Greater Boca Raton Estate Planning Council Inc
- Assets
- $69.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Boca Raton, FL
- Founding
- 02/2019
- Data as of
- 06/2023
- EIN
- 59-2648074
Organization Overview
Greater Boca Raton Estate Planning Council Inc is located in Boca Raton, FL. The organization was established in 2019. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Greater Boca Raton Estate Planning Council Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2023, Greater Boca Raton Estate Planning Council Inc generated $104.3k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $117.5k during the year ending 06/2023. While expenses have increased by 5.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROSSIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC.TO PROMOTE COOPERATION AMONG PROFESSIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS AND TO FOSTER A BETTER UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH SUCH PROFESSIONALS BEAR TO EACH OTHER, THEIR CLIENTS, AND THE GERNERAL PUBLIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Clidas Past President | 4 | $0 | |
Joshua Goldglantz President | 4 | $0 | |
Scott Garber Treasurer | 4 | $0 | |
Sydney Smith Kocher Secretary | 4 | $0 | |
Daniel A Siegel President Elect | 4 | $0 | |
Jamie Lee Umberger Vice President | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $104,215 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $51 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $104,266 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $117,512 |
| Total expenses | $117,512 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $69,824 |
| Other assets | $0 |
| Total assets | $69,824 |
| Total liabilities | $8,913 |
| Net assets or fund balances | $60,911 |