GREATER BOCA RATON ESTATE PLANNING COUNCIL INC
EIN 59-2648074 · Chambers of Commerce & Business Leagues (S41)
What they do
to PROVIDE A BETTER UNDERSTANDING of THE SERVICES WHICH PROFFESIONALS IN THE ESTATE and FINANCIAL PLANNING FIELDS CAN RENDER for THEIR CLIENTS and THE GENERAL PUBLIC. to PROMOTE COOPERATION AMONG PROFESSIONSL 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.
Should I give to this charity?
Of every $100 spent, about $66.30 was reported for mission work. Use the spending picture below and ask what results that work produced.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders12 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $741 this year. Ask whether that was planned or caused by a one-time event.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
How each $100 of revenue was used
The large number compares each expense with revenue. The smaller number shows its share of total expenses.
Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.
Has the pattern changed?
Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.
Money in and money out
Reported spending amounts
Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (12)
DANIEL SEIGELPAST PRESIDENT
DAVID GROBSTEINVP OF TECHNOLOGY
EDWARD SMITHVP OF PROGRAM
JAMIE UMBERGERVP OF EVENTS
LESLIE MCCULLOUGHDIRECTOR
MATTHEW RAHALTREASURER
MICKEY ROSENZWEIGPRESIDENT ELECT
PHILIP HERZBERGVP OF MEMBERSHIP
ROSS OCONNORVP OF SPONSORSHIP
SCOTT GARBERDIRECTOR
SYDNEY SMITH KOCKERSECRETARY
WILLIAM MILLERPRESIDENT
About this charity
- Recognized since
- January 2019
- Location
- 2101 NW 2ND AVE STE 5, BOCA RATON, FL 33431-6765
- County
- Palm Beach
- In care of
- % I HERSCHBEIN
- Primary officer
- MATTHEW RAHAL, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990EZ
- Tax preparer
- WALTON RAHAL CPAS
- NTEE classification
- Chambers of Commerce & Business Leagues (S41)
- IRS tax category
- Chambers of Commerce & Business Leagues