Civic Intelligence

Greater Boca Raton Estate Planning Council Inc

990EZ • Fiscal year 2022 • EIN 59-2648074

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 08, 2022

Organization ProfileWWW.BOCARATONEPC.ORG
8597 Dreamside LaneBoca Raton, FL 33496

(561) 750-1733

Siviq Scores

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

Liabilities / Assets

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.02x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

205%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$75,657

Up $5,122 (+7.3%) from 2021

Net Assets

Up

$74,157

Up $3,922 (+5.6%) from 2021

Liabilities

Up

$1,500

Up $1,200 (+400%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin55th percentile

Revenue

Up

$80,773

Up $54,264 (+205%) from 2021

Expenses

Up

$76,851

Up $25,930 (+51%) from 2021

Net Income

Up

$3,922

Up $28,334 (+116%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$75,657
Liabilities$1,500
Net Assets$74,157
Open 2022 Filing

Operations Trend

Revenue Growth94th 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

2022

Revenue$80,773
Expenses$76,851
Net Income$3,922
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 8, 2022
Return Version
2021v4.0
Gross Receipts
$80,773
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 PROSSIONALS 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 GERNERAL PUBLIC.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN CLIDASPresident-$0--
JOSHUA GOLDGLANTZPresident Elect-$0--
SCOTT GARBERTreasurer-$0--
SYDNEY SMITH KOCHERSecretary-$0--
DANIEL A SIEGELVP-Sponsorship-$0--
JAMIE LEE UMBERGERVice President-$0--
WILLIAM MILLERVP-Programs-$0--
ROSS O'CONNORVP-Technology-$0--
BLAKE G BETHEILVP-Membership-$0--
ALEXANDRA DEMOSTHENESDirector-$0--
JOSEPH COCONATEDirector-$0--
MARK A SCHAUMDirector-$0--
MICHAEL ROSENZWEIGDirector-$0--
LESLIE A MCCULLOUGHDirector-$0--
PAUL ROMANDirector-$0--
KRISTINA GREGGPast President-$0--
ABIGAIL THIERMANDirector-$0--
LEONARD GERONEMUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greater Boca Raton Estate Planning
EIN
59-2648074
Phone
5617501733
Address
8597 DREAMSIDE LANE, BOCA RATON, FL 33496

Signing Officer

Name
Scott Garber
Title
Treasurer
Signed
2022-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Garber & Garber CPAs PA
Address
2300 Glades Rd Ste 207E, Boca Raton, FL 33431
Preparer
Scott L Garber CPA
Phone
5617501733
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Meetings and networking events $48807”

Other Expenses.2

“Secretarial services $8400”

Other Expenses.3

“MEMBERSHIP FEES $6127”

Other Expenses.4

“Bank & credit card fees $2666”

Other Expenses.5

“NAEPC CONFERENCE $2280”

Other Expenses.6

“INSURANCE $2247”

Other Expenses.7

“Internet & technology expenses $1437”

Other Expenses.8

“PUBLIC RELATIONS $1368”

Other Expenses.9

“PHOTOGRAPHER $1350”

Other Expenses.10

“EDUCATION $970”

Other Expenses.11

“SPEAKER FEES $630”

Other Expenses.12

“MEMBER DIRECTORY $407”

Other Expenses.13

“POSTAGE & SUPPLIES $101”

Other Expenses.14

“FILING FEES $61”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3500”

Other Assets.1

“ADVANCED PAYMENTS - Beginning $2118 ADVANCED PAYMENTS - Ending $2000”

Total Liabilities.1

“SPONSORSHIP PAID IN ADVANCE - Beginning $0 SPONSORSHIP PAID IN ADVANCE - Ending $1500”

Raw XML Appendix204 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/PersonNm0JOHN CLIDAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT GARBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17LEONARD GERONEMUS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP-TECHNOLOGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP-MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt080773
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOCARATONEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS AND NETWORKING EVENTS $48807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECRETARIAL SERVICES $8400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP FEES $6127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK & CREDIT CARD FEES $2666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NAEPC CONFERENCE $2280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $2247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INTERNET & TECHNOLOGY EXPENSES $1437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS $1368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PHOTOGRAPHER $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EDUCATION $970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPEAKER FEES $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBER DIRECTORY $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12POSTAGE & SUPPLIES $101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FILING FEES $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ADVANCED PAYMENTS - Beginning $2118 ADVANCED PAYMENTS - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SPONSORSHIP PAID IN ADVANCE - Beginning $0 SPONSORSHIP PAID IN ADVANCE - Ending $1500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0592648074
ReturnHeader/Filer/PhoneNum05617501733
ReturnHeader/Filer/USAddress/AddressLine1Txt08597 DREAMSIDE LANE
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033496
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650349831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Garber & Garber CPAs PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 Glades Rd Ste 207E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033431
ReturnHeader/PreparerPersonGrp/PhoneNum05617501733
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott L Garber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-08T11:32:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARBER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,657
Liabilities
$1,500
Net assets
$74,157
Revenue
$80,773
Expenses
$76,851
Net income
$3,922
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