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Greater Boca Raton Estate Planning Council Inc

  • Boca Raton, FL
  • Tax-exempt since Feb. 2019
  • EIN: 59-2648074

Organization summary

Type of Nonprofit

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

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$104k (2023)

Expenses
$118k (2023)

Total Assets
$69.8k (2023)

Total Liabilities
$8.91k (2023)

Source: Form 990 tax filings from 2014 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
$104,266
Expenses
$117,512
Net Income
-$13,246
Net Assets
$60,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,215
100.0%
Program Services $0
Investment Income $51
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $69,824
Total Liabilities $8,913
Net Assets $60,911
Compensation
Key Employees and Officers Compensation Other
John Clidas (Past President) $0 $0
Joshua Goldglantz (President) $0 $0
Scott Garber (Treasurer) $0 $0
Sydney Smith Kocher (Secretary) $0 $0
Daniel A Siegel (President Elect) $0 $0
Jamie Lee Umberger (Vice President) $0 $0
William Miller (Vp Programs) $0 $0
Ross O'connor (Vp Membership) $0 $0
Blake G Betheil (Director) $0 $0
Adam Sherman (Director) $0 $0
Joseph Coconate (Director) $0 $0
Mark A Schaum (Director) $0 $0
Michael Rosenzweig (Vp Sponsorships) $0 $0
Leslie A Mccullough (Director) $0 $0
Seth Ellis (Director) $0 $0
David Grobstein (Vp Technology) $0 $0
Edward Smith (Director) $0 $0
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Document Links

