National Association Of Charitable Gift Planners Inc
- Assets
- $1.3m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 6
- Location
- Indianapolis, IN
- Founding
- 07/1992
- Data as of
- 12/2021
- EIN
- 35-1796186
Organization Overview
National Association Of Charitable Gift Planners Inc is located in Indianapolis, IN. 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. As of 12/2021, National Association Of Charitable Gift Planners Inc employed 6 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. National Association Of Charitable Gift Planners Inc 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 12/2021, National Association Of Charitable Gift Planners Inc generated $1.2m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.0%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (1.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
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 AND TRAINING 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 - Line 4a
THE ORGANIZATION EMPHASIZES ADVANCED CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION TO PROMOTE DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT.
MEMBER SERVICES: THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING, INCLUDING ETHICS AND BEST PRACTICES, VIA BOTH PRINT AND ELECTRONIC MEDIA.
ADVOCACY: THE ORGANIZATION PROVIDES EDUCATION ON GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING.
THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING INCLUDING MONTHLY ELECTRONIC NEWSLETTERS AND REPORTS, BI-MONTHLY WEBINARS, PERIODIC RESEARCH REPORTS, AND TECHNICAL BULLETINS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Kenyon President & | OfficerTrustee | 40 | $181,504 |
Jon Abrams Chair | OfficerTrustee | 2 | $0 |
Rebecca Bibleheimer Conf. Chair | OfficerTrustee | 2 | $0 |
Ed Cadogan Treasurer | OfficerTrustee | 2 | $0 |
Cynthia A Randazzo Conference C | OfficerTrustee | 2 | $0 |
Robert Shafis Secretary | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $493,116 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $140,705 |
| All other contributions, gifts, grants, and similar amounts not included above | $41,555 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $675,376 |
| Total Program Service Revenue | $481,353 |
| Investment income | $29,293 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,242,754 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $16,495 |
| Grants and other assistance to domestic individuals. | $2,394 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $181,504 |
| Compensation of current officers, directors, key employees. | $59,896 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $319,469 |
| Pension plan accruals and contributions | $59,308 |
| Other employee benefits | $100,720 |
| Payroll taxes | $34,635 |
| Fees for services: Management | $18,059 |
| Fees for services: Legal | $982 |
| Fees for services: Accounting | $28,020 |
| Fees for services: Lobbying | $29,250 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $1,960 |
| Office expenses | $9,796 |
| Information technology | $81,083 |
| Royalties | $0 |
| Occupancy | $53,251 |
| Travel | $10,038 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $98,114 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,521 |
| Insurance | $8,351 |
| All other expenses | $13,135 |
| Total functional expenses | $1,208,874 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $492,735 |
| Savings and temporary cash investments | $78,978 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,685 |
| Net Land, buildings, and equipment | $7,688 |
| Investments—publicly traded securities | $705,522 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,287,608 |
| Accounts payable and accrued expenses | $147,797 |
| Grants payable | $0 |
| Deferred revenue | $21,236 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $169,033 |
| Net assets without donor restrictions | $987,655 |
| Net assets with donor restrictions | $130,920 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,287,608 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that National Association Of Charitable Gift Planners Inc has recieved totaling $77,050.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $76,250 |
Community Foundation Of North Texas Fort Worth, TX PURPOSE: FOR SCHOLARSHIPS | $800 |
Endowment Analysis
| Beg. Balance | $304,611 |
| Earnings | $37,521 |
| Net Contributions | $3,606 |
| Grants | $18,889 |
| Ending Balance | $326,849 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Forefront Chicago, IL | $3,633,661 | $8,901,727 |
Holl Trust B Presbyterian Home Milwaukee, WI | $34,163,292 | $4,097,383 |
Shoppinggives Foundation Chicago, IL | $463,970 | $1,669,819 |
Coca Qalicb Inc Saint Louis, MO | $31,981,162 | $1,980,360 |
National Association Of Charitable Gift Planners Inc Indianapolis, IN | $1,287,608 | $1,242,754 |
Indiana Philanthropy Alliance Inc Indianapolis, IN | $2,099,351 | $1,191,041 |
Indiana Philanthropy Alliance Foundation Inc Indianapolis, IN | $2,066,230 | $804,018 |
Nonprofit Connect Network Learn Grow Kansas City, MO | $2,501,951 | $1,465,132 |
Wisconsin Philanthropy Network Inc Milwaukee, WI | $894,082 | $720,344 |
Richard G Moench Charitable Tr Peter J Sacopulos Ttee Terre Haute, IN | $9,912,661 | $1,644,844 |
Love Thy Neighborhood Louisville, KY | $166,413 | $547,792 |
Geevarghese Family Charitable Foundation Louisville, KY | $0 | $55,830 |