Civic Intelligence

Boston Estate Planning Council

EIN 23-7320950

401 Edgewater Place No 60001880
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

$500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$290,873

Down $33,757 (-10%) from 2011

Liabilities

Down

$17,522

Down $34,974 (-67%) from 2011

Net Assets

Up

$273,351

Up $1,217 (+0.4%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$554,969

Up $136,713 (+33%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $324,630Liabilities 2011: $52,496Net Assets 2011: $272,1342011Assets 2012: $290,873Liabilities 2012: $17,522Net Assets 2012: $273,3512012

Highlighted filing

2012

Assets$290,873
Liabilities$17,522
Net Assets$273,351
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Expenses 2011: $418,2562011Expenses 2012: $554,9692012

Highlighted filing

2012

Revenue-
Expenses$554,969
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$290,873
Liabilities
$17,522
Net assets
$273,351
Revenue
-
Expenses
$554,969
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.18$2.73$5.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.52$2.72$4.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Gross Receipts
$570,761
Mission and Program Overview

Major Activities

Activity 2
Maintain over 800 members, who represent a broad range of practices and benefit from getting to know each other and respect each other through an increased awareness and understanding of the views, concerns and valuable interaction of their overlapping specialties.
Filing and Contact Details

Filer

EIN
23-7320950
Raw XML AppendixShowing 400 of 445 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY02561
IRS990/AccountsPayableAccruedExpenses/EOY07172
IRS990/AccountsReceivable/BOY06400
IRS990/AccountsReceivable/EOY09675
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0MAINTAIN OVER 800 MEMBERS, WHO REPRESENT A BROAD RANGE OF PRACTICES AND BENEFIT FROM GETTING TO KNOW EACH OTHER AND RESPECT EACH OTHER THROUGH AN INCREASED AWARENESS AND UNDERSTANDING OF THE VIEWS, CONCERNS AND VALUABLE INTERACTION OF THEIR OVERLAPPING SPECIALTIES.
IRS990/ActivityOrMissionDescription0TO PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS.
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10401 EDGEWATER PLACE NO 600
IRS990/AddressPrincipalOfficerUS/City0WAKEFIELD
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode001880
IRS990/AllOtherExpenses/Total039583
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0256867
IRS990/CashNonInterestBearing/EOY0272776
IRS990/ChangesToOrganizingDocs01
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10104 WARD STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0HINGHAM
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode002043
IRS990/ContractorCompensation/Compensation0106658
IRS990/ContractorCompensation/DescriptionOfServices0MANAGEMENT SERVICES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10ASSOCIATION HEADQUARTERS
IRS990/ContributionsGrantsCurrentYear0221763
IRS990/ContributionsGrantsPriorYear0210778
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY049935
IRS990/DeferredRevenue/EOY010350
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C300
IRS990/Description0PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total08890
IRS990/FeesForServicesLegal/Total019597
IRS990/FeesForServicesManagement/Total0104192
IRS990/FeesForServicesOther/Total03188
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek151.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek161.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek171.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek181.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek191.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek201.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector18X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector19X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector20X
IRS990/Form990PartVIISectionA/NamePerson0THOMAS BISHOP
IRS990/Form990PartVIISectionA/NamePerson1LISA MCAREE
IRS990/Form990PartVIISectionA/NamePerson2KURT STEINKRAUSS
IRS990/Form990PartVIISectionA/NamePerson3DEIRDRE PRESCOTT
IRS990/Form990PartVIISectionA/NamePerson4TIMOTHY MCBRIDE
IRS990/Form990PartVIISectionA/NamePerson5JUDITH SAXE
IRS990/Form990PartVIISectionA/NamePerson6LAURIE AUSTIN
IRS990/Form990PartVIISectionA/NamePerson7MICHAEL BARRY
IRS990/Form990PartVIISectionA/NamePerson8COLIN KORZEC
IRS990/Form990PartVIISectionA/NamePerson9KELLY MCKERNAN
IRS990/Form990PartVIISectionA/NamePerson10BETH MILKOVITS
IRS990/Form990PartVIISectionA/NamePerson11MICHAEL MINGOLELLI JR
IRS990/Form990PartVIISectionA/NamePerson12MICHAEL ORENTLICH
