GREATER BOCA RATON ESTATE PLANNING COUNCIL INC
Cite this
Plain text GREATER BOCA RATON ESTATE PLANNING COUNCIL INC. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/592648074. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). GREATER BOCA RATON ESTATE PLANNING COUNCIL INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/592648074
MLA “GREATER BOCA RATON ESTATE PLANNING COUNCIL INC.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/592648074. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990EZ · revenue $157K · expenses $158K · assets $53K
- Also known as
- COUNCIL INC
- EIN
- 59-2648074
- Address
- 2101 NW 2ND AVE STE 5, BOCA RATON, FL 33431-6765
- Website
- WWW.BOCARATONEPC.ORG
- NTEE code
- S41
- Subsection
- 501(c)(6)
- Ruling year
- 2019
- Cross-check
- ProPublica Nonprofit Explorer
Mission
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 81 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
81 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| William Miller | PRESIDENT | 2020-2024 | 2 | $0 reported | 1 |
| Daniel Seigel | PAST PRESIDENT | 2024 | 2 | $0 reported | 1 |
| Sydney Smith Kocker | SECRETARY | 2024 | 2 | $0 reported | 1 |
| Matthew Rahal | TREASURER | 2024 | 2 | $0 reported | 1 |
| Ross O'Connor | VP OF SPONSORSHIP | 2021-2024 | 2 | $0 reported | 1 |
| Edward Smith | VP OF PROGRAM | 2022-2024 | 2 | $0 reported | 1 |
| David Grobstein | VP OF TECHNOLOGY | 2022-2024 | 2 | $0 reported | 1 |
| Philip Herzberg | VP OF MEMBERSHIP | 2024 | 2 | $0 reported | 1 |
| Jamie Umberger | VP OF EVENTS | 2021-2024 | 2 | $0 reported | 1 |
| Scott Garber | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Mickey Rosenzweig | PRESIDENT ELECT | 2024 | 2 | $0 reported | 1 |
| Leslie Mccullough | DIRECTOR | 2013-2024 | 1 | $0 reported | 1 |
| John Clidas (former) | PAST PRESIDENT | 2017-2022 | 4 | $0 reported | 1 |
| Joshua Goldglantz (former) | President | 2018-2022 | 4 | $0 reported | 1 |
| Sydney Smith Kocher (former) | Secretary | 2020-2022 | 4 | $0 reported | 1 |
| Daniel A Siegel (former) | PRESIDENT ELECT | 2020-2022 | 4 | $0 reported | 1 |
| Blake G Betheil (former) | Director | 2021-2022 | 4 | $0 reported | 1 |
| Adam Sherman (former) | Director | 2022 | 0 | $0 reported | 1 |
| Joseph Coconate (former) | Director | 2021-2022 | 1 | $0 reported | 1 |
| Mark A Schaum (former) | Director | 2018-2022 | 1 | $0 reported | 1 |
| Michael Rosenzweig (former) | VP-SPONSORSHIPS | 2021-2022 | 1 | $0 reported | 1 |
| Seth Ellis (former) | Director | 2022 | 0 | $0 reported | 1 |
| Alexandra Demosthenes (former) | Director | 2021 | 1 | $0 reported | 1 |
| Paul Roman (former) | Director | 2011-2021 | 0 | $0 reported | 1 |
| Kristina Gregg (former) | PAST PRESIDENT | 2017-2021 | 0 | $0 reported | 1 |
| Abigail Thierman (former) | Director | 2019-2021 | 0 | $0 reported | 1 |
| Leonard Geronemus (former) | Director | 2018-2021 | 0 | $0 reported | 1 |
| Julie Clairmont Shide (former) | DIRECTOR | 2018-2020 | 1 | $0 reported | 1 |
| Mark Walters (former) | SECRETARY | 2013-2020 | 4 | $0 reported | 1 |
| Jonathan Greene (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 1 |
| Lauren Galvani (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 1 |
| Nathan Brown (former) | DIRECTOR | 2018-2019 | 1 | $0 reported | 1 |
| Brad Milhauser (former) | PRESIDENT | 2015-2019 | 4 | $0 reported | 1 |
| Jay Palmesi (former) | DIRECTOR | 2018 | 2 | $0 reported | 1 |
| Daniel Fleischer (former) | VICE PRESIDENT - TECHNOLOG | 2018 | 4 | $0 reported | 1 |
