National Association Of Charitable Gift Planners
- Assets
- $78.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Plymouth, MN
- Founding
- 07/1992
- Data as of
- 12/2022
- EIN
- 41-1735988
Organization Overview
National Association Of Charitable Gift Planners is located in Plymouth, MN. 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 12/2022, National Association Of Charitable Gift Planners generated $92.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (11.3%) each year. All expenses for the organization totaled $144.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (5.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO EDUCATE AND TRAIN PLANNED GIVING SPECIALISTS, FUNDRAISING AND DONOR ADVISORS.
Describe the Organization's Program Activity:
ANNUAL CONFERENCE: A TWO DAY CONFERENCE FOCUSED ON PLANNED GIVING PROFESSIONALS IN THE INDUSTRY. APPROXIMATELY 200 PEOPLE ATTENDED THE CONFERENCE IN 2020.
OTHER PROGRAMS
EDUCATIONAL MEETINGS AND SEMINARS: CONDUCTED BREAKFAST MEETINGS AND SEMINARS THAT INSTRUCTED PROFESSIONALS IN THE AREA OF PLANNED GIVING.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Juliana Sellers Chair | 2 | $0 | |
Joe Thiegs Chair Elect | 2 | $0 | |
Kristin Daniels Treasurer | 2 | $0 | |
Cindy Aegerter Secretary | 2 | $0 | |
Dana Holt Imed Past Chair | 2 | $0 | |
Helene Benitez Board Member | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $17,996 |
| Total Program Service Revenue | $73,815 |
| Membership dues | $0 |
| Investment income | $718 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $92,529 |
| 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 | $96,361 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $48,208 |
| Total expenses | $144,569 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $75,916 |
| Other assets | $0 |
| Total assets | $78,547 |
| Total liabilities | $11,158 |
| Net assets or fund balances | $67,389 |