Civic Intelligence

Greater Boca Raton Estate Planning Council Inc

990EZ • Fiscal year 2017 • EIN 59-2648074

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 23, 2018

Organization Profilewww.bocaratonepc.org
8597 Dreamside LaneBoca Raton, FL 33496

(561) 544-1010

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.02x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.01x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-65%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

5.4%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$15,028

Down $28,344 (-65%) from 2016

Net Assets

Down

$14,653

Down $10,231 (-41%) from 2016

Liabilities

Down

$375

Down $18,113 (-98%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin17th percentile

Revenue

Up

$71,924

Up $3,710 (+5.4%) from 2016

Expenses

Up

$82,155

Up $7,915 (+11%) from 2016

Net Income

Down

-$10,231

Down $4,205 (-70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$15,028
Liabilities$375
Net Assets$14,653
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$71,924
Expenses$82,155
Net Income-$10,231
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 23, 2018
Return Version
2016v3.0
Gross Receipts
$71,924
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 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.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.

Program Services

DescriptionGrantsExpenses
Provided grants to local universities for students entering professional fields and to foundations for supporting students entering professional fields$6,000$6,000
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eamonn W GuntherPresident-$0--
Scott L GoldbergerPresident-Elect-$0--
Brad H MilhauserVice President-$0--
Justin SavioliVice President-$0--
Catrina CroweVice President-$0--
Samuel KatzSecretary-$0--
Clifford GelberTreasurer-$0--
Brian K DuffeyPast President-$0--
Filing and Contact Details

Filer

Filer Name
Greater Boca Raton Estate Planning
EIN
59-2648074
Phone
5615441010
Address
8597 Dreamside Lane, Boca Raton, FL 33496

Signing Officer

Name
Clifford S Gelber
Title
Treasurer
Phone
5615441010
Signed
2018-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Gerson Preston
Address
7777 Glades Road Suite 204, Boca Raton, FL 33434
Preparer
Clifford S Gelber CPA
Phone
5613929059
Supplemental Narrative

Additional Explanations

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

“Description: Interest Income. Amount: 3.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Lynn University. Amount Given: 1,750.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: FAU Foundation. Amount Given: 1,750.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Boca Raton Regional Hospital. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 6,000.”

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

“Description: Bank and Card Fees. Amount: 1,904. Description: Director Plaques. Amount: 407. Description: Insurance. Amount: 1,532. Description: Speakers Expense. Amount: 11,800. Description: Secretarial Services. Amount: 7,100. Description: Postage and Supplies. Amount: 974. Description: Membership Fees. Amount: 2,380. Description: Business Taxes. Amount: 61. Description: Meetings Expense. Amount: 44,953. Description: Public Relations. Amount: 1,500. Description: NAEPC Conference. Amount: 2,230. Description: Education. Amount: 1,102. Description: Honorariums. Amount: 212. Total to Form 990-EZ, line 16: 76,155.”

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

“Description: Prepaid meeting expense. Beg. of Year Amount: 0. End of Year Amount: 2,500.”

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

“Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 18,488. End of Year Amount: 375.”

Raw XML Appendix181 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/PhoneNum05612411040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02505 NW Boca Raton Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boca Raton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033431
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IRS990EZ/GrossReceiptsAmt071924
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eamonn W Gunther
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott L Goldberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brad H Milhauser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Justin Savioli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Catrina Crowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Samuel Katz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Clifford Gelber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Brian K Duffey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02500
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt076155
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To 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.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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grants to local universities for students entering professional fields and to foundations for supporting students entering professional fields
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0375
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt082155
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt071924
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bocaratonepc.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068214
IRS990ScheduleA/Total509Grp/TotalAmt0140135
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Lynn University. Amount Given: 1,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: . Grantee Name: FAU Foundation. Amount Given: 1,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: . Grantee Name: Boca Raton Regional Hospital. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Bank and Card Fees. Amount: 1,904. Description: Director Plaques. Amount: 407. Description: Insurance. Amount: 1,532. Description: Speakers Expense. Amount: 11,800. Description: Secretarial Services. Amount: 7,100. Description: Postage and Supplies. Amount: 974. Description: Membership Fees. Amount: 2,380. Description: Business Taxes. Amount: 61. Description: Meetings Expense. Amount: 44,953. Description: Public Relations. Amount: 1,500. Description: NAEPC Conference. Amount: 2,230. Description: Education. Amount: 1,102. Description: Honorariums. Amount: 212. Total to Form 990-EZ, line 16: 76,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Prepaid meeting expense. Beg. of Year Amount: 0. End of Year Amount: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 18,488. End of Year Amount: 375.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Clifford S Gelber
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05615441010
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Greater Boca Raton Estate Planning
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Council Inc
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0592648074
ReturnHeader/Filer/PhoneNum05615441010
ReturnHeader/Filer/USAddress/AddressLine1Txt08597 Dreamside Lane
ReturnHeader/Filer/USAddress/CityNm0Boca Raton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033496
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.195.240.228
ReturnHeader/FilingSecurityInformation/IPDt02018-01-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:00:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591262947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerson Preston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07777 Glades Road Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033434
ReturnHeader/PreparerPersonGrp/PhoneNum05613929059
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clifford S Gelber CPA
ReturnHeader/ReturnTs02018-01-23T14:01:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,028
Liabilities
$375
Net assets
$14,653
Revenue
$71,924
Expenses
$82,155
Net income
-$10,231
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