| Sam Katz (former) | DIRECTOR | 2017 | 2 | $0 reported | 1 |
| Keith Seago (former) | DIRECTOR | 2017 | 2 | $0 reported | 1 |
| J Jay Palmesi (former) | DIRECTOR | 2017 | 2 | $0 reported | 1 |
| Scott Goldberger (former) | PRESIDENT | 2015-2017 | 4 | $0 reported | 1 |
| E Brian Singer (former) | PRESIDENT - ELECT | 2017 | 4 | $0 reported | 1 |
| Catrina Crowe (former) | VICE PRESIDENT - MEMBERSHIP | 2015-2017 | 2 | $0 reported | 1 |
| Jon Greene (former) | VICE PRESIDENT - TECHNOLOGY | 2017 | 2 | $0 reported | 1 |
| Eamonn W Gunther (former) | President | 2012-2016 | 4 | $0 reported | 1 |
| Justin Savioli (former) | Vice President | 2012-2016 | 2 | $0 reported | 1 |
| Samuel Katz (former) | Secretary | 2015-2016 | 2 | $0 reported | 1 |
| Clifford Gelber (former) | Treasurer | 2015-2016 | 2 | $0 reported | 1 |
| Brian K Duffey (former) | Past President | 2011-2016 | 0 | $0 reported | 1 |
| Alan B Rosenthal (former) | PAST PRESIDE | 2011-2014 | 1 | $0 reported | 1 |
| Mace Tamse (former) | SECRETARY | 2014 | 2 | $0 reported | 1 |
| Sidney M Schuchman (former) | TREASURER | 2013-2014 | 2 | $0 reported | 1 |
| Lanny K Marks (former) | PAST PRESIDE | 2011-2013 | 2 | $0 reported | 1 |
| Lanny K Marks Cpa Cfp Aep (former) | PRESIDENT | 2012 | 2 | $0 reported | 1 |
| Alan B Rosenthal Esquire (former) | PRESIDENT-EL | 2012 | 2 | $0 reported | 1 |
| Paul Roman Llm (former) | VICE-PRESIDE | 2012 | 2 | $0 reported | 1 |
| Sidney M Schuchman Cpa Aep (former) | TREASURER | 2012 | 2 | $0 reported | 1 |
| Vicki Katz (former) | VICE-PRESIDE | 2012 | 2 | $0 reported | 1 |
| James A Ballerano Jr (former) | PRESIDENT | 2011 | 0 | $0 reported | 1 |
| Terri Murru (former) | VICE PRESIDENT-PROGRAMS | 2011 | 0 | $0 reported | 1 |
| Don Londeree (former) | VICE PRESIDENT-SPEAKERS BUREAU | 2011 | 0 | $0 reported | 1 |
| Marjorie A Horwin (former) | TREASURER | 2011 | 0 | $0 reported | 1 |
| Debbie Hammer (former) | DIRECTOR | 2011 | 0 | $0 reported | 1 |
| Ira M Herschbein (former) | DIRECTOR | 2010-2011 | 0 | $0 reported | 1 |
| Kristen M Lynch (former) | DIRECTOR | 2011 | 0 | $0 reported | 1 |
| Seth A Marmor (former) | DIRECTOR | 2011 | 0 | $0 reported | 1 |
| Debra Cancilla Co Herschbein (former) | President | 2010 | 3 | $0 reported | 1 |
| James A Ballerano Co Herschbein (former) | President-Elect | 2010 | 3 | $0 reported | 1 |
| William C Miller Co Herschbein (former) | VP-Programs | 2010 | 3 | $0 reported | 1 |
| Kristen Lynch Co Herschbein (former) | VP-Membership | 2010 | 3 | $0 reported | 1 |
| Lanny Marks Co Herschbein (former) | VP-Technology | 2010 | 3 | $0 reported | 1 |
| Alan B Rosenthal Co Herschbein (former) | Secretary | 2010 | 2 | $0 reported | 1 |
| Debbie Hammer Co Herschbein (former) | Director | 2010 | 2 | $0 reported | 1 |
| Daniel Dixon Co Herschbein (former) | Director | 2010 | 2 | $0 reported | 1 |
| Seth Marmor Co Herschbein (former) | Director | 2010 | 2 | $0 reported | 1 |
| Don Londeree Co Herschbein (former) | Director & Speakers Bureau CHair | 2010 | 3 | $0 reported | 1 |
| Paul Roman Co Herschbein (former) | Director | 2010 | 2 | $0 reported | 1 |
| Marjorie Horwin Co Herschbein (former) | Director | 2010 | 2 | $0 reported | 1 |
| Sharon Debrusco Co Herschbein (former) | Director Emeritus | 2010 | 1 | $0 reported | 1 |
| Craig Donoff Co Herschbein (former) | Director Emeritus | 2010 | 1 | $0 reported | 1 |
| George Weinsteinco Herschbein (former) | Director Emeritus | 2010 | 1 | $0 reported | 1 |
