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EIN 23-7205684

Estate Planning Council of Greater Miami

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Coconut Creek
State
Florida
Year formed
1973
Most recent tax filings
2022-06-01
NTEE code, primary
S40: Business and Industry
Description
Estate Planning Council of Greater Miami conducts continuing education seminars for local association of estate planning professionals, actively participates in the practice of estate planning by conducting continuing education seminars for members. They use a multi-disciplinary team of professionals approach to increase public awareness of the importance of estate planning. It is located in Coconut Creek, FL.
Total revenues
$88,908
2022
Total expenses
$94,756
2022
Total assets
$60,752
2022
Num. employees
n/a

Personnel at Estate Planning Council of Greater Miami

NameTitleCompensation
James A OsteenTreasurer$0
John HarrisVice President / Treasurer / Board Member$0
Adam SendzischewVice President / Secretary / Treasurer / Director$0
Jason DomarkVice President / Treasurer / Board Member$0
Debra InceraPast Secretary / Treasurer / Board Member$0
...and 3 more key personnel

Financials for Estate Planning Council of Greater Miami

RevenuesFYE 06/2022
Total grants, contributions, etc.$88,908
Program services$0
Membership dues$88,908
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$88,908

Form 990s for Estate Planning Council of Greater Miami

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-15990EZView PDF
2021-062022-05-13990EZView PDF
2020-062021-05-25990EZView PDF
2019-062021-04-15990EZView PDF
2018-062019-08-17990EZView PDF
...and 8 more Form 990s
Data update history
May 12, 2023
Updated personnel
Identified 2 new personnel
May 9, 2023
Used new vendors
Identified 1 new vendor, including
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
July 7, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
June 30, 2021
Updated personnel
Identified 4 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawRehabilitation for ex-offendersBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
6574 N State Rd 7 No 234
Coconut Creek, FL 33073
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Broward County, FL
Website URL
epcmiami.org/ 
Phone
(954) 866-5431
IRS details
EIN
23-7205684
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
1973
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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