GREATER BOCA RATON ESTATE PLANNING COUNCIL INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GREATER BOCA RATON ESTATE PLANNING COUNCIL INC (EIN 59-2648074)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-07-18
- IRS object ID
- 202331999349200528
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-18T11:40:39-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650349831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garber & Garber CPAs PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Glades Rd Ste 207E | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592648074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER BOCA RATON ESTATE PLANNING | BusinessNameLine1Txt |
| Business Name Line2 | COUNCIL INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 5617501733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8597 DREAMSIDE LANE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT GARBER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | GARBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott L Garber CPA | PreparerPersonNm |
| PTIN | P01291302 | PTIN |
| Phone | 5617501733 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.BOCARATONEPC.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $104,266 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $104,215 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $51 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $104,266 | TotalRevenueAmt |
| Other Expenses Total | $117,512 | OtherExpensesTotalAmt |
| Total Expenses | $117,512 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$13,246 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $74,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,911 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,157 | BOYAmt |
| EOY | $69,824 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,657 | BOYAmt |
| EOY | $69,824 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $8,913 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,157 | BOYAmt |
| EOY | $60,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROSSIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC.TO PROMOTE COOPERATION AMONG PROFESSIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS AND TO FOSTER A BETTER UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH SUCH PROFESSIONALS BEAR TO EACH OTHER, THEIR CLIENTS, AND THE GERNERAL PUBLIC. | DescriptionProgramSrvcAccomTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (17 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOHN CLIDAS | ||
| PAST PRESIDENT | 4.00 | $0 |
| JOSHUA GOLDGLANTZ | ||
| President | 4.00 | $0 |
| SCOTT GARBER | ||
| Treasurer | 4.00 | $0 |
| SYDNEY SMITH KOCHER | ||
| Secretary | 4.00 | $0 |
| DANIEL A SIEGEL | ||
| PRESIDENT ELECT | 4.00 | $0 |
| JAMIE LEE UMBERGER | ||
| Vice President | 4.00 | $0 |
| WILLIAM MILLER | ||
| VP-PROGRAMS | 4.00 | $0 |
| ROSS O'CONNOR | ||
| VP-MEMBERSHIP | 4.00 | $0 |
| BLAKE G BETHEIL | ||
| Director | 4.00 | $0 |
| ADAM SHERMAN | ||
| Director | 0 | $0 |
| JOSEPH COCONATE | ||
| Director | 1.00 | $0 |
| MARK A SCHAUM | ||
| Director | 1.00 | $0 |
| MICHAEL ROSENZWEIG | ||
| VP-SPONSORSHIPS | 1.00 | $0 |
| LESLIE A MCCULLOUGH | ||
| Director | 1.00 | $0 |
| SETH ELLIS | ||
| Director | 0 | $0 |
| DAVID GROBSTEIN | ||
| VP-TECHNOLOGY | 0 | $0 |
| EDWARD SMITH | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT L GARBER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 GLADES ROAD STE 207E | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617501733 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | MEETINGS AND NETWORKING EVENTS $77083 |
| Other Expenses.2 | SECRETARIAL SERVICES $9000 |
| Other Expenses.3 | SPEAKER FEES $7528 |
| Other Expenses.4 | MEMBERSHIP FEES $6487 |
| Other Expenses.5 | BANK & CREDIT CARD FEES $3283 |
| Other Expenses.6 | SCHOLARSHIPS/COMMUNITY OUTREAC $2500 |
| Other Expenses.7 | MEMBER DIRECTORY $2500 |
| Other Expenses.8 | INSURANCE $2371 |
| Other Expenses.9 | PHOTOGRAPHER $2285 |
| Other Expenses.10 | INTERNET & TECHNOLOGY EXPENSES $1475 |
| Other Expenses.11 | NAEPC CONFERENCE $1395 |
| Other Expenses.12 | EDUCATION $884 |
| Other Expenses.13 | BOARD MEETINGS $349 |
| Other Expenses.14 | POSTAGE & SUPPLIES $235 |
| Other Expenses.15 | FILING FEES $137 |
| Other Assets.1005 | Accounts Receivable - Beginning $3500 Accounts Receivable - Ending $0 |
| Other Assets.1 | ADVANCED PAYMENTS - Beginning $2000 ADVANCED PAYMENTS - Ending $0 |
| Total Liabilities.1 | SPONSORSHIP PAID IN ADVANCE - Beginning $1500 SPONSORSHIP PAID IN ADVANCE - Ending $8500 |
| Total Liabilities.2 | DUES PAID IN ADVANCE - Beginning $0 DUES PAID IN ADVANCE - Ending $300 |
| Total Liabilities.3 | CREDIT CARDS PAYABLE - Beginning $0 CREDIT CARDS PAYABLE - Ending $113 |