| Nancy Weingard Co Herschbein (former) | National Liaison | 2010 | 2 | $0 reported | 1 |
| Elyssa Kupferberg Co Herschbein (former) | Past President | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM MILLER | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| DANIEL SEIGEL | PAST PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| SYDNEY SMITH KOCKER | SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MATTHEW RAHAL | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| ROSS O'CONNOR | VP OF SPONSORSHIP | 2 | $0 | - | $0 | $0 | 1 |
| EDWARD SMITH | VP OF PROGRAM | 2 | $0 | - | $0 | $0 | 1 |
| DAVID GROBSTEIN | VP OF TECHNOLOGY | 2 | $0 | - | $0 | $0 | 1 |
| PHILIP HERZBERG | VP OF MEMBERSHIP | 2 | $0 | - | $0 | $0 | 1 |
| JAMIE UMBERGER | VP OF EVENTS | 2 | $0 | - | $0 | $0 | 1 |
| SCOTT GARBER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICKEY ROSENZWEIG | PRESIDENT ELECT | 2 | $0 | - | $0 | $0 | 1 |
| LESLIE MCCULLOUGH | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 17 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN CLIDAS | PAST PRESIDENT | 4 | $0 | - | - | $0 | 1 |
| JOSHUA GOLDGLANTZ | President | 4 | $0 | - | - | $0 | 1 |
| SCOTT GARBER | Treasurer | 4 | $0 | - | - | $0 | 1 |
| SYDNEY SMITH KOCHER | Secretary | 4 | $0 | - | - | $0 | 1 |
| DANIEL A SIEGEL | PRESIDENT ELECT | 4 | $0 | - | - | $0 | 1 |
| JAMIE LEE UMBERGER | Vice President | 4 | $0 | - | - | $0 | 1 |
| WILLIAM MILLER | VP-PROGRAMS | 4 | $0 | - | - | $0 | 1 |
| ROSS O'CONNOR | VP-MEMBERSHIP | 4 | $0 | - | - | $0 | 1 |
| BLAKE G BETHEIL | Director | 4 | $0 | - | - | $0 | 1 |
| ADAM SHERMAN | Director | 0 | $0 | - | - | $0 | 1 |
| JOSEPH COCONATE | Director | 1 | $0 | - | - | $0 | 1 |
| MARK A SCHAUM | Director | 1 | $0 | - | - | $0 | 1 |
| MICHAEL ROSENZWEIG | VP-SPONSORSHIPS | 1 | $0 | - | - | $0 | 1 |
| LESLIE A MCCULLOUGH | Director | 1 | $0 | - | - | $0 | 1 |
| SETH ELLIS | Director | 0 | $0 | - | - | $0 | 1 |
| DAVID GROBSTEIN | VP-TECHNOLOGY | 0 | $0 | - | - | $0 | 1 |
| EDWARD SMITH | Director | 0 | $0 | - | - | $0 | 1 |
2021 · 18 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN CLIDAS | President | 4 | $0 | - | - | $0 | 1 |
| JOSHUA GOLDGLANTZ | PRESIDENT ELECT | 4 | $0 | - | - | $0 | 1 |
| SCOTT GARBER | Treasurer | 4 | $0 | - | - | $0 | 1 |
| SYDNEY SMITH KOCHER | Secretary | 4 | $0 | - | - | $0 | 1 |
| DANIEL A SIEGEL | VP-SPONSORSHIP | 4 | $0 | - | - | $0 | 1 |
| JAMIE LEE UMBERGER | Vice President | 4 | $0 | - | - | $0 | 1 |
| WILLIAM MILLER | VP-PROGRAMS | 4 | $0 | - | - | $0 | 1 |
| ROSS O'CONNOR | VP-TECHNOLOGY | 4 | $0 | - | - | $0 | 1 |
| BLAKE G BETHEIL | VP-MEMBERSHIP | 4 | $0 | - | - | $0 | 1 |
| ALEXANDRA DEMOSTHENES | Director | 1 | $0 | - | - | $0 | 1 |
| JOSEPH COCONATE | Director | 1 | $0 | - | - | $0 | 1 |
| MARK A SCHAUM | Director | 1 | $0 | - | - | $0 | 1 |
| MICHAEL ROSENZWEIG | Director | 1 | $0 | - | - | $0 | 1 |
| LESLIE A MCCULLOUGH | Director | 1 | $0 | - | - | $0 | 1 |
| PAUL ROMAN | Director | 0 | $0 | - | - | $0 | 1 |
| KRISTINA GREGG | PAST PRESIDENT | 0 | $0 | - | - | $0 | 1 |
| ABIGAIL THIERMAN | Director | 0 | $0 | - | - | $0 | 1 |
| LEONARD GERONEMUS | Director | 0 | $0 | - | - | $0 | 1 |
2020 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SYDNEY SMITH KOCHER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM C MILLER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JULIE CLAIRMONT SHIDE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| PAUL ROMAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARK SCHAUM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SCOTT GARBER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ABIGAIL THIERMAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KRISTINA GREGG | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| JOHN CLIDAS | PRESIDENT ELECT | 4 | $0 | - | $0 | $0 | 1 |
