Nonprofit · EIN 65-0786600
SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC
Tax-exempt · SARASOTA, FL 34230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-EZ | $60,735 | $41,188 | $19,547 | $97,173 | $0 | $97,173 |
| May 31, 2025 | 990-EZ | $60,230 | $50,666 | $9,564 | $77,626 | $0 | $77,626 |
Financial details: 990-EZ for the year ended May 31, 2026
Revenue
- Membership dues
- $41,300
- Program service revenue
- $19,435
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $7,600
- Other expenses
- $31,588
- Program services (functional)
- $38,389
Balance sheet and other
- Total assets, start of year
- $77,626
- Total assets, end of year
- $97,173
- Total liabilities, end of year
- $0
- Net assets, end of year
- $97,173
- Cash, savings and investments
- $97,173
- Gross receipts
- $60,735
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL ORENTLICH | SECRETARY | 5 | $0 |
| DAN VIGNE | PRESIDENT | 5 | $0 |
| CHRIS FOWLER | VICE PRESIDENT | 5 | $0 |
| HEATHER WILLIAMS | VICE PRESIDENT | 5 | $0 |
| MICHELLE CROSS | TREASURER | 5 | $0 |
990-EZ for the year ended May 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH RABBIT STEPHEN | PRESIDENT | 5 | $0 |
| DAN VIGNE | VICE PRESIDENT | 5 | $0 |
| CHRIS FOWLER | SECRETARY | 5 | $0 |
| HEATHER WILLIAMS | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2098, SARASOTA, FL 34230-2098
- In care of
- % BARBARA JONES
- Mailing address (990-N for 2023)
- PO Box 2098, Sarasota FL 34230
- Principal officer (990-N for 2023)
- Will Rodriguez, PO Box 2098, Sarasota FL 34230
- Signed the 990-EZ
- HEATHER WILLIAMS, PRESIDENT
- Phone
- (941) 807-1661
- Website
- https://swfepc.org/
- Return prepared by
- KERKERING BARBERIO & CO
Mission
1) TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. 2) TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.3) TO PROMOTE THE INTERESTS OF ITS MEMBERS AND TO EXPAND THE AVAILABILITY OF COORDINATED ESTATE PLANNING SERVICES TO THE GENERAL PUBLIC.
Program accomplishments
- TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.Expenses $38,389
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-EZ on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-N on file |
IRS record
- EIN
- 65-0786600
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $97,173
- Income (IRS master file)
- $60,735
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2026 | $60,735 | $41,188 | $97,173 | XML |
| 990-EZ | May 2025 | $60,230 | $50,666 | $77,626 | XML |
| 990-N for 2023 Officer: Will Rodriguez | May 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: ELIZABETH DIAZ | May 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Tammie Sandoval-Badger | May 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Kimberly Bleach | May 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Kimberly Bleach | May 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 65-0786600).
Questions about SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC
- What is the EIN of SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC?
- The employer identification number (EIN) of SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC is 65-0786600.
- Is SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2010.
- Are donations to SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL 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 SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2026.
- Who is the principal officer of SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC?
- The 990-N for 2023 names Will Rodriguez.
- Who are the officers and directors of SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC?
- The 990-EZ for the year ended May 31, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC have?
- On its 990-EZ for the year ended May 31, 2026 it reported revenue of $60,735, expenses of $41,188 and total assets of $97,173 at year end.
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All nonprofits in SARASOTA · Florida · Community improvement and capacity building