Civic Intelligence

Estate Planning Council of Broward County

EIN 23-7411611 • 501(c)6 • West Palm Beach, FL

Profile

To present current ideas and information to membership and public at quarterly meetings of beneficial estate planning practices.

360 S Rosemary Ave 1010West Palm Beach, FL 33401

www.epcofbroward.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-5.2%

Faster asset growth than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$39,311

Down $12,792 (-25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$39,311

Down $12,792 (-25%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin21st percentile

Revenue

Down

$61,161

Down $4,317 (-6.6%) from 2024

Expenses

Up

$73,953

Up $344 (+0.5%) from 2024

Net Income

Down

-$12,792

Down $4,661 (-57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $22,889Net Assets 2011: $22,8892011Assets 2012: $25,399Net Assets 2012: $25,3992012Assets 2013: $29,005Net Assets 2013: $29,0052013Assets 2014: $26,595Net Assets 2014: $26,5952014Assets 2015: $21,506Net Assets 2015: $21,5062015Assets 2016: $31,055Liabilities 2016: $250Net Assets 2016: $30,8052016Assets 2017: $38,522Liabilities 2017: $100Net Assets 2017: $38,4222017Assets 2018: $40,542Net Assets 2018: $40,5422018Assets 2019: $21,016Liabilities 2019: $0Net Assets 2019: $21,0162019Assets 2020: $48,308Liabilities 2020: $0Net Assets 2020: $48,3082020Assets 2021: $52,992Liabilities 2021: $0Net Assets 2021: $52,9922021Assets 2022: $46,173Liabilities 2022: $0Net Assets 2022: $46,1732022Assets 2023: $60,234Liabilities 2023: $0Net Assets 2023: $60,2342023Assets 2024: $52,103Liabilities 2024: $0Net Assets 2024: $52,1032024Assets 2025: $39,311Liabilities 2025: $0Net Assets 2025: $39,3112025

Highlighted filing

2025

Assets$39,311
Liabilities$0
Net Assets$39,311
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $34,023Expenses 2011: $36,374Net Income 2011: -$2,3512011Revenue 2012: $39,269Expenses 2012: $36,759Net Income 2012: $2,5102012Revenue 2013: $41,096Expenses 2013: $37,490Net Income 2013: $3,6062013Revenue 2014: $42,577Expenses 2014: $44,987Net Income 2014: -$2,4102014Revenue 2015: $41,420Expenses 2015: $46,509Net Income 2015: -$5,0892015Revenue 2016: $59,987Expenses 2016: $50,688Net Income 2016: $9,2992016Revenue 2017: $62,491Expenses 2017: $54,874Net Income 2017: $7,6172017Revenue 2018: $57,735Expenses 2018: $55,615Net Income 2018: $2,1202018Revenue 2019: $50,075Expenses 2019: $69,601Net Income 2019: -$19,5262019Revenue 2020: $66,655Expenses 2020: $39,363Net Income 2020: $27,2922020Revenue 2021: $21,055Expenses 2021: $16,371Net Income 2021: $4,6842021Revenue 2022: $41,825Expenses 2022: $48,644Net Income 2022: -$6,8192022Revenue 2023: $72,680Expenses 2023: $58,619Net Income 2023: $14,0612023Revenue 2024: $65,478Expenses 2024: $73,609Net Income 2024: -$8,1312024Revenue 2025: $61,161Expenses 2025: $73,953Net Income 2025: -$12,7922025

Highlighted filing

2025

Revenue$61,161
Expenses$73,953
Net Income-$12,792
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,311
Liabilities
$0
Net assets
$39,311
Revenue
$61,161
Expenses
$73,953
Net income
-$12,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$61.2$74.0$12.8
2024Detailed filing. Detailed filing data is available for this year.$52.1$0.00$52.1$65.5$73.6$8.13
2023Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$72.7$58.6$14.1
2022Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$41.8$48.6$6.82
2021Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$21.1$16.4$4.68
2020Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$66.7$39.4$27.3
2019Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$50.1$69.6$19.5
2018Detailed filing. Detailed filing data is available for this year.$40.5$40.5$57.7$55.6$2.12
2017Detailed filing. Detailed filing data is available for this year.$38.5$0.10$38.4$62.5$54.9$7.62
2016Detailed filing. Detailed filing data is available for this year.$31.1$0.25$30.8$60.0$50.7$9.30
2015Detailed filing. Detailed filing data is available for this year.$21.5$21.5$41.4$46.5$5.09
2014Detailed filing. Detailed filing data is available for this year.$26.6$26.6$42.6$45.0$2.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$29.0$41.1$37.5$3.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$25.4$39.3$36.8$2.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$22.9$34.0$36.4$2.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$61,161
Mission and Program Overview

Mission

Affording professionals a forum in Broward County, Florida, for the mutual exchange of information and experience related to estate planning

To present current ideas and information to membership and public at quarterly meetings of beneficial estate planning practices.

Program Services

DescriptionGrantsExpenses
PRESENTED CURRENT IDEAS AND INFORMATION TO MEMBERSHIP AND PUBLIC AT QUARTERLY MEETINGS OF BENEFICIAL ESTATE PLANNING PRACTICES.$0$73,953
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES ZALAKERPresident-$0--
MATT MCKEANPresident-Elect-$0--
JASON WALLACHVice President-$0--
WILLIAM T JOHNSONTreasurer-$0--
RACHEL CHAIMOWITZSecretary-$0--
MICHAEL MADERImmediate Past President-$0--
Filing and Contact Details

Filer

Filer Name
Estate Planning Council of Broward
EIN
23-7411611
Phone
9543700041
Address
360 S ROSEMARY AVE 1010, WEST PALM BEACH, FL 33401

Signing Officer

Name
Charles Zalaker
Title
President
Phone
9543700041
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
6550 N FEDERAL HIGHWAY 4TH FLOOR, FT LAUDERDALE, FL 33308
Preparer
Tyler Johnson
Phone
9547710896
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: membership meetings. Amount: 63,410. Description: liability insurance. Amount: 3,018. Description: website. Amount: 588. Description: dues and subscriptions. Amount: 4,371. Description: credit card fees. Amount: 2,197. Description: office supplies. Amount: 308. Description: licenses and permits. Amount: 61. Total to form 990-ez, line 16: 73,953.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 3,000.”

Raw XML Appendix128 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09547710896
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06550 N FEDERAL HIGHWAY SUITE 410
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT LAUDERDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033308
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12792
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt039311
IRS990EZ/GrossReceiptsAmt061161
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MembershipDuesAmt035550
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052103
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052103
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES ZALAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT MCKEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON WALLACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM T JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL CHAIMOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL MADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt073953
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt025611
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073953
IRS990EZ/TotalProgramServiceExpensesAmt073953
IRS990EZ/TotalRevenueAmt061161
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EPCOFBROWARD.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEMBERSHIP MEETINGS. AMOUNT: 63,410. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 3,018. DESCRIPTION: WEBSITE. AMOUNT: 588. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 4,371. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,197. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 308. DESCRIPTION: LICENSES AND PERMITS. AMOUNT: 61. TOTAL TO FORM 990-EZ, LINE 16: 73,953.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ZALAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09543700041
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0ESTA
ReturnHeader/Filer/EIN0237411611
ReturnHeader/Filer/PhoneNum09543700041
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 S ROSEMARY AVE 1010
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYLER JOHNSON
ReturnHeader/ReturnTs02025-09-10T09:43:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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