Greater Boca Raton Estate Planning Council Inc
Greater Boca Raton Estate Planning Council Inc's network
16 people6 organisationsi16 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Adam Sherman | Director | 2023 | 3 yrs |
| Blake G Betheil | Director | 2022 | 4 yrs |
| Daniel A Siegel | President Elect | 2021 | 5 yrs |
| David Grobstein | VP-Technology | 2023 | 3 yrs |
| Edward Smith | Director | 2023 | 3 yrs |
| Jamie Lee Umberger | Vice President | 2022 | 4 yrs |
| Joseph Coconate | Director | 2022 | 4 yrs |
| Joshua Goldglantz | President | 2019 | 7 yrs |
| Leslie A McCullough (also filed as Leslie McCullough) | Director | 2019 | 7 yrs |
| Mark A Schaum (also filed as Mark Schaum) | Director | 2019 | 7 yrs |
| Michael Rosenzweig | VP-Sponsorships | 2022 | 4 yrs |
| Ross O'Connor | VP-Membership | 2022 | 4 yrs |
| Scott Garber | Treasurer | 2020 | 6 yrs |
| Seth Ellis | Director | 2023 | 3 yrs |
| Sydney Smith Kocher | Company secretary | 2021 | 5 yrs |
| William C Miller (also filed as William Miller) | VP-Programs | 2021 | 5 yrs |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| William Miller | President | 2 | $0 | ||
| Daniel Seigel | Past President | 2 | $0 | ||
| Sydney Smith Kocker | Secretary | 2 | $0 | ||
| Matthew Rahal | Treasurer | 2 | $0 | ||
| Ross O'connor | VP of Sponsorship | 2 | $0 | ||
| Edward Smith | VP of Program | 2 | $0 | ||
| David Grobstein | VP of Technology | 2 | $0 | ||
| Philip Herzberg | VP of Membership | 2 | $0 | ||
| Jamie Umberger | VP of Events | 2 | $0 | ||
| Scott Garber | Director | 1 | $0 | ||
| Mickey Rosenzweig | President Elect | 2 | $0 | ||
| Leslie McCullough | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Greater Boca Raton Estate Planning Council Inc
- EIN
- 592648074
- Address
- 2101 Nw 2nd Ave Ste 5, Boca Raton, FL, 33431-6765
- State
- Florida
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 3 (IRS master file code)
- IRS ruling date
- 1 February 2019
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
Most connected
Longest observed on the filings
≥7years on the filingsJoshua Goldglantz
≥7years on the filingsLeslie A McCullough
≥7years on the filingsMark A Schaum
≥6years on the filingsScott Garber
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $53k
- Total liabilities
- $128
- Net assets or fund balances
- $53k