National Association Of Charitable Gift Planners
- Assets
- $199.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Pasadena, CA
- Founding
- 07/1992
- Data as of
- 12/2023
- EIN
- 94-3233277
Organization Overview
National Association Of Charitable Gift Planners is located in Pasadena, CA. The organization was established in 1992. According to its NTEE Classification (T03) the organization is classified as: Professional Societies & Associations, 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 12/2023, National Association Of Charitable Gift Planners generated $142.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (3.8%) each year. All expenses for the organization totaled $142.1k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (4.6%) per year over the past 9 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 Mission:
Part 3 - Line 1
TO PROMOTE CHARITABLE GIFT PLANNING.
Describe the Organization's Program Activity:
Part 3
PLANNING IN PRACTIVE (PIP) SESSIONS AND COUCIL LUNCHEON PROGRAMS ON TOPICS RELATED TO CHARITABLE GIFT PLANNING
THE ANNUAL PLANNED GIVING CONFERENCE ATTENDED BY PROFESSIONALS WITH WORKSHOPS INCLUDING MORNING AND LUNCHEON KEYNOTES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amanda Kiernan-Martin President | 6 | $0 | |
Lisa Barr Vice President | 4 | $0 | |
Kristen Oshiro Treasurer | 4 | $0 | |
Blake Grossman Secretary | 4 | $0 | |
Louise Lucchesi Director | 2 | $0 | |
Christine Lim Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $42,389 |
| Total Program Service Revenue | $74,185 |
| Membership dues | $11,500 |
| Investment income | $14,239 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $142,313 |
| 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 | $56,638 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $84,832 |
| Total expenses | $142,070 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $199,690 |
| Other assets | $0 |
| Total assets | $199,690 |
| Total liabilities | $0 |
| Net assets or fund balances | $199,690 |