Central Florida Estate Planning Council
Nonprofit profile at a glance
- EIN
- 593351739
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Orlando, FL, USA
- Phone
- 4078491569
- Rating confidence
- Limited
Reported finances
- Revenue
- $58,060
- Expenses
- $61,729
- Assets
- $79,077
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Joseph Percopo (IMMEDIATE PAST PRESIDENT)
- Nicole Donelson (PRESIDENT)
- Lisa Amoroso (1ST VICE PRESIDENT)
- Stacey Prince-Troutman (2ND VICE PRESIDENT)
People named in this filing
- Joseph Percopo (IMMEDIATE PAST PRESIDENT)
- Nicole Donelson (PRESIDENT)
- Lisa Amoroso (1ST VICE PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Central Florida estate planning council, inc. Is an interdisciplinary organization for professionals involved in estate planning.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Membership-supported. 77% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 47
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -6.3%; rating input score 35; 35th percentile among comparable filings
- Total-asset coverage ratio: 1.28; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 3.8% per year; rating input score 100; 59th percentile among comparable filings
- Revenue growth: 1.6% per year; rating input score 100; 58th percentile among comparable filings
- Asset growth: 11.5% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 35/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.