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Estate Planning Council Of Greater Miami

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$127k (2023)

Expenses
$114k (2023)

Total Assets
$74k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$127,053
Expenses
$113,768
Net Income
$13,285
Net Assets
$74,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $74,037
Total Liabilities $0
Net Assets $74,037
Compensation
Key Employees and Officers Compensation Other
John Harris (President) $0 $0
Jason Domark (President El) $0 $0
Giselle Marie Hughes (Vice Preside) $0 $0
Gustavo Martelo (Secretary) $0 $0
James A Osteen (Treasurer) $0 $0
Adam Sendzischew (Immed Past P) $0 $0
James Benedek (Board Member) $0 $0
Susan Mendendez Cahill (Board Member) $0 $0
Glenn Downing (Board Member) $0 $0
Steven Kreinik (Board Member) $0 $0
Alex Bahamonde (Board Member) $0 $0
Misbah Farid (Board Member) $0 $0
Jerry Rodriguez (Board Member) $0 $0
Angela Carrillo (Board Member) $0 $0
Justin Burbank (Board Member) $0 $0
John O'rourke Iii (Board Member) $0 $0
Michael Unger (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,908
Expenses
$94,756
Net Income
-$5,848
Net Assets
$60,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $60,752
Total Liabilities $0
Net Assets $60,752
Compensation
Key Employees and Officers Compensation Other
Adam Sendzischew (President) $0 $0
Mark Scott (Immed Past P) $0 $0
John Harris (President El) $0 $0
Jason Domark (Vice Preside) $0 $0
Giselle Marie Hugues (Secretary) $0 $0
James A Osteen (Treasurer) $0 $0
Alex Bahamonde (Board Member) $0 $0
Chuck Runge (Board Member) $0 $0
Glenn Downing (Board Member) $0 $0
James Benedek (Board Member) $0 $0
Luis A Perez (Board Member) $0 $0
Maria Mejer Tyler (Board Member) $0 $0
Sharon Quinn Dixon (Board Member) $0 $0
Steven Kreinik (Board Member) $0 $0
Susan M Cahill (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,723
Expenses
$66,970
Net Income
-$247
Net Assets
$66,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $66,600
Total Liabilities $0
Net Assets $66,600
Compensation
Key Employees and Officers Compensation Other
Mark Scott (President) $0 $0
Adam Sendzischew (President El) $0 $0
John W Harris (Vice Preside) $0 $0
Sharon Quinn Dixon (Secretary) $0 $0
Jason Domark (Treasurer) $0 $0
Alex Bahamonde (Past Preside) $0 $0
James Benedek (Board Member) $0 $0
Susan Mendendez Cahill (Board Member) $0 $0
Glenn Downing (Board Member) $0 $0
Giselle Marie Hugues (Board Member) $0 $0
Steven Kreinik (Board Member) $0 $0
James A Osteen (Board Member) $0 $0
Luis A Perez (Board Member) $0 $0
Chuck Runge (Board Member) $0 $0
Steven Silverman (Board Member) $0 $0
Maria Mejer Tyler (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,770
Expenses
$88,870
Net Income
$8,900
Net Assets
$66,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $66,847
Total Liabilities $0
Net Assets $66,847
Compensation
Key Employees and Officers Compensation Other
Alex Bahamonde (President) $0 $0
Mark Scott (President El) $0 $0
Adam Sendzischew (Vice Preside) $0 $0
Debra Incera (Secretary) $0 $0
John W Harris (Treasurer) $0 $0
Howard B Lucas (Immed Past P) $0 $0
James Benedek (Board Member) $0 $0
Susan Mendendez Cahill (Board Member) $0 $0
Sharon Quinn Dixon (Board Member) $0 $0
John Lenahan (Board Member) $0 $0
Luis A Perez (Board Member) $0 $0
Chuck Runge (Board Member) $0 $0
Maria Mejer Tyler (Board Member) $0 $0
Glenn Downing (Board Member) $0 $0
Steven Kreinik (Board Member) $0 $0
Steven Silverman (Board Member) $0 $0
Jason Domark (Board Member) $0 $0

