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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-2648074

GREATER BOCA RATON ESTATE PLANNING COUNCIL INC

Tax-exempt · BOCA RATON, FL 33431

Financials

$157K$158K2024
Revenue Expenses · by fiscal year end
Financials of GREATER BOCA RATON ESTATE PLANNING COUNCIL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$157,169$157,910-$741$52,985$128$52,857
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$156,475
Investment income
$694

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$157,910

Balance sheet and other

Total assets, start of year
$70,313
Total assets, end of year
$52,985
Total liabilities, end of year
$128
Net assets, end of year
$52,857
Cash, savings and investments
$38,755
Gross receipts
$157,169

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
WILLIAM MILLERPRESIDENT2$0
DANIEL SEIGELPAST PRESIDENT2$0
SYDNEY SMITH KOCKERSECRETARY2$0
MATTHEW RAHALTREASURER2$0
ROSS O'CONNORVP OF SPONSORSHIP2$0
EDWARD SMITHVP OF PROGRAM2$0
DAVID GROBSTEINVP OF TECHNOLOGY2$0
PHILIP HERZBERGVP OF MEMBERSHIP2$0
JAMIE UMBERGERVP OF EVENTS2$0
SCOTT GARBERDIRECTOR1$0
MICKEY ROSENZWEIGPRESIDENT ELECT2$0
LESLIE MCCULLOUGHDIRECTOR1$0

Address and contacts

Address (IRS master file)
2101 NW 2ND AVE STE 5, BOCA RATON, FL 33431-6765
In care of
% I HERSCHBEIN
Signed the 990-EZ
MATTHEW RAHAL, TREASURER
Phone
(561) 395-6653
Return prepared by
WALTON RAHAL CPAS

Mission

TO CREATE OPPORTUNITIES FOR MEMBERS TO COLLABORATE AND NETWORK WITH OTHER MEMBERS AND TO PROVIDE INFORMATION AND RESOURCES THAT WILL HELP OUR MEMBERS BEST SERVE THEIR CLIENTS.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROFFESIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC. TO PROMOTE COOPERATION AMONG PROFESSIONSL 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 GENERAL PUBLIC.

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, 2024Check at the IRS

File the 2025 990-EZ for GREATER BOCA RATON ESTATE PLANNING COUNCIL INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
59-2648074
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2019
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$52,985
Income (IRS master file)
$157,169

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$157,169$157,910$52,985IRS
990-EZJune 2023–––IRS
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 59-2648074).

Questions about GREATER BOCA RATON ESTATE PLANNING COUNCIL INC

What is the EIN of GREATER BOCA RATON ESTATE PLANNING COUNCIL INC?
The employer identification number (EIN) of GREATER BOCA RATON ESTATE PLANNING COUNCIL INC is 59-2648074.
Is GREATER BOCA RATON ESTATE PLANNING COUNCIL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2019.
Are donations to GREATER BOCA RATON ESTATE PLANNING COUNCIL INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does GREATER BOCA RATON ESTATE PLANNING COUNCIL INC 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 GREATER BOCA RATON ESTATE PLANNING COUNCIL INC 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 GREATER BOCA RATON ESTATE PLANNING COUNCIL INC 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 GREATER BOCA RATON ESTATE PLANNING COUNCIL INC?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does GREATER BOCA RATON ESTATE PLANNING COUNCIL INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $157,169, expenses of $157,910 and total assets of $52,985 at year end.

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