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Central Florida Estate Planning Council Inc

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
$50.2k (2024)

Expenses
$60.4k (2024)

Total Assets
$82.7k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,162
Expenses
$60,406
Net Income
-$10,244
Net Assets
$82,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,166
62.1%
Program Services $18,950
37.8%
Investment Income $46
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $82,746
Total Liabilities $0
Net Assets $82,746
Compensation
Key Employees and Officers Compensation Other
Joe Percopo (Immediate Pa) $0 $0
Nicole Donelson (President) $0 $0
Lisa Amoroso (1 St Vp) $0 $0
Stacey Prince Troutman (2 Nd Vp) $0 $0
Andrea Niemann (Treasurer) $0 $0
Lee Anne Groover (Secretary) $0 $0
Ashley White (Board Member) $0 $0
Andrew Thompson (Board Member) $0 $0
Christopher Suto (Board Member) $0 $0
Jennifer Bostedo (Board Member) $0 $0
Lemar Williams (Board Member) $0 $0
Christina Miner (Board Member) $0 $0
Jeanette Mora (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,407
Expenses
$50,100
Net Income
-$3,693
Net Assets
$92,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,050
60.4%
Program Services $18,350
39.5%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $92,990
Total Liabilities $0
Net Assets $92,990
Compensation
Key Employees and Officers Compensation Other
Thomas Shaw (Immediate Pa) $0 $0
Joe Percopo (President) $0 $0
Ashley White (2 Nd Vp) $0 $0
Nicole Donelson (1 St Vp) $0 $0
Andrea Niemann (Treasurer) $0 $0
Lisa Amoroso (Secretary) $0 $0
Stacey Prince Troutman (Board Member) $0 $0
Tiffany Collier (Board Member) $0 $0
Daniel Harris (Board Member) $0 $0
Andrew Thompson (Board Member) $0 $0
Jennifer Bostedo (Board Member) $0 $0
Christopher Suto (Board Member) $0 $0
Lemar Williams (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,906
Expenses
$40,052
Net Income
$8,854
Net Assets
$96,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,430
64.3%
Program Services $17,470
35.7%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $96,683
Total Liabilities $0
Net Assets $96,683
Compensation
Key Employees and Officers Compensation Other
Todd Smith (Immediate Pa) $0 $0
Thomas Shaw (President) $0 $0
Don Levin (2 Nd Vp) $0 $0
Joe Percopo (1 St Vp) $0 $0
Andrea Niemann (Treasurer) $0 $0
Lisa Amoroso (Board Member) $0 $0
Stacey Prince Troutman (Board Member) $0 $0
Tiffany Collier (Board Member) $0 $0
Jennifer Yasinsac (Secretary) $0 $0
Nicole Donelson (Board Member) $0 $0
Lea Anne Groover (Board Member) $0 $0
Daniel Harris (Board Member) $0 $0
Ashley White (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,891
Expenses
$7,929
Net Income
$27,962
Net Assets
$87,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,100
58.8%
Program Services $14,790
41.2%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,830
Total Liabilities $0
Net Assets $87,830
Compensation
Key Employees and Officers Compensation Other
Matt Lilly (Immediate Pa) $0 $0
Thomas Shaw (First Vice P) $0 $0
Todd Smith (President) $0 $0
Joe Percopo (Secretary) $0 $0
Andrea Niemann (Treasurer) $0 $0
Lisa Amoroso (Board Member) $0 $0
Scott Cahill (Board Member) $0 $0
Don Levin (2 Nd Vice Pre) $0 $0
Jennifer Yasinsac (Board Member) $0 $0
Nicole Donelson (Board Member) $0 $0
Lea Anne Groover (Board Member) $0 $0
Daniel Harris (Board Member) $0 $0
Ashley White (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,348
Expenses
$36,828
Net Income
$14,520
Net Assets
$59,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,250
31.6%
Program Services $35,095
68.3%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $59,868
Total Liabilities $0
Net Assets $59,868
Compensation
Key Employees and Officers Compensation Other
Robert Slane (Immediate Past President) $0 $0
Todd Smith (1 St Vice President) $0 $0
Matt Lilly (President) $0 $0
Noreen Huebner (Secretary) $0 $0
Donald Levin (Treasurer) $0 $0
Tammy Neel (Board Member) $0 $0
Andrea Niemann (Board Member) $0 $0
Thomas Shaw (2 Nd Vice President) $0 $0
Scott Cahill (Board Member) $0 $0
Jennifer Yasinac (Board Member) $0 $0
Nicole Donelson (Board Member) $0 $0
Daniel Harris (Board Member) $0 $0
Lea Anne Groover (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,553
Expenses
$53,176
Net Income
$1,377
Net Assets
$45,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,250
33.5%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,649
3.0%
Assets/Debt
Total Assets $45,348