| MARK WALTERS | SECRETARY | 4 | $0 | - | $0 | $0 | 1 |
| LEONARD A GERONEMUS | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
| DANIEL A SIEGEL | VICE PRESIDENT - MEMBERSHIP | 4 | $0 | - | $0 | $0 | 1 |
2019 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN CLIDAS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JONATHAN GREENE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JULIE CLAIRMONT SHIDE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN GALVANI | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARK SCHAUM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| NATHAN BROWN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SCOTT GARBER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ABIGAIL THIERMAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| BRAD MILHAUSER | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| KRISTINA GREGG | PRESIDENT ELECT | 4 | $0 | - | $0 | $0 | 1 |
| MARK WALTERS | SECRETARY | 4 | $0 | - | $0 | $0 | 1 |
| LEONARD A GERONEMUS | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
2018 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIE CLAIRMONT SHIDE | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| MARK SCHAUM | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| JAY PALMESI | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| JONATHAN GREENE | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| JOSHUA GOLDGLANTZ | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| LAUREN GALVANI | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| NATHAN BROWN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| LESLIE MCCULLOUGH | VICE PRESIDENT - SPONSORSHIPS | 4 | $0 | - | $0 | $0 | 1 |
| DANIEL FLEISCHER | VICE PRESIDENT - TECHNOLOG | 4 | $0 | - | $0 | $0 | 1 |
| KRISTINA GREGG | VICE PRESIDENT - MEMBERSHI | 4 | $0 | - | $0 | $0 | 1 |
| LEONARD A GERONEMUS | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
| MARK WALTERS | SECRETARY | 4 | $0 | - | $0 | $0 | 1 |
2017 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LESLIE MCCULLOUGH | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| SAM KATZ | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| KRISTINA GREGG | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| KEITH SEAGO | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| J JAY PALMESI | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| JOHN CLIDAS | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| MARK WALTERS | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| SCOTT GOLDBERGER | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| E BRIAN SINGER | PRESIDENT - ELECT | 4 | $0 | - | $0 | $0 | 1 |
| CATRINA CROWE | VICE PRESIDENT - MEMBERSHIP | 2 | $0 | - | $0 | $0 | 1 |
| BRAD MILHAUSER | VICE PRESIDENT - PROGRAMMING | 2 | $0 | - | $0 | $0 | 1 |
| JON GREENE | VICE PRESIDENT - TECHNOLOGY | 2 | $0 | - | $0 | $0 | 1 |
2016 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eamonn W Gunther | President | 4 | $0 | - | $0 | $0 | 1 |
| Scott L Goldberger | President-Elect | 4 | $0 | - | $0 | $0 | 1 |
| Brad H Milhauser | Vice President | 2 | $0 | - | $0 | $0 | 1 |
| Justin Savioli | Vice President | 2 | $0 | - | $0 | $0 | 1 |
