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Estate Planning Council Of Naple Inc

  • Naples, FL
  • Tax-exempt since Dec. 1997
  • EIN: 59-2467170

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$92.2k (2023)

Expenses
$90.3k (2023)

Total Assets
$36.6k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,209
Expenses
$90,304
Net Income
$1,905
Net Assets
$36,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,569
59.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $36,564
Total Liabilities $0
Net Assets $36,564
Compensation
Key Employees and Officers Compensation Other
Kristin Phillips (Director) $0 $0
Eileen Connolly Kessler (Secretary) $0 $0
Michael Gebeau (Director) $0 $0
Scott Blackburn (Director) $0 $0
Matthew J Johnson (Director) $0 $0
Julie Farah (Director) $0 $0
Marsha Jamison (Director) $0 $0
Ryan T Blauch (Director) $0 $0
Robert Davis Jr (Past President) $0 $0
Kimberly Delcomyn Javarinis (Treasurer) $0 $0
Marcie Charles (President) $0 $0
Chris Price (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 12, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,406
Expenses
$74,618
Net Income
-$13,212
Net Assets
$34,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,276
70.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $34,659
Total Liabilities $0
Net Assets $34,659
Compensation
Key Employees and Officers Compensation Other
John Garner (Director) $0 $0
Eileen Connolly Kessler (Director) $0 $0
Curt C Edwards (Director) $0 $0
Robert H Anstett (Director) $0 $0
Matthew J Johnson (Director) $0 $0
Julie Farah (Director) $0 $0
Marsha Jamison (Director) $0 $0
Ryan T Blauch (Past President) $0 $0
Robert Davis Jr (President) $0 $0
Kimberly Delcomyn Javarinis (Treasurer) $0 $0
Marcie Charles (Vice President) $0 $0
Chris Price (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 8, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,776
Expenses
$44,262
Net Income
$15,514
Net Assets
$47,871
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,748
63.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,871
Total Liabilities $0
Net Assets $47,871
Compensation
Key Employees and Officers Compensation Other
John Garner (Director) $0 $0
Eileen Connolly Kessler (Director) $0 $0
Curt C Edwards (Past President) $0 $0
Robert H Anstett (Director) $0 $0
Matthew J Johnson (Director) $0 $0
Chris Price (Director) $0 $0
Julie Farah (Director) $0 $0
Ryan T Blauch (President) $0 $0
Robert Davis Jr (Vice President) $0 $0
Kimberly Delcomyn Javarinis (Treasurer) $0 $0
Marcie Charles (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 23, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,608
Expenses
$55,863
Net Income
$9,745
Net Assets
$32,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,597
69.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $32,357
Total Liabilities $0
Net Assets $32,357
Compensation
Key Employees and Officers Compensation Other
John Gardner (Director) $0 $0
Virginai Cabai (Director) $0 $0
Marcie Charles (Director) $0 $0
Robert H Anstett (Director) $0 $0
Eileen Coonolly Keesler (Director) $0 $0
Chris Price (Director) $0 $0
Derrick Dehayes (Director) $0 $0
Curt Edwards (President) $0 $0
Ryan Blauch (Vice President) $0 $0
Kimberly Delcomyn Javarinis (Treasurer) $0 $0
Robert P Davis (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 22, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,175
Expenses
$67,804
Net Income
-$12,629
Net Assets
$22,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,522
73.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $22,612
Total Liabilities $0
Net Assets $22,612
Compensation
Key Employees and Officers Compensation Other
Charles A Kerwood (Director) $0 $0
Ann G Alfes (Director) $0 $0
Marve A Alaimo (Past President) $0 $0
John Gardner (Director) $0 $0
Virginai Cabai (Director) $0 $0
Robert P Davis (Director) $0 $0
Marcie Charles (Director) $0 $0
Robert H Anstett (President) $0 $0
Curt Edwards (Vice President) $0 $0
Ryan Blauch (Secretary) $0 $0
Kimberly Delcomyn Javarinis (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 24, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,048
Expenses
$69,918
Net Income
-$9,870
Net Assets
$35,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,978
71.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,241
Total Liabilities $0
Net Assets $35,241
Compensation
Key Employees and Officers Compensation Other
Charles A Kerwood (Director) $0 $0
Ann G Alfes (Director) $0 $0
Marve A Alaimo (President) $0 $0
Robert H Anstett (Vice President) $0 $0
John Gardner (Director) $0 $0
Richard Smarg (Director) $0 $0
Curt Edwards (Secretary) $0 $0
Ryan Blauch (Director) $0 $0
Andrew Woods (Director) $0 $0
Virginai Cabai (Director) $0 $0
Kimberly Javarinis (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 8, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,085
Expenses
$68,012
Net Income
-$1,927
Net Assets
$45,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,755
75.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,574
Total Liabilities $1,463
Net Assets $45,111
Compensation
Key Employees and Officers Compensation Other
Charles A Kerwood (Director) $0 $0
Ann G Alfes (President) $0 $0
Marve A Alaimo (Vice President) $0 $0
Robert H Anstett (Treasurer) $0 $0
John Gardner (Director) $0 $0
Richard Smarg (Director) $0 $0
Curt Edwards (Secretary) $0 $0
Ryan Blauch (Director) $0 $0
Andrew Woods (Director) $0 $0
Virginai Cabai (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 14, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,181
Expenses
$64,572
Net Income
$4,609
Net Assets
$47,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,321
75.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,948
Total Liabilities $4,910
Net Assets $47,038
Compensation
Key Employees and Officers Compensation Other
Charles A Kerwood (President) $0 $0
Ann G Alfes (Vice President) $0 $0
Marve A Alaimo (Secretary) $0 $0
Robert H Anstett (Treasurer) $0 $0
John Gardner (Director) $0 $0
Richard Smarg (Director) $0 $0
Curt Edwards (Director) $0 $0
Ryan Blauch (Director) $0 $0
Andrew Woods (Director) $0 $0
Dennielle Casaletto (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 16, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,340
Expenses
$73,350
Net Income
-$3,010
Net Assets
$42,429
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,408
71.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $42,429
Total Liabilities $0
Net Assets $42,429

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,456
Expenses
$69,756
Net Income
-$4,300
Net Assets
$45,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,266
72.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,439
Total Liabilities $0
Net Assets $45,439

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$71,803
Expenses
$74,709
Net Income
-$2,906
Net Assets
$49,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,863
76.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,784
Total Liabilities $0
Net Assets $49,784

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,991
Expenses
$66,369
Net Income
$1,622
Net Assets
$54,645
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $50,746
74.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,645
Total Liabilities $0
Net Assets $54,645

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Oct.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated