Nonprofit · EIN 59-3351739
CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC
Tax-exempt · ORLANDO, FL 32801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $58,060 | $61,729 | -$3,669 | $79,077 | $0 | $79,077 |
| June 30, 2024 | 990-EZ | $50,162 | $60,406 | -$10,244 | $82,746 | – | $82,746 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,200
- Membership dues
- $44,564
- Investment income
- $2,296
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $5,675
- Printing, publications and postage
- $307
- Other expenses
- $55,747
Balance sheet and other
- Total assets, start of year
- $82,746
- Total assets, end of year
- $79,077
- Total liabilities, end of year
- $0
- Net assets, end of year
- $79,077
- Cash, savings and investments
- $79,077
- Gross receipts
- $58,060
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 |
|---|---|---|---|
| Joseph Percopo | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| Nicole Donelson | PRESIDENT | 1 | $0 |
| Lisa Amoroso | 1ST VICE PRESIDENT | 1 | $0 |
| Stacey Prince-Troutman | 2ND VICE PRESIDENT | 1 | $0 |
| Andrea Niemann | TREASURER | 1 | $0 |
| Lea Anne Groover | SECRETARY | 1 | $0 |
| Ashley White | BOARD MEMBER | 1 | $0 |
| Andrew Thompson | BOARD MEMEBER | 1 | $0 |
| Christopher Suto | BOARD MEMEBER | 1 | $0 |
| Jennifer Bostedo | BOARD MEMBER | 1 | $0 |
| Lemar Williams | BOARD MEMBER | 1 | $0 |
| Christina Miner | BOARD MEMEBER | 1 | $0 |
| Jeanette Mora | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE PERCOPO | IMMEDIATE PA | 0 | $0 |
| NICOLE DONELSON | PRESIDENT | 0 | $0 |
| LISA AMOROSO | 1ST VP | 0 | $0 |
| STACEY PRINCE-TROUTMAN | 2ND VP | 0 | $0 |
| ANDREA NIEMANN | TREASURER | 0 | $0 |
| LEE ANNE GROOVER | SECRETARY | 0 | $0 |
| ASHLEY WHITE | BOARD MEMBER | 0 | $0 |
| ANDREW THOMPSON | BOARD MEMBER | 0 | $0 |
| CHRISTOPHER SUTO | BOARD MEMBER | 0 | $0 |
| JENNIFER BOSTEDO | BOARD MEMBER | 0 | $0 |
| LEMAR WILLIAMS | BOARD MEMBER | 0 | $0 |
| CHRISTINA MINER | BOARD MEMBER | 0 | $0 |
| JEANETTE MORA | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 S ORANGE AVE STE 1200, ORLANDO, FL 32801-3446
- In care of
- % CHRISTOPHER SUTO
- Signed the 990-EZ
- CHRISTOPHER SUTO, TREASURER
- Phone
- (407) 849-1569
- Website
- http://cfepc.org/
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING.
Program accomplishments
- 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.
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 | 990-EZ on file |
IRS record
- EIN
- 59-3351739
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $79,077
- Income (IRS master file)
- $58,060
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $58,060 | $61,729 | $79,077 | IRS |
| 990-EZ | June 2024 | $50,162 | $60,406 | $82,746 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 59-3351739).
Questions about CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC
- What is the EIN of CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC?
- The employer identification number (EIN) of CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC is 59-3351739.
- Is CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1979.
- Are donations to CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC 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 CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC 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 CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC 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 CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC?
- The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CENTRAL FLORIDA ESTATE PLANNING COUNCIL INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $58,060, expenses of $61,729 and total assets of $79,077 at year end.
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