GREATER BOCA RATON ESTATE PLANNING COUNCIL INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GREATER BOCA RATON ESTATE PLANNING COUNCIL INC (EIN 59-2648074)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-07-07
- IRS object ID
- 201531889349200348
- Schema version
- 2014v5.0
- 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 | 2015-07-07T18:12:26-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204915424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY M SCHUCHMAN CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 970637 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334970637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | 5615441010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O S M SCHUCHMAN CPA POB 970637 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334970637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ROMAN ESQUIRE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5615441010 | PhoneNum |
| Signature | 2015-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SIDNEY M SCHUCHMAN CPA | PreparerPersonNm |
| PTIN | P00021955 | PTIN |
| Phone | 5615441010 | PhoneNum |
| Preparation | 2015-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $63,054 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $22,000 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $41,050 | MembershipDuesAmt |
| Investment Income | $4 | InvestmentIncomeAmt |
| Total Revenue | $63,054 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $12,250 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $57,900 | OtherExpensesTotalAmt |
| Total Expenses | $70,150 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,096 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $38,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,910 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,006 | BOYAmt |
| EOY | $30,385 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,525 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,006 | BOYAmt |
| EOY | $31,910 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,006 | BOYAmt |
| EOY | $30,910 | 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 AND FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC AND 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 GENERAL PUBLIC | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| PROVIDED GRANTS TO LOCAL UNIVERSITIES FOR STUDENTS ENTERING PROFESSIONAL FIELDS AND TO FOUNDATIONS FOR SUPPORTING STUDENTS ENTERING PROFESSIONAL FIELDS |
| PROVIDE GRANTS TO LOCAL HIGH SCHOOLS TO UPGRADE MEDIA SERVICES |
| TO PROVIDE EDUCATION TO ITS MEMBERS |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PAUL ROMAN | ||
| PRESIDENT | 4.00 | $0 |
| BRIAN K DUFFEY | ||
| PRESIDENT-EL | 4.00 | $0 |
| ALAN B ROSENTHAL | ||
| PAST PRESIDE | 1.00 | $0 |
| EAMONN W GUNTHER | ||
| VICE PRESIDE | 2.00 | $0 |
| LESLIE MCCULLOUGH | ||
| VICE-PRESIDE | 2.00 | $0 |
| MACE TAMSE | ||
| SECRETARY | 2.00 | $0 |
| SIDNEY M SCHUCHMAN | ||
| TREASURER | 2.00 | $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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY M SCHUCHMAN CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 970637 | AddressLine1Txt |
| Address Line2 | P O BOX 970637 | AddressLine2Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33497 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5615441010 | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | GEORGE SNOW SCHOLARSHIP FUND GEORGE SNOW SCHOLARSHIP FUND 201 PLAZA REAL 260 6,000 0 201 PLAZA REAL 260 0 BOCA RATON, FL 33432 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES POSTAGE AND SUPPLIES 88 INTERNET FEES 1,600 CONFERENCE 2,638 PUBLIC RELATIONS 1,225 MEETING EXPENSE 39,579 MERCHANT CARD FEES 1,261 INSURANCE 917 PROFESSIONAL DUES 985 SECRETARIAL SERVICES 6,300 TAXES 61 SPEAKERS' EXPENSES 2,900 DIRECTOR PLAQUES 346 TOTAL 57,900 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 0 525 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,000 TOTAL 0 1,525 |
| FORM 990-EZ, PART II, LINE 26 | DEFERRED REVENUE 0 1,000 |
| FORM 990-EZ, PART III | TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROFESSIONALS IN THE ESTATE AND FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC AND 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 GENERAL PUBLIC |
| FORM 990-EZ, PART III, LINE 31 | TO PROVIDE EDUCATION TO ITS MEMBERS |