New Hampshire Estate Planning Council

New Hampshire Estate Planning Council operates with no officer compensation but has run deficits in recent years.

EIN: 20333630 · Manchester, NH · Updated: 2026-03-28

$54KRevenue
$78KAssets
85/100Mission Score (Excellent)
New Hampshire Estate Planning Council Financial Summary
MetricValue
Total Revenue$54K
Total Expenses$58K
Program Spending80%
Net Assets$78K
Transparency Score85/100

Is New Hampshire Estate Planning Council Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

New Hampshire Estate Planning Council directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About New Hampshire Estate Planning Council

New Hampshire Estate Planning Council (EIN: 20333630) is a nonprofit organization based in Manchester, NH. The organization reported total revenue of $54K and total assets of $78K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of New Hampshire Estate Planning Council's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

49Years Operating
MicroSize Classification
13Years of Filings
MixedRevenue Trajectory

New Hampshire Estate Planning Council is a micro nonprofit that has been operating for 49 years, with 13 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 1.2%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$54K
Total Expenses$58K
Surplus / Deficit$-3,219
Total Assets$78K
Net Assets$78K
Operating Margin-5.9%
Months of Reserves16.3 months

Financial Health Grade: B

In 2024, New Hampshire Estate Planning Council reported a deficit of $3K with expenses exceeding revenue, holds 16.3 months of operating reserves (strong position).

Financial Trends

Over 13 years of filings (2012–2024), New Hampshire Estate Planning Council's revenue has grown at a compound annual growth rate (CAGR) of 1.2%.

YearRevenue ChangeExpense ChangeAsset Change
2024+24.7%-13.0%-4.0%
2023-1.7%+44.4%-21.8%
2022+24.8%+64.1%-1.4%
2021-34.9%-36.2%+7.8%
2020+2.3%-33.7%+9.6%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1977

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The New Hampshire Estate Planning Council demonstrates consistent financial activity, with revenues and expenses typically ranging between $35,000 and $66,000 annually over the past decade. The organization maintains a healthy asset base, with its latest assets reported at $78,155 and no liabilities, indicating strong financial stability. However, the organization has reported expenses exceeding revenue in several recent periods, including $57,714 in expenses against $54,495 in revenue in 2024 and $66,326 in expenses against $43,690 in revenue in 2023. This trend of operating at a deficit, while not immediately critical given its asset reserves, warrants monitoring to ensure long-term sustainability. Spending efficiency is difficult to fully assess without a detailed breakdown of expenses beyond total expenses. However, the consistent reporting of 0% officer compensation across all filings suggests that the organization is run by volunteers or that compensation is minimal and not reported as officer compensation, which is a positive indicator for resource allocation. The lack of liabilities further reinforces a fiscally responsible approach. Transparency is high regarding executive compensation, as it consistently reports no officer compensation. Overall, the New Hampshire Estate Planning Council appears to be a financially stable organization with a strong balance sheet and a commitment to minimizing administrative overhead through its lack of officer compensation. The primary area for improvement would be to ensure that annual revenues consistently cover expenses to prevent gradual erosion of its asset base, as seen in the recent periods where expenses exceeded revenue.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates New Hampshire Estate Planning Council with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, New Hampshire Estate Planning Council allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$54KTotal Revenue
$58KTotal Expenses
$78KTotal Assets
$78KNet Assets
  • The organization reported a deficit of $3K, with expenses exceeding revenue.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is a strong positive for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of New Hampshire Estate Planning Council's IRS 990 filings:

  • Expenses exceeded revenue in the latest two fiscal periods (2024 and 2023), indicating a potential trend of operating deficits.
  • Assets have decreased from $105,515 in 2021 to $78,155 in 2024, suggesting a draw on reserves.

Strengths

The following positive indicators were identified for New Hampshire Estate Planning Council:

  • Consistently reports 0% officer compensation, indicating efficient use of funds and volunteer leadership.
  • Maintains zero liabilities across all reported periods, demonstrating strong financial management and no debt.
  • Possesses a healthy asset base ($78,155 in 2024) providing financial stability.
  • Consistent revenue generation over the past decade, typically between $35,000 and $55,000.

