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Nonprofit · EIN 23-7205684

ESTATE PLANNING COUNCIL OF GREATER MIAMI

Tax-exempt · MIAMI, FL 33145

Financials

$127K$114K2022$115K$115K2023$148K$159K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE PLANNING COUNCIL OF GREATER MIAMI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$147,983$159,158-$11,175$62,501–$62,501
June 30, 2024990-EZ$115,040$115,401-$361$73,676–$73,676
June 30, 2023990-EZ$127,053$113,768$13,285$74,037–$74,037
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$147,236
Investment income
$747

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$38,490
Other expenses
$120,668

Balance sheet and other

Total assets, start of year
$73,676
Total assets, end of year
$62,501
Total liabilities, end of year
–
Net assets, end of year
$62,501
Cash, savings and investments
$62,501
Gross receipts
$147,983

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
GISELLE MARIE HUGUESPRESIDENT0$0
GUSTAVO MARTELOPRESIDENT EL0$0
MISBAH FARIDVICE PRESIDE0$0
MICHAEL J UNGERSECRETARY0$0
ANGELA M CARRILLOTREASURER0$0
JASON DOMARKIMMED PAST P0$0
ALEX BAHAMONDEBOARD MEMBER0$0
JAMES BENEDEKBOARD MEMBER0$0
JUSTIN BURBANKBOARD MEMBER0$0
SUSAN MENENDEZ CAHILLBOARD MEMBER0$0
GLENN J DOWNINGBOARD MEMBER0$0
JOHN W HARRISBOARD MEMBER0$0
STEVEN KREINIKBOARD MEMBER0$0
JAMES A OSTEENBOARD MEMBER0$0
JOHN O'ROURKE IIIBOARD MEMBER0$0
5 more people on this return
NameTitleHours / weekCompensation
PHIL PARETBOARD MEMBER0$0
JANET RAYOBOARD MEMBER0$0
JERRY RODRIGUEZBOARD MEMBER0$0
ADAM SENDZISCHEWBOARD MEMBER0$0
RAFAELA VIANNABOARD MEMBER0$0
990-EZ for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensation
JASON DOMARKPRESIDENT0$0
GISELLE MARIE HUGUESPRESIDENT EL0$0
GUSTAVO MARTELOVICE PRESIDE0$0
MISBAH FARIDSECRETARY0$0
MICHAEL J UNGERTREASURER0$0
JOHN W HARRISIMMED PAST P0$0
ALEX BAHAMONDEBOARD MEMBER0$0
JAMES BENEDEKBOARD MEMBER0$0
JUSTIN BURBANKBOARD MEMBER0$0
SUSAN MENENDEZ CAHILLBOARD MEMBER0$0
ANGELA M CARRILLOBOARD MEMBER0$0
GLENN J DOWNINGBOARD MEMBER0$0
STEVEN KREINIKBOARD MEMBER0$0
JAMES A OSTEENBOARD MEMBER0$0
JOHN O'ROURKE IIIBOARD MEMBER0$0
PHIL PARETBOARD MEMBER0$0
JERRY RODRIGUEZBOARD MEMBER0$0
ADAM SENDZISCHEWBOARD MEMBER0$0
990-EZ for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensation
JOHN HARRISPRESIDENT1$0
JASON DOMARKPRESIDENT EL1$0
GISELLE MARIE HUGHESVICE PRESIDE1$0
GUSTAVO MARTELOSECRETARY1$0
JAMES A OSTEENTREASURER1$0
ADAM SENDZISCHEWIMMED PAST P1$0
JAMES BENEDEKBOARD MEMBER1$0
SUSAN MENDENDEZ CAHILLBOARD MEMBER1$0
GLENN DOWNINGBOARD MEMBER1$0
STEVEN KREINIKBOARD MEMBER1$0
ALEX BAHAMONDEBOARD MEMBER1$0
MISBAH FARIDBOARD MEMBER0$0
JERRY RODRIGUEZBOARD MEMBER0$0
ANGELA CARRILLOBOARD MEMBER0$0
JUSTIN BURBANKBOARD MEMBER0$0
JOHN O'ROURKE IIIBOARD MEMBER0$0
MICHAEL UNGERBOARD MEMBER0$0

Address and contacts

Address (IRS master file)
2520 CORAL WAY STE 2 PMB 042, MIAMI, FL 33145-3431
In care of
% M AGUIRRE
Signed the 990-EZ
GISELLE MARIE HUGUES, PRESIDENT
Phone
(732) 857-4749
Return prepared by
KSDT ADVISORS LLC

Mission

CONDUCTING CONTINUING EDUCATION SEMINARS FOR LOCAL ASSOCIATION OF ESTATE PLANNING PROFESSIONALS

990-EZ for the year ended June 30, 2025

Program accomplishments

  • CONDUCTED CONTINUING EDUCATION SEMINARS FOR MEMBERS WHO ARE ACTIVELY PARTICIPATING IN THE PRACTICE OF ESTATE PLANNING
  • INCREASED PUBLIC AWARENESS OF THE IMPORTANCE OF ESTATE PLANNING USING A MULTI-DISCLIPLINARY TEAM OF PROFESSIONALS APPROACH

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
23-7205684
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1973
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,501
Income (IRS master file)
$147,983

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$147,983$159,158$62,501IRS
990-EZJune 2024$115,040$115,401$73,676IRS
990-EZJune 2023$127,053$113,768$74,037XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 23-7205684).

Questions about ESTATE PLANNING COUNCIL OF GREATER MIAMI

What is the EIN of ESTATE PLANNING COUNCIL OF GREATER MIAMI?
The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF GREATER MIAMI is 23-7205684.
Is ESTATE PLANNING COUNCIL OF GREATER MIAMI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
Are donations to ESTATE PLANNING COUNCIL OF GREATER MIAMI tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ESTATE PLANNING COUNCIL OF GREATER MIAMI 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 GREATER MIAMI due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ESTATE PLANNING COUNCIL OF GREATER MIAMI last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of ESTATE PLANNING COUNCIL OF GREATER MIAMI?
The 990-EZ for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
How much revenue does ESTATE PLANNING COUNCIL OF GREATER MIAMI have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $147,983, expenses of $159,158 and total assets of $62,501 at year end.

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