Boston Estate Planning Council Inc
Organization summary
Type of Nonprofit
Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.
Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)
Donations to this organization are not tax deductible.
Summary charts: organization finances over time
Revenue $631k (2023)
Expenses $580k (2023)
Total Assets $819k (2023)
Total Liabilities $163k (2023)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending June
2023
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $310,550 |
49.2%
|
| Program Services | $310,647 |
49.2%
|
| Investment Income | $9,906 |
1.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $819,454 | |
| Total Liabilities | $162,956 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Beth Milkovits (President) | $0 | $0 | $0 |
| Zachary Bourque (Secretary) | $0 | $0 | $0 |
| Richelle Maguire (President El) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 15, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2022
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $340,088 |
57.1%
|
| Program Services | $253,759 |
42.6%
|
| Investment Income | $1,766 |
0.3%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $768,111 | |
| Total Liabilities | $162,398 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Steven Carr (President) | $0 | $0 | $0 |
| Melissa Sydney (Director) | $0 | $0 | $0 |
| Alisa Kim O'neil (Secretary) | $0 | $0 | $0 |
Document Links
990
Filed on Jan. 24, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2021
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $207,500 |
44.1%
|
| Program Services | $261,362 |
55.5%
|
| Investment Income | $1,804 |
0.4%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $634,300 | |
| Total Liabilities | $117,163 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Kelly Aylward (President) | $0 | $0 | $0 |
| Steven Carr (President El) | $0 | $0 | $0 |
| Sarah Allen (Past Preside) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 18, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2020
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $226,500 |
42.6%
|
| Program Services | $301,116 |
56.6%
|
| Investment Income | $4,147 |
0.8%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $543,797 | |
| Total Liabilities | $136,521 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Elliot Rotstein (Director) | $0 | $0 | $0 |
| Debra Whitney (Director) | $0 | $0 | $0 |
| Susan Robb (Director) | $0 | $0 | $0 |
Document Links
990
Filed on Sept. 1, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2019
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $212,000 |
34.2%
|
| Program Services | $402,674 |
64.9%
|
| Investment Income | $5,649 |
0.9%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $387,932 | |
| Total Liabilities | $121,254 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Elliot Rotstein (Director) | $0 | $0 | $0 |
| Debra Whitney (Director) | $0 | $0 | $0 |
| Susan Robb (Director) | $0 | $0 | $0 |
Document Links
990
Filed on Sept. 24, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2018
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $197,500 |
30.9%
|
| Program Services | $438,318 |
68.5%
|
| Investment Income | $3,915 |
0.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $457,688 | |
| Total Liabilities | $146,900 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jennifer Leisman Dessert (Director) | $0 | $0 | $0 |
| Ruth Mattson (Director) | $0 | $0 | $0 |
| John Przybylski (Director) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 7, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2017
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $208,500 |
32.0%
|
| Program Services | $439,670 |
67.5%
|
| Investment Income | $3,333 |
0.5%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $664,359 | |
| Total Liabilities | $261,723 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Daniel Flanagan (President/Chair) | $0 | $0 | $0 |
| Laura Barooshian (President Elect) | $0 | $0 | $0 |
| Michael Orentlich (Treasurer) | $0 | $0 | $0 |
Document Links
990
Filed on April 16, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2016
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $207,000 |
31.2%
|
| Program Services | $453,640 |
68.3%
|
| Investment Income | $3,377 |
0.5%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $611,780 | |
| Total Liabilities | $177,282 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Timothy Mcbride (President/Chair) | $0 | $0 | $0 |
| Daniel Flanagan (Vice President) | $0 | $0 | $0 |
| Michael Orentlich (Treasurer) | $0 | $0 | $0 |
Document Links
990
Filed on May 4, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2015
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $413,248 |
65.6%
|
| Program Services | $213,401 |
33.9%
|
| Investment Income | $3,064 |
0.5%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $751,100 | |
| Total Liabilities | $287,383 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Deirdre Prescott (President/Chair) | $0 | $0 | $0 |
| Timothy Mcbride (Vice President) | $0 | $0 | $0 |
| Daniel Flanagan (Treasurer) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 11, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2014
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $446,515 |
66.1%
|
| Program Services | $225,987 |
33.5%
|
| Investment Income | $2,945 |
0.4%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $716,460 | |
| Total Liabilities | $282,481 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Kurt Steinkrauss (Immediate Past President) | $0 | $0 | $0 |
| Deirdre Prescott (Vice President) | $0 | $0 | $0 |
| Timothy Mcbride (Treasurer) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 16, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2013
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $418,488 |
72.6%
|
| Program Services | $156,600 |
27.2%
|
| Investment Income | $1,612 |
0.3%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $410,218 | |
| Total Liabilities | $77,165 |
Document Links
990
Filed on May 27, 2014Primary tax return for a nonprofit’s activities, finances, and governance
About This Data
Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.
The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.
In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.
We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.