Nonprofit · EIN 02-0333630
NEW HAMPSHIRE ESTATE PLANNING COUNCIL
Tax-exempt · MANCHESTER, NH 03104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $55,050 | $57,122 | -$2,072 | $76,083 | – | $76,083 |
| May 31, 2024 | 990-EZ | $54,495 | $57,714 | -$3,219 | $78,155 | – | $78,155 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Membership dues
- $52,550
- Other revenue
- $2,500
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $15,600
- Other expenses
- $41,522
Balance sheet and other
- Total assets, start of year
- $78,155
- Total assets, end of year
- $76,083
- Total liabilities, end of year
- –
- Net assets, end of year
- $76,083
- Cash, savings and investments
- $76,083
- Gross receipts
- $55,050
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janelle Travers Sartorio CTFA | Immed Past Pres | 0.5 | $0 |
| Michael Solari | Secretary | 0.5 | $0 |
| Walter Bud Abbott | Exec Committee | 0.5 | $0 |
| Frank Saglio CPA | Treasurer | 0.5 | $0 |
| Tom Burleigh CFP | Vice President | 1 | $0 |
| Nelson Raust Esq | President | 1 | $0 |
| Theofilos Vougias Esq | Exec Committee | 0.5 | $0 |
| Jason M Beiswenger CPA | Exec Committee | 0.5 | $0 |
| Alyssa Garrigan Esq | Exec Committee | 0.5 | $0 |
990-EZ for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kyung Kim CPA CGMA | Immed Past Pres | 0.5 | $0 |
| Tom Burleigh CFP | Secretary | 0.5 | $0 |
| Walter Bud Abbott | Exec Committee | 0.5 | $0 |
| Frank Saglio CPA | Treasurer | 0.5 | $0 |
| Nelson Raust Esq | Vice President | 1 | $0 |
| Janelle Travers Sartorio CTFA | President | 1 | $0 |
| Theofilos Vougias Esq | Exec Committee | 0.5 | $0 |
| Michael Solari | Exec Committee | 0.5 | $0 |
| Alyssa Garrigan Esq | Exec Committee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 16 SALMON STREET, MANCHESTER, NH 03104-3025
- In care of
- % KEVIN HOWE
- Signed the 990-EZ
- Frank Saglio, Treasuer
- Phone
- (603) 625-8286
Mission
THE COUNCIL IS DEDICATED TO PROMOTING THE INTERESTS OF ESTATE PLANNING PROFESSIONALS BY PROMOTING CONTINUING EDUCATION IN ESTATE PLANNING ISSUES, FOSTERING A MUTUAL UNDERSTANDING AMOUG THE ESTATE PLANNING DISCIPLINES OF THE PROBLEMS ENCOUNTERED IN ESTATE PLANNING AND PORTENTIAL SOLUTIONS OFFERED BY EACH DISCIPLINE.
Program accomplishments
- PROVIDE INFORMATION FOR THOSE INDIVIDUALS SEEKING THE SERVICES OF AN ESTATE PLANNING PROFESSIONAL.
- A MEMBERSHIP ORGANIZATION DEDICATED TO THE PROMOTION OF THE HIGHEST PROFESSIONAL STANDARDS OF INDIVIDUALS WITHIN ESTATE PLANNING.
- PROVIDE AN OPPORTUNITY FOR NETWORKING AND DEVELOPING FRIENDSHIPS AND ALLIANCE BETWEEN MEMBERS THAT WILL RESULT IN BETTER SERVICE TO CLIENTS AND THE COMMUNITIES IN WHICH OUR MEMBERS LIVE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 02-0333630
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $76,083
- Income (IRS master file)
- $55,050
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $55,050 | $57,122 | $76,083 | XML |
| 990-EZ | May 2024 | $54,495 | $57,714 | $78,155 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0333630).
Questions about NEW HAMPSHIRE ESTATE PLANNING COUNCIL
- What is the EIN of NEW HAMPSHIRE ESTATE PLANNING COUNCIL?
- The employer identification number (EIN) of NEW HAMPSHIRE ESTATE PLANNING COUNCIL is 02-0333630.
- Is NEW HAMPSHIRE ESTATE PLANNING COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to NEW HAMPSHIRE ESTATE PLANNING COUNCIL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW HAMPSHIRE ESTATE PLANNING COUNCIL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEW HAMPSHIRE ESTATE PLANNING COUNCIL due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW HAMPSHIRE ESTATE PLANNING COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who are the officers and directors of NEW HAMPSHIRE ESTATE PLANNING COUNCIL?
- The 990-EZ for the year ended May 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does NEW HAMPSHIRE ESTATE PLANNING COUNCIL have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $55,050, expenses of $57,122 and total assets of $76,083 at year end.
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