Nonprofit · EIN 65-0163826
PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC
Tax-exempt · JUPITER, FL 33458
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $151,408 | $166,031 | -$14,623 | $138,324 | – | $138,324 |
| June 30, 2024 | 990-EZ | $162,475 | $154,105 | $8,370 | $152,947 | – | $152,947 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $78,250
- Program service revenue
- $69,452
- Investment income
- $3,706
Expenses
- Grants and similar amounts paid
- $10,500
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $32,670
- Printing, publications and postage
- $74
- Other expenses
- $122,787
Balance sheet and other
- Total assets, start of year
- $152,947
- Total assets, end of year
- $138,324
- Total liabilities, end of year
- –
- Net assets, end of year
- $138,324
- Cash, savings and investments
- $138,324
- Gross receipts
- $151,408
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOMENICK MACRI SR MBA MST AEP | PRESIDENT | 2 | $0 |
| ANTHONY PACE CFP | PRESIDENT-EL | 2 | $0 |
| ADAM SLAVIN CPA | VP MEMBERSHI | 2 | $0 |
| MARK BROWN JD | VP PROGRAMMI | 2 | $0 |
| SARAH GAYMON CPA | SECRETARY | 2 | $0 |
| TOMMY THOMPSON | TREASURER | 2 | $0 |
| STEPHEN ZALOOM | IMMED PAST P | 2 | $0 |
| SYNDIE LEVIEN | IMMED PAST P | 2 | $0 |
| LAURA BARRY | DIRECTOR | 2 | $0 |
| ERIN MARIE WALLACE | DIRECTOR | 2 | $0 |
| GAVIN MCNALLY | DIRECTOR | 2 | $0 |
| SANDRA STELLA | DIRECTOR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN ZALOOM JD LLM CAP | PRESIDENT | 2 | $0 |
| DOMENICK V MARCI MST AEP | PRESIDENT-EL | 2 | $0 |
| ANTHONY PACE CFP | VP MEMBERSHI | 2 | $0 |
| ADAM SLAVIN CPA | VP PROGRAMMI | 2 | $0 |
| LAURA BARRY | SECRETARY | 2 | $0 |
| SARAH GAYMON CPA | TREASURER | 2 | $0 |
| SYNDIE LEVIEN CFP CEPA | IMMED PAST P | 2 | $0 |
| MATTHEW N THIBAUT ESQ | DIRECTOR | 2 | $0 |
| MARK BROWN JD | DIRECTOR | 2 | $0 |
| CHRIS LOSQUARDO MBA CPRES | DIRECTOR | 2 | $0 |
| GAVIN MCNALLY | DIRECTOR | 2 | $0 |
| SANDRA STELLA | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6671 W INDIANTOWN RD STE 50 PMB 194, JUPITER, FL 33458-3984
- Signed the 990-EZ
- ANTHONY PACE CFP, PRESIDENT-ELECT
- Phone
- (561) 714-2360
- Website
- WWW.PBCEPC.ORG
- Return prepared by
- K&M TAX SOLUTIONS LLC
Mission
PRIMARY EXEMPT PURPOSE: TO PROMOTE COOPERATION AMONG VARIOUS PROFESSIONALS ENGAGED IN THE FIELD OF ESTATE PLANNING.
Program accomplishments
- PROGRAM SERVICE ACCOMPLISHMENTS: HELD MEETINGS TO INCREASE THE OVERALL KNOWLEDGE OF THE MEMBERS AND TO ADDRESS SPECIFIC TOPICS OF COMMON INTEREST, ENHANCING THE PROFESSIONALISM AND INTERACTION OF THE MEMBERS FOR THE BENEFIT OF THEIR CLIENTS AND THE 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 65-0163826
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $138,324
- Income (IRS master file)
- $151,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $151,408 | $166,031 | $138,324 | XML |
| 990-EZ | June 2024 | $162,475 | $154,105 | $152,947 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | 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 65-0163826).
Questions about PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC
- What is the EIN of PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC?
- The employer identification number (EIN) of PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC is 65-0163826.
- Is PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2002.
- Are donations to PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PALM BEACH COUNTY 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 PALM BEACH COUNTY 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 PALM BEACH COUNTY 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 PALM BEACH COUNTY 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 PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $151,408, expenses of $166,031 and total assets of $138,324 at year end.
Other nonprofits in JUPITER
- DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION EIN 27-1573481 · last filed 990 for 2024
- CHOICE TO CHANGE INC EIN 27-1984536 · last filed 990 for 2025
- NATIONAL EMPLOYMENT LAWYERS ASSOCIATION FLORIDA CHAPTER INC EIN 59-3545325 · last filed 990-EZ for 2025
- OPTIMUM SERVICES ORGANIZATION EIN 27-4008745 · last filed 990-EZ for 2025
- FWA CORPORATION EIN 82-3674054 · last filed 990-EZ for 2024
- ARTISANS OF THE ANDES EIN 47-5121408 · last filed 990-N for 2025
- FLORIDA ASSOCIATION FOR FOOD PROTECTION EIN 51-0629943 · last filed 990-N for 2025
- JUPITER FARMS RESIDENTS ASSOCIATION INC EIN 47-4458363 · last filed 990-N for 2024
All nonprofits in JUPITER · Florida · Community improvement and capacity building