Southwest Florida Estate Planning Counsel Inc
Public records raise at least one point you should look into before giving.
What it says it does
1) TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. 2) TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.3) TO PROMOTE THE INTERESTS OF ITS MEMBERS AND TO EXPAND THE AVAILABILITY OF COORDINATED ESTATE PLANNING SERVICES TO THE GENERAL PUBLIC.
- Income
- $60,735
- Spending
- $41,188
Source: Form 990EZ for the year ending May 31, 2026, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending May 31, 2026, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending May 31, 2026, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $38,389 spent. TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.
Source: Form 990EZ for the year ending May 31, 2026, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending May 2026.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since November 2010.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.