Civic Intelligence

Greater Boca Raton Estate Planning Council Inc

EIN 59-2648074 • 501(c)6 • Boca Raton, FL

Profile

To provide a better understanding of the services which professionals in the estate and financial planning fields can render for their clients and the general public and 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 general public

2101 NW 2nd Ave Ste 5Boca Raton, FL 33434

www.bocaratonepc.org

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

47th percentile

-0.5%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-13%

Faster asset growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$52,985

Down $16,839 (-24%) from 2023

Liabilities

Down

$128

Down $8,785 (-99%) from 2023

Net Assets

Down

$52,857

Down $8,054 (-13%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin47th percentile

Revenue

Up

$157,169

Up $52,903 (+51%) from 2023

Expenses

Up

$157,910

Up $40,398 (+34%) from 2023

Net Income

Up

-$741

Up $12,505 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$100K$50K$0Assets 2011: $39,812Liabilities 2011: $330Net Assets 2011: $39,4822011Assets 2012: $32,442Liabilities 2012: $0Net Assets 2012: $32,4422012Assets 2013: $42,048Net Assets 2013: $42,0482013Assets 2014: $38,005Net Assets 2014: $38,0052014Assets 2015: $31,910Liabilities 2015: $1,000Net Assets 2015: $30,9102015Assets 2016: $43,372Liabilities 2016: $18,488Net Assets 2016: $24,8842016Assets 2017: $15,028Liabilities 2017: $375Net Assets 2017: $14,6532017Assets 2018: $28,659Liabilities 2018: $1,100Net Assets 2018: $27,5592018Assets 2019: $55,526Liabilities 2019: $5,000Net Assets 2019: $50,5262019Assets 2020: $94,947Liabilities 2020: $300Net Assets 2020: $94,6472020Assets 2021: $70,535Liabilities 2021: $300Net Assets 2021: $70,2352021Assets 2022: $75,657Liabilities 2022: $1,500Net Assets 2022: $74,1572022Assets 2023: $69,824Liabilities 2023: $8,913Net Assets 2023: $60,9112023Assets 2025: $52,985Liabilities 2025: $128Net Assets 2025: $52,8572025

Highlighted filing

2025

Assets$52,985
Liabilities$128
Net Assets$52,857
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $49,845Expenses 2011: $50,068Net Income 2011: -$2232011Revenue 2012: $61,821Expenses 2012: $68,861Net Income 2012: -$7,0402012Revenue 2013: $56,425Expenses 2013: $46,820Net Income 2013: $9,6052013Revenue 2014: $57,255Expenses 2014: $61,298Net Income 2014: -$4,0432014Revenue 2015: $63,054Expenses 2015: $70,150Net Income 2015: -$7,0962015Revenue 2016: $68,214Expenses 2016: $74,240Net Income 2016: -$6,0262016Revenue 2017: $71,924Expenses 2017: $82,155Net Income 2017: -$10,2312017Revenue 2018: $62,715Expenses 2018: $49,809Net Income 2018: $12,9062018Revenue 2019: $84,894Expenses 2019: $61,927Net Income 2019: $22,9672019Revenue 2020: $102,341Expenses 2020: $58,220Net Income 2020: $44,1212020Revenue 2021: $26,509Expenses 2021: $50,921Net Income 2021: -$24,4122021Revenue 2022: $80,773Expenses 2022: $76,851Net Income 2022: $3,9222022Revenue 2023: $104,266Expenses 2023: $117,512Net Income 2023: -$13,2462023Revenue 2025: $157,169Expenses 2025: $157,910Net Income 2025: -$7412025

Highlighted filing

2025

Revenue$157,169
Expenses$157,910
Net Income-$741
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$52,985
Liabilities
$128
Net assets
$52,857
Revenue
$157,169
Expenses
$157,910
Net income
-$741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.57$1.58$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.09$0.61$1.04$1.18$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$0.81$0.77$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.70$0.27$0.51$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.02$0.58$0.44
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$0.85$0.62$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.63$0.50$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.72$0.82$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.18$0.25$0.68$0.74$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$0.63$0.70$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.57$0.61$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.56$0.47$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.62$0.69$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.39$0.50$0.50$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$157,169
Mission and Program Overview

Mission

To provide a better understanding of the services which professionals in the estate andfinancial planning fields can render for their clients and the generalpublic. To promote cooperation among professionals in the estate and financialplanning fields and to foster a better understanding of the properrelationship which such professionals bear to each other, their clientsand the general public.

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.

