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Estate Planning Council Of Broward County Inc

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
$65.5k (2024)

Expenses
$73.6k (2024)

Total Assets
$52.1k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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 May
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,478
Expenses
$73,609
Net Income
-$8,131
Net Assets
$52,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,450
38.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $52,103
Total Liabilities $0
Net Assets $52,103
Compensation
Key Employees and Officers Compensation Other
Michael Mader (President) $0 $0
Jennifer Rodriguez (President Elect) $0 $0
Charles Zalaker (Vice President) $0 $0
William T Johnson (Treasurer) $0 $0
Nydia Menendez (Secretary) $0 $0
Linda Paige (Immediate Past President) $0 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,680
Expenses
$58,619
Net Income
$14,061
Net Assets
$60,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,180
52.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $60,234
Total Liabilities $0
Net Assets $60,234
Compensation
Key Employees and Officers Compensation Other
Linda Paige (President) $0 $0
Michael Mader (President Elect) $0 $0
Jennifer Rodriguez (Vice President) $0 $0
William T Johnson (Treasurer) $0 $0
Charles Zalaker (Secretary) $0 $0
Richard Denapoli (Immediate Past President) $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,825
Expenses
$48,644
Net Income
-$6,819
Net Assets
$46,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,625
37.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,173
Total Liabilities $0
Net Assets $46,173
Compensation
Key Employees and Officers Compensation Other
Linda Paige (President) $0 $0
Michael Mader (President Elect) $0 $0
Jennifer Rodriguez (Vice President) $0 $0
William T Johnson (Treasurer) $0 $0
Charles Zalaker (Secretary) $0 $0
Richard Denapoli (Immediate Past President) $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,055
Expenses
$16,371
Net Income
$4,684
Net Assets
$52,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,355
44.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $52,992
Total Liabilities $0
Net Assets $52,992
Compensation
Key Employees and Officers Compensation Other
Diana Verity (President) $0 $0
Richard Denapoli (President Elect) $0 $0
Frances Housman (Vice President) $0 $0
Linda Paige (Treasurer) $0 $0
Brian V Bergman (Secretary) $0 $0
Craig C Chuang (Immediate Past President) $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,655
Expenses
$39,363
Net Income
$27,292
Net Assets
$48,308
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,905
53.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,308
Total Liabilities $0
Net Assets $48,308
Compensation
Key Employees and Officers Compensation Other
Craig C Chuang (President) $0 $0
Nina Zuckerman Chepp (Vice President) $0 $0
Sharon E Picolo (Treasurer) $0 $0
Frances Housman (Secretary) $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,075
Expenses
$69,601
Net Income
-$19,526
Net Assets
$21,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,825
45.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,016
Total Liabilities $0
Net Assets $21,016
Compensation
Key Employees and Officers Compensation Other
Craig C Chuang (President) $0 $0
Nina Zuckerman Chepp (Vice President) $0 $0
Sharon E Picolo (Treasurer) $0 $0
Frances Housman (Secretary) $0 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,735
Expenses
$55,615
Net Income
$2,120
Net Assets
$40,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,860
51.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $40,542
Total Liabilities $0
Net Assets $40,542
Compensation
Key Employees and Officers Compensation Other
Jessica Urbanski (Secretary) $0 $0
Sheri F Shultz (Vice President) $0 $0
Diana Verity (Treasurer) $0 $0
Chuck Shields (President) $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,491
Expenses
$54,874
Net Income
$7,617
Net Assets
$38,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,016
56.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $38,522
Total Liabilities $100
Net Assets $38,422
Compensation
Key Employees and Officers Compensation Other
Lea Liberman (Director) $0 $0
John Harris (President) $0 $0
Chuck B Shields (Vice President) $0 $0
Sheri F Shultz (Treasurer) $0 $0
Diana Verity (Secretary) $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,987
Expenses
$50,688
Net Income
$9,299
Net Assets
$30,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,037
51.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,055
Total Liabilities $250
Net Assets $30,805
Compensation
Key Employees and Officers Compensation Other
Lea Liberman (President) $0 $0
John Harris (Vice President) $0 $0
Chuck B Shields (Treasurer) $0 $0
Sheri F Shultz (Secretary) $0 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,420
Expenses
$46,509
Net Income
-$5,089
Net Assets
$21,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,020
45.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,506
Total Liabilities $0
Net Assets $21,506
Compensation
Key Employees and Officers Compensation Other
Tattiana Brenes Stahl (President) $0 $0
Lea Liberman (Vice President) $0 $0
John Harris (Treasurer) $0 $0
Chuck B Shields (Secretary) $0 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,577
Expenses
$44,987
Net Income
-$2,410
Net Assets
$26,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,967
46.9%
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $26,595
Total Liabilities $0
Net Assets $26,595
Compensation
Key Employees and Officers Compensation Other
Edwin Hoffman (President) $0 $0
Tattiana Brenes Stahl (Vice President) $0 $0
Lea Liberman (Treasurer) $0 $0
John Harris (Secretary) $0 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,096
Expenses
$37,490
Net Income
$3,606
Net Assets
$29,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,896
41.1%
Investment Income $15
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,005
Total Liabilities $0
Net Assets $29,005

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,269
Expenses
$36,759
Net Income
$2,510
Net Assets
$25,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,717
29.8%
Investment Income $12
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,399
Total Liabilities $0
Net Assets $25,399

Document Links

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
2006

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 May
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

What Is 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 »

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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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