990-EZ
Filed on July 18, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,773
Expenses
$76,851
Net Income
$3,922
Net Assets
$74,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,765
100.0%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $75,657
Total Liabilities $1,500
Net Assets $74,157
Compensation
Key Employees and Officers Compensation Other
John Clidas (President) $0 $0
Joshua Goldglantz (President Elect) $0 $0
Scott Garber (Treasurer) $0 $0
Sydney Smith Kocher (Secretary) $0 $0
Daniel A Siegel (Vp Sponsorship) $0 $0
Jamie Lee Umberger (Vice President) $0 $0
William Miller (Vp Programs) $0 $0
Ross O'connor (Vp Technology) $0 $0
Blake G Betheil (Vp Membership) $0 $0
Alexandra Demosthenes (Director) $0 $0
Joseph Coconate (Director) $0 $0
Mark A Schaum (Director) $0 $0
Michael Rosenzweig (Director) $0 $0
Leslie A Mccullough (Director) $0 $0
Paul Roman (Director) $0 $0
Kristina Gregg (Past President) $0 $0
Abigail Thierman (Director) $0 $0
Leonard Geronemus (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 8, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,509
Expenses
$50,921
Net Income
-$24,412
Net Assets
$70,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
18.9%
Program Services $0
Investment Income $9
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $70,535
Total Liabilities $300
Net Assets $70,235
Compensation
Key Employees and Officers Compensation Other
Sydney Smith Kocher (Director) $0 $0
William C Miller (Director) $0 $0
Julie Clairmont Shide (Director) $0 $0
Paul Roman (Director) $0 $0
Mark Schaum (Director) $0 $0
Scott Garber (Director) $0 $0
Abigail Thierman (Director) $0 $0
Kristina Gregg (President) $0 $0
John Clidas (President Elect) $0 $0
Mark Walters (Secretary) $0 $0
Leonard A Geronemus (Treasurer) $0 $0
Daniel A Siegel (Vice President Membership) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 2, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,341
Expenses
$58,220
Net Income
$44,121
Net Assets
$94,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,000
41.0%
Program Services $0
Investment Income $9
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,947
Total Liabilities $300
Net Assets $94,647
Compensation
Key Employees and Officers Compensation Other
John Clidas (Director) $0 $0
Jonathan Greene (Director) $0 $0
Julie Clairmont Shide (Director) $0 $0
Lauren Galvani (Director) $0 $0
Mark Schaum (Director) $0 $0
Nathan Brown (Director) $0 $0
Scott Garber (Director) $0 $0
Abigail Thierman (Director) $0 $0
Brad Milhauser (President) $0 $0
Kristina Gregg (President Elect) $0 $0
Mark Walters (Secretary) $0 $0
Leonard A Geronemus (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 16, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,894
Expenses
$61,927
Net Income
$22,967
Net Assets
$50,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,732
45.6%
Program Services $0
Investment Income $7
0.0%
Net Fundraising -$13,275
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $55,526
Total Liabilities $5,000
Net Assets $50,526
Compensation
Key Employees and Officers Compensation Other
Julie Clairmont Shide (Director) $0 $0
Mark Schaum (Director) $0 $0
Jay Palmesi (Director) $0 $0
Jonathan Greene (Director) $0 $0
Joshua Goldglantz (Director) $0 $0
Lauren Galvani (Director) $0 $0
Nathan Brown (Director) $0 $0
Leslie Mccullough (Vice President Sponsorships) $0 $0
Daniel Fleischer (Vice President Technolog) $0 $0
Kristina Gregg (Vice President Membershi) $0 $0
Leonard A Geronemus (Treasurer) $0 $0
Mark Walters (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 21, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,715
Expenses
$49,809
Net Income
$12,906
Net Assets
$27,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,250
43.5%
Program Services $0
Investment Income $4
0.0%
Net Fundraising -$16,919
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $28,659
Total Liabilities $1,100
Net Assets $27,559
Compensation
Key Employees and Officers Compensation Other
Leslie Mccullough (Director) $0 $0
Sam Katz (Director) $0 $0
Kristina Gregg (Director) $0 $0
Keith Seago (Director) $0 $0
J Jay Palmesi (Director) $0 $0
John Clidas (Director) $0 $0
Mark Walters (Director) $0 $0
Scott Goldberger (President) $0 $0
E Brian Singer (President Elect) $0 $0
Catrina Crowe (Vice President Membership) $0 $0
Brad Milhauser (Vice President Programming) $0 $0
Jon Greene (Vice President Technology) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 20, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$71,924
Expenses
$82,155
Net Income
-$10,231
Net Assets
$14,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,261
28.2%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $15,028
Total Liabilities $375
Net Assets $14,653
Compensation
Key Employees and Officers Compensation Other
Eamonn W Gunther (President) $0 $0
Scott L Goldberger (President Elect) $0 $0
Brad H Milhauser (Vice President) $0 $0
Justin Savioli (Vice President) $0 $0
Catrina Crowe (Vice President) $0 $0
Samuel Katz (Secretary) $0 $0
Clifford Gelber (Treasurer) $0 $0
Brian K Duffey (Past President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 23, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,214
Expenses
$74,240
Net Income
-$6,026
Net Assets
$24,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,500
24.2%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,372
Total Liabilities $18,488
Net Assets $24,884
Compensation
Key Employees and Officers Compensation Other
Eamonn W Gunther (President) $0 $0
Scott L Goldberger (President El) $0 $0
Brad H Milhauser (Vice Preside) $0 $0
Justin Savioli (Vice Preside) $0 $0
Catrina Crowe (Vice Preside) $0 $0
Samuel Katz (Secretary) $0 $0
Clifford Gelber (Treasurer) $0 $0
Brian K Duffey (Past Preside) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 11, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$63,054
Expenses
$70,150
Net Income
-$7,096
Net Assets
$30,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,000
34.9%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,910
Total Liabilities $1,000
Net Assets $30,910
Compensation
Key Employees and Officers Compensation Other
Paul Roman (President) $0 $0
Brian K Duffey (President El) $0 $0
Alan B Rosenthal (Past Preside) $0 $0
Eamonn W Gunther (Vice Preside) $0 $0
Leslie Mccullough (Vice Preside) $0 $0
Mace Tamse (Secretary) $0 $0
Sidney M Schuchman (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 7, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,255
Expenses
$61,298
Net Income
-$4,043
Net Assets
$38,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,500
28.8%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $38,005
Total Liabilities $0
Net Assets $38,005
Compensation
Key Employees and Officers Compensation Other
Lanny K Marks (Past Preside) $0 $0
Alan B Rosenthal (President) $0 $0
Paul Roman (President El) $0 $0
Sidney M Schuchman (Treasurer) $0 $0
Eamonn W Gunther (Vice Preside) $0 $0
Brian K Duffey (Vice Preside) $0 $0
Leslie Mccullough (Vice Preside) $0 $0
Mark Walters (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 12, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

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
Filed on Nov. 15, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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 »

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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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