Program Services

DescriptionGrantsExpenses
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.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MILLERPresident-$0--
DANIEL SEIGELPast President-$0--
SYDNEY SMITH KOCKERSecretary-$0--
MATTHEW RAHALTreasurer-$0--
ROSS O'CONNORVP Of Sponsorship-$0--
EDWARD SMITHVP Of Program-$0--
DAVID GROBSTEINVP Of Technology-$0--
PHILIP HERZBERGVP Of Membership-$0--
JAMIE UMBERGERVP Of Events-$0--
SCOTT GARBERDirector-$0--
MICKEY ROSENZWEIGPresident Elect-$0--
LESLIE MCCULLOUGHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greater Boca Raton Estate Planning
EIN
59-2648074
Phone
5613956653
Address
2101 NW 2ND AVE STE 5, BOCA RATON, FL 33434

Signing Officer

Name
Matthew Rahal
Title
Treasurer
Phone
5613956653
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Walton Rahal Cpas
Address
2101 NW BOCA RATON BLVD STE 5, BOCA RATON, FL 33431-7498
Preparer
Matthew L Rahal CPA
Phone
5613956653
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 694.”

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

“Description: bank & card fees. Amount: 4,526. Description: board meetings. Amount: 1,018. Description: dinner meetings. Amount: 68,509. Description: education. Amount: 805. Description: executive secretary. Amount: 23,000. Description: florida annual report fee. Amount: 61. Description: holiday event. Amount: 12,279. Description: insurance. Amount: 2,649. Description: internet & technology fees. Amount: 1,392. Description: member directory. Amount: 2,594. Description: membership fees. Amount: 2,050. Description: new member event. Amount: 250. Description: photographer. Amount: 2,700. Description: postage & supplies. Amount: 1,012. Description: public relations. Amount: 743. Description: scholarships/community outreach. Amount: 2,000. Description: speaker fees and expenses. Amount: 1,530. Description: special events. Amount: 9,991. Description: year end event. Amount: 20,801. Total to form 990-ez, line 16: 157,910.”

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

“Description: credit card overpayment. Beg. Of year amount: 33. End of year amount: 0. Description: deposits. Beg. Of year amount: 2,750. End of year amount: 11,730. Description: sponsorship receivable. Beg. Of year amount: 5,556. End of year amount: 2,500.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: credit card. Beg. Of year amount: 0. End of year amount: 128. Description: payables. Beg. Of year amount: 16,715. End of year amount: 0.”

Raw XML Appendix166 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL SEIGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SYDNEY SMITH KOCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW RAHAL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICKEY ROSENZWEIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LESLIE MCCULLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF TECHNOLOGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
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IRS990EZ/WebsiteAddressTxt0WWW.BOCARATONEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK & CARD FEES. AMOUNT: 4,526. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,018. DESCRIPTION: DINNER MEETINGS. AMOUNT: 68,509. DESCRIPTION: EDUCATION. AMOUNT: 805. DESCRIPTION: EXECUTIVE SECRETARY. AMOUNT: 23,000. DESCRIPTION: FLORIDA ANNUAL REPORT FEE. AMOUNT: 61. DESCRIPTION: HOLIDAY EVENT. AMOUNT: 12,279. DESCRIPTION: INSURANCE. AMOUNT: 2,649. DESCRIPTION: INTERNET & TECHNOLOGY FEES. AMOUNT: 1,392. DESCRIPTION: MEMBER DIRECTORY. AMOUNT: 2,594. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 2,050. DESCRIPTION: NEW MEMBER EVENT. AMOUNT: 250. DESCRIPTION: PHOTOGRAPHER. AMOUNT: 2,700. DESCRIPTION: POSTAGE & SUPPLIES. AMOUNT: 1,012. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 743. DESCRIPTION: SCHOLARSHIPS/COMMUNITY OUTREACH. AMOUNT: 2,000. DESCRIPTION: SPEAKER FEES AND EXPENSES. AMOUNT: 1,530. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 9,991. DESCRIPTION: YEAR END EVENT. AMOUNT: 20,801. TOTAL TO FORM 990-EZ, LINE 16: 157,910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD OVERPAYMENT. BEG. OF YEAR AMOUNT: 33. END OF YEAR AMOUNT: 0. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 2,750. END OF YEAR AMOUNT: 11,730. DESCRIPTION: SPONSORSHIP RECEIVABLE. BEG. OF YEAR AMOUNT: 5,556. END OF YEAR AMOUNT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 128. DESCRIPTION: PAYABLES. BEG. OF YEAR AMOUNT: 16,715. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW RAHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05613956653
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER BOCA RATON ESTATE PLANNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0592648074
ReturnHeader/Filer/PhoneNum05613956653
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 NW 2ND AVE STE 5
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263968745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTON RAHAL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 NW BOCA RATON BLVD STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334317498
ReturnHeader/PreparerPersonGrp/PhoneNum05613956653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW L RAHAL CPA
ReturnHeader/ReturnTs02025-11-05T14:24:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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