BOSTON ESTATE PLANNING COUNCIL INC

Address
401 EDGEWATER PLACE NO 600
WAKEFIELD, MA 01880
Contact
Website: http://bepc.org
Phone: +1 (781) 876-6217
Nonprofit
NTEE: S41 - Promotion of Business
EIN: 45-4028240

Mission

THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 700 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.
 20172016201520142013
Basic features of the organization
Year of formation1930
Subsection code06
PF filing required0    
Metropolitan statistical area1123
Form of organization
AssociationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors1111 
Personnel
Allen, Sarah
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person SARAH ALLENSARAH ALLENSARAH ALLEN 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Attardo, Barbara
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personBARBARA ATTARDOBARBARA ATTARDOBARBARA ATTARDO  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Austin, Laurie
Title    DIRECTOR
Name of key/compensated person    LAURIE AUSTIN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Aylward, Kelly
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  KELLY AYLWARDKELLY AYLWARDKELLY AYLWARD
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Barooshian, Laura
TitlePRESIDENT ELECTSECRETARY   
Name of key/compensated personLAURA BAROOSHIANLAURA BAROOSHIAN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Burns, Lisa
Title   DIRECTORDIRECTOR
Name of key/compensated person   LISA BURNSLISA BURNS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Carr, Steven
Title   DIRECTORDIRECTOR
Name of key/compensated person   STEVEN CARRSTEVEN CARR
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Causer, Yasmin
TitleDIRECTOR    
Name of key/compensated personYASMIN CAUSER    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Cushing, George
Title   DIRECTORDIRECTOR
Name of key/compensated person   GEORGE CUSHINGGEORGE CUSHING
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Dessert, Jennifer
TitleDIRECTOR    
Name of key/compensated personJENNIFER LEISMAN DESSERT    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Donnelly, Robert
TitleDIRECTOR    
Name of key/compensated personROBERT DONNELLY    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Donnnelly, Robert
Title DIRECTORDIRECTOR  
Name of key/compensated person ROBERT DONNNELLYROBERT DONNNELLY  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 1.001.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Doyle, Jeremiah
Title    DIRECTOR
Name of key/compensated person    JEREMIAH DOYLE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Edmunds, Dale
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person DALE EDMUNDSDALE EDMUNDSDALE EDMUNDS 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Flanagan, Daniel
TitlePRESIDENT/CHAIRVICE PRESIDENTTREASURERSECRETARYSECRETARY
Name of key/compensated personDANIEL FLANAGANDANIEL FLANAGANDANIEL FLANAGANDANIEL FLANAGANDANIEL FLANAGAN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Kaiser, Dale
TitleDIRECTOR    
Name of key/compensated personDALE KAISER    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Korzec, Colin
Title    DIRECTOR
Name of key/compensated person    COLIN KORZEC
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Leisman-Dessert, Jennifer
Title DIRECTOR   
Name of key/compensated person JENNIFER LEISMAN-DESSERT   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Lonergan, Amy
TitleDIRECTOR    
Name of key/compensated personAMY LONERGAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Lupica, Jay
TitleDIRECTOR    
Name of key/compensated personJAY LUPICA    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Maguire, Richelle
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  RICHELLE MAGUIRERICHELLE MAGUIRERICHELLE MAGUIRE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Mattson, Ruth
TitleDIRECTORDIRECTOR   
Name of key/compensated personRUTH MATTSONRUTH MATTSON   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
McAree, Lisa
Title    IMMEDIATE PAST PRESIDENT
Name of key/compensated person    LISA MCAREE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
McBride, Timothy
TitlePAST PRESIDENT/CHAIRPRESIDENT/CHAIRVICE PRESIDENTTREASURERTREASURER
Name of key/compensated personTIMOTHY MCBRIDETIMOTHY MCBRIDETIMOTHY MCBRIDETIMOTHY MCBRIDETIMOTHY MCBRIDE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McKernan, Kelly
Title    DIRECTOR
Name of key/compensated person    KELLY MCKERNAN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Miller, Joshua
TitleSECRETARYDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personJOSHUA MILLERJOSHUA MILLERJOSHUA MILLERJOSHUA MILLER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Murray, Pamela
Title   DIRECTORDIRECTOR
Name of key/compensated person   PAMELA MURRAYPAMELA MURRAY
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Ogrodnik-Smith, Susan
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personSUSAN OGRODNIK-SMITHSUSAN OGRODNIK-SMITHSUSAN OGRODNIK-SMITH  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Orentlich, Michael
TitleTREASURERTREASURERSECRETARY DIRECTOR
Name of key/compensated personMICHAEL ORENTLICHMICHAEL ORENTLICHMICHAEL ORENTLICH MICHAEL ORENTLICH
Position of compensated person
Current individual trustee or directorTrueTrueTrue True
Average hours per week working for org1.001.001.00 1.00
Reportable compensation from org$0.00$0.00$0.00 $0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 $0.00
Penta, Adrienne
Title DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated person ADRIENNE PENTAADRIENNE PENTAADRIENNE PENTAADRIENNE PENTA
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Prescott, Deirdre
Title PAST PRESIDENT/CHAIRPRESIDENT/CHAIRVICE PRESIDENTVICE PRESIDENT
Name of key/compensated person DEIRDRE PRESCOTTDEIRDRE PRESCOTTDEIRDRE PRESCOTTDEIRDRE PRESCOTT
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Przybylski, John
TitleDIRECTORDIRECTOR   
Name of key/compensated personJOHN PRZYBYLSKIJOHN PRZYBYLSKI   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Sarcione, Steven
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personSTEVEN SARCIONESTEVEN SARCIONESTEVEN SARCIONE  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Saxe, Judith
Title  PAST PRESIDENT/CHAIRPRESIDENTPRESIDENT ELECT
Name of key/compensated person  JUDITH SAXEJUDITH SAXEJUDITH SAXE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Schmidt, Mary
TitleDIRECTORDIRECTOR   
Name of key/compensated personMARY SCHMIDTMARY SCHMIDT   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Squillace, Scott
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  SCOTT SQUILLACESCOTT SQUILLACESCOTT SQUILLACE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Steinkrauss, Kurt
Title   IMMEDIATE PAST PRESIDENTPRESIDENT
Name of key/compensated person   KURT STEINKRAUSSKURT STEINKRAUSS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Tarr, Connell
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  CONNELL TARRCONNELL TARRCONNELL TARR
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Wilchins, Stephen
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  STEPHEN WILCHINSSTEPHEN WILCHINSSTEPHEN WILCHINS
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 700 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 800 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 700 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 700 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 800 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.
Programs, including revenue & expenses
MAINTAIN OVER 700 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.
Program descriptionMAINTAIN OVER 700 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.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.MAINTAIN OVER 700 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.MAINTAIN OVER 700 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.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.
PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.
Program descriptionPROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY.
Financial data
Revenue
Total revenue$651,503.00$664,017.00$629,713.00$675,447.00$576,700.00
Revenue from contributions (total)$208,500.00$207,000.00$413,248.00$446,515.00$418,488.00
Investment income, current yr$3,333.00$3,377.00$3,064.00$2,945.00$1,612.00
Total revenue from grants, etc., current yr$208,500.00$207,000.00$413,248.00$446,515.00$418,488.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$439,670.00$453,640.00$213,401.00$225,987.00$156,600.00
Gross receipts$651,503.00$664,017.00$629,713.00$675,447.00$576,700.00
Sources of contributions
Contributions revenue from membership dues  $214,748.00$226,265.00$203,088.00
Revenue from all other contributions$208,500.00$207,000.00$198,500.00$220,250.00$215,400.00
Other types of revenue
Income from dividends, interest, and similar investments$3,333.00$3,377.00$3,064.00$2,945.00$1,612.00
Net rental income   $0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$683,365.00$693,235.00$599,975.00$574,521.00$495,434.00
Fees for services
Legal fees (total)$37.00$37.00$19.00$307.00$5,868.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$243,204.00$224,000.00$211,500.00$198,430.00$165,121.00
Assets and liabilities
Total assets$664,359.00$611,780.00$751,100.00$716,460.00$410,218.00
Total assets, beginning of year$611,780.00$751,100.00$716,460.00$410,218.00 
Total liabilities$261,723.00$177,282.00$287,383.00$282,481.00$77,165.00
Total liabilities, beginning of year$177,282.00$287,383.00$282,481.00$77,165.00 
Unrestricted net assets, end of yr$402,636.00$434,498.00$463,717.00$433,979.00$333,053.00
Net assets$402,636.00$434,498.00$463,717.00$433,979.00$333,053.00
Net assets, beginning of year$434,498.00$463,717.00$433,979.00$333,053.00 
Cash: non-interest bearing$166,751.00$87,427.00$242,958.00$219,118.00$391,372.00
Cash: non-interest bearing, beginning of year$87,427.00$242,958.00$219,118.00$49,760.00 
Other financial variables
Revenue less expenses-$31,862.00-$29,218.00$29,738.00$100,926.00$81,266.00
Advertising (total)$17,926.00$20,649.00$25,307.00$15,545.00 
Savings & temp cash investment$463,833.00$463,999.00$472,622.00$469,558.00 
Accounts receivable, net$5,825.00$11,150.00$8,830.00$23,205.00$14,250.00
Prepaid expenses & deferred charges$27,950.00$49,204.00$26,690.00$4,579.00$4,596.00
Accounts payable & accrued expenses$176,262.00$66,799.00$161,813.00$144,386.00$35,720.00
Deferred revenue$85,461.00$110,483.00$125,570.00$138,095.00$41,445.00
Total net assets or fund balances$402,636.00$434,498.00$463,717.00$433,979.00$333,053.00
Governance and accountability
Number of voting members1717181821
Number of independent voting members1717181821
Financial sheets audited    True
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
First filing    True
Date e-filing submitted2018-05-042017-08-312016-02-022015-03-102014-05-27
IRS schema version2016v3.02015v3.02014v5.02013v4.02012v2.1
Filing identifier201801069349300530201711249349300106201513159349301751201530489349300218201401259349300500
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