BOSTON ESTATE PLANNING COUNCIL INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

THOMAS FRANCIONE

Phone

9783645170

Tax Period

2024-07-01 to 2025-06-30

BOSTON ESTATE PLANNING COUNCIL INC, founded in 1930, is a small nonprofit in the Community Improvement sector that reported $658K in total revenue in fiscal year 2024. Expenses of $762K exceeded revenue, resulting in a 16% operating deficit.

Mission

BEPC IS A COMMUNITY OF DYNAMIC, DIVERSE AND COLLABORATIVE PROFESSIONALS DEDICATED TO ADVANCING THE FIELD OF ESTATE PLANNING THROUGH: FOSTERING CONNECTIONS WITHIN THE COUNCIL; EDUCATIONAL PROGRAMMING AND PROFESSIONAL DEVELOPMENT FOR EVERY STAGE OF ONE'S CAREER; THOUGHT LEADERSHIP TO PROMOTE SUBJECT MATTER EXPERTISE; AND MEANINGFUL SERVICE AND COLLABORATIVE PARTNERSHIPS.

Program Service Accomplishments

Program 1

Expenses: $402,218 Revenue: $111,705

FURTHER THE EDUCATION AND FOSTER NETWORKING AMONGST ESTATE AND WEALTH PLANNING PROFESSIONALS BY PROVIDING EDUCATIONAL PROGRAM AND NETWORKING OPPORTUNITIES.

Program 2

Expenses: $156,206 Revenue: $202,061

MAINTAIN OVER 700 MEMBERS, WHO REPRESENT A BROAD RANGE OF PRACTICES AND BENEFIT FROM BUILDING RELATIONSHIPS AMONG SPECIALISTS FROM DIFFERENT DISCIPLINES AND ADVANCING KNOWLEDGE OF THE CONCEPT AND...

MAINTAIN OVER 700 MEMBERS, WHO REPRESENT A BROAD RANGE OF PRACTICES AND BENEFIT FROM BUILDING RELATIONSHIPS AMONG SPECIALISTS FROM DIFFERENT DISCIPLINES AND ADVANCING KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $324,690

Program Service Revenue $313,766

Investment Income $15,871

Other Revenue $3,765

TOTAL REVENUE $658,092

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $558,424

Other Expenses $761,430

TOTAL EXPENSES $762,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$658,092	$615,300	+0.1%
Expenses	$762,430	$598,169	+0.3%
Net Income	$-104,338	$17,131	-7.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

130

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISA KIM O'NEIL	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHELLE MAGUIRE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS FRANCIONE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
BARBARA TARGUM	TREASURER	1.00	Officer Director	$0	$0	$0
KATHERINE M SHEEHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
GERALD BAKER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CIVITELLA HILARIO	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON FINK	DIRECTOR	1.00	Director	$0	$0	$0
DARA LYNN FREYTAG	DIRECTOR	1.00	Director	$0	$0	$0
MITCHELL HALPERN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE JACKSON LESLIE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KEEFE	DIRECTOR	1.00	Director	$0	$0	$0
AMY PHELAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN SABLONE	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN VILLADELGADO	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE VON KOHORN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$658,092	$762,430	$739,850	$-104,338
2024	$615,300	$598,169	$840,519	$17,131
2023	$631,103	$580,318	$819,454	$50,785
2022	$595,613	$507,037	$768,111	$88,576
2021	$470,666	$360,805	$634,300	$109,861
2020	$531,763	$391,165	$543,797	$140,598
2019	$620,323	$664,433	$387,932	$-44,110
2018	$639,733	$731,581	$457,688	$-91,848