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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-2467170

ESTATE PLANNING COUNCIL OF NAPLE INC

Tax-exempt · NAPLES, FL 34103

Financials

$92K$90K2022$117K$103K2023$109K$92K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE PLANNING COUNCIL OF NAPLE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-EZ$108,545$91,849$16,696$67,543$0$67,543
October 31, 2024990-EZ$117,181$102,898$14,283$57,932$7,085$50,847
October 31, 2023990-EZ$92,209$90,304$1,905$36,564$0$36,564
Financial details: 990-EZ for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$3,900
Membership dues
$36,980
Program service revenue
$67,665

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$91,849
Program services (functional)
$70,278

Balance sheet and other

Total assets, start of year
$57,932
Total assets, end of year
$67,543
Total liabilities, end of year
$0
Net assets, end of year
$67,543
Cash, savings and investments
$67,543
Gross receipts
$108,545

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-EZ for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT DAVIS JRDIRECTOR2$0
KRISTIN PHILLIPSVICE PRESIDENT2$0
EILEEN CONNOLLY-KESSLERSECRETARY2$0
MICHAEL GEBEAUDIRECTOR2$0
SCOTT BLACKBURNDIRECTOR2$0
CHRIS PRICEPAST PRESIDENT3$0
JULIE FARAHDIRECTOR2$0
MARSHA JAMISONDIRECTOR2$0
GEENA KANDELDIRECTOR2$0
MICHAEL RUBENSTEINDIRECTOR2$0
MEREDITH MARTINDIRECTOR2$0
KIMBERLY DELCOMYN-JAVARINISTREASURER2$0
990-EZ for the year ended October 31, 2024: 11 people
NameTitleHours / weekCompensation
ROBERT DAVIS JRDIRECTOR2$0
KRISTIN PHILLIPSDIRECTOR2$0
EILEEN CONNOLLY-KESSLERSECRETARY2$0
MICHAEL GEBEAUDIRECTOR2$0
SCOTT BLACKBURNDIRECTOR2$0
JULIE FARAHDIRECTOR2$0
MARSHA JAMISONDIRECTOR2$0
KIMBERLY DELCOMYN-JAVARINISTREASURER2$0
MARCIE CHARLESPAST PRESIDENT2$0
MATTHEW J JOHNSONVICE PRESIDENT2$0
CHRIS PRICEPRESIDENT3$0
990-EZ for the year ended October 31, 2023: 12 people
NameTitleHours / weekCompensation
KRISTIN PHILLIPSDIRECTOR2$0
EILEEN CONNOLLY-KESSLERSECRETARY2$0
MICHAEL GEBEAUDIRECTOR2$0
SCOTT BLACKBURNDIRECTOR2$0
MATTHEW J JOHNSONDIRECTOR2$0
JULIE FARAHDIRECTOR2$0
MARSHA JAMISONDIRECTOR2$0
RYAN T BLAUCHDIRECTOR2$0
ROBERT DAVIS JRPAST PRESIDENT2$0
KIMBERLY DELCOMYN-JAVARINISTREASURER2$0
MARCIE CHARLESPRESIDENT3$0
CHRIS PRICEVICE PRESIDENT2$0

Address and contacts

Address (IRS master file)
4501 TAMIAMI TRL N STE 200, NAPLES, FL 34103-3018
In care of
% JOHN GARNER
Signed the 990-EZ
KIMBERLY DELCOMYN-JAVARINIS, TREASURER
Phone
(239) 262-8686
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO MAKE A POSITIVE DIFFERENCE FOR ESTATE PLANNING PROFESSIONALS THROUGH EDUCATION AND CERTIFICATION, WHILE CREATING A FRATERNAL BOND OF RESPECT AND INTEGRITY AMOUNG ESTATE PLANNING PROFESSIONALS EVERYWHERE.

990-EZ for the year ended October 31, 2025

Program accomplishments

  • ANNUAL SUPPLEMENT - PUBLISHING OF ESTATE PLANNING NEWS ARTICLES AND INFORMATION PREPARED BY MEMBERS, IN MARCH IN THE LOCAL NEWSPAPER FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC.
    Expenses $49,254
  • MEMBERSHIP MEETINGS IN NOVEMBER, JANUARY, MARCH, MAY AND SEPTEMBER TO ATTEND PRESENTATIONS BY NATIONALLY KNOWN SPEAKERS AND TO PROMOTE THE EXCHANGE OF IDEAS ON ESTATE PLANNING AMONG MEMBERS OF THE ORGANIZATION
    Expenses $15,273
  • ANNUAL "SUCCESS EVENT" HELD IN OCTOBER TO PROVIDE CONTINUING EDUCATION TO MEMBERS REGARDING RECENT DEVELOPMENTS IN ESTATE PLANNING.
    Expenses $5,751

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-EZ on file
2023October 31, 2024March 17, 2025990-EZ on file

File the 2025 990-EZ for ESTATE PLANNING COUNCIL OF NAPLE INC

Due March 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
59-2467170
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1997
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$67,543
Income (IRS master file)
$108,545

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZOctober 2025$108,545$91,849$67,543XML
990-EZOctober 2024$117,181$102,898$57,932XML
990-EZOctober 2023$92,209$90,304$36,564XML
990-EZOctober 2022–––IRS
990-EZOctober 2021–––IRS
990-EZOctober 2020–––IRS
990-EZOctober 2019–––IRS
990-EZOctober 2018–––IRS

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 59-2467170).

Questions about ESTATE PLANNING COUNCIL OF NAPLE INC

What is the EIN of ESTATE PLANNING COUNCIL OF NAPLE INC?
The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF NAPLE INC is 59-2467170.
Is ESTATE PLANNING COUNCIL OF NAPLE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
Are donations to ESTATE PLANNING COUNCIL OF NAPLE INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ESTATE PLANNING COUNCIL OF NAPLE 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 ESTATE PLANNING COUNCIL OF NAPLE INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ESTATE PLANNING COUNCIL OF NAPLE INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended October 2025.
Who are the officers and directors of ESTATE PLANNING COUNCIL OF NAPLE INC?
The 990-EZ for the year ended October 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does ESTATE PLANNING COUNCIL OF NAPLE INC have?
On its 990-EZ for the year ended October 31, 2025 it reported revenue of $108,545, expenses of $91,849 and total assets of $67,543 at year end.

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