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EIN 23-7205684

Estate Planning Council of Greater Miami

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Miami
State
Florida
Year formed
1973
Most recent tax filings
2023-06-01
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
$127,053
2023
Total expenses
$113,768
2023
Total assets
$74,037
2023
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 06/2023
Total grants, contributions, etc.$127,053
Program services$0
Membership dues$127,053
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$127,053

Form 990s for Estate Planning Council of Greater Miami

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-06990EZView PDF
2022-062023-05-15990EZView PDF
2021-062022-05-13990EZView PDF
2020-062021-05-25990EZView PDF
2019-062021-04-15990EZView PDF
...and 9 more Form 990s
Data update history
July 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 19, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
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
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
2520 Coral Way Suite 2-042
Miami, FL 33145
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Miami-Dade County, FL
Website URL
epcmiami.org/ 
Phone
(732) 857-4749
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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