National Association Of Charitable Gift Planners
- Assets
- $229.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Manhattan Beach, CA
- Founding
- 07/1992
- Data as of
- 06/2022
- EIN
- 95-4364780
Organization Overview
National Association Of Charitable Gift Planners is located in Manhattan Beach, CA. 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 06/2022, National Association Of Charitable Gift Planners generated $173.8k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.4%) each year. All expenses for the organization totaled $129.7k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (6.1%) per year over the past 6 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS.
Describe the Organization's Program Activity:
Part 3
THE WESTERN REGION PLANNED GIVING CONFERENCE ON PHILANTHROPIC PLANNING EMPHASIZES CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION AND PROMOTES DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT.
MEMBERSHIP SERVICES AND ADVOCACY : THE PARTNERSHIP FOR PHILANTHROPIC PLANNING PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING TO THOSE IN THE CHARITABLE GIFT PLANNING COMMUNITY IN THE GREATER LOS ANGELES AREA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patience Boudreaux President & Director | 1 | $0 | |
Michele A Bignardi President-Elect & Director | 1 | $0 | |
Mary O'hare Immediate Past President & Director | 1 | $0 | |
Jim Jacobs Secretary & Director | 1 | $0 | |
Debbie P Bills Director | 1 | $0 | |
Cynthia Hizami Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,000 |
| Total Program Service Revenue | $145,689 |
| Membership dues | $24,745 |
| Investment income | $52 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $2,277 |
| Total Revenue | $173,763 |
| 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 | $63,841 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $157 |
| Other expenses | $65,678 |
| Total expenses | $129,676 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $228,606 |
| Other assets | $0 |
| Total assets | $229,078 |
| Total liabilities | $50 |
| Net assets or fund balances | $229,028 |