The Estate Planning Council Of Northeast Florida

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 030450631 ✦ Lake city, FL ✦ Designated as a 501(c)(6)

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Overview

What is The Estate Planning Council Of Northeast Florida?

The Estate Planning Council of Northeast Florida is a nonprofit organization, serving as a business association, dedicated to enhancing the caliber of estate planning services. By engaging professionals such as attorneys, accountants, insurance specialists, trust officers, and certified financial planners, they aim to share knowledge and resources, ultimately improving the quality of their services for the benefit of the public. Through educational programs and information dissemination, this organization strives to uphold the standards of estate planning, thereby fostering a more secure and informed community.


Official website here: www.nefepc.org

Is The Estate Planning Council Of Northeast Florida legitimate?

The Estate Planning Council Of Northeast Florida is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Estate Planning Council Of Northeast Florida submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.nefepc.org

What is the mission statement of The Estate Planning Council Of Northeast Florida?

The Estate Planning Council of Northeast Florida is committed to its mission of enhancing the quality of estate planning services. This is achieved by providing educational resources and information to professionals such as attorneys, accountants, insurance specialists, trust officers, and certified financial planners. By doing so, the council aims to foster a collective improvement in the delivery of estate planning services to the public. The council operates as a business association, which underscores its goal of promoting collaboration and knowledge sharing among its members.


Official website here: www.nefepc.org

Who is the CEO of The Estate Planning Council Of Northeast Florida?

John Cole is the President of The Estate Planning Council Of Northeast Florida.


Official website here: www.nefepc.org

What is the revenue of The Estate Planning Council Of Northeast Florida?

The Estate Planning Council Of Northeast Florida's revenue in 2021 was $50,022.


Official website here: www.nefepc.org

Who are the executives of The Estate Planning Council Of Northeast Florida and what are their salaries?


Here are 5 key members and their salaries:


John Cole (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Reid Hartsfield (Vp/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Harbison (Vice-Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Sousou (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cherri Coombs Ohmer (Executive Di)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.nefepc.org

Where can I find the form 990EZ for The Estate Planning Council Of Northeast Florida?

The Estate Planning Council Of Northeast Florida's most recent form 990EZ was submitted in 2021 and can be accessed here.


Official website here: www.nefepc.org

Learn more at the official website: www.nefepc.org

Mission Statement of The Estate Planning Council Of Northeast Florida

The Estate Planning Council of Northeast Florida, as a business association, is dedicated to enhancing the quality of estate planning services offered by professionals such as attorneys, accountants, insurance specialists, trust officers, and certified financial planners. Their mission is to educate and inform both their members and the public at large, aiming to improve the level of expertise in the field of estate planning. By fostering a collaborative environment among these professionals, the council seeks to elevate the standard of service delivery in estate planning, thereby benefiting individuals and families in need of these crucial services.

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Impact




October, 2024

The Estate Planning Council of Northeast Florida significantly enhances the quality of estate planning services in the region. By focusing on education and information dissemination, the council empowers attorneys, accountants, insurance professionals, trust officers, and certified financial planners to refine their practices. This collaborative environment fosters professional development and ensures that members stay updated on the latest trends, regulations, and best practices in estate planning.

The council's impact extends beyond its membership. By sharing knowledge with the public, it promotes greater awareness of estate planning's importance. This initiative helps individuals make informed decisions about their estate plans, ultimately leading to better outcomes for families and communities. The council’s efforts contribute to a more robust understanding of estate planning, enhancing the overall service quality in Northeast Florida and ensuring that clients receive informed, professional guidance tailored to their needs.




This information is meant to be a general summary of The Estate Planning Council Of Northeast Florida. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$50,022 (2021)
Expenses
$39,950 (2021)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2021.

  • Gross Receipts: $50,022

Assets and Liabilities:

  • Total Assets: $81,758
  • Total Liabilities: $0
  • Net Assets: $81,758

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Organization Details

Principal Officer

John Cole

Main Address

187 SE STILES WAY, LAKE CITY, FL, 32025

NTEE Category

Code: I03 - Crime

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