| Catrina Crowe | Vice President | 2 | $0 | - | $0 | $0 | 1 |
| Samuel Katz | Secretary | 2 | $0 | - | $0 | $0 | 1 |
| Clifford Gelber | Treasurer | 2 | $0 | - | $0 | $0 | 1 |
| Brian K Duffey | Past President | 0 | $0 | - | $0 | $0 | 1 |
2015 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EAMONN W GUNTHER | PRESIDENT | 4 | $0 | - | - | $0 | 1 |
| SCOTT L GOLDBERGER | PRESIDENT-EL | 4 | $0 | - | - | $0 | 1 |
| BRAD H MILHAUSER | VICE PRESIDE | 2 | $0 | - | - | $0 | 1 |
| JUSTIN SAVIOLI | VICE PRESIDE | 2 | $0 | - | - | $0 | 1 |
| CATRINA CROWE | VICE PRESIDE | 2 | $0 | - | - | $0 | 1 |
| SAMUEL KATZ | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| CLIFFORD GELBER | TREASURER | 2 | $0 | - | - | $0 | 1 |
| BRIAN K DUFFEY | PAST PRESIDE | 0 | $0 | - | - | $0 | 1 |
2014 · 7 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ROMAN | PRESIDENT | 4 | $0 | - | - | $0 | 1 |
| BRIAN K DUFFEY | PRESIDENT-EL | 4 | $0 | - | - | $0 | 1 |
| ALAN B ROSENTHAL | PAST PRESIDE | 1 | $0 | - | - | $0 | 1 |
| EAMONN W GUNTHER | VICE PRESIDE | 2 | $0 | - | - | $0 | 1 |
| LESLIE MCCULLOUGH | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
| MACE TAMSE | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| SIDNEY M SCHUCHMAN | TREASURER | 2 | $0 | - | - | $0 | 1 |
2013 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LANNY K MARKS | PAST PRESIDE | 2 | $0 | - | - | $0 | 1 |
| ALAN B ROSENTHAL | PRESIDENT | 2 | $0 | - | - | $0 | 1 |
| PAUL ROMAN | PRESIDENT-EL | 2 | $0 | - | - | $0 | 1 |
| SIDNEY M SCHUCHMAN | TREASURER | 2 | $0 | - | - | $0 | 1 |
| EAMONN W GUNTHER | VICE PRESIDE | 2 | $0 | - | - | $0 | 1 |
| BRIAN K DUFFEY | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
| LESLIE MCCULLOUGH | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
| MARK WALTERS | SECRETARY | 2 | $0 | - | - | $0 | 1 |
2012 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LANNY K MARKS CPA CFP AEP | PRESIDENT | 2 | $0 | - | - | $0 | 1 |
| ALAN B ROSENTHAL ESQUIRE | PRESIDENT-EL | 2 | $0 | - | - | $0 | 1 |
| PAUL ROMAN LLM | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
| SIDNEY M SCHUCHMAN CPA AEP | TREASURER | 2 | $0 | - | - | $0 | 1 |
| EAMONN W GUNTHER | SECRETRARY | 2 | $0 | - | - | $0 | 1 |
| BRIAN K DUFFEY ESQ | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
| VICKI KATZ | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
| JUSTIN SAVIOLI ESQ | VICE-PRESIDE | 2 | $0 | - | - | $0 | 1 |
2011 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES A BALLERANO JR | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| LANNY K MARKS | PRESIDENT-ELECT | 0 | $0 | - | $0 | $0 | 1 |
| BRIAN K DUFFEY | VICE PRESIDENT-TECHNOLOGY | 0 | $0 | - | $0 | $0 | 1 |
| ALAN B ROSENTHAL | 1ST VICE PRESIDENT -MEMBERSHIP | 0 | $0 | - | $0 | $0 | 1 |
| TERRI MURRU | VICE PRESIDENT-PROGRAMS | 0 | $0 | - | $0 | $0 | 1 |
| DON LONDEREE | VICE PRESIDENT-SPEAKERS BUREAU | 0 | $0 | - | $0 | $0 | 1 |
| PAUL E ROMAN | SECRETARY | 0 | $0 | - | $0 | $0 | 1 |
| MARJORIE A HORWIN | TREASURER | 0 | $0 | - | $0 | $0 | 1 |
| DEBBIE HAMMER | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| IRA M HERSCHBEIN | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| KRISTEN M LYNCH | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| SETH A MARMOR | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2010 · 18 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA CANCILLA CO HERSCHBEIN | President | 3 | $0 | - | - | $0 | 1 |
