STRATEGY STUDIO / PUBLIC DATA EXPLORER

GREATER BOCA RATON ESTATE PLANNING COUNCIL INC: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GREATER BOCA RATON ESTATE PLANNING COUNCIL INC (EIN 59-2648074)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-09-12
IRS object ID
201442559349200804
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-09-12T12:53:55-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204915424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIDNEY M SCHUCHMAN CPA LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 970637AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code334970637ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592648074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER BOCA RATON ESTATE PLANNINGBusinessNameLine1
Business Name Line2COUNCIL INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone5615441010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O S M SCHUCHMAN CPA POB 970637AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code334970637ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN B ROSENTHAL ESQUIREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5615441010PhoneNum
Signature2014-09-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSIDNEY M SCHUCHMAN CPAPreparerPersonNm
PTINP00021955PTIN
Phone5615441010PhoneNum
Preparation2014-09-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.BOCARATONEPC.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$57,255GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$16,500ContributionsGiftsGrantsEtcAmt
Membership Dues$40,750MembershipDuesAmt
Investment Income$5InvestmentIncomeAmt
Total Revenue$57,255TotalRevenueAmt
Grants And Similar Amounts Paid$6,500GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$639PrintingPublicationsPostageAmt
Other Expenses Total$54,159OtherExpensesTotalAmt
Total Expenses$61,298TotalExpensesAmt
Excess Or Deficit For Year-$4,043ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$42,048NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,005NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$42,048BOYAmt
EOY$38,005EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,048BOYAmt
EOY$38,005EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$42,048BOYAmt
EOY$38,005EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO 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 PUBLICPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
PROVIDED GRANTS TO LOCAL UNIVERSITIES FOR STUDENTS ENTERING PROFESSIONAL FIELDS
PROVIDE GRANTS TO LOCAL HIGH SCHOOLS TO UPGRADE MEDIA SERVICES
PROVIDE GRANT TO NATIONAL ESTATE PLANNING ORGANIZATION FOR EDUCATIONAL PURPOSES
TO PROVIDE EDUCATION TO ITS MEMBERS

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LANNY K MARKS
PAST PRESIDE2.00$0
ALAN B ROSENTHAL
PRESIDENT2.00$0
PAUL ROMAN
PRESIDENT-EL2.00$0
SIDNEY M SCHUCHMAN
TREASURER2.00$0
EAMONN W GUNTHER
VICE PRESIDE2.00$0
BRIAN K DUFFEY
VICE-PRESIDE2.00$0
LESLIE MCCULLOUGH
VICE-PRESIDE2.00$0
MARK WALTERS
SECRETARY2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSIDNEY M SCHUCHMAN CPAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 970637AddressLine1
Address Line2P O BOX 970637AddressLine2
CityBOCA RATONCity
StateFLState
ZIP Code33497ZIPCode
FieldValueIRS element (for citing)
Phone5615441010PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES POSTAGE AND SUPPLIES 316 INTERNET FEES 1,600 CONFERENCE 1,919 PUBLIC RELATIONS 2,425 MEETING EXPENSE 34,668 MERCHANT CARD FEES 1,334 INSURANCE 918 PROFESSIONAL DUES 700 SECRETARIAL SERVICES 6,000 TAXES 61 SPEAKERS' EXPENSES 4,218 TOTAL 54,159
FORM 990-EZ, PART IIITO 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 31TO PROVIDE EDUCATION TO ITS MEMBERS

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (8 entries)

LANNY K MARKS
ALAN B ROSENTHAL
PAUL ROMAN
SIDNEY M SCHUCHMAN
EAMONN W GUNTHER
BRIAN K DUFFEY
LESLIE MCCULLOUGH
MARK WALTERS