Civic Intelligence

Baltimore Estate Planning Council

990EZ • Fiscal year 2013 • EIN 52-6041962

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 31, 2014

Organization Profilewww.baltimoreepc.org
8480M Baltimore National Pike 24221043
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

50th percentile

2.5%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

52nd percentile

3.6%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$98,251

Up $3,383 (+3.6%) from 2012

Net Assets

Up

$98,251

Up $3,383 (+3.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin50th percentile

Revenue

Up

$136,417

Up $16,790 (+14%) from 2012

Expenses

Up

$133,034

Up $23,183 (+21%) from 2012

Net Income

Down

$3,383

Down $6,393 (-65%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $94,868Liabilities 2012: $0Net Assets 2012: $94,8682012Assets 2013: $98,251Liabilities 2013: $0Net Assets 2013: $98,2512013Assets 2014: $103,901Liabilities 2014: $0Net Assets 2014: $103,9012014Assets 2015: $105,315Liabilities 2015: $0Net Assets 2015: $105,3152015Assets 2016: $106,266Liabilities 2016: $0Net Assets 2016: $106,2662016Assets 2017: $97,762Liabilities 2017: $0Net Assets 2017: $97,7622017Assets 2018: $99,500Liabilities 2018: $02018Assets 2019: $108,482Liabilities 2019: $175Net Assets 2019: $108,3072019Assets 2020: $116,389Net Assets 2020: $116,3892020Assets 2021: $148,037Net Assets 2021: $148,0372021Assets 2022: $161,523Net Assets 2022: $161,5232022Assets 2023: $149,719Net Assets 2023: $149,7192023Assets 2024: $136,327Net Assets 2024: $136,3272024Assets 2025: $114,550Net Assets 2025: $114,5502025

Highlighted filing

2013

Assets$98,251
Liabilities$0
Net Assets$98,251
Open 2013 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $119,627Expenses 2012: $109,851Net Income 2012: $9,7762012Revenue 2013: $136,417Expenses 2013: $133,034Net Income 2013: $3,3832013Revenue 2014: $119,138Expenses 2014: $113,488Net Income 2014: $5,6502014Revenue 2015: $115,531Expenses 2015: $114,117Net Income 2015: $1,4142015Revenue 2016: $117,077Expenses 2016: $116,126Net Income 2016: $9512016Revenue 2017: $122,860Expenses 2017: $131,364Net Income 2017: -$8,5042017Revenue 2018: $122,953Expenses 2018: $121,215Net Income 2018: $1,7382018Revenue 2019: $126,926Expenses 2019: $118,119Net Income 2019: $8,8072019Revenue 2020: $122,464Expenses 2020: $114,382Net Income 2020: $8,0822020Revenue 2021: $115,707Expenses 2021: $84,059Net Income 2021: $31,6482021Revenue 2022: $114,667Expenses 2022: $101,181Net Income 2022: $13,4862022Revenue 2023: $117,029Expenses 2023: $128,833Net Income 2023: -$11,8042023Revenue 2024: $138,903Expenses 2024: $152,295Net Income 2024: -$13,3922024Revenue 2025: $149,319Expenses 2025: $171,096Net Income 2025: -$21,7772025

Highlighted filing

2013

Revenue$136,417
Expenses$133,034
Net Income$3,383
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 31, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

The Baltimore Estate Planning Council is an interdisciplinary organization of professionals involved in estate planning. It strives to foster an understanding of the proper relationship between the functions of the trust officer, attorney, qualified financial advisor, non-profit professional, accountant, and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines. It also promotes education programs for members with respect to various aspects of estate planning and estate taxation.

Filing and Contact Details

Filer

EIN
52-6041962
Raw XML Appendix161 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.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0John P Edgar Esq
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1R Christopher Rosenthal CPAAPV
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Barbara S Soth
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Jeffrey S Glaser Esq
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Sally Leimbach CLU ChFC CEBS LT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Patrick J Monaghan CLU ChFC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Anna M Leonhardt
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Thomas M Brown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Rose L Cooper CTFA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9David D Dembert Esq
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10William J Gering
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11Charles P Jones Esq
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President Elect
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Immediate Past President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Executive Director
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IRS990EZ/PrimaryExemptPurpose0The Baltimore Estate Planning Council is an interdisciplinary organization of professionals involved in estate planning. It strives to foster an understanding of the proper relationship between the functions of the trust officer, attorney, qualified financial advisor, non-profit professional, accountant, and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines. It also promotes education programs for members with respect to various aspects of estate planning and estate taxation.
IRS990EZ/PrintingPublicationsPostage03040
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The 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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IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1010222 Maple Glen Ct
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Ellicott City
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MD
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode021042
IRS990EZ/TheBooksAreInCareOf/NamePerson0Anna M Leonhardt
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04104657011
IRS990EZ/TotalAssets/BOY094868
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IRS990EZ/WebSite0www.baltimoreepc.org
IRS990ScheduleO/GeneralExplanation/Explanation0Interest income 7..
IRS990ScheduleO/GeneralExplanation/Explanation1Description: Marketing and Events. Amount: 29,653. Description: Conferences, Conventions and Meetings. Amount: 51,407. Description: Credit Card Fees. Amount: 3,045. Description: Insurance. Amount: 425. Description: Dues. Amount: 400. Description: Miscellaneous. Amount: 608. Description: Travel. Amount: 3,809. Description: Website Expense. Amount: 1,200. Total to Form 990-EZ, line 16: 90,547.
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IRS990ScheduleO/GeneralExplanation/Identifier1Other Expenses
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
TransferPrsnlBnftContractsDecl/Declaration0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0526041962
ReturnHeader/Filer/Name/BusinessNameLine10Baltimore Estate Planning Council
ReturnHeader/Filer/NameControl0BALT
ReturnHeader/Filer/Phone04104657011
ReturnHeader/Filer/USAddress/AddressLine108480M Baltimore National Pike 242
ReturnHeader/Filer/USAddress/City0Ellicott City
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021043
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-01-31
ReturnHeader/Officer/Name0Sally Leimbach
ReturnHeader/Officer/Phone04104657011
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/EIN0521645472
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Weil Akman Baylin & Coleman PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10201 West Padonia Road Suite 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Timonium
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0210932186
ReturnHeader/Preparer/Name0Michele Tremblay CPA
ReturnHeader/Preparer/Phone04105614411
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-12T15:25:05-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$98,251
Liabilities
$0
Net assets
$98,251
Revenue
$136,417
Expenses
$133,034
Net income
$3,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.49$1.71$0.22
2024Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.39$1.52$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.50$1.50$1.17$1.29$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.62$1.62$1.15$1.01$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.16$0.84$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.16$1.16$1.22$1.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.27$1.18$0.09
2018Summary only. Only limited summary data is available for this year.$1.00$0.00$1.23$1.21$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.23$1.31$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.17$1.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.16$1.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.19$1.13$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$1.36$1.33$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$1.20$1.10$0.10