Baltimore Estate Planning Council
- Assets
- $161.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Davidsonville, MD
- Founding
- 06/1970
- Data as of
- 06/2022
- 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 06/2022, Baltimore Estate Planning Council generated $114.7k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.3%) each year. All expenses for the organization totaled $101.2k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (1.9%) per year over the past 7 years. 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
2022
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 |
|---|---|---|---|
Adele Zilber MBA Cltc CFP Past President | 0.5 | $0 | |
Matthew A Mace ESQ President | 0.5 | $0 | |
Norris L Brodsky CFP Director | 0.5 | $0 | |
Tina Lignos Secretary | 0.5 | $0 | |
Joel L Simon Aep President-Elect | 0.5 | $0 | |
Aquanetta Betts Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $76,001 |
| Membership dues | $38,666 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $114,667 |
| 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 | $37,225 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $63,956 |
| Total expenses | $101,181 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $161,523 |
| Other assets | $0 |
| Total assets | $161,523 |
| Total liabilities | $0 |
| Net assets or fund balances | $161,523 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Baltimore Estate Planning Council has recieved totaling $8,000.
| Awarding Organization | Amount |
|---|---|
Associated Jewish Community Federation Of Baltimore Inc Baltimore, MD PURPOSE: GENERAL SUPPORT | $8,000 |
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