Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Pbc Wealth and Estate Planning Seminar Inc
EIN 99-1797062 • 501(c)6 • Boca Raton, FL
Profile
To receive, administer and expend funds to organize, promote and facilitate an annual wealth and estate planning seminar for professionals and advisors that will benefit some non profit corporations in Palm Beach County. Program expenses included facility rental catering, professional and other admin as well as legal.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
13th percentile
Higher net margin than 13% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$27,033
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$27,033
No earlier filing loaded for comparison.
Revenue
$34,900
No earlier filing loaded for comparison.
Expenses
$49,694
No earlier filing loaded for comparison.
Net Income
-$14,794
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $27,033
- Liabilities
- -
- Net assets
- $27,033
- Revenue
- $34,900
- Expenses
- $49,694
- Net income
- -$14,794
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 1, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $34,900
Mission and Program Overview
Mission
To receive, administer and expend funds to organize, promote and facilitate an annual wealth and estate planning seminar for professionals and advisors that will benefit some non profit corporations in Palm Beach County. Program expenses included facility rental catering, professional and other admin as well as legal.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Wealth & Estate Planning Seminarattended by 150 professionals | - | $49,694 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lanny K Marks | President | PT | $0 | - | - |
| Leah Foertsch | Vice President | - | $0 | - | - |
| Leslie McCullough | Treasurer | PT | $0 | - | - |
| George Karibjanian | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- PBC Wealth and Estate Planning Seminar Inc
- EIN
- 99-1797062
- Phone
- 5617500312
- Address
- 301 Crawford Blvd, Boca Raton, FL 33432
Signing Officer
- Name
- Lanny K Marks
- Title
- President
- Phone
- 5617500312
- Signed
- 2025-05-01
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Corey E Levine CPA Pa
- Address
- 15300 JOG ROAD208, DELRAY BEACH, FL 33446
- Preparer
- Corey E Levine CPA
- Phone
- 5614550360
Supplemental Narrative
Additional Explanations
Form 990EZ, Part I, Line 8
“Sponsorships 34000.”
Form 990EZ, Part I, Line 10
“Grant to Non-Profit Organizations; Grant; FAU Foundation: 777 Glades Road, Boca Raton, FL, 33431; None, 7000.”
Form 990EZ, Part I, Line 10
“Grant to Non-Profit Organizations; Grant; Trustbridge Hospice Foundation: 5300 East Avenue, West Palm Beach, FL, 33407; None, 7000.”
Form 990EZ, Part I, Line 10
“Grant to Non-Profit Organizations; Grant; Community Foundation of Palm Beach and Martin Counties: 700 S. Dixie Highway, West Palm Beach, FL, 33401; None, 3000.”
Form 990EZ, Part I, Line 10
“Grant to Non-Profit Organizations; Grant; George Snow Scholarship Foundation: 201 Plaza Real, Boca Raton, FL, 33432; None, 4000.”
Form 990EZ, Part I, Line 16
“Catering 15566.”
Form 990EZ, Part I, Line 16
“Continuing Education Filing Fees 187.”
Form 990EZ, Part I, Line 16
“Credit Card Fees 253.”
Form 990EZ, Part I, Line 16
“Processing Fees 40.”
Form 990EZ, Part I, Line 16
“Business Expenses 827.”
Raw XML Appendix141 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Lanny K Marks |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5617500312 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 301 Crawford Blvd 204 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Boca Raton |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33432 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 41827 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 27033 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -14794 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 9321 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 41827 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 27033 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 21000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 34900 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 41827 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27033 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 41827 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27033 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Lanny K Marks |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Leah Foertsch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Leslie McCullough |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | George Karibjanian |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16873 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 34000 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To receive, administer and expend funds to organize, promote and facilitate an annual wealth and estate planning seminar for professionals and advisors that will benefit some non profit corporations in Palm Beach County. Program expenses included facility rental catering, professional and other admin as well as legal. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 900 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Wealth & Estate Planning Seminarattended by 150 professionals |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 49694 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 49694 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 49694 |
| IRS990EZ/TotalRevenueAmt | 0 | 34900 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Sponsorships 34000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Grant to Non-Profit Organizations; Grant; FAU Foundation: 777 Glades Road, Boca Raton, FL, 33431; None, 7000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Grant to Non-Profit Organizations; Grant; Trustbridge Hospice Foundation: 5300 East Avenue, West Palm Beach, FL, 33407; None, 7000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Grant to Non-Profit Organizations; Grant; Community Foundation of Palm Beach and Martin Counties: 700 S. Dixie Highway, West Palm Beach, FL, 33401; None, 3000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Grant to Non-Profit Organizations; Grant; George Snow Scholarship Foundation: 201 Plaza Real, Boca Raton, FL, 33432; None, 4000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Catering 15566. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Continuing Education Filing Fees 187. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Credit Card Fees 253. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Processing Fees 40. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Business Expenses 827. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lanny K Marks |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5617500312 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PBC Wealth and Estate Planning Seminar Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PBCW |
| ReturnHeader/Filer/EIN | 0 | 991797062 |
| ReturnHeader/Filer/PhoneNum | 0 | 5617500312 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 301 Crawford Blvd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Boca Raton |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33432 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 650904502 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | COREY E LEVINE CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 15300 JOG ROAD208 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DELRAY BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33446 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5614550360 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | COREY E LEVINE CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-01T07:26:15-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.