New England State and Local Tax Forum

Nonprofit profile at a glance

EIN: 454928268
IRS 990-EZ coverage: 2021–2025
Forms available: Form 990-EZ 2025, Form 990-N 2014
Location: Concord, NH, USA
Phone: 6032262600
Rating: 86
Verdict: STRONG
Rating confidence: Moderate
Sector: Education N.E.C.

Official website

Reported finances

Revenue: $100,793
Expenses: $91,266
Assets: $200,691
Liabilities: $0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

Jennifer Whalley (President & Director)
Scott Gilefsky (Vice President and Director)

People named in this filing

Jennifer Whalley (President & Director)
Scott Gilefsky (Vice President and Director)
Rebecca Gibree (Treasurer & Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The New England SALT Forum holds an annual educational seminar to assist state tax professional to keep abreast of relevant changes in state and local tax law and policy in New England states and across the country, In 2025, approximately 205 people attended the event.

What it reported doing in 2025

The Forum had a successful year and had approximately 205 attendees at the 2025 seminar in order to educate tax professionals on updates to state and local tax laws and policies. The Forum awarded 1 scholarship to a student interested in the state and local tax field.

Operating model

Revenue model: Earned-program. 65% of the money available for current operations came from fees and other program revenue.
Distribution model: Direct operator. The filing allocates 94% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.

Rating breakdown

Financial Efficiency: 89
Transparency & Controls: 82
Sustainability: 66
Growth: 100

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 85.6%; rating input score 86
Program expense ratio: 94.5%; rating input score 95

Transparency & Controls

Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
Major donor itemization: Limited

Sustainability

Operating margin: 9.5%; rating input score 54; 54th percentile among comparable filings
Total-asset coverage ratio: 2.2; rating input score 82; 82nd percentile among comparable filings
Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

Program expense growth: 23.3% per year; rating input score 100; 78th percentile among comparable filings
Revenue growth: 19.2% per year; rating input score 100; 81st percentile among comparable filings
Asset growth: 31.8% per year; rating input score 100; 87th percentile among comparable filings

Details

Where the money goes: 85.6% of revenue deployed · 94.5% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $86K in reported program spending
Leadership: top reported pay $0 · 12 people listed
Consistency: 9 of 9 current checks pass
Schedules: 2 filed schedules
Filing history: 5 filing years from 2021 to 2025
Contacts: How to reach this organization
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Review — Sustainability: Operating margin scored 54/100.