Estate Planning Council of Naples Inc
Nonprofit profile at a glance
- EIN
- 592467170
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024
- Location
- Naples, FL, USA
- Phone
- 2392628686
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $108,545
- Expenses
- $91,849
- Assets
- $67,543
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- KRISTIN PHILLIPS (VICE PRESIDENT)
- CHRIS PRICE (PAST PRESIDENT)
People named in this filing
- ROBERT DAVIS JR (DIRECTOR)
- KRISTIN PHILLIPS (VICE PRESIDENT)
- EILEEN CONNOLLY-KESSLER (SECRETARY)
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
To make a positive difference for estate planning professionals through education and certification, while creating a fraternal bond of respect and integrity amoung estate planning professionals everywhere.
What it reported doing in 2024
Membership meetings in november, january, march, may and september to attend presentations by nationally known speakers and to promote the exchange of ideas on estate planning among members of the organization
Operating model
- Revenue model
- Earned-program. 62% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 70
- Transparency & Controls: 82
- Sustainability: 62
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 64.7%; rating input score 65
- Program expense ratio: 76.5%; rating input score 77
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 15.4%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 0.74; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 5.8% per year; rating input score 100; 50th percentile among comparable filings
- Revenue growth: 7.1% per year; rating input score 100; 57th percentile among comparable filings
- Asset growth: 3.9% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 64.7% of revenue deployed · 76.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $70K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 10 filing years from 2015 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: Total-asset coverage ratio scored 49/100.