Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
New Hampshire Estate Planning Council C/O Alison S Perrella CPA
EIN 02-0333630 • 501(c)6 • Manchester, NH
Profile
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.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
41st percentile
Higher net margin than 41% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Balance Sheet
Assets
Down$76,083
Down $2,072 (-2.7%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$76,083
Down $2,072 (-2.7%) from 2024
Revenue
Up$55,050
Up $555 (+1.0%) from 2024
Expenses
Down$57,122
Down $592 (-1.0%) from 2024
Net Income
Up-$2,072
Up $1,147 (+36%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $76,083
- Liabilities
- -
- Net assets
- $76,083
- Revenue
- $55,050
- Expenses
- $57,122
- Net income
- -$2,072
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2024 to May 31, 2025
- Signed
- Apr 4, 2026
- Return Version
- 2024v5.2
- Gross Receipts
- $55,050
Mission and Program Overview
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 Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Janelle Travers Sartorio CTFA | Immed Past Pres | - | $0 | - | - |
| Michael Solari | Secretary | - | $0 | - | - |
| Walter Bud Abbott | Exec Committee | - | $0 | - | - |
| Frank Saglio CPA | Treasurer | - | $0 | - | - |
| Tom Burleigh CFP | Vice President | - | $0 | - | - |
| Nelson Raust Esq | President | - | $0 | - | - |
| Theofilos Vougias Esq | Exec Committee | - | $0 | - | - |
| Jason M Beiswenger CPA | Exec Committee | - | $0 | - | - |
| Alyssa Garrigan Esq | Exec Committee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- New Hampshire Estate Planning Council
- EIN
- 02-0333630
- Phone
- 6036258286
- Address
- 16 Salmon Street, Manchester, NH 03104
Signing Officer
- Name
- Frank Saglio
- Title
- Treasuer
- Signed
- 2026-04-04
Supplemental Narrative
Additional Explanations
Other Revenue.1
“$2500”
Other Expenses.1002
“Office Expenses $200”
Other Expenses.1005
“Travel $463”
Other Expenses.1012
“Insurance $929”
Other Expenses.1
“Meal Cost Expenses $29588”
Other Expenses.2
“Bank Charges $2992”
Other Expenses.3
“National Association Dues/Mtgs $2903”
Other Expenses.4
“Speakers Expenses $2000”
Other Expenses.5
“Web Services Expenses $1600”
Other Expenses.6
“Meeting Technology Expenses $548”
Other Expenses.7
“Supplies Expenses $299”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $929 Prepaid Expenses and Deferred Charges - Ending $0”
Raw XML Appendix139 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 929 |
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| IRS990EZ/OtherRevenueTotalAmt | 0 | 2500 |
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| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE INFORMATION FOR THOSE INDIVIDUALS SEEKING THE SERVICES OF AN ESTATE PLANNING PROFESSIONAL. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
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| IRS990EZ/TransactionWithControlEntInd | 0 | false |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $463 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $929 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Bank Charges $2992 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | National Association Dues/Mtgs $2903 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Speakers Expenses $2000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Web Services Expenses $1600 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Meeting Technology Expenses $548 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Supplies Expenses $299 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Prepaid Expenses and Deferred Charges - Beginning $929 Prepaid Expenses and Deferred Charges - Ending $0 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.1011 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Frank Saglio |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasuer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-04-04 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NEWH |
| ReturnHeader/Filer/EIN | 0 | 020333630 |
| ReturnHeader/Filer/PhoneNum | 0 | 6036258286 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 16 Salmon Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Manchester |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 03104 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/ReturnTs | 0 | 2026-04-04T13:17:41-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-05-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.