Boston Estate Planning Council Inc
Boston Estate Planning Council Inc's network
16 people8 organisationsi16 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (8) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alisa Kim O'Neil (also filed as Alisa O'Neil) | President | 2018 | 8 yrs |
| Amy Phelan | Director | 2025 | 1 yr |
| Barbara Targum | Treasurer | 2020 | 6 yrs |
| Brandon Fink | Director | 2025 | 1 yr |
| Dara Lynn Freytag | Director | 2025 | 1 yr |
| David Keefe III (also filed as David Keefe) | Director | 2024 | 2 yrs |
| Gerald Baker | Director | 2025 | 1 yr |
| Jennifer Civitella Hilario | Director | 2024 | 2 yrs |
| Katherine M Sheehan (also filed as Katherine Sheehan) | Company secretary | 2022 | 4 yrs |
| Katherine Von Kohorn (also filed as Katie Von Kohorn) | Director | 2024 | 2 yrs |
| Kathleen Sablone | Director | 2024 | 2 yrs |
| Maureen Villadelgado | Director | 2023 | 3 yrs |
| Mitchell Halpern | Director | 2023 | 3 yrs |
| Nicole Jackson Leslie | Director | 2023 | 3 yrs |
| Richelle Maguire | Past President | 2021 | 5 yrs |
| Thomas Francione (also filed as Tom Francione) | President Elect | 2020 | 6 yrs |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Alisa Kim O'neil | President | 1 | $0 | ||
| Richelle Maguire | Past President | 1 | $0 | ||
| Thomas Francione | President Elect | 1 | $0 | ||
| Barbara Targum | Treasurer | 1 | $0 | ||
| Katherine M Sheehan | Secretary | 1 | $0 | ||
| Gerald Baker | Director | 1 | $0 | ||
| Jennifer Civitella Hilario | Director | 1 | $0 | ||
| Brandon Fink | Director | 1 | $0 | ||
| Dara Lynn Freytag | Director | 1 | $0 | ||
| Mitchell Halpern | Director | 1 | $0 | ||
| Nicole Jackson Leslie | Director | 1 | $0 | ||
| David Keefe | Director | 1 | $0 | ||
| Amy Phelan | Director | 1 | $0 | ||
| Kathleen Sablone | Director | 1 | $0 | ||
| Maureen Villadelgado | Director | 1 | $0 | ||
| Katherine von Kohorn | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Boston Estate Planning Council Inc
- EIN
- 454028240
- Address
- 85 Swanson Rd Ste 135, Boxborough, MA, 01719-1443
- State
- Massachusetts
- 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. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 5 (IRS master file code)
- Formed
- 1930
- Principal officer
- Thomas Francione (as named on the Form 990)
- IRS ruling date
- 1 January 2013
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsAlisa Kim O'Neil
≥6years on the filingsBarbara Targum
≥6years on the filingsThomas Francione
≥5years on the filingsRichelle Maguire
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $740k
- Total liabilities
- $171k
- Net assets or fund balances
- $569k
- Contributions and grants received
- $325k
- Program service revenue
- $314k
- Grants and similar paid out
- $1k
- Employees
- 0
- Volunteers
- 130
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $615k | $598k | $17k |
As filed on the IRS Form 990. US dollars.