IRS990/Form990PartVIISectionA/NamePerson13ANITA WEEKS
IRS990/Form990PartVIISectionA/NamePerson14SARA WELLS
IRS990/Form990PartVIISectionA/NamePerson15JEREMIAH DOYLE
IRS990/Form990PartVIISectionA/NamePerson16LISA BURNS
IRS990/Form990PartVIISectionA/NamePerson17STEVEN CARR
IRS990/Form990PartVIISectionA/NamePerson18GEORGE CUSHING
IRS990/Form990PartVIISectionA/NamePerson19PAMELA MURRAY
IRS990/Form990PartVIISectionA/NamePerson20ADRIENNE PENTA
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation160
IRS990/Form990PartVIISectionA/OtherCompensation170
IRS990/Form990PartVIISectionA/OtherCompensation180
IRS990/Form990PartVIISectionA/OtherCompensation190
IRS990/Form990PartVIISectionA/OtherCompensation200
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization190
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization200
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/Title0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionA/Title1PRESIDENT
IRS990/Form990PartVIISectionA/Title2PRESIDENT ELECT
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990PartVIISectionA/Title4SECRETARY
IRS990/Form990PartVIISectionA/Title5VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12DIRECTOR
IRS990/Form990PartVIISectionA/Title13DIRECTOR
IRS990/Form990PartVIISectionA/Title14DIRECTOR
IRS990/Form990PartVIISectionA/Title15DIRECTOR
IRS990/Form990PartVIISectionA/Title16DIRECTOR
IRS990/Form990PartVIISectionA/Title17DIRECTOR
IRS990/Form990PartVIISectionA/Title18DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR
IRS990/Form990PartVIISectionA/Title20DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0570761
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total057590
IRS990/Insurance/Total05902
IRS990/InvestmentIncomeCurrentYear0915
IRS990/InvestmentIncome/ExclusionAmount0915
IRS990/InvestmentIncomePriorYear0657
IRS990/InvestmentIncome/TotalRevenueColumn0915
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembershipDues0221763
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0LISA MCAREE
IRS990/NbrIndependentVotingMembers021
IRS990/NbrVotingGoverningBodyMembers021
IRS990/NbrVotingMembersGoverningBody021
IRS990/NetAssetsOrFundBalancesBOY0272134
IRS990/NetAssetsOrFundBalancesEOY0273351
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers021
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0418256
IRS990/OtherExpensesCurrentYear0554969
IRS990/OtherExpenses/Description0AWARDS AND RECOGNITION
IRS990/OtherExpenses/Description1EDUCATIONAL MATERIALS
IRS990/OtherExpenses/Description2NETWORKING EVENTS
IRS990/OtherExpenses/Description3PUBLIC RELATIONS
IRS990/OtherExpenses/Total0118716
IRS990/OtherExpenses/Total189832
IRS990/OtherExpenses/Total284479
IRS990/OtherExpenses/Total323000
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear01000
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY061363
IRS990/PrepaidExpensesDeferredCharges/EOY08422
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenueCY0348083
IRS990/ProgramServiceRevenue/Description0SPONSORSHIP REVENUES
IRS990/ProgramServiceRevenue/Description1NETWORKING EVENTS
IRS990/ProgramServiceRevenue/Description2EDUCATION PROGRAMS
IRS990/ProgramServiceRevenuePriorYear0283424
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0205500
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1111115
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome231468
IRS990/ProgramServiceRevenue/TotalRevenueColumn0205500
IRS990/ProgramServiceRevenue/TotalRevenueColumn1111115
IRS990/ProgramServiceRevenue/TotalRevenueColumn231468
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges0-14575
IRS990/ReconcilationRevenueExpenses015792
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY015792
IRS990/RevenuesLessExpensesPriorYear077603
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear015792
IRS990ScheduleD/ExcessOrDeficitPerFS01217
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0554969
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE COUNCIL IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE COUNCIL'S EXEMPT FUNCTION. THE COUNCIL MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM UNRELATED TRADE OR BUSINESS INCOME. THE COUNCIL HAS DETERMINED THAT IT DOES NOT HAVE ANY LIABILITIES ASSOCIATED WITH UNRELATED TRADE OR BUSINESS INCOME AND, AS A RESULT, NO PROVISION FOR INCOME TAXES IS PRESENTED IN THESE FINANCIAL STATEMENTS. THE COUNCIL ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE COUNCIL'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENT OF ACTIVITIES. THE COUNCIL HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF JUNE 30, 2012. THE COUNCIL DOES NOT EXPECT ANY MATERIAL CHANGES IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT TWELVE MONTHS. AS OF JUNE 30, 2012, THE COUNCIL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COUNCIL IS GENERALLY OPEN TO EXAMINATION IN THE U.S. FEDERAL AND CERTAIN STATE JURISDICTIONS FOR THE YEARS ENDED JUNE 30, 2009 THROUGH 2012.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/PriorPeriodAdjustments0-14575
