Civic Intelligence

Baltimore Estate Planning Council

990EZ • Fiscal year 2014 • EIN 52-6041962

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 26, 2015

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

(410) 465-7011

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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$30,571

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$103,901

Up $5,650 (+5.8%) from 2013

Net Assets

Up

$103,901

Up $5,650 (+5.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin55th percentile

Revenue

Down

$119,138

Down $17,279 (-13%) from 2013

Expenses

Down

$113,488

Down $19,546 (-15%) from 2013

Net Income

Up

$5,650

Up $2,267 (+67%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2014

Assets$103,901
Liabilities$0
Net Assets$103,901
Open 2014 Filing

Operations Trend

Revenue Growth23rd 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

2014

Revenue$119,138
Expenses$113,488
Net Income$5,650
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 26, 2015
Return Version
2013v4.0
Gross Receipts
$119,138
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.

Program Services

DescriptionGrantsExpenses
The Council conducted meetings, seminars and programs for 300+ members and their guests interested in learning about estate planning and estate taxation issues.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna M LeonhardtExecutive DirectorPT$30,571-$30,571
R Christopher Rosenthal CPAAPVPresident-$0--
Barbara S SothPresident Elect-$0--
Jeffrey S Glaser EsqVice President-$0--
David C Dembert EsqSecretary-$0--
Stephen M Thaler CLUTreasurer-$0--
John P Edgar EsqImmediate Past President-$0--
David L Berman CFP CLUDirector-$0--
William J GeringDirector-$0--
Pamela Gilmour CPADirector-$0--
Charles B Jones EsqDirector-$0--
Anne R Meltzer CPAAPVDirector-$0--
Filing and Contact Details

Filer

EIN
52-6041962
Phone
4104657011

Signing Officer

Name
Stephen M Thaler CLU
Title
Treasurer
Phone
4104657011
Signed
2015-01-26
Discuss with paid preparer
Yes

Preparer

Preparer
Michele Tremblay CPA
Phone
4105614411
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest income. Amount: 8.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Conferences, Conventions and Meetings. Amount: 63,541. Description: Credit Card Fees. Amount: 3,232. Description: Insurance. Amount: 425. Description: Dues. Amount: 400. Description: Travel. Amount: 4,081. Description: Website Expense. Amount: 1,200. Total to Form 990-EZ, line 16: 72,879.”

Raw XML Appendix160 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/BooksInCareOfDetail/USAddress/State0MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0R Christopher Rosenthal CPAAPV
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David L Berman CFP CLU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8William J Gering
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Pamela Gilmour CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Charles B Jones Esq
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Anne R Meltzer CPAAPV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Immediate Past President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
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IRS990EZ/PrimaryExemptPurposeTxt0The 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/PrintingPublicationsPostageAmt02921
IRS990EZ/ProgramServiceRevenueAmt087330
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/TotalExpensesAmt0113488
IRS990EZ/TotalRevenueAmt0119138
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.baltimoreepc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Conferences, Conventions and Meetings. Amount: 63,541. Description: Credit Card Fees. Amount: 3,232. Description: Insurance. Amount: 425. Description: Dues. Amount: 400. Description: Travel. Amount: 4,081. Description: Website Expense. Amount: 1,200. Total to Form 990-EZ, line 16: 72,879.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen M Thaler CLU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04104657011
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10Baltimore Estate Planning Council
ReturnHeader/Filer/BusinessNameControlTxt0BALT
ReturnHeader/Filer/EIN0526041962
ReturnHeader/Filer/PhoneNum04104657011
ReturnHeader/Filer/USAddress/AddressLine108480M Baltimore National Pike 242
ReturnHeader/Filer/USAddress/City0Ellicott City
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021043
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521645472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Weil Akman Baylin & Coleman PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10201 West Padonia Road Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Timonium
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0210932186
ReturnHeader/PreparerPersonGrp/PhoneNum04105614411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele Tremblay CPA
ReturnHeader/ReturnTs02015-02-02T14:18:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,901
Liabilities
$0
Net assets
$103,901
Revenue
$119,138
Expenses
$113,488
Net income
$5,650
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits