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Baltimore Estate Planning Council

  • Davidsonville, MD
  • Tax-exempt since June 1970
  • EIN: 52-6041962

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$139k (2024)

Expenses
$152k (2024)

Total Assets
$136k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,903
Expenses
$152,295
Net Income
-$13,392
Net Assets
$136,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,446
61.5%
Investment Income $3,500
2.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $136,327
Total Liabilities $0
Net Assets $136,327
Compensation
Key Employees and Officers Compensation Other
Ed Fee (Director) $0 $0
Jill Snyder (Director) $0 $0
Marcus Aiello (Director) $0 $0
Shari Fleming (Director) $0 $0
Patrick Guthrie (Director) $0 $0
Tina Lignos (President) $0 $0
Norris L Brodsky Cfp (Director) $0 $0
Susan Mitcheltree Cfp (Director) $0 $0
Christine Buckley Cfp (Director) $0 $0
Colleen Mc Closkey (Past President) $0 $0
Maria Sobus (Director) $0 $0
Michael A Mandish Cpa Csep (President Elect) $0 $0
Jacqueline F Yahr Esq (Treasurer) $0 $0
Ricka E Neuman Cpa (Director) $0 $0
Sean Kelly (Vice President) $0 $0
Elizabeth A Green (Secretary) $0 $0
Abby Holmes (Director) $0 $0
Alice Young (Director) $0 $0
Aquanetta Betts (Director) $0 $0
Joe Musumeci Cpa (Director) $0 $0
Andrew Hahn (Director) $0 $0
Max Reamer (Director) $0 $0
S Scott Tate (Director) $0 $0
Christina Snyder (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 5, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$117,029
Expenses
$128,833
Net Income
-$11,804
Net Assets
$149,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,220
66.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $149,719
Total Liabilities $0
Net Assets $149,719
Compensation
Key Employees and Officers Compensation Other
Ed Fee (Director) $0 $0
Jill Snyder (Director) $0 $0
Matthew A Mace Esq (Past President) $0 $0
Joel L Simon Aep (President) $0 $0
Colleen Mc Closkey (President Elect) $0 $0
Tina Lignos (Vice President) $0 $0
Norris L Brodsky Cfp (Director) $0 $0
Lee Carpenter (Director) $0 $0
Christine Buckley Cfp (Director) $0 $0
Chester H Hobbs Iv Esq (Director) $0 $0
Maria Sobus (Director) $0 $0
Michael A Mandish Cpa Csep (Secretary) $0 $0
Jacqueline F Yahr Esq (Director) $0 $0
Ricka E Neuman Cpa (Director) $0 $0
Sean Kelly (Treasurer) $0 $0
Elizabeth A Green (Director) $0 $0
Abby Holmes (Director) $0 $0
Alice Young (Director) $0 $0
Aquanetta Betts (Director) $0 $0
Donni Engelhart (Director) $0 $0
Andrew Hahn (Director) $0 $0
Max Reamer (Director) $0 $0
Helen Smith (Director) $0 $0
Christina Snyder (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 4, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,667
Expenses
$101,181
Net Income
$13,486
Net Assets
$161,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,001
66.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $161,523
Total Liabilities $0
Net Assets $161,523
Compensation
Key Employees and Officers Compensation Other
Ed Fee (Director) $0 $0
Adele Zilber Mba Cltc Cfp (Past President) $0 $0
Matthew A Mace Esq (President) $0 $0
Joel L Simon Aep (President Elect) $0 $0
Colleen Mc Closkey (Vice President) $0 $0
Tina Lignos (Secretary) $0 $0
Norris L Brodsky Cfp (Director) $0 $0
Lee Carpenter (Director) $0 $0
Christine Buckley Cfp (Director) $0 $0
Chester H Hobbs Iv Esq (Director) $0 $0
Peter Maller Mba Cfp (Director) $0 $0
Michael A Mandish Cpa Csep (Treasurer) $0 $0
Jacqueline F Yahr Esq (Director) $0 $0
Ricka E Neuman Cpa (Director) $0 $0
Sean Kelly (Director) $0 $0
Elizabeth A Green (Director) $0 $0
Lori L Kirk Cpa (Director) $0 $0
Alice Young (Director) $0 $0
Aquanetta Betts (Director) $0 $0
Donni Engelhart (Director) $0 $0
Andrew Hahn (Director) $0 $0
Max Reamer (Director) $0 $0
Helen Smith (Director) $0 $0