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$124,728
Expenses
$106,960
Net Income
$17,768
Net Assets
$57,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,947
Total Liabilities $0
Net Assets $57,947
Compensation
Key Employees and Officers Compensation Other
Howard B Lucas (President) $0 $0
Alex Bahamonde (President El) $0 $0
Mark Scott (Vice Preside) $0 $0
Adam Sendzischew (Secretary) $0 $0
Debra Incera (Treasurer) $0 $0
Philip Herzberg (Immed Past P) $0 $0
Sharon Quinn Dixon (Board Member) $0 $0
Luis A Perez (Board Member) $0 $0
Chuck Runge (Board Member) $0 $0
John W Harris (Board Member) $0 $0
Steven Silverman (Board Member) $0 $0
Glenn Downing (Board Member) $0 $0
Susan Mendendez Cahill (Board Member) $0 $0
John Lenahan (Board Member) $0 $0
James Benedek (Board Member) $0 $0
Steven Siegel (Board Member) $0 $0
Maria Mejer Tyler (Board Member) $0 $0
Steven Kreinik (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,363
Expenses
$96,668
Net Income
-$9,305
Net Assets
$40,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $40,179
Total Liabilities $0
Net Assets $40,179
Compensation
Key Employees and Officers Compensation Other
Philip Herzberg (President) $0 $0
Howard B Lucas (President El) $0 $0
Alex Bahamonde (Vice Preside) $0 $0
Mark Scott (Secretary) $0 $0
Adam Sendzischew (Treasurer) $0 $0
Donald A Kress (Immed Past P) $0 $0
James Benedek (Board Member) $0 $0
Susan Mendendez Cahill (Board Member) $0 $0
Sharon Quinn Dixon (Board Member) $0 $0
John W Harris (Board Member) $0 $0
Debra Incera (Board Member) $0 $0
John Lenahan (Board Member) $0 $0
Luis A Perez (Board Member) $0 $0
Chuck Runge (Board Member) $0 $0
Steven Siegel (Board Member) $0 $0
Andrea Stone (Board Member) $0 $0
Maria Mejer Tyler (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,876
Expenses
$96,859
Net Income
-$13,983
Net Assets
$49,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,484
Total Liabilities $0
Net Assets $49,484
Compensation
Key Employees and Officers Compensation Other
Mark Scott (Treasurer) $0 $0
Adam Schucher (Past President) $0 $0
Donald A Kress (President) $0 $0
Howard B Lucas (Pres Elect) $0 $0
Philip Herzberg (Vice President) $0 $0
Alex Bahamonde (Secretary) $0 $0
Andrea Stone (Director) $0 $0
Elizabeth Hughes (Director) $0 $0
Chuck Runge (Director) $0 $0
Sharon Quinn Dixon (Director) $0 $0
Susan M Cahill (Director) $0 $0
Luis A Perez (Director) $0 $0
Steven S Feldman Cpa (Director) $0 $0
Claudia G Reithauser (Director) $0 $0
Adam Sendzischew (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,364
Expenses
$85,102
Net Income
$18,262
Net Assets
$63,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $63,467
Total Liabilities $0
Net Assets $63,467
Compensation
Key Employees and Officers Compensation Other
Charles Bennett Sachs (Past Pres) $0 $0
Adam Schucher (Pres) $0 $0
Donald A Kress (Pres Elect) $0 $0
Howard B Lucas (Vice President) $0 $0
Philip Herzberg (Secretary) $0 $0
Alex Bahamonde (Treasurer) $0 $0
Mitchell A Hipsman (Director) $0 $0
Elaine King (Director) $0 $0
Chuck Runge (Director) $0 $0
Sharon Quinn Dixon (Director) $0 $0
Susan M Cahill (Director) $0 $0
H Ruben Weisson (Director) $0 $0
Luis A Perez (Director) $0 $0
Steven S Feldman Cpa (Director) $0 $0
Claudia G Reithauser (Director) $0 $0
Adam Sendzischew (Director) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$91,078
Expenses
$72,437
Net Income
$18,641
Net Assets
$49,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,179
Total Liabilities $0
Net Assets $49,179
Compensation
Key Employees and Officers Compensation Other
Barry A Givner (Past Pres) $0 $0
Charles Bennett Sachs (Pres) $0 $0
Adam Schucher (Pres Elect) $0 $0
Donald A Kress (Vice President) $0 $0
Howard B Lucas (Secretary) $0 $0
Philip Herzberg (Treasurer) $0 $0
Alex Bahamonde (Director) $0 $0
Cynthia Beamish (Director) $0 $0
Mitchell A Hipsman (Director) $0 $0
Elaine King (Director) $0 $0
Chuck Runge (Director) $0 $0
Sharon Quinn Dixon (Director) $0 $0
Susan M Cahill (Director) $0 $0
H Ruben Weisson (Director) $0 $0
Steven L Schwartz (Director) $0 $0
Elgin F Polo (Director) $0 $0
Luis A Perez (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,891
Expenses
$69,220
Net Income
$6,671
Net Assets
$30,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,538
Total Liabilities $0
Net Assets $30,538
Compensation
Key Employees and Officers Compensation Other
Patrick J Lannon (Past Pres) $0 $0
Barry A Givner (Pres) $0 $0
Charles Bennett Sachs (Pres Elect) $0 $0
Adam Schucher (Vice President) $0 $0
Donald A Kress (Secretary) $0 $0
Howard B Lucas (Treasurer) $0 $0
Alex Bahamonde (Director) $0 $0
Cynthia Beamish (Director) $0 $0
Philip Herzberg (Director) $0 $0
Mitchell A Hipsman (Director) $0 $0
Elaine King (Director) $0 $0
Chuck Runge (Director) $0 $0
Sharon Quinn Dixon (Director) $0 $0
Susan M Cahill (Director) $0 $0
Leif G Novie (Director) $0 $0

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Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,230
Expenses
$68,549
Net Income
$17,681
Net Assets
$23,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,867
Total Liabilities $0
Net Assets $23,867

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,223
Expenses
$45,219
Net Income
-$5,996
Net Assets
$6,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,186
Total Liabilities $0
Net Assets $6,186

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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