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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Community Improvement & Capacity Building Greater Boca Raton Estate Planning Council Inc.

Greater Boca Raton Estate Planning Council Inc.

Fiscal year ending 2025. Filed on November 5, 2025.

2101 NW 2nd Ave Ste 5
Boca Raton, Florida 33434

Greater Boca Raton Estate Planning Council Inc. (EIN: 59-2648074) has filed an IRS Form 990 between fiscal years 2017 and 2025. In its fiscal year 2025 IRS Form 990 filing, Greater Boca Raton Estate Planning Council Inc., a 501(c)(6) business league, reported compensation for 12 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$157,169

Expenses

$157,910

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jamie Umberger
Vice President, Events
$0
William Miller
President
$0
Leslie McCullough
Director
$0
Edward Smith
Vice President, Programs
$0
Matthew Rahal
Treasurer
$0
Scott Garber
Director
$0
Sydney Smith Kocker
Secretary
$0
Mickey Rosenzweig
President-Elect
$0
Daniel Seigel
Former President
$0
David Grobstein
Vice President, Technology
$0
Philip Herzberg
Vice President, Membership
$0
Ross O'Connor
Vice President of Sponsorship
$0

Benchmark Employee Compensation

Mission Statement

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.

Revisions to this organization profile

November 5, 2025:
2025 Greater Boca Raton Estate Planning Council Inc. 990 filed
July 18, 2023:
2023 Greater Boca Raton Estate Planning Council Inc. 990 filed
September 8, 2022:
2022 Greater Boca Raton Estate Planning Council Inc. 990 filed

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