GREATER BOCA RATON ESTATE PLANNING COUNCIL INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREATER BOCA RATON ESTATE PLANNING COUNCIL INC (EIN 59-2648074)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-05
- IRS object ID
- 202543099349200639
- Schema version
- 2024v5.2
- 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 | 2025-11-05T14:24:02-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263968745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON RAHAL CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW BOCA RATON BLVD STE 5 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334317498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 5613956653 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW 2ND AVE STE 5 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW RAHAL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5613956653 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW L RAHAL CPA | PreparerPersonNm |
| PTIN | P01685089 | PTIN |
| Phone | 5613956653 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $157,169 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $156,475 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $694 | InvestmentIncomeAmt |
| Total Revenue | $157,169 | TotalRevenueAmt |
| Other Expenses Total | $157,910 | OtherExpensesTotalAmt |
| Total Expenses | $157,910 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$741 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,598 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $52,857 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,974 | BOYAmt |
| EOY | $38,755 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,339 | BOYAmt |
| EOY | $14,230 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,313 | BOYAmt |
| EOY | $52,985 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,715 | BOYAmt |
| EOY | $128 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,598 | BOYAmt |
| EOY | $52,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 PROFFESIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC. TO PROMOTE COOPERATION AMONG PROFESSIONSL 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 GENERAL PUBLIC. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| 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 |
|---|---|---|---|---|
| WILLIAM MILLER | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| DANIEL SEIGEL | ||||
| PAST PRESIDENT | 2.00 | $0 | $0 | $0 |
| SYDNEY SMITH KOCKER | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| MATTHEW RAHAL | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| ROSS O'CONNOR | ||||
| VP OF SPONSORSHIP | 2.00 | $0 | $0 | $0 |
| EDWARD SMITH | ||||
| VP OF PROGRAM | 2.00 | $0 | $0 | $0 |
| DAVID GROBSTEIN | ||||
| VP OF TECHNOLOGY | 2.00 | $0 | $0 | $0 |
| PHILIP HERZBERG | ||||
| VP OF MEMBERSHIP | 2.00 | $0 | $0 | $0 |
| JAMIE UMBERGER | ||||
| VP OF EVENTS | 2.00 | $0 | $0 | $0 |
| SCOTT GARBER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICKEY ROSENZWEIG | ||||
| PRESIDENT ELECT | 2.00 | $0 | $0 | $0 |
| LESLIE MCCULLOUGH | ||||
| DIRECTOR | 1.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW RAHAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW 2ND AVE STE 5 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5613956653 | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 694. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK & CARD FEES. AMOUNT: 4,526. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,018. DESCRIPTION: DINNER MEETINGS. AMOUNT: 68,509. DESCRIPTION: EDUCATION. AMOUNT: 805. DESCRIPTION: EXECUTIVE SECRETARY. AMOUNT: 23,000. DESCRIPTION: FLORIDA ANNUAL REPORT FEE. AMOUNT: 61. DESCRIPTION: HOLIDAY EVENT. AMOUNT: 12,279. DESCRIPTION: INSURANCE. AMOUNT: 2,649. DESCRIPTION: INTERNET & TECHNOLOGY FEES. AMOUNT: 1,392. DESCRIPTION: MEMBER DIRECTORY. AMOUNT: 2,594. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 2,050. DESCRIPTION: NEW MEMBER EVENT. AMOUNT: 250. DESCRIPTION: PHOTOGRAPHER. AMOUNT: 2,700. DESCRIPTION: POSTAGE & SUPPLIES. AMOUNT: 1,012. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 743. DESCRIPTION: SCHOLARSHIPS/COMMUNITY OUTREACH. AMOUNT: 2,000. DESCRIPTION: SPEAKER FEES AND EXPENSES. AMOUNT: 1,530. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 9,991. DESCRIPTION: YEAR END EVENT. AMOUNT: 20,801. TOTAL TO FORM 990-EZ, LINE 16: 157,910. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: CREDIT CARD OVERPAYMENT. BEG. OF YEAR AMOUNT: 33. END OF YEAR AMOUNT: 0. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 2,750. END OF YEAR AMOUNT: 11,730. DESCRIPTION: SPONSORSHIP RECEIVABLE. BEG. OF YEAR AMOUNT: 5,556. END OF YEAR AMOUNT: 2,500. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: CREDIT CARD. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 128. DESCRIPTION: PAYABLES. BEG. OF YEAR AMOUNT: 16,715. END OF YEAR AMOUNT: 0. |
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 |