Palm Beach County Estate Planning Council Inc
- Assets
- $144.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Jupiter, FL
- Founding
- 06/2002
- Data as of
- 06/2023
- EIN
- 65-0163826
Organization Overview
Palm Beach County Estate Planning Council Inc is located in Jupiter, FL. The organization was established in 2002. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Palm Beach County Estate Planning Council Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2023, Palm Beach County Estate Planning Council Inc generated $120.3k in total revenue. The organization has seen a slow decline revenue. Over the past 3 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $122.2k during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
MEETINGS TO INCREASE THE OVERALL KNOWLEDGE OF THE MEMBERSHIP AND TO ADDRESS SPECIFIC TOPICS OF COMMON INTEREST, ENHANCING THE PROFESSIONALISM AND INTERACTION OF THE MEMBERS FOR THE BENEFIT OF THEIR CLIENTS AND THE PUBLIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Syndie Levien CFP Cepa President | 2 | $0 | |
Stephen M Zaloom JD Llm Cap President-Elect | 2 | $0 | |
Domenick V Macri MST Aep Vice President Of Membership | 2 | $0 | |
Anthony Pace CFP Vice President Of Programming | 2 | $0 | |
Michael P Stafford ESQ Secretary | 2 | $0 | |
Adam Slavin CPA Treasurer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $47,245 |
| Membership dues | $72,990 |
| Investment income | $33 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $120,268 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $26,804 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $125 |
| Other expenses | $85,278 |
| Total expenses | $122,207 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $144,577 |
| Other assets | $0 |
| Total assets | $144,577 |
| Total liabilities | $0 |
| Net assets or fund balances | $144,577 |