PBC Wealth and Estate Planning Seminar Inc

Nonprofit profile at a glance

EIN
991797062
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025
Location
Boca Raton, FL, USA
Phone
5617500312
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$35,875
Expenses
$38,013
Assets
$24,895

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Lanny K Marks (President)
  • Leah Foertsch (Vice President)

People named in this filing

  • Lanny K Marks (President)
  • Leah Foertsch (Vice President)
  • Leslie McCullough (Treasurer)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To receive, administer and expend funds to organize, promote and facilitate an annual wealth and estate planning seminar for professionals and advisors

What it reported doing in 2025

Wealth & Estate Planning Seminarattended by 150 professionals

Operating model

Revenue model
Other-operating. 96% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 64% for direct work, and 36% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 33
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -6%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 0.65; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -26.6% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 2.8% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: -8.2% per year; rating input score 0; 19th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $38K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • 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 — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.