Christina Snyder (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 9, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$115,707
Expenses
$84,059
Net Income
$31,648
Net Assets
$148,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,405
65.2%
Investment Income $127
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $148,037
Total Liabilities $0
Net Assets $148,037
Compensation
Key Employees and Officers Compensation Other
Charles B Jones Esq (Past President) $0 $0
Adele Zilber Mba Cltc Cfp (President) $0 $0
Matthew A Mace Esq (President Elect) $0 $0
Joel L Simon Aep (Vice President) $0 $0
Colleen Mc Closkey (Secretary) $0 $0
Tina Lignos (Treasurer) $0 $0
Norris L Brodsky Cfp (Director) $0 $0
Lee Carpenter (Director) $0 $0
Christine Buckley Cfp (Director) $0 $0
Chester H Hobbs Iv Esq (Director) $0 $0
David Hodnett (Director) $0 $0
Peter Maller Mba Cfp (Director) $0 $0
Michael A Mandish Cpa Csep (Director) $0 $0
Jacqueline F Yahr Esq (Director) $0 $0
Ricka E Neuman Cpa (Director) $0 $0
Sean Kelly (Director) $0 $0
Elizabeth A Green (Director) $0 $0
Lori L Kirk Cpa (Treasurer) $0 $0
Alice Young (Director) $0 $0
Melissa Dornan (Exec Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 26, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,464
Expenses
$114,382
Net Income
$8,082
Net Assets
$116,389
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,050
62.1%
Investment Income $1,339
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $116,389
Total Liabilities $0
Net Assets $116,389
Compensation
Key Employees and Officers Compensation Other
Anne R Meltzer Cpaabv (Past President) $0 $0
Charles B Jones Esq (President) $0 $0
Adele Zilber Mba Cltc Cfp (President Elect) $0 $0
Matthew A Mace Esq (Vice President) $0 $0
Joel L Simon Aep (Secretary) $0 $0
Colleen Mc Closkey (Treasurer) $0 $0
Norris L Brodsky Cfp (Director) $0 $0
Thomas A Byers Cpa (Director) $0 $0
Christine Buckley Cfp (Director) $0 $0
Chester H Hobbs Iv Esq (Director) $0 $0
Jeffrey M Judge Cfp Chfc (Director) $0 $0
Peter Maller Mba Cfp (Director) $0 $0
Michael A Mandish Cpa Csep (Director) $0 $0
Jacqueline F Yahr Esq (Director) $0 $0
Ricka E Neuman Cpa (Director) $0 $0
Joseph S Ferlise (Director) $0 $0
Elizabeth A Green (Director) $0 $0
Lori L Kirk Cpa (Treasurer) $0 $0
Tina Lignos (Director) $0 $0
Melissa Dornan (Exec Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 9, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,926
Expenses
$118,119
Net Income
$8,807
Net Assets
$108,307
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,481
70.5%
Investment Income $1,925
1.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $108,482
Total Liabilities $175
Net Assets $108,307
Compensation
Key Employees and Officers Compensation Other
David C Dembert Esq (Past President) $0 $0
Anne R Meltzer Cpaabv (President) $0 $0
Charles B Jones Esq (President Elect) $0 $0
Adele Zilber Mba Cltc Cfp (Vice President) $0 $0
Matthew A Mace Esq (Secretary) $0 $0
Joel L Simon Aep (Treasurer) $0 $0
Norris L Brodsky Cfp (Director) $0 $0
Thomas A Byers Cpa (Director) $0 $0
Christine Buckley Cfp (Director) $0 $0
Chester H Hobbs Iv Esq (Director) $0 $0
Jeffrey M Judge Cfp Chfc (Director) $0 $0
Peter Maller Mba Cfp (Director) $0 $0
Michael A Mandish Cpa Csep (Director) $0 $0
Colleen Mc Closkey (Director) $0 $0
Ricka E Neuman Cpa (Director) $0 $0
Joseph S Ferlise (Director) $0 $0
Elizabeth A Green (Director) $0 $0
Lori L Kirk Cpa (Treasurer) $0 $0
Tina Lignos (Director) $0 $0
Jacqueline F Yahr Esq (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 11, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,953
Expenses
$121,215
Net Income
$1,738
Net Assets
$99,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,600
68.0%
Investment Income $1,132
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $99,500
Total Liabilities $0
Net Assets $99,500

