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Boston Estate Planning Council Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 454028240 ✦ Westford, MA ✦ Designated as a 501(c)(6)

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Overview

What is Boston Estate Planning Council Inc?

Boston Estate Planning Council Inc, based in Westford, Massachusetts, is a vibrant community of over 700 estate and wealth planning professionals. This nonprofit organization serves as a hub for fostering education and networking within this field. They offer a variety of educational programs and networking opportunities, aiming to promote excellence among its members. By doing so, Boston Estate Planning Council Inc plays a crucial role in upholding the highest standards in estate planning.


Official website here: www.bepc.org

Is Boston Estate Planning Council Inc legitimate?

Boston Estate Planning Council Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Boston Estate Planning Council Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.bepc.org

What is the mission statement of Boston Estate Planning Council Inc?

Boston Estate Planning Council Inc's mission is to serve as a multi-disciplinary community for over 700 estate and wealth planning professionals. The organization's primary goal is to promote educational programs and networking opportunities, aiming to enhance the knowledge and skills of these professionals. By doing so, Boston Estate Planning Council Inc strives to uphold excellence within the estate planning field. The council's activities include providing educational resources and networking events to foster a collaborative environment among estate planning professionals.


Official website here: www.bepc.org

Who is the CEO of Boston Estate Planning Council Inc?

Beth Milkovits is the President of Boston Estate Planning Council Inc.


Official website here: www.bepc.org

What is the revenue of Boston Estate Planning Council Inc?

Boston Estate Planning Council Inc's revenue in 2023 was $631,103.


Official website here: www.bepc.org

Who are the executives of Boston Estate Planning Council Inc and what are their salaries?

There 150 volunteers at Boston Estate Planning Council Inc.


Here are 18 key members and their salaries:


Beth Milkovits (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Zachary Bourque (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richelle Maguire (President El)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alisa Kim O'Neil (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carol Tully (Honorary Dir)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Carr (Past Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Sydney (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marlee Cowan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katherine Sheehan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maureen Villadelgado (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Craig Standish (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christine Fletcher (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Desmarais (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Emma Penick (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brett Barthelmeh (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mitchell Halpern (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Holly Gately (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nicole Jackson Leslie (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.bepc.org

Where can I find the form 990 for Boston Estate Planning Council Inc?

Boston Estate Planning Council Inc's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.bepc.org

Learn more at the official website: www.bepc.org

Mission Statement of Boston Estate Planning Council Inc

Boston Estate Planning Council Inc, a community of over 700 estate and wealth planning professionals, is dedicated to advancing the education and fostering networking opportunities among these professionals. By providing educational programs and networking opportunities, the council aims to promote excellence within the estate planning field. The council's mission is to serve as a platform for these professionals to learn from one another, share best practices, and stay updated on the latest developments in estate and wealth planning. The council's activities are centered around this mission, aiming to provide a supportive and collaborative environment where estate planning professionals can grow and excel in their respective fields.

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Impact




October, 2024

The Boston Estate Planning Council (BEPC) significantly enhances the estate and wealth planning profession by fostering a collaborative community of over 700 professionals. By offering educational programs and networking opportunities, BEPC elevates the standards of practice within the field. Members benefit from shared knowledge and expertise, which ultimately translates into more effective client service and improved outcomes in estate planning. The council's commitment to promoting excellence not only strengthens the skills and capabilities of its members but also contributes to the overall advancement of the estate planning profession. In doing so, BEPC plays a vital role in community improvement by ensuring that clients receive informed, comprehensive, and ethical guidance in managing their estates and wealth.




This information is meant to be a general summary of Boston Estate Planning Council Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$631,103 (2023)
Expenses
$580,318 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $9,906
  • Program Service Revenue: $310,647
  • Gross Receipts: $631,103

Assets and Liabilities:

  • Total Assets: $819,454
  • Total Liabilities: $162,956
  • Net Assets: $656,498

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$204,642

NETWORKING EVENTS

Revenue

$106,005

Organization Details

Founding Year

1930

Principal Officer

Beth Milkovits

Main Address

4 LAN DRIVE SUITE 100, WESTFORD, MA, 01886

NTEE Category

Code: S41 - Community improvement

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