Baltimore Estate Planning Council
- Assets
- $136.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Davidsonville, MD
- Founding
- 06/1970
- Data as of
- 06/2024
- EIN
- 52-6041962
Organization Overview
Baltimore Estate Planning Council is located in Davidsonville, MD. The organization was established in 1970. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Baltimore Estate Planning Council is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2024, Baltimore Estate Planning Council generated $138.9k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $152.3k during the year ending 06/2024. While expenses have increased by 3.4% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3
THE COUNCIL CONDUCTED MEETINGS, SEMINARS AND PROGRAMS FOR 300+ MEMBERS AND THEIR GUESTS INTERESTED IN LEARNING ABOUT ESTATE PLANNING AND ESTATE TAXATION ISSUES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ed Fee Director | 0.5 | $0 | |
Jill Snyder Director | 0.5 | $0 | |
Marcus Aiello Director | 0.5 | $0 | |
Shari Fleming Director | 0.5 | $0 | |
Patrick Guthrie Director | 0.5 | $0 | |
Tina Lignos President | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $85,446 |
| Membership dues | $49,957 |
| Investment income | $3,500 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $138,903 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $39,425 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $112,870 |
| Total expenses | $152,295 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $136,327 |
| Other assets | $0 |
| Total assets | $136,327 |
| Total liabilities | $0 |
| Net assets or fund balances | $136,327 |