Nonprofit · EIN 45-3187931
COUNCIL OF FINANCIAL EDUCATORS INC
Tax-exempt · ST PETERSBURG, FL 33702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,304,192 | $1,341,238 | -$37,046 | $51,108 | $1,548 | $49,560 |
| December 31, 2024 | 990 | $722,193 | $668,802 | $53,391 | $88,154 | $1,548 | $86,606 |
| December 31, 2023 | 990 | $472,008 | $480,302 | -$8,294 | $34,763 | $1,548 | $33,215 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $197,808
- Membership dues
- $197,808
- Program service revenue
- $1,106,384
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $215,000
- Salaries, compensation and benefits (total)
- $248,949
- Professional fundraising fees
- $0
- Accounting fees
- $2,107
- Occupancy
- $1,838
- Travel
- $2,246
- Program services (functional)
- $1,063,552
- Management and general (functional)
- $277,686
Balance sheet and other
- Total assets, start of year
- $88,154
- Total assets, end of year
- $51,108
- Total liabilities, end of year
- $1,548
- Net assets, end of year
- $49,560
- Net assets without donor restrictions
- $49,560
- Gross receipts
- $1,304,192
- Employees
- 1
- Year formed
- 2011
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kimberly T Phillips | President Trustee or director, Officer | 60 | $215,000 | $18,637 |
| Deborah Reidy | Director Trustee or director | 0 | $0 | $0 |
| Anne Lancaster | Director Trustee or director | 0 | $0 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly T Phillips | President Trustee or director, Officer | 60 | $104,583 |
| Deborah Reidy | Director Trustee or director | 0 | $0 |
| Anne Lancaster | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly T Phillips | President Trustee or director, Officer | 60 | $70,833 |
| Deborah Reidy | Director Trustee or director | 0 | $0 |
| Anne Lancaster | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 81ST AVE N, ST PETERSBURG, FL 33702-4437
- In care of
- % KIM PHILLIPS
- Mailing address (990-N for 2016)
- 101 81ST AVE N, ST PETERSBURG FL 337024437
- Principal officer (990 for 2025)
- Kimberly T Phillips, 101 81st Ave N, St Petersburg, FL 33702
- Principal officer (990-N for 2016)
- KIMBERLEY T PHILLIPS, 101 81ST AVE N, ST PETERSSBURG FL 33702
- Signed the 990
- Kimberly T Phillips, President
- Phone
- (727) 481-6829
- Return prepared by
- BARTON GONZALEZ & MYERS PA
Mission
The Council of Financial Educators is a 501(c)(3) non-profit organization committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape.
Program accomplishments
- Consistently provide financial educational classes in libraries, colleges and universities throughout the United States. Provided 2,331 classes reaching a total of 60,606 persons during 2025.Expenses $1,063,552
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3187931
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X99)
- Assets (IRS master file)
- $51,108
- Income (IRS master file)
- $1,304,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,304,192 | $1,341,238 | $51,108 | XML |
| 990 | December 2024 | $722,193 | $668,802 | $88,154 | XML |
| 990 | December 2023 | $472,008 | $480,302 | $34,763 | XML |
| 990 | December 2022 | $474,968 | $468,075 | $47,363 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: KIMBERLEY T PHILLIPS | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3187931).
Questions about COUNCIL OF FINANCIAL EDUCATORS INC
- What is the EIN of COUNCIL OF FINANCIAL EDUCATORS INC?
- The employer identification number (EIN) of COUNCIL OF FINANCIAL EDUCATORS INC is 45-3187931.
- Is COUNCIL OF FINANCIAL EDUCATORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to COUNCIL OF FINANCIAL EDUCATORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COUNCIL OF FINANCIAL EDUCATORS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COUNCIL OF FINANCIAL EDUCATORS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COUNCIL OF FINANCIAL EDUCATORS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COUNCIL OF FINANCIAL EDUCATORS INC?
- The 990 for the year ended December 31, 2025 names Kimberly T Phillips.
- Who are the officers and directors of COUNCIL OF FINANCIAL EDUCATORS INC?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $215,000 (Kimberly T Phillips, President).
- How much revenue does COUNCIL OF FINANCIAL EDUCATORS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,304,192, expenses of $1,341,238 and total assets of $51,108 at year end.
Other nonprofits in ST PETERSBURG
- LEARNING EMPOWERED INC EIN 59-1623437 · last filed 990 for 2025
- HIS PODS INC EIN 93-2394421 · last filed 990 for 2024
- GRACE WALK MINISTRIES INC EIN 58-2303464 · last filed 990 for 2024
- WOMEN IN APOLOGETICS INC EIN 82-3236508 · last filed 990 for 2025
- LAO CONFERENCE OF CHURCHES EIN 68-0199630 · last filed 990 for 2025
- SOCIETY OF ST VINCENT DE PAUL HOLY FAMILY CONFERENCE EIN 27-0981900 · last filed 990-EZ for 2025
- MATRIMONIOS EN VICTORIA INC EIN 65-0858658 · last filed 990-EZ for 2025
- CATHOLIC ARCHDIOCESE OF MWANZA EIN 45-3907944 · last filed 990-EZ for 2024
All nonprofits in ST PETERSBURG · Florida · Religion-related