Estate Planning Council of Greater Miami Inc
Nonprofit profile at a glance
- EIN
- 237205684
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Miami, FL, USA
- Phone
- 7328574749
- Rating confidence
- Limited
Reported finances
- Revenue
- $147,983
- Expenses
- $159,158
- Assets
- $62,501
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- GISELLE MARIE HUGUES (PRESIDENT)
- GUSTAVO MARTELO (PRESIDENT EL)
People named in this filing
- GISELLE MARIE HUGUES (PRESIDENT)
- GUSTAVO MARTELO (PRESIDENT EL)
- MISBAH FARID (VICE PRESIDE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Conducting continuing education seminars for local association of estate planning professionals
What it reported doing in 2024
Increased public awareness of the importance of estate planning using a multi-discliplinary team of professionals approach
Operating model
- Revenue model
- Membership-supported. 99% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 25
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7.6%; rating input score 18; 18th percentile among comparable filings
- Total-asset coverage ratio: 0.39; rating input score 31; 31st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.8% per year; rating input score 100; 46th percentile among comparable filings
- Asset growth: 7.8% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 20 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 18/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 31/100.