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COUNCIL OF FINANCIAL EDUCATORS, INC. - Florida Company Profile

Company Details

Entity Name: COUNCIL OF FINANCIAL EDUCATORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 07 Sep 2011 (14 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 21 Sep 2018 (7 years ago)
Document Number: N11000008450
FEI/EIN Number 453187931

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 101 81ST AVENUE NORTH, ST PETERSBURG, FL, 33702, US
Mail Address: 101 81ST AVENUE NORTH, ST PETERSBURG, FL, 33702, US
ZIP code: 33702
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
PHILLIPS KIMBERLEY T President 101 81ST AVE N, ST PETERSBURG, FL, 33702
PHILLIPS KIMBERLEY T Director 101 81ST AVE N, ST PETERSBURG, FL, 33702
Reidy Deborah Director 6011 Bayou Grande Blvd. NE, ST PETERSBURG, FL, 33703
PHILLIPS KIMBERLEY T Agent 101 81ST AVENUE NORTH, ST PETERSBURG, FL, 33702
Lancaster Anne Director 5400 10th Street N., St. Petersburg, FL, 33703

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000067188 COUNCIL OF FINANCIAL EDUCATORS ACTIVE 2016-07-08 2027-12-31 - 101 81ST AVENUE N., ST. PETERSBURG, FL, 33702

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2018-09-21 COUNCIL OF FINANCIAL EDUCATORS, INC. -
NAME CHANGE AMENDMENT 2018-07-17 PREFERRED PROFESSIONAL PAYEE, INC. -
AMENDED AND RESTATEDARTICLES/NAME CHANGE 2017-12-05 COUNCIL OF FINANCIAL EDUCATORS, INC. -
REGISTERED AGENT NAME CHANGED 2017-12-05 PHILLIPS, KIMBERLEY T. -
AMENDMENT 2012-07-02 - -

Documents

Name Date
ANNUAL REPORT 2024-02-29
ANNUAL REPORT 2023-04-30
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-03-23
ANNUAL REPORT 2020-05-07
ANNUAL REPORT 2019-04-29
Name Change 2018-09-21
Name Change 2018-07-17
ANNUAL REPORT 2018-04-14
Amended/Restated Article/NC 2017-12-05

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
45-3187931 Corporation Unconditional Exemption 101 81ST AVE N, ST PETERSBURG, FL, 33702-4437 2012-09
In Care of Name % KIM PHILLIPS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 25,000 to 99,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 34763
Income Amount 472008
Form 990 Revenue Amount 472008
National Taxonomy of Exempt Entities Religion-Related: Religion Related N.E.C.
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_45-3187931_PREFERREDPROFESSIONALPAYEEINC_10272011_01.tif

Form 990-N (e-Postcard)

Organization Name PREFERRED PROFESSIONAL PAYEE INC
EIN 45-3187931
Tax Year 2016
Beginning of tax period 2016-01-01
End of tax period 2016-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 101 81ST AVE N, ST PETERSBURG, FL, 337024437, US
Principal Officer's Name KIMBERLEY T PHILLIPS
Principal Officer's Address 101 81ST AVE N, ST PETERSSBURG, FL, 33702, US
Organization Name PREFERRED PROFESSIONAL PAYEE INC
EIN 45-3187931
Tax Year 2015
Beginning of tax period 2015-01-01
End of tax period 2015-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 101 81ST AVE N, ST PETERSBURG, FL, 337024437, US
Principal Officer's Name KIMBERLEY T PHILLIPS
Principal Officer's Address 101 81ST AVE N, ST PETERSSBURG, FL, 33702, US
Organization Name PREFERRED PROFESSIONAL PAYEE INC
EIN 45-3187931
Tax Year 2014
Beginning of tax period 2014-01-01
End of tax period 2014-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 101 81ST AVE N, ST PETERSBURG, FL, 337024437, US
Principal Officer's Name KIMBERLEY T PHILLIPS
Principal Officer's Address 101 81ST AVE N, ST PETERSBURG, FL, 337024437, US
Organization Name PREFERRED PROFESSIONAL PAYEE INC
EIN 45-3187931
Tax Year 2013
Beginning of tax period 2013-01-01
End of tax period 2013-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 101 81ST AVE N, ST PETERSBURG, FL, 337024437, US
Principal Officer's Name KIMBERLEY T PHILLIPS
Principal Officer's Address 101 81ST AVE N, ST PETERSBURG, FL, 337024437, US

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name COUNCIL OF FINANCIAL EDUCATORS
EIN 45-3187931
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name COUNCIL OF FINANCIAL EDUCATORS
EIN 45-3187931
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name COUNCIL OF FINANCIAL EDUCATORS
EIN 45-3187931
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name COUNCIL OF FINANCIAL EDUCATORS INC
EIN 45-3187931
Tax Period 201812
Filing Type E
Return Type 990EZ
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4910438009 2020-06-26 0455 PPP 101 81ST AVE N., SAINT PETERSBURG, FL, 33702-3819
Loan Status Date 2021-04-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10417
Loan Approval Amount (current) 10417
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17715
Servicing Lender Name The Bank of Tampa
Servicing Lender Address 601 Bayshore Blvd, TAMPA, FL, 33606-2747
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address SAINT PETERSBURG, PINELLAS, FL, 33702-3819
Project Congressional District FL-14
Number of Employees 1
NAICS code 611710
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 17715
Originating Lender Name The Bank of Tampa
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 10494.63
Forgiveness Paid Date 2021-03-30

Date of last update: 01 Apr 2025

Sources: Florida Department of State