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EIN 65-0163826

Palm Beach County Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Jupiter
State
Florida
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
Palm Beach County Estate Planning Council promotes cooperation among professionals engaged in estate planning by holding meetings that enhance their professionalism and interaction, educate members on various topics of common interest, and benefit the clients and the public.
Total revenues
$120,268
2023
Total expenses
$122,207
2023
Total assets
$144,577
2023
Num. employees
n/a

Personnel at Palm Beach County Estate Planning Council

NameTitle
Syndie T LevienPresident

Financials for Palm Beach County Estate Planning Council

RevenuesFYE 06/2023
Total grants, contributions, etc.$72,990
Program services$47,245
Membership dues$72,990
Investment income and dividends$33
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$120,268

Form 990s for Palm Beach County Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2022-062022-10-21990EZView PDF
2020-062021-11-08990EOView PDF
2019-062019-09-10990EOView PDF
2018-062018-10-22990EOView PDF
2017-062017-09-14990EOView PDF
...and 7 more Form 990s
Data update history
July 14, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 4, 2023
Updated personnel
Identified 12 new personnel
June 3, 2023
Updated personnel
Identified 1 new personnel
May 20, 2023
Used new vendors
Identified 1 new vendor, including
March 1, 2022
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawLegal servicesBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
6671 W Indiantown Rd 50-194
Jupiter, FL 33458
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Palm Beach County, FL
Website URL
pbcepc.org/ 
Phone
(561) 714-2360
IRS details
EIN
65-0163826
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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