| JAMES A BALLERANO CO HERSCHBEIN | President-Elect | 3 | $0 | - | - | $0 | 1 |
| WILLIAM C MILLER CO HERSCHBEIN | VP-Programs | 3 | $0 | - | - | $0 | 1 |
| KRISTEN LYNCH CO HERSCHBEIN | VP-Membership | 3 | $0 | - | - | $0 | 1 |
| LANNY MARKS CO HERSCHBEIN | VP-Technology | 3 | $0 | - | - | $0 | 1 |
| ALAN B ROSENTHAL CO HERSCHBEIN | Secretary | 2 | $0 | - | - | $0 | 1 |
| IRA M HERSCHBEIN | Treasurer | 3 | $0 | - | - | $0 | 1 |
| DEBBIE HAMMER CO HERSCHBEIN | Director | 2 | $0 | - | - | $0 | 1 |
| DANIEL DIXON CO HERSCHBEIN | Director | 2 | $0 | - | - | $0 | 1 |
| SETH MARMOR CO HERSCHBEIN | Director | 2 | $0 | - | - | $0 | 1 |
| DON LONDEREE CO HERSCHBEIN | Director & Speakers Bureau CHair | 3 | $0 | - | - | $0 | 1 |
| PAUL ROMAN CO HERSCHBEIN | Director | 2 | $0 | - | - | $0 | 1 |
| MARJORIE HORWIN CO HERSCHBEIN | Director | 2 | $0 | - | - | $0 | 1 |
| SHARON DEBRUSCO CO HERSCHBEIN | Director Emeritus | 1 | $0 | - | - | $0 | 1 |
| CRAIG DONOFF CO HERSCHBEIN | Director Emeritus | 1 | $0 | - | - | $0 | 1 |
| GEORGE WEINSTEINCO HERSCHBEIN | Director Emeritus | 1 | $0 | - | - | $0 | 1 |
| NANCY WEINGARD CO HERSCHBEIN | National Liaison | 2 | $0 | - | - | $0 | 1 |
| ELYSSA KUPFERBERG CO HERSCHBEIN | Past President | 1 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990EZ | ||||||||
| $157,169 | $157,910 | $52,985 | $52,857 | $156,475 | - | - | - | - |
| 2022 · Form 990EZ | ||||||||
| $104,266 | $117,512 | $69,824 | $60,911 | $104,215 | - | - | - | - |
| 2021 · Form 990EZ | ||||||||
| $80,773 | $76,851 | $75,657 | $74,157 | $80,765 | - | - | - | - |
| 2020 · Form 990EZ | ||||||||
| $26,509 | $50,921 | $70,535 | $70,235 | $5,000 | - | - | - | - |
| 2019 · Form 990EZ | ||||||||
| $102,341 | $58,220 | $94,947 | $94,647 | $42,000 | - | - | - | - |
| 2018 · Form 990EZ | ||||||||
| $84,894 | $61,927 | $55,526 | $50,526 | $38,732 | - | - | - | - |
| 2017 · Form 990EZ | ||||||||
| $62,715 | $49,809 | $28,659 | $27,559 | $27,250 | - | - | - | - |
| 2016 · Form 990EZ | ||||||||
| $71,924 | $82,155 | $15,028 | $14,653 | $20,261 | - | - | - | - |
| 2015 · Form 990EZ | ||||||||
| $68,214 | $74,240 | $43,372 | $24,884 | $16,500 | - | - | - | - |
| 2014 · Form 990EZ | ||||||||
| $63,054 | $70,150 | $31,910 | $30,910 | $22,000 | - | - | - | - |
| 2013 · Form 990EZ | ||||||||
| $57,255 | $61,298 | $38,005 | $38,005 | $16,500 | - | - | - | - |
| 2012 · Form 990EZ | ||||||||
| $56,425 | $46,820 | $42,048 | $42,048 | $17,170 | - | - | - | - |
| 2011 · Form 990EZ | ||||||||
| $61,821 | $68,861 | $32,442 | $32,442 | $16,265 | - | - | - | - |
| 2010 · Form 990EZ | ||||||||
| $49,845 | $50,068 | $39,812 | $39,482 | $9,555 | $0 | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PALM BEACH COUNTY ESTATE PLANNING COUNCIL INC | FL | S41 | $151,408 | $166,031 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state, similar name |
| FLORIDA ASSOCIATION OF ENVIROMENTAL PROFESSIONALS INC | FL | S41 | $167,453 | $108,424 | President | $0 | Same NTEE code S41, revenue within 2x, same state |
| GREATER NORTH MIAMI CHAMBER OF COMM ERCE | FL | S41 | $155,777 | $126,987 | Program Director | $15,000 | Same NTEE code S41, revenue within 2x, same state |
| SOUTH FLORIDA DISTRICT EXPORT COUNCIL INC | FL | S41 | $168,430 | $120,770 | VICE CHAIRMA | $0 | Same NTEE code S41, revenue within 2x, same state |
| FLORIDA BEWERS GUILD INC | FL | S41 | $160,937 | $128,916 | EXECUTIVE DIRECTOR | $52,505 | Same NTEE code S41, revenue within 2x, same state |
