GREATER BOCA RATON ESTATE PLANNING COUNCIL INC: Form 990EZ, tax year 2020
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- Organization
- GREATER BOCA RATON ESTATE PLANNING COUNCIL INC (EIN 59-2648074)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-08-02
- IRS object ID
- 202142149349201054
- Schema version
- 2020v4.1
- 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 | 2021-08-02T15:29:08-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382777985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSKEY LANNI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 NW BOCA RATON BLVD SUITE 202 | 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 | 2020-07-01 | 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 | 5612411040 | 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 |
| Phone | 5617501733 | PhoneNum |
| Signature | 2021-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD A GERONEMUS CPA | PreparerPersonNm |
| PTIN | P00010935 | PTIN |
| Phone | 5612411040 | PhoneNum |
| Preparation | 2021-08-02 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $26,509 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,000 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $21,500 | MembershipDuesAmt |
| Investment Income | $9 | InvestmentIncomeAmt |
| Total Revenue | $26,509 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $6,800 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $44,121 | OtherExpensesTotalAmt |
| Total Expenses | $50,921 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$24,412 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $94,647 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $70,235 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,669 | BOYAmt |
| EOY | $68,417 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,278 | BOYAmt |
| EOY | $2,118 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,947 | BOYAmt |
| EOY | $70,535 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $300 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,647 | BOYAmt |
| EOY | $70,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROFESSIONALS IN THE ESTATE ANDFINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERALPUBLIC. TO PROMOTE COOPERATION AMONG PROFESSIONALS IN THE ESTATE AND FINANCIALPLANNING FIELDS AND TO FOSTER A BETTER UNDERSTANDING OF THE PROPERRELATIONSHIP WHICH SUCH PROFESSIONALS BEAR TO EACH OTHER, THEIR CLIENTSAND THE GENERAL PUBLIC. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE GRANTS TO THE GEORGE SNOW FOUNDATION PROVIDING SCHOLARS WITH FINANCIAL SUPPORT FOR EDUCATIONAL EXPENSES AND PROVIDING SUPPORT SERVICES DESIGNED TO INCREASE GRADUATION RATES. | $6,500 | $0 |
| PROVIDED CONTINUING EDUCATION PROGRAMS FOR 196 MEMBERS AND A COMMUNAL FORUM FOR PARTICIPANTS WITHIN THE ESTATE PLANNING COMMUNITY. | $0 | $0 |
| SOUTH PALM BEACH COUNTY JEWISH FEDERATION - JUDI & CRAIG DONOFF FUND FOR SPECIAL NEEDS | $300 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SYDNEY SMITH KOCHER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM C MILLER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE CLAIRMONT SHIDE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL ROMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK SCHAUM | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT GARBER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ABIGAIL THIERMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTINA GREGG | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOHN CLIDAS | ||||
| PRESIDENT ELECT | 4.00 | $0 | $0 | $0 |
| MARK WALTERS | ||||
| SECRETARY | 4.00 | $0 | $0 | $0 |
| LEONARD A GERONEMUS | ||||
| TREASURER | 4.00 | $0 | $0 | $0 |
| DANIEL A SIEGEL | ||||
| VICE PRESIDENT - MEMBERSHIP | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | 0 | 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 RD SUITE 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 | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,800 | CurrentTaxYearAmt |
| Total | $378,126 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,800 | CurrentTaxYearAmt |
| Total | $378,126 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $378,126 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9 | CurrentTaxYearAmt |
| Total | $32 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9 | CurrentTaxYearAmt |
| Total | $32 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,809 | CurrentTaxYearAmt |
| Total | $378,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 9. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGE SNOW SCHOLARSHIP FUND. AMOUNT GIVEN: 6,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTH PALM BEACH COUNTY JEWISH FEDERATION. AMOUNT GIVEN: 300. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,800. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK AND CARD FEES. AMOUNT: 1,536. DESCRIPTION: INSURANCE. AMOUNT: 3,725. DESCRIPTION: SECRETARIAL SERVICES. AMOUNT: 9,500. DESCRIPTION: POSTAGE AND SUPPLIES. AMOUNT: 56. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 1,975. DESCRIPTION: MEETINGS AND NETWORKING EVENTS. AMOUNT: 17,554. DESCRIPTION: EDUCATION. AMOUNT: 438. DESCRIPTION: FILING FEES. AMOUNT: 61. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 460. DESCRIPTION: PHOTOGRAPHY. AMOUNT: 450. DESCRIPTION: INTERNET EXPENSES. AMOUNT: 1,416. DESCRIPTION: MEMBERSHIP DIRECTORY. AMOUNT: 6,750. DESCRIPTION: FLORIDA ANNUAL SOLICITATION FEE . AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 44,121. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ADVANCE PAYMENTS. BEG. OF YEAR AMOUNT: 2,278. END OF YEAR AMOUNT: 2,118. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 300. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |