Nonprofit · EIN 52-6041962
BALTIMORE ESTATE PLANNING COUNCIL
Tax-exempt · HAGERSTOWN, MD 21740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $149,319 | $171,096 | -$21,777 | $114,550 | – | $114,550 |
| June 30, 2024 | 990-EZ | $138,903 | $152,295 | -$13,392 | $136,327 | – | $136,327 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $52,182
- Program service revenue
- $92,442
- Investment income
- $4,695
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $60,903
- Other expenses
- $110,193
- Program services (functional)
- $86,623
Balance sheet and other
- Total assets, start of year
- $136,327
- Total assets, end of year
- $114,550
- Total liabilities, end of year
- –
- Net assets, end of year
- $114,550
- Cash, savings and investments
- $114,550
- Gross receipts
- $149,319
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christina Snyder | Director | 0.5 | $0 |
| S Scott Tate | Director | 0.5 | $0 |
| Marcus Aiello | Director | 0.5 | $0 |
| Shari Fleming | Director | 0.5 | $0 |
| Patrick Guthrie | Treasurer | 0.5 | $0 |
| Tina Lignos | Past President | 0.5 | $0 |
| Norris L Brodsky | Director | 0.5 | $0 |
| Susan Mitcheltree | Director | 0.5 | $0 |
| Christine Buckley | Director | 0.5 | $0 |
| Randall Harris | Director | 0.5 | $0 |
| Andrew Hahn | Director | 0.5 | $0 |
| Maria Sobus | Director | 0.5 | $0 |
| Michael A Mandish | President | 0.5 | $0 |
| Jacqueline F Yahr | Secretary | 0.5 | $0 |
| Katherine Alice Young | Director | 0.5 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sean Kelly | President Elect | 0.5 | $0 |
| Elizabeth A Green | Vice President | 0.5 | $0 |
| Abby Holmes | Director | 0.5 | $0 |
| Maximilian Reamer | Director | 0.5 | $0 |
| Joe Musumeci | Director | 0.5 | $0 |
| Aquanetta Betts | Director | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ed Fee | Director | 0.5 | $0 |
| Jill Snyder | Director | 0.5 | $0 |
| Marcus Aiello | Director | 0.5 | $0 |
| Shari Fleming | Director | 0.5 | $0 |
| Patrick Guthrie | Director | 0.5 | $0 |
| Tina Lignos | President | 0.5 | $0 |
| Norris L Brodsky CFP | Director | 0.5 | $0 |
| Susan Mitcheltree CFP | Director | 0.5 | $0 |
| Christine Buckley CFP | Director | 0.5 | $0 |
| Colleen McCloskey | Past President | 0.5 | $0 |
| Maria Sobus | Director | 0.5 | $0 |
| Michael A Mandish CPA CSEP | President Elect | 0.5 | $0 |
| Jacqueline F Yahr Esq | Treasurer | 0.5 | $0 |
| Ricka E Neuman CPA | Director | 0.5 | $0 |
| Sean Kelly | Vice President | 0.5 | $0 |
| Elizabeth A Green | Secretary | 0.5 | $0 |
| Abby Holmes | Director | 0.5 | $0 |
| Alice Young | Director | 0.5 | $0 |
| Aquanetta Betts | Director | 0.5 | $0 |
| Joe Musumeci CPA | Director | 0.5 | $0 |
| Andrew Hahn | Director | 0.5 | $0 |
| Max Reamer | Director | 0.5 | $0 |
| S Scott Tate | Director | 0.5 | $0 |
| Christina Snyder | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 14148 SHELBY CIR, HAGERSTOWN, MD 21740-2458
- Signed the 990-EZ
- Elisabeth Hare, Executive Director
- Phone
- (301) 331-9979
- Website
- www.baltimoreepc.org
- Return prepared by
- Kupstas & Kupstas LLC
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 accomplishments
- The Council conducted meetings, seminars and programs for 300+ members and their guests interested in learning about estate planning and estate taxation issues.Expenses $86,623
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 52-6041962
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $114,550
- Income (IRS master file)
- $149,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $149,319 | $171,096 | $114,550 | XML |
| 990-EZ | June 2024 | $138,903 | $152,295 | $136,327 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-6041962).
Questions about BALTIMORE ESTATE PLANNING COUNCIL
- What is the EIN of BALTIMORE ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of BALTIMORE ESTATE PLANNING COUNCIL is 52-6041962.
- Is BALTIMORE ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to BALTIMORE ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BALTIMORE ESTATE PLANNING COUNCIL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALTIMORE ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALTIMORE ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of BALTIMORE ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does BALTIMORE ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $149,319, expenses of $171,096 and total assets of $114,550 at year end.
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