| PALM BEACH COUNTY OPTOMETRICASSOCIATION INC | FL | S41 | $170,734 | $98,827 | VICE PRESIDE | $0 | Same NTEE code S41, revenue within 2x, same state |
| HILLSBOROUGH COUNTY HOTEL & MOTEL ASSOCIATION INC | FL | S41 | $141,542 | $147,055 | EXECUTIVE DIRECTOR | $0 | Same NTEE code S41, revenue within 2x, same state |
| PARKLAND CHAMBER OF COMMERCE INC | FL | S41 | $174,570 | $184,768 | TREASURER | $0 | Same NTEE code S41, revenue within 2x, same state |
| INTERNATIONAL ASSOCIATION OF COACHING | FL | S41 | $142,266 | $127,470 | SECRETARY | $1,100 | Same NTEE code S41, revenue within 2x, same state |
| CONFERENCIA LATINO AMERICANA DE COMPANIAS EXPRESS INC | FL | S41 | $159,996 | $144,334 | EXACUTIVE DIRECTOR | $124,992 | Same NTEE code S41, revenue within 2x, same state |
| CENTRAL FLORIDA CHRISTIAN CHAMBER OF COMMERCE INC | FL | S41 | $162,465 | $148,951 | CO-PRESIDENT | $61,653 | Same NTEE code S41, revenue within 2x, same state |
| NORTHROP GRUMMAN MANAGEMENT CLUB - MELBOURNE | FL | S41 | $158,150 | $161,572 | Vice-President | $0 | Same NTEE code S41, revenue within 2x, same state |
| REBARCAMP ONECOAST INC | FL | S41 | $148,170 | $149,831 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state |
| BLACK CHAMBER OF COMMERCE OF PALM BEACH COUNTY INC | FL | S41 | $166,647 | $188,175 | MEMBER | $0 | Same NTEE code S41, revenue within 2x, same state |
| CENTRAL GULF INDUSTRIAL ALLIANCE INC | FL | S41 | $166,726 | $156,462 | EXECUTIVE DI | $80,340 | Same NTEE code S41, revenue within 2x, same state |
| FLORIDA ASSOCIATION OF ORTHOTISTS AND PROSTHETISTS INC | FL | S41 | $163,588 | $185,335 | TREASURER | $0 | Same NTEE code S41, revenue within 2x, same state |
| WORTH AVE ASSOCIATION INC | FL | S41 | $175,062 | $154,971 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state |
| SOUTHERN STATES SIGN ASSOCIATION | FL | S41 | $164,505 | $157,379 | FL DIRECTOR | $0 | Same NTEE code S41, revenue within 2x, same state |
| NORTH CAROLINA AMBULATORY SURGICAL CENTER ASSOCIATION | FL | S41 | $151,401 | $133,321 | DIRECTOR | $0 | Same NTEE code S41, revenue within 2x, same state |
| JACKSONVILLE JUSTICE ASSOCIATION INC | FL | S41 | $139,718 | $152,419 | Executive Dir. | $57,500 | Same NTEE code S41, revenue within 2x, same state |
| INTERNATIONAL LABRADOODLE ASSOCIATION INC | FL | S41 | $161,003 | $167,137 | President | $0 | Same NTEE code S41, revenue within 2x, same state |
| WAKULLA COUNTY CHAMBER OF COMMERCE | FL | S41 | $152,525 | $141,746 | TRUSTEE/DIRE | $0 | Same NTEE code S41, revenue within 2x, same state |
| ACADEMY OF DENTAL MANAGEMENT CONSULTANTS INC | FL | S41 | $168,975 | $173,946 | Director | $0 | Same NTEE code S41, revenue within 2x, same state |
| SKAL INTERNATIONAL UNITED STATES OFAMERICA | FL | S41 | $141,757 | $154,748 | President | $0 | Same NTEE code S41, revenue within 2x, same state |
| FLORIDA ASSOCIATION OF CHILDRENSHOSPITALS INC | FL | S41 | $166,324 | $147,043 | Executive Director | $46,833 | Same NTEE code S41, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JIM AND DEDE BARTLETT FOUNDATION | Private foundation | $240,000 | 10 | 1 | 2014–2023 | MEALS-ON-WHEELS OF NEW CANAAN INC |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | $22,625 | 4 | 1 | 2021–2024 | MEALS-ON-WHEELS OF NEW CANAAN INC |
| FOUNDATION OF THE FEDERAL BAR ASSOCIATION | DAF sponsor | $10,000 | 1 | 1 | 2023–2023 | ORANGE COUNTY CHAPTER OF THE FEDERAL BAR ASSOCIATION |
| NEW CANAAN COMMUNITY FOUNDATION INC | DAF sponsor | $7,850 | 2 | 1 | 2017–2024 | MEALS-ON-WHEELS OF NEW CANAAN INC |