Frequently Asked Questions about New Hampshire Estate Planning Council

Is New Hampshire Estate Planning Council a legitimate charity?

New Hampshire Estate Planning Council (EIN: 20333630) is a registered tax-exempt nonprofit based in New Hampshire. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $54K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does New Hampshire Estate Planning Council spend its money?

New Hampshire Estate Planning Council directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to New Hampshire Estate Planning Council tax-deductible?

New Hampshire Estate Planning Council is registered as a tax-exempt nonprofit (EIN: 20333630). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of New Hampshire Estate Planning Council's spending goes to programs?

New Hampshire Estate Planning Council directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is New Hampshire Estate Planning Council located?

New Hampshire Estate Planning Council is headquartered in Manchester, New Hampshire and files with the IRS under EIN 20333630.

How many years of IRS 990 filings does New Hampshire Estate Planning Council have?

New Hampshire Estate Planning Council has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $54K in total revenue.

Is the New Hampshire Estate Planning Council financially sustainable given recent deficits?

While the organization has reported expenses exceeding revenue in recent years (e.g., $57,714 expenses vs. $54,495 revenue in 2024), its strong asset base of $78,155 and zero liabilities provide a buffer. However, sustained deficits could erode these assets over time.

How does the organization manage to operate with 0% officer compensation?

The consistent reporting of 0% officer compensation suggests that the organization relies heavily on volunteer leadership or that any compensation provided to officers is minimal and not categorized as such on the 990 forms, indicating a lean operational structure.

What are the primary expenses for the New Hampshire Estate Planning Council?

Without a detailed breakdown of expenses beyond total expenses, it's difficult to pinpoint primary spending categories. However, for an organization of this type, typical expenses would include event costs, professional development, and administrative overhead.

Filing History

IRS 990 filing history for New Hampshire Estate Planning Council showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2012–2024), New Hampshire Estate Planning Council's revenue has grown by 15.5%, moving from $47K to $54K. Total assets increased by 17.1% over the same period, from $67K to $78K. Total functional expenses rose by 45.5%, from $40K to $58K. In its most recent filing year (2024), New Hampshire Estate Planning Council reported a deficit of $3K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $54K $58K $78K $0
2023 $44K $66K $81K $0
2022 $44K $46K $104K $0 View 990
2021 $36K $28K $106K $0
2020 $55K $44K $98K $0 View 990
2019 $53K $66K $89K $2K View 990
2018 $53K $46K $100K $430
2017 $54K $47K $94K $1K View 990
2016 $50K $48K $85K $345 View 990
2015 $45K $39K $84K $390 View 990
2014 $43K $37K $77K $585 View 990
2013 $45K $40K $72K $380 View 990
2012 $47K $40K $67K $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $54K, expenses of $58K, and assets of $78K (revenue +24.7% year-over-year).
  • 2023: Revenue of $44K, expenses of $66K, and assets of $81K (revenue -1.7% year-over-year).
  • 2022: Revenue of $44K, expenses of $46K, and assets of $104K (revenue +24.8% year-over-year).
  • 2021: Revenue of $36K, expenses of $28K, and assets of $106K (revenue -34.9% year-over-year).
  • 2020: Revenue of $55K, expenses of $44K, and assets of $98K (revenue +2.3% year-over-year).
  • 2019: Revenue of $53K, expenses of $66K, and assets of $89K (revenue +0.2% year-over-year).
  • 2018: Revenue of $53K, expenses of $46K, and assets of $100K (revenue -2.2% year-over-year).
  • 2017: Revenue of $54K, expenses of $47K, and assets of $94K (revenue +9.7% year-over-year).
  • 2016: Revenue of $50K, expenses of $48K, and assets of $85K (revenue +9.3% year-over-year).
  • 2015: Revenue of $45K, expenses of $39K, and assets of $84K (revenue +6.1% year-over-year).
  • 2014: Revenue of $43K, expenses of $37K, and assets of $77K (revenue -4.0% year-over-year).
  • 2013: Revenue of $45K, expenses of $40K, and assets of $72K (revenue -5.5% year-over-year).
  • 2012: Revenue of $47K, expenses of $40K, and assets of $67K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for New Hampshire Estate Planning Council:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for New Hampshire Estate Planning Council is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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