Baltimore Estate Planning Council

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

EIN: 526041962 ✦ Davidsonville, MD ✦ Designated as a 501(c)(6)

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Overview

What is Baltimore Estate Planning Council?

The Baltimore Estate Planning Council is a nonprofit organization dedicated to bridging the gap between trust officers, attorneys, financiers, and other professionals working in estate planning. They actively engage in conducting meetings, seminars, and programs, attracting over 300 members and guests who are passionate about learning about estate planning and taxation issues. Their aim is to foster a collaborative environment, encouraging knowledge exchange and promoting best practices in the field.


Official website here: www.baltimoreepc.org

Is Baltimore Estate Planning Council legitimate?

Baltimore Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Baltimore Estate Planning Council submitted a form 990EZ, 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.


Official website here: www.baltimoreepc.org

What is the mission statement of Baltimore Estate Planning Council?

The Baltimore Estate Planning Council's mission is to foster a comprehensive understanding of the interconnected roles of various professionals involved in estate planning, including trust officers, lawyers, and financiers. They achieve this by organizing meetings, seminars, and programs that attract over 300 members and their guests, all eager to learn about estate planning and estate taxation matters. The council's primary goal is to encourage a collaborative and informed approach to estate planning, ultimately benefiting individuals and families.


Official website here: www.baltimoreepc.org

Who is the CEO of Baltimore Estate Planning Council?

Joel L Simon Aep is the President of Baltimore Estate Planning Council.


Official website here: www.baltimoreepc.org

What is the revenue of Baltimore Estate Planning Council?

Baltimore Estate Planning Council's revenue in 2023 was $117,029.


Official website here: www.baltimoreepc.org

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


Here are 24 key members and their salaries:


Ed Fee (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jill Snyder (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew A Mace Esq (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joel L Simon Aep (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Colleen Mccloskey (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tina Lignos (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Norris L Brodsky Cfp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lee Carpenter (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christine Buckley Cfp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chester H Hobbs Iv Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maria Sobus (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael A Mandish Cpa Csep (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jacqueline F Yahr Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ricka E Neuman Cpa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sean Kelly (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth A Green (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Abby Holmes (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alice Young (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aquanetta Betts (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Donni Engelhart (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Hahn (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Max Reamer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Helen Smith (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christina Snyder (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.baltimoreepc.org

Where can I find the form 990EZ for Baltimore Estate Planning Council?

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


Official website here: www.baltimoreepc.org

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

Mission Statement of Baltimore Estate Planning Council

The Baltimore Estate Planning Council serves as a platform that encourages a comprehensive understanding of the interplay between various professionals involved in estate planning, such as trust officers, attorneys, and financiers. Through their initiatives, they conduct regular meetings, seminars, and programs that attract over 300 members and guests who are passionate about learning about estate planning and its taxation aspects. The primary objective of the Baltimore Estate Planning Council is to foster a collaborative environment, where these professionals can share knowledge and best practices, thereby enhancing their collective expertise in the field of estate planning.

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Impact




October, 2024

The Baltimore Estate Planning Council significantly enhances professional collaboration and knowledge in the estate planning field. By fostering strong relationships between trust officers, attorneys, qualified financiers, and other estate planning professionals, it creates a cohesive network that improves client services and outcomes. The Council hosts meetings, seminars, and programs that attract over 300 members and their guests, providing vital education on estate planning and estate taxation issues. This emphasis on professional development not only benefits the members but also serves the broader community by ensuring that individuals and families receive informed and comprehensive estate planning guidance.




This information is meant to be a general summary of Baltimore Estate Planning Council. 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
$117,029 (2023)
Expenses
$128,833 (2023)
Efficiency

Other financial information:

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

  • Program Service Revenue: $77,220
  • Gross Receipts: $117,029

Assets and Liabilities:

  • Total Assets: $149,719
  • Total Liabilities: $0
  • Net Assets: $149,719

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Organization Details

Principal Officer

Joel L Simon Aep

Main Address

3451 Godspeed Road, Davidsonville, MD, 21035

NTEE Category

Code: I80 - Crime

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