NonprofitsGreater Boca Raton Estate Planning Council Inc

Community Improvement & Capacity Building

Greater Boca Raton Estate Planning Council Inc

BOCA RATON, FL

Total revenue

$157K

Total expenses

$158K

Net assets

$53K

Grants received

EIN

592648074

Tax year

2024

Mission

To create opportunities for members to collaborate and network with other members and to provide information and resources that will help our members best serve their clients.

Financials

FY 2024

Revenue

Contributions & grants$156K
Program service revenue
Investment income$694
Other revenue
Total revenue$157K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$158K
Total expenses$158K
Total assets$53K
Net assets$53K

People

12 listed

NameRoleCompensation

WILLIAM MILLER

PRESIDENT

Board

2 hrs/wk

DANIEL SEIGEL

PAST PRESIDENT

Board

2 hrs/wk

SYDNEY SMITH KOCKER

SECRETARY

Board

2 hrs/wk

MATTHEW RAHAL

TREASURER

Board

2 hrs/wk

ROSS O'CONNOR

VP OF SPONSORSHIP

Board

2 hrs/wk

EDWARD SMITH

VP OF PROGRAM

Board

2 hrs/wk

DAVID GROBSTEIN

VP OF TECHNOLOGY

Board

2 hrs/wk

PHILIP HERZBERG

VP OF MEMBERSHIP

Board

2 hrs/wk

JAMIE UMBERGER

VP OF EVENTS

Board

2 hrs/wk

SCOTT GARBER

DIRECTOR

Board

1 hrs/wk

MICKEY ROSENZWEIG

PRESIDENT ELECT

Board

2 hrs/wk

LESLIE MCCULLOUGH

DIRECTOR

Board

1 hrs/wk

Details

EIN592648074
NTEE codeS41
Subsection06
Ruling date2019-02
GREATER BOCA RATON ESTATE PLANNING COUNCIL INC — Mission, Financials & Grants Received | Grantivo