Civic Intelligence

Greater Boca Raton Estate Planning Council Inc

990EZ • Fiscal year 2019 • EIN 59-2648074

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 21, 2020

8597 Dreamside LaneBoca Raton, FL 33496

(561) 241-1040

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

95th percentile

94%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

35%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$55,526

Up $26,867 (+94%) from 2018

Net Assets

Up

$50,526

Up $22,967 (+83%) from 2018

Liabilities

Up

$5,000

Up $3,900 (+355%) from 2018

Revenue

Up

$84,894

Up $22,179 (+35%) from 2018

Expenses

Up

$61,927

Up $12,118 (+24%) from 2018

Net Income

Up

$22,967

Up $10,061 (+78%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$55,526
Liabilities$5,000
Net Assets$50,526

Operations Trend

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

2019

Revenue$84,894
Expenses$61,927
Net Income$22,967
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Gross Receipts
$101,933
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.

Program Services

DescriptionGrantsExpenses
PROVIDED CONTINUING EDUCATION PROGRAMS FOR 198 MEMBERS AND A COMMUNAL FORUM FOR PARTICIPANTS WITHIN THE ESTATE PLANNING COMMUNITY.$0$65,845
PROVIDED GRANTS TO LOCAL UNIVERSITIES FOR STUDENTS ENTERING PROFESSIONAL FIELDS AND TO FOUNDATIONS FOR SUPPORTING STUDENTS ENTERING PROFESSIONAL FIELDS.$1,500$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE CLAIRMONT SHIDEDirector-$0--
MARK SCHAUMDirector-$0--
JAY PALMESIDirector-$0--
JONATHAN GREENEDirector-$0--
JOSHUA GOLDGLANTZDirector-$0--
LAUREN GALVANIDirector-$0--
NATHAN BROWNDirector-$0--
LESLIE MCCULLOUGHVice President - Sponsorships-$0--
DANIEL FLEISCHERVice President - Technolog-$0--
KRISTINA GREGGVice President - Membershi-$0--
LEONARD A GERONEMUSTreasurer-$0--
MARK WALTERSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Membership Dinners & Events$42,496$3,764$17,039$-13,275
Total Events$42,496$3,764$17,039$-13,275
Filing and Contact Details

Filer

Filer Name
Greater Boca Raton Estate Planning
EIN
59-2648074
Phone
5612411040
Address
8597 DREAMSIDE LANE, BOCA RATON, FL 33496

Signing Officer

Name
Leonard a Geronemus
Title
Treasurer
Phone
5612411040
Signed
2020-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Croskey Lanni Pc
Address
2505 NW BOCA RATON BLVD SUITE 202, BOCA RATON, FL 33431
Preparer
Leonard a Geronemus CPA
Phone
5612411040
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 7.

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

Activity classification: . Grantee name: george snow scholarship fund. Date of gift: 10/19/18. Amount given: 1,500.

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

Description: bank and card fees. Amount: 2,807. Description: insurance. Amount: 1,700. Description: secretarial services. Amount: 9,000. Description: postage and supplies. Amount: 600. Description: membership fees. Amount: 7,975. Description: business taxes. Amount: 61. Description: meetings. Amount: 36,014. Description: education. Amount: 650. Description: filing fees. Amount: 675. Description: public relations. Amount: 945. Total to form 990-ez, line 16: 60,427.

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

Description: prepaid meeting expense. Beg. Of year amount: 2,500. End of year amount: 0.

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

Description: deferred contributions. Beg. Of year amount: 1,100. End of year amount: 5,000.

Raw XML Appendix231 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/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT - SPONSORSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT - TECHNOLOG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRESIDENT - MEMBERSHI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED GRANTS TO LOCAL UNIVERSITIES FOR STUDENTS ENTERING PROFESSIONAL FIELDS AND TO FOUNDATIONS FOR SUPPORTING STUDENTS ENTERING PROFESSIONAL FIELDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED CONTINUING EDUCATION PROGRAMS FOR 198 MEMBERS AND A COMMUNAL FORUM FOR PARTICIPANTS WITHIN THE ESTATE PLANNING COMMUNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGE SNOW SCHOLARSHIP FUND. DATE OF GIFT: 10/19/18. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK AND CARD FEES. AMOUNT: 2,807. DESCRIPTION: INSURANCE. AMOUNT: 1,700. DESCRIPTION: SECRETARIAL SERVICES. AMOUNT: 9,000. DESCRIPTION: POSTAGE AND SUPPLIES. AMOUNT: 600. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 7,975. DESCRIPTION: BUSINESS TAXES. AMOUNT: 61. DESCRIPTION: MEETINGS. AMOUNT: 36,014. DESCRIPTION: EDUCATION. AMOUNT: 650. DESCRIPTION: FILING FEES. AMOUNT: 675. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 945. TOTAL TO FORM 990-EZ, LINE 16: 60,427.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID MEETING EXPENSE. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 1,100. END OF YEAR AMOUNT: 5,000.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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.
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ReturnHeader/FilingSecurityInformation/IPTm013:36:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382777985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROSKEY LANNI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02505 NW BOCA RATON BLVD SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033431
ReturnHeader/PreparerPersonGrp/PhoneNum05612411040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD A GERONEMUS CPA
ReturnHeader/ReturnTs02020-01-21T13:37:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

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