Palm Beach County Estate Planning Council Inc
Nonprofit profile at a glance
- EIN
- 650163826
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024
- Location
- Jupiter, FL, USA
- Phone
- 5617142360
- Rating
- 38
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $151,408
- Expenses
- $166,031
- Assets
- $138,324
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- DOMENICK MACRI SR MBA MST AEP (PRESIDENT)
- ANTHONY PACE CFP (PRESIDENT-EL)
People named in this filing
- DOMENICK MACRI SR MBA MST AEP (PRESIDENT)
- ANTHONY PACE CFP (PRESIDENT-EL)
- ADAM SLAVIN CPA (VP MEMBERSHI)
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
Primary exempt purpose: to promote cooperation among various professionals engaged in the field of estate planning.
What it reported doing in 2024
Program service accomplishments: held meetings to increase the overall knowledge of the members and to address specific topics of common interest, enhancing the professionalism and interaction of the members for the benefit of their clients and the public.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 4
- Transparency & Controls: 82
- Sustainability: 31
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 6.8%; rating input score 7
- 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: -9.7%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 53; 53rd 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: 10.8% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: -2.2% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: 6.8% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2022 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 — Financial Efficiency: Mission deployment rate scored 7/100.
- High — Sustainability: Operating margin scored 16/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.