Mission
TO PROVIDE EDUCATION AND INFORMATION TO MEMBERS AND THE PUBLIC AIMED AT IMPROVING THE QUALITY OF ESTATE PLANNING SERVICES PROVIDED BY ATTORNEYS, ACCOUNTANTS, INSURANCE PROFESSIONALS, TRUST OFFICERS, AND CERTIFIED FINANCIAL PLANNERS.
Small Public Charity
THE ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA
THE ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA is a nonprofit organization categorized as Small Public Charity based in LAKE CITY, FL. Its most recent IRS filing (2025) reports revenue of $84K, expenses of $83K, total assets of $46K.
EIN: 030450631
LAKE CITY, FL
Professional Societies & Associations
NTEE: Y03
Latest filing: 2025
Total Revenue$84K
Total Expenses$83K
Total Assets$46K
Grant Records0
Filing Years2019–2025
Where $100 goes at The Estate Planning Council of Northeast Florida
How The Estate Planning Council of Northeast Florida divides every $100 it spends, from its own Form 990-EZ filings, averaged across 7 years.
$91
Programs
the work itself
$9
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $91 for programs
$91
The organization held meetings, each with a guest speaker who provided educational training
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TREASURER
Austin Wynn
SECRETARY
Beverly H Flanagan
EXECUTIVE DIRECTOR
Cherri Coombs Ohmer
EXECUTIVE COMMITTEE MEMBER
Imani A Boykin
EXECUTIVE COMMITTEE MEMBER
Jeff Newman
EXECUTIVE COMMITTEE MEMBER
Karen B Mayfield
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $84K | $83K | $46K |
| 2023 | $70K | $66K | $85K |
| 2022 | $67K | $67K | $81K |
| 2020 | $24K | $28K | $72K |
| 2019 | $51K | $46K | $76K |
Between 2019 and 2025, reported annual revenue grew from $51K to $84K (+64%), with total assets most recently reported at $46K.
Interactive year-over-year charts and full filing details available with membership.