Greater Boca Raton Estate Planning Council Inc
Nonprofit profile at a glance
- EIN
- 592648074
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Boca Raton, FL, USA
- Phone
- 5613956653
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $157,169
- Expenses
- $157,910
- Assets
- $52,985
- Liabilities
- $128
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- WILLIAM MILLER (PRESIDENT)
- DANIEL SEIGEL (PAST PRESIDENT)
- MICKEY ROSENZWEIG (PRESIDENT ELECT)
People named in this filing
- WILLIAM MILLER (PRESIDENT)
- DANIEL SEIGEL (PAST PRESIDENT)
- SYDNEY SMITH KOCKER (SECRETARY)
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
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.
What it reported doing in 2024
To provide a better understanding of the services which proffesionals in the estate and financial planning fields can render for their clients and the general public. To promote cooperation among professionsl 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.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- 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: 36
- Growth: 100
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: -0.5%; rating input score 32; 32nd percentile among comparable filings
- Total-asset coverage ratio: 0.34; rating input score 28; 28th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 0.5% per year; rating input score 100; 31st percentile among comparable filings
- Revenue growth: 6.3% per year; rating input score 100; 53rd percentile among comparable filings
- Asset growth: 6.2% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2010 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.
- Moderate — Sustainability: Operating margin scored 32/100.
- High — Sustainability: Total-asset coverage ratio scored 28/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.