Civic Intelligence

Baltimore Estate Planning Council

990EZ • Fiscal year 2020 • EIN 52-6041962

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

3463 Godspeed RoadDavidsonville, MD 21035

(410) 305-9070

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

56th percentile

6.6%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

7.3%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

-3.5%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$116,389

Up $7,907 (+7.3%) from 2019

Net Assets

Up

$116,389

Up $8,082 (+7.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$122,464

Down $4,462 (-3.5%) from 2019

Expenses

Down

$114,382

Down $3,737 (-3.2%) from 2019

Net Income

Down

$8,082

Down $725 (-8.2%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$116,389
Liabilities-
Net Assets$116,389

Operations Trend

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

2020

Revenue$122,464
Expenses$114,382
Net Income$8,082
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$122,464
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne R Meltzer CPAABVPast President-$0--
Charles B Jones EsqPresident-$0--
Adele Zilber MBA CLTC CFPPresident-Elect-$0--
Matthew A Mace EsqVice President-$0--
Joel L Simon AEPSecretary-$0--
Colleen McCloskeyTreasurer-$0--
Norris L Brodsky CFPDirector-$0--
Thomas A Byers CPADirector-$0--
Christine Buckley CFPDirector-$0--
Chester H Hobbs IV EsqDirector-$0--
Jeffrey M Judge CFP CHFCDirector-$0--
Peter Maller MBA CFPDirector-$0--
Michael A Mandish CPA CSEPDirector-$0--
Jacqueline F Yahr EsqDirector-$0--
Ricka E Neuman CPADirector-$0--
Joseph S FerliseDirector-$0--
Elizabeth A GreenDirector-$0--
Lori L Kirk CPATreasurer-$0--
Tina LignosDirector-$0--
Melissa DornanExec DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Baltimore Estate Planning Council
EIN
52-6041962
Phone
4103059070
Address
3463 Godspeed Road, Davidsonville, MD 21035

Signing Officer

Name
Melissa Dornan
Title
Executive Director
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Kupstas & Kupstas LLC
Address
1833-F Forest Drive, Annapolis, MD 21401
Preparer
Thomas F Kupstas
Phone
4102685808
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $4143

Other Expenses.1007

Conferences, Conventions, and Meetings $58233

Other Expenses.1012

Insurance $1225

Other Expenses.1

Nat'l Assoc. Membership Dues $7200

Other Expenses.2

Credit card fees $5256

Other Expenses.3

Website Expenses $1600

Other Expenses.4

Board Meetings $534

Other Expenses.5

Dues & Memberships $525

Other Expenses.6

Promotions/Banners $472

Other Expenses.7

Gifts/Flowers $218

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $175 Accounts Payable and Accrued Expenses - Ending $0

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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/OfficerDirectorTrusteeEmplGrp/TitleTxt18Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website Expenses $1600
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues & Memberships $525
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Dornan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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ReturnHeader/Filer/BusinessNameControlTxt0BALT
ReturnHeader/Filer/EIN0526041962
ReturnHeader/Filer/PhoneNum04103059070
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kupstas & Kupstas LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01833-F Forest Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Annapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021401
ReturnHeader/PreparerPersonGrp/PhoneNum04102685808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas F Kupstas
ReturnHeader/ReturnTs02020-11-09T11:56:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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