The Estate Planning Council of Northeast Florida
Nonprofit profile at a glance
- EIN
- 030450631
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Lake City, FL, USA
- Phone
- 9046266282
- Rating
- 40
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $84,395
- Expenses
- $83,006
- Assets
- $46,116
- Liabilities
- $400
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- CHERRI COOMBS OHMER (EXECUTIVE DIRECTOR)
- MAMIE L DAVIS (PRESIDENT)
- TIMOTHY T RAINES (VICE PRESIDENT)
- MICHAEL J SOUSOU (IMMEDIATE PAST PRESIDENT)
People named in this filing
- KAREN B MAYFIELD (EXECUTIVE COMMITTEE MEMBER)
- IMANI A BOYKIN (EXECUTIVE COMMITTEE MEMBER)
- STEPHEN C ROWLAND (EXECUTIVE COMMITTEE MEMBER)
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 provide education and information to members and the public aimed at improving the quality of estate planning services provided by attorneys, accountants, insurance professionals, trust officers, and certified financial planners.
What it reported doing in 2024
The organization held meetings, each with a guest speaker who provided educational training. The annual meeting was a 3 hour program providing continuing education for all disciplines followed by a social.
Operating model
- Revenue model
- Membership-supported. 63% of the money available for current operations came from membership dues.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 37
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0.3%; rating input score 0
- 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: 1.6%; rating input score 49; 49th percentile among comparable filings
- Total-asset coverage ratio: 0.56; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 18.8%; rating input score 8; 8th percentile among comparable filings
Growth
- Program expense growth: 17.1% per year; rating input score 100; 80th percentile among comparable filings
- Revenue growth: 3.5% per year; rating input score 100; 66th percentile among comparable filings
- Asset growth: 4.8% per year; rating input score 100; 57th percentile among comparable filings
Details
- Where the money goes: 0.3% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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 — Financial Efficiency: Mission deployment rate scored 0/100.
- Moderate — Sustainability: Operating margin scored 49/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
- High — Sustainability: Officer compensation ratio scored 8/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.