Total Liabilities $0
Net Assets $45,348
Compensation
Key Employees and Officers Compensation Other
Linda Solash Reed (Immediate Past President) $0 $0
Robert Slane (President) $0 $0
Todd Smith (Second Vice President) $0 $0
Matt Lilly (First Vice President) $0 $0
Noreen Huebner (Board Member) $0 $0
Donald Levin (Treasurer) $0 $0
Tammy Neel (Board Member) $0 $0
Joseph Percopo (Board Member) $0 $0
Andrea Niemann (Board Member) $0 $0
Thomas Shaw (Secretary) $0 $0
Rikesh Thakrar (Board Member) $0 $0
Jennifer A Yasinac (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,639
Expenses
$48,738
Net Income
$3,901
Net Assets
$43,971
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,000
30.4%
Program Services $1,240
2.4%
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,971
Total Liabilities $0
Net Assets $43,971
Compensation
Key Employees and Officers Compensation Other
Matthew Ahearn (Immediate Past President) $0 $0
Linda Solash Reed (President) $0 $0
Robert Slane (First Vice President) $0 $0
Todd Smith (Treasurer) $0 $0
Matt Lilly (Second Vice President) $0 $0
Noreen Huebner (Board Member) $0 $0
Donald Levin (Board Member) $0 $0
Tammy Neel (Board Member) $0 $0
Joseph Percopo (Board Member) $0 $0
Andrea Riesen (Board Member) $0 $0
Thomas Shaw (Secretary) $0 $0
Rikesh Thakrar (Board Member) $0 $0
Scott Cahill (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,264
Expenses
$38,810
Net Income
$10,454
Net Assets
$40,070
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,000
26.4%
Program Services $2,985
6.1%
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $40,070
Total Liabilities $0
Net Assets $40,070
Compensation
Key Employees and Officers Compensation Other
Matthew Ahearn (President) $0 $0
Linda Solash Reed (First Vice President) $0 $0
Robert Slane (Second Vice President) $0 $0
Todd Smith (Treasurer) $0 $0
Matt Lilly (Secretary) $0 $0
Karen Lee Fatt (Director) $0 $0
Noreen Huebner (Director) $0 $0
Donald Levin (Director) $0 $0
Tammy Neel (Director) $0 $0
Joseph Percopo (Director) $0 $0
Andrea Riesen (Director) $0 $0
Thomas Shaw (Director) $0 $0
Rikesh Thakrar (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,804
Expenses
$41,821
Net Income
$4,983
Net Assets
$29,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,500
26.7%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,616
Total Liabilities $0
Net Assets $29,616
Compensation
Key Employees and Officers Compensation Other
Christopher Jones (Past Preside) $0 $0
Marcia S Babione (President) $0 $0
Karen Leefatt (1 St Vice Pre) $0 $0
Matthew Ahearn (2 Nd Vice Pre) $0 $0
Linda Solash Reed (Secretary) $0 $0
Robert Slane (Treasurer) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,009
Expenses
$48,406
Net Income
-$2,397
Net Assets
$24,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,875
25.8%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $24,633
Total Liabilities $0
Net Assets $24,633
Compensation
Key Employees and Officers Compensation Other
Christopher Jones (President) $0 $0
Marcia S Babione (1 St Vice Pre) $0 $0
Karen Leefatt (2 Nd Vice Pre) $0 $0
Matthew Ahearn (Treasurer) $0 $0
Linda Solash Reed (Secretary) $0 $0
Sharon Reich (Past Preside) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,289
Expenses
$36,592
Net Income
$6,697
Net Assets
$27,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,375
17.0%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,030
Total Liabilities $0
Net Assets $27,030
Compensation
Key Employees and Officers Compensation Other
Linda Solash Reed (Secretary) $0 $0
Christopher Jones (President) $0 $0
Marcia S Babione (1 St Vice Pre) $0 $0
Matt Ahearn (Treasurer) $0 $0
Karen Leefatt (2 Nd Vice Pre) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,230
Expenses
$44,166
Net Income
-$936
Net Assets
$20,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,150
14.2%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,833
Total Liabilities $1,500
Net Assets $20,333

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,120
Expenses
$40,512
Net Income
-$392
Net Assets
$21,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,500
8.7%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,269
Total Liabilities $0
Net Assets $21,269

Document Links

Fiscal Year Ending June
2011

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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

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.

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