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,860
Expenses
$131,364
Net Income
-$8,504
Net Assets
$97,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $90,425
73.6%
Investment Income $435
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $97,762
Total Liabilities $0
Net Assets $97,762
Compensation
Key Employees and Officers Compensation Other
Stephen M Thaler Clu (President) $0 $0
David C Dembert Esq (President Elect) $0 $0
Anne R Meltzer Cpaabv (Vice President) $0 $0
Charles B Jones Esq (Secretary) $0 $0
Pamela Gilmour Cpa (Director) $0 $0
Matthew A Mace Esq (Director) $0 $0
Ricka E Neuman (Director) $0 $0
Rebecca Rothey Cfre (Director) $0 $0
Roland M Schrebler (Director) $0 $0
Joel L Simon (Director) $0 $0
Michele Tremblay Cpa Aep (Director) $0 $0
Adele Zilber Clu Cltc Mba (Treasurer) $0 $0
+ View more people

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990-EZ
Filed on Nov. 6, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$117,077
Expenses
$116,126
Net Income
$951
Net Assets
$106,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,052
68.4%
Investment Income $25
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $106,266
Total Liabilities $0
Net Assets $106,266
Compensation
Key Employees and Officers Compensation Other
Jeffrey S Glaser Esq (President) $0 $0
Stephen M Thaler Clu (President Elect) $0 $0
David C Dembert Esq (Vice President) $0 $0
Anne R Meltzer Cpaabv (Secretary) $0 $0
Charles B Jones Esq (Treasurer) $0 $0
R Christopher Rosenthal Cpaabv (Immediate Past President) $0 $0
David L Berman Cfp Clu (Director) $0 $0
William J Gering (Director) $0 $0
Pamela Gilmour Cpa (Director) $0 $0
Matthew A Mace Esq (Director) $0 $0
Sandra Grant Moffet (Director) $0 $0
Ricka E Neuman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 13, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$115,531
Expenses
$114,117
Net Income
$1,414
Net Assets
$105,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,523
68.0%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $105,315
Total Liabilities $0
Net Assets $105,315
Compensation
Key Employees and Officers Compensation Other
Jeffrey S Glaser Esq (President) $0 $0
Stephen M Thaler Clu (President Elect) $0 $0
David C Dembert Esq (Vice President) $0 $0
Anne R Meltzer Cpaabv (Secretary) $0 $0
Charles B Jones Esq (Treasurer) $0 $0
R Christopher Rosenthal Cpaabv (Immediate Past President) $0 $0
David L Berman Cfp Clu (Director) $0 $0
William J Gering (Director) $0 $0
Pamela Gilmour Cpa (Director) $0 $0
Matthew A Mace Esq (Director) $0 $0
Sandra Grant Moffet (Director) $0 $0
Ricka E Neuman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 21, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,138
Expenses
$113,488
Net Income
$5,650
Net Assets
$103,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,330
73.3%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $103,901
Total Liabilities $0
Net Assets $103,901
Compensation
Key Employees and Officers Compensation Other
Anna M Leonhardt (Executive Director) $30,571 $0
R Christopher Rosenthal Cpaapv (President) $0 $0
Barbara S Soth (President Elect) $0 $0
Jeffrey S Glaser Esq (Vice President) $0 $0
David C Dembert Esq (Secretary) $0 $0
Stephen M Thaler Clu (Treasurer) $0 $0
John P Edgar Esq (Immediate Past President) $0 $0
David L Berman Cfp Clu (Director) $0 $0
William J Gering (Director) $0 $0
Pamela Gilmour Cpa (Director) $0 $0
Charles B Jones Esq (Director) $0 $0
Anne R Meltzer Cpaapv (Director) $0 $0
+ View more people

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990-EZ
Filed on Feb. 2, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,417
Expenses
$133,034
Net Income
$3,383
Net Assets
$98,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $99,410
72.9%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $98,251
Total Liabilities $0
Net Assets $98,251

Document Links

990-EZ
Filed on April 7, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,627
Expenses
$109,851
Net Income
$9,776
Net Assets
$94,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,789
62.5%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,868
Total Liabilities $0
Net Assets $94,868

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated