Estate Planning Council Of Greater Miami
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Organization summary
Summary charts: organization finances over time Total Liabilities
$0 (2023)
Source: Form 990 tax filings from 2012 to 2023
Fiscal Year Ending June
2023
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on May 6, 2024
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2022
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on May 15, 2023
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2021
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on May 13, 2022
Short form tax return for a nonprofit’s activities, finances, and governance
View Filing
Schedules ▼
Form 990-EZ
Form 990, Schedule O
Compensation explanation
XML
Fiscal Year Ending June
2020
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
Document Links
990-EZ
Filed on May 14, 2021
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2019
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on May 14, 2020
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2018
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on May 14, 2019
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2017
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on March 19, 2018
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2016
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on April 18, 2017
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2015
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
990-EZ
Filed on Jan. 20, 2016
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2014
Extracted Financial Data
Extracted Financial Data from 990-EZ
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
Document Links
990-EZ
Filed on Jan. 21, 2015
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2013
Extracted Financial Data
Extracted Financial Data from 990-EZ
Document Links
990-EZ
Filed on Dec. 14, 2013
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2012
Extracted Financial Data
Extracted Financial Data from 990-EZ
Document Links
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
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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