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0570761
IRS990ScheduleD/TotalAdjustments0-14575
IRS990ScheduleD/TotalExpenses0554969
IRS990ScheduleD/TotalExpensesPerForm9900554969
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0570761
IRS990ScheduleD/TotalRevenuePerForm9900570761
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0554969
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0570761
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION OUTSOURCES MANAGEMENT DUTIES TO VIRTUAL, INC. VIRTUAL PROVIDES THE ORGANIZATION WITH MANAGEMENT SERVICES INCLUDING OVERSIGHT OF MEMBERSHIP, PROGRAMS, FINANCE AND ADMINISTRATION.
IRS990ScheduleO/GeneralExplanation/Explanation1DURING JULY 2012, THE MEMBERS VOTED TO TRANSFER THE COUNCIL'S NET ASSETS TO A CORPORATION FORMED IN NOVEMBER 2011, BOSTON ESTATE PLANNING COUNCIL, INC. AS A RESULT THE CORPORATION UPDATED ITS BY-LAWS AND ADOPTED ARTICLES OF ORGANIZATION. DURING THE YEAR ENDED JUNE 30, 2012, THE MEMBERS OF THE COUNCIL ELECTED TO FILE FOR TAX EXEMPT STATUS WITH THE IRS FOR THE NEWLY FORMED CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation2UPON APPLICATION AND ACCEPTANCE, ANY OFFICER OF A TRUST COMPANY, ATTORNEY, CPA, CLU, CFP, CHFC, PFS, AEP, CFA, CTFA, OR THE HOLDER OF A MASTERS DEGREE IN BUSINESS, FINANCE, TAX, OR ACCOUNTING WHO IS DIRECTLY INVOLVED IN ESTATE PLANNING MAY BECOME A FULL MEMBER OF THE COUNCIL, SUBJECT TO THE RECOMMENDATION OF THE MEMBERSHIP COMMITTEE AND VOTE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation3FULL MEMBERS AND EMERITUS MEMBERS ARE ELIGIBLE TO VOTE FOR A BOARD OF DIRECTORS COMPRISED OF FIFTEEN (15) FULL MEMBERS (AT-LARGE DIRECTORS) AND OFFICERS. OFFICERS OF THE COUNCIL SHALL CONSIST OF A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A TREASURER AND A SECRETARY.
IRS990ScheduleO/GeneralExplanation/Explanation4THE COUNCIL DISTRIBUTES THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY FOR REVIEW PRIOR TO THE GOVERNING BOARD MEETING PRECEEDING THE DATE THE FORM IS TO BE FILED.
IRS990ScheduleO/GeneralExplanation/Explanation5TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS NONPROFIT PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (A) ADEQUACY OF THE CONFLICT OF INTEREST POLICY AND SUFFICIENCY OF THE ORGANIZATION'S COMPLIANCE WITH THE POLICY; (B) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE APPROVED PURSUANT TO APPROPRIATE PROCEDURES; (C) WHETHER ANY OTHER FINANCIAL OR DUALITY INTERESTS WITH RESPECT TO DIRECTORS, TRUSTEES, OFFICERS, MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS, AND SENIOR EMPLOYEES ARE IN THE BEST INTEREST OF THE ORGANIZATION AND APPROVED PURSUANT TO APPROPRIATE PROCEDURES; AND (D) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATIONS WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENTS OR PAYMENTS FOR GOOD OR SERVICES, FURTHER THE ORGANIZATIONS TAX-EXEMPT PURPOSE AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7PRIOR PERIOD ADJUSTMENTS: -14,575.
IRS990ScheduleO/GeneralExplanation/Explanation8THE ORGANIZATION HAS A COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS, THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1COMMITTEE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990; PART XII; LINE 2C
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10401 EDGEWATER PLACE NO 600
IRS990/TheBooksAreInCareOf/AddressUS/City0WAKEFIELD
IRS990/TheBooksAreInCareOf/AddressUS/State0MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode001880
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE ORGANIZATION
IRS990/TheBooksAreInCareOf/TelephoneNumber07818766217
IRS990/TotalAssets/BOY0324630
IRS990/TotalAssetsBOY0324630
IRS990/TotalAssets/EOY0290873
IRS990/TotalAssetsEOY0290873
IRS990/TotalCompGT150K00
IRS990/TotalContributions0221763
IRS990/TotalExpensesCurrentYear0554969
IRS990/TotalExpensesPriorYear0418256
IRS990/TotalFunctionalExpenses/Total0554969
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY052496
IRS990/TotalLiabilitiesBOY052496
IRS990/TotalLiabilities/EOY017522
IRS990/TotalLiabilitiesEOY017522
IRS990/TotalLiabNetAssetsFundBalances/BOY0324630
IRS990/TotalLiabNetAssetsFundBalances/EOY0290873
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0272134
IRS990/TotalNetAssetsFundBalances/EOY0273351
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.