHITLOCK | PRESIDENT | 2 | $0 |
| JENNIFER MUCKLEY | V. PRESIDENT | 1 | $0 |
| JOHN FORNERIS | SECRETARY | 1 | $0 |
| ROB SNOWDEN | TREASURER | 2 | $0 |
990-EZ for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH SAMUELSON | PRESIDENT | 2 | $0 |
| THOMAS WHITLOCK | V. PRESIDENT | 1 | $0 |
| JENNIFER MUCKLEY | SECRETARY | 1 | $0 |
| JOHN FORNERIS | TREASURER | 2 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK ROBARDS | PRESIDENT | 2 | $0 |
| KENNETH SAMUELSON | V. PRESIDENT | 1 | $0 |
| THOMAS WHITLOCK | SECRETARY | 1 | $0 |
| JENNIFER MUCKLEY | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 BAXTER STREET, CHARLOTTE, NC 28204-3053
- In care of
- % DAVID R FINNIE
- Signed the 990-EZ
- ROB SNOWDEN, TREASURER
- Phone
- (704) 940-7382
- Website
- www.charlotteepc.org
- Return prepared by
- BRAGG FINANCIAL ADVISORS INC
Mission
PROVIDING QUARTERLY EDUCATIONAL MEETINGS FOR ITS MEMBERS
Program accomplishments
- THE CHARLOTTE ESTATE PLANNING COUNCIL PROVIDES QUARTERLY EDUCATIONALMEETINGS FOR ATTORNEYS, ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS,CERTIFIED LIFE UNDERWRITERS AND RELATED PROFESSIONALS.
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 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-1035946
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $54,634
- Income (IRS master file)
- $113,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $113,035 | $134,993 | $54,634 | XML |
| 990-EZ | June 2025 | $108,023 | $101,874 | $76,592 | XML |
| 990-EZ | June 2024 | $94,601 | $80,514 | $70,443 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 20-1035946).
Questions about CHARLOTTE ESTATE PLANNING COUNCIL
- What is the EIN of CHARLOTTE ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of CHARLOTTE ESTATE PLANNING COUNCIL is 20-1035946.
- Is CHARLOTTE ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2005.
- Are donations to CHARLOTTE ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CHARLOTTE ESTATE PLANNING COUNCIL 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 CHARLOTTE ESTATE PLANNING COUNCIL due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of CHARLOTTE ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $113,035, expenses of $134,993 and total assets of $54,634 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Community improvement and capacity building