| JANESVILLE FOUNDATION INC | Private foundation | $6,000 | 2 | 1 | 2017–2018 | JANESVILLE INNOVATION INC |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | $850 | 3 | 1 | 2012–2014 | MEALS-ON-WHEELS OF NEW CANAAN INC |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990EZ · $157,910 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $157,910 | 100.0% | |
| Total | $157,910 | 100% |
2022 · Form 990EZ · $117,512 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $117,512 | 100.0% | |
| Total | $117,512 | 100% |
2021 · Form 990EZ · $76,851 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $76,851 | 100.0% | |
| Total | $76,851 | 100% |
2020 · Form 990EZ · $50,921 spent · pay $0 · grants $6,800 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $44,121 | 86.6% | |
| Grants and similar amounts paid | $6,800 | 13.4% | |
| Total | $50,921 | 100% |
2019 · Form 990EZ · $58,220 spent · pay $0 · grants $2,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $56,220 | 96.6% | |
| Grants and similar amounts paid | $2,000 | 3.4% | |
| Total | $58,220 | 100% |
2018 · Form 990EZ · $61,927 spent · pay $0 · grants $1,500 · events $17,039
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $60,427 | 97.6% | |
| Grants and similar amounts paid | $1,500 | 2.4% | |
| Fundraising events Event | direct expenses; gross income - | $17,039 | reported apart |
| Total | $61,927 | 100% |
2017 · Form 990EZ · $49,809 spent · pay $0 · grants $6,000 · events $19,632
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $43,809 | 88.0% | |
| Grants and similar amounts paid | $6,000 | 12.0% | |
| Fundraising events Event | direct expenses; gross income - | $19,632 | reported apart |
| Total | $49,809 | 100% |
2016 · Form 990EZ · $82,155 spent · pay $0 · grants $6,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $76,155 | 92.7% | |
| Grants and similar amounts paid | $6,000 | 7.3% | |
| Total | $82,155 | 100% |
2015 · Form 990EZ · $74,240 spent · pay $0 · grants $6,400 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $67,840 | 91.4% | |
| Grants and similar amounts paid | $6,400 | 8.6% | |
| Total | $74,240 | 100% |
2014 · Form 990EZ · $70,150 spent · pay $0 · grants $12,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $57,900 | 82.5% | |
| Grants and similar amounts paid | $12,250 | 17.5% | |
| Total | $70,150 | 100% |
2013 · Form 990EZ · $61,298 spent · pay $0 · grants $6,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $54,159 | 88.4% | |
| Grants and similar amounts paid | $6,500 | 10.6% | |
| Printing, publications, postage | $639 | 1.0% | |
| Total | $61,298 | 100% |
2012 · Form 990EZ · $46,820 spent · pay $0 · grants $6,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $39,597 | 84.6% | |
| Grants and similar amounts paid | $6,250 | 13.3% | |
| Printing, publications, postage | $973 | 2.1% | |
| Total | $46,820 | 100% |
2011 · Form 990EZ · $68,861 spent · pay $5,400 · grants $12,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $49,823 | 72.4% | |
| Grants and similar amounts paid | $12,500 | 18.2% | |
| Salaries, other pay and benefits | $5,400 | 7.8% | |
| Printing, publications, postage | $1,138 | 1.7% | |
| Total | $68,861 | 100% |
2010 · Form 990EZ · $50,068 spent · pay $5,100 · grants $10,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $34,157 | 68.2% | |
| Grants and similar amounts paid | $10,000 | 20.0% | |
| Salaries, other pay and benefits | $5,100 | 10.2% | |
| Printing, publications, postage | $811 | 1.6% | |
| Total | $50,068 | 100% |