nonprofit logo

Greater Boca Raton Estate Planning Council Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 592648074 ✦ Boca raton, FL ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Greater Boca Raton Estate Planning Council Inc?

Greater Boca Raton Estate Planning Council Inc is a nonprofit organization based in Boca Raton, Florida. Its primary purpose is to foster collaboration and networking among estate and financial planning professionals. The council offers valuable resources and information to its members, enabling them to serve their clients more effectively. By promoting cooperation among these professionals, the council aims to enhance the public's understanding of the services they provide. Greater Boca Raton Estate Planning Council Inc serves as a platform for its members, helping them work together for the betterment of their clients and the community.


Official website here: www.bocaratonepc.org

Is Greater Boca Raton Estate Planning Council Inc legitimate?

Greater Boca Raton Estate Planning Council Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Greater Boca Raton Estate Planning Council Inc submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.bocaratonepc.org

What is the mission statement of Greater Boca Raton Estate Planning Council Inc?

The Greater Boca Raton Estate Planning Council's mission is geared towards fostering collaboration and networking among its members, primarily estate and financial planning professionals. This organization provides valuable information and resources to aid members in serving their clients effectively. The council encourages cooperation within the field, aiming to enhance the public's comprehension of the services offered by such professionals. By doing so, it aims to elevate the standards and efficiency in the delivery of estate and financial planning services.


Official website here: www.bocaratonepc.org

Who is the CEO of Greater Boca Raton Estate Planning Council Inc?

Joshua Goldglantz is the President of Greater Boca Raton Estate Planning Council Inc.


Official website here: www.bocaratonepc.org

What is the revenue of Greater Boca Raton Estate Planning Council Inc?

Greater Boca Raton Estate Planning Council Inc's revenue in 2023 was $104,266.


Official website here: www.bocaratonepc.org

Who are the executives of Greater Boca Raton Estate Planning Council Inc and what are their salaries?


Here are 17 key members and their salaries:


John Clidas (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joshua Goldglantz (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Garber (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sydney Smith Kocher (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel A Siegel (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jamie Lee Umberger (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Miller (Vp-Programs)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ross O'Connor (Vp-Membership)
  • Compensation: $0
  • Related: $0
  • Other: $0
Blake G Betheil (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Adam Sherman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph Coconate (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark A Schaum (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Rosenzweig (Vp-Sponsorships)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leslie A Mccullough (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Seth Ellis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Grobstein (Vp-Technology)
  • Compensation: $0
  • Related: $0
  • Other: $0
Edward Smith (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.bocaratonepc.org

Where can I find the form 990EZ for Greater Boca Raton Estate Planning Council Inc?

Greater Boca Raton Estate Planning Council Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.bocaratonepc.org

Learn more at the official website: www.bocaratonepc.org

Mission Statement of Greater Boca Raton Estate Planning Council Inc

Greater Boca Raton Estate Planning Council, a nonprofit organization, is dedicated to fostering collaboration and networking among estate and financial planning professionals. Its primary mission is to equip members with valuable information and resources, enabling them to serve their clients more effectively. The council promotes a cooperative environment among its members, thereby enhancing the overall service delivery in the field. Furthermore, Greater Boca Raton Estate Planning Council strives to improve the public's understanding of the services provided by estate and financial planning professionals. By doing so, it aims to bridge the gap between these professionals and the community, thereby ensuring that individuals receive the best possible service in the realm of estate planning.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

Greater Boca Raton Estate Planning Council Inc plays a significant role in fostering collaboration among estate and financial planning professionals in Boca Raton, FL. By providing a platform for members to network and share resources, the council enhances the ability of these professionals to serve their clients effectively. This collective effort promotes best practices and encourages cooperation within the industry, leading to improved client outcomes.

Additionally, the council contributes to the community by enhancing public understanding of estate and financial planning services. This education ensures that individuals are better informed when making decisions about their financial futures, ultimately leading to a more financially literate community. Through its initiatives, the council not only strengthens professional networks but also enriches the local community's knowledge and access to essential planning services.




This information is meant to be a general summary of Greater Boca Raton Estate Planning Council Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$104,266 (2023)
Expenses
$117,512 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $51
  • Gross Receipts: $104,266

Assets and Liabilities:

  • Total Assets: $69,824
  • Total Liabilities: $8,913
  • Net Assets: $60,911

Want to help this charity, for free? You can click here to learn more about Give Freely

Organization Details

Principal Officer

Joshua Goldglantz

Main Address

8597 DREAMSIDE LANE, BOCA RATON, FL, 33496

NTEE Category

Code: S41 - Community improvement

If you are a representative of Greater Boca Raton Estate Planning Council Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.