Southwest Florida Estate Planning Council Inc
Nonprofit profile at a glance
- EIN
- 650786600
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Sarasota, FL, USA
- Phone
- 9418071661
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $60,735
- Expenses
- $41,188
- Assets
- $97,173
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- DAN VIGNE (PRESIDENT)
- CHRIS FOWLER (VICE PRESIDENT)
- HEATHER WILLIAMS (VICE PRESIDENT)
People named in this filing
- MICHAEL ORENTLICH (SECRETARY)
- DAN VIGNE (PRESIDENT)
- CHRIS FOWLER (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Membership-supported. 68% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 95% 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. Program spending has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 82
- Sustainability: 73
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.2%; rating input score 63
- Program expense ratio: 93.2%; rating input score 93
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 32.2%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 2.36; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -20.4% per year; rating input score 0; 19th percentile among comparable filings
- Revenue growth: 0.8% per year; rating input score 100; 53rd percentile among comparable filings
- Asset growth: 22.4% per year; rating input score 100; 86th percentile among comparable filings
Details
- Where the money goes: 63.2% of revenue deployed · 93.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $38K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- 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.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.