National Association Of Charitable Gift Planners
- Assets
- $118.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Naperville, IL
- Founding
- 07/1992
- Data as of
- 08/2023
- EIN
- 36-3906884
Organization Overview
National Association Of Charitable Gift Planners is located in Naperville, IL. The organization was established in 1992. According to its NTEE Classification (T50) the organization is classified as: Philanthropy, Charity & Voluntarism Promotion, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. National Association Of Charitable Gift Planners is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2023, National Association Of Charitable Gift Planners generated $102.2k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (0.6%) each year. All expenses for the organization totaled $81.3k during the year ending 08/2023. As we would expect to see with falling revenues, expenses have declined by (10.2%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
MEMBER EDUCATIONAL PROGRAMS-SEMINARS TO PROVIDE FURTHER TRAINING FOR PROFESSIONALS ENGAGED IN GIFT PLANNING FOR NON-PROFITS AND IN CLIENT SERVICE FOR PHILANTHROPISTS AND CHARITIES. CCPG PROVIDED EDUCATION TO PROFESSIONALS COMPRISED OF MEMBERS AND NON-MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alan Paberzs President | 1 | $0 | |
Beth Lye Vice-President | 1 | $0 | |
Breahan Pautsch Secretary | 1 | $0 | |
Valerie Sherman Treasurer | 1 | $0 | |
James H Allan Director | 1 | $0 | |
Julianne Buck Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,460 |
| Total Program Service Revenue | $75,985 |
| Membership dues | $20,555 |
| Investment income | $5 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $220 |
| Total Revenue | $102,225 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $45,343 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $711 |
| Other expenses | $35,261 |
| Total expenses | $81,315 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $118,153 |
| Other assets | $0 |
| Total assets | $118,817 |
| Total liabilities | $23,242 |
| Net assets or fund balances | $95,575 |