NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (EIN 84-1241600)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349209115
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:47:41-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352468157 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBRS CPA GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7851 S ELATI ST 204 | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841241600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO PLANNED GIVING ROUNDTABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3039322764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | PINE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA DRUM | PersonNm |
| Person Title | EXECUTIVE DIR. | PersonTitleTxt |
| Phone | 3039322764 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TINA | PersonFirstNm |
| Person Last | DRUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT CORY BELCHER CPA | PreparerPersonNm |
| PTIN | P00534683 | PTIN |
| Phone | 3034955578 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.CPGR.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $156,025 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $104,976 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $44,966 | ProgramServiceRevenueAmt |
| Investment Income | $6,083 | InvestmentIncomeAmt |
| Total Revenue | $156,025 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,382 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $79,703 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $16,963 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $44,807 | OtherExpensesTotalAmt |
| Total Expenses | $142,855 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,170 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $227,846 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $12,495 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $253,511 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,274 | BOYAmt |
| EOY | $253,883 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,274 | BOYAmt |
| EOY | $253,883 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428 | BOYAmt |
| EOY | $372 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,846 | BOYAmt |
| EOY | $253,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | INSPIRING OUR COMMUNITY INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| ANNUAL SUMMER SYMPOSIUM: AN EDUCATIONAL CONFERENCE FEATURING LOCAL AND NATIONAL GIFT PLANNING EXPERTS | $1,382 | $16,650 |
| QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY | $12,539 | |
| PROVIDING MEMBERS THE OPPORTUNITY TO PUBICIZE JOB OPENINGS TO THE ORGANIZATION'S CONTACTS VIA WEBSITE AND EMAIL | $5,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,008 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TINA DRUM | ||||
| EXECUTIVE DI | 32.00 | $71,521 | $2,146 | $565 |
| KATY KOTLARCZYK | ||||
| DIRECTOR | 1.00 | $0 | ||
| JON KRAUS | ||||
| PRESIDENT | 2.00 | $0 | ||
| GENEVIEVE LACA | ||||
| DIRECTOR | 1.00 | $0 | ||
| ALYSSA STREET | ||||
| SECRETARY | 2.00 | $0 | ||
| BRANDY BERTRAM | ||||
| DIRECTOR | 1.00 | $0 | ||
| TONYA KAYE | ||||
| DIRECTOR | 1.00 | $0 | ||
| JAMES MARLOW | ||||
| DIRECTOR | 1.00 | $0 | ||
| MAGGIE STOOT | ||||
| DIRECTOR | 1.00 | $0 | ||
| DAVID MORRISON | ||||
| DIRECTOR | 1.00 | $0 | ||
| KELLY PURDY | ||||
| DIRECTOR | 1.00 | $0 | ||
| LYNDA RICKETSON | ||||
| DIRECTOR | 1.00 | $0 | ||
| GINA TARANTO | ||||
| DIRECTOR | 1.00 | $0 | ||
| ANITA WESLEY | ||||
| VICE PRESIDE | 2.00 | $0 | ||
| HANNAH YARITZ | ||||
| TREASURER | 2.00 | $0 | ||
| KHANH LE | ||||
| DIRECTOR | 1.00 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA DRUM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | PINE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039322764 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,976 | CurrentTaxYearAmt |
| Total | $381,714 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,976 | CurrentTaxYearAmt |
| Total | $381,714 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,356 | SubstantialContributorsTotAmt |
| Public Support Total170 | $379,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,083 | CurrentTaxYearAmt |
| Total | $8,088 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $625 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,172 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $390,974 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $51,049 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 1,172 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 710 OFFICE EXPENSE 1,908 CONFERENCES 15,268 CONFERENCES 12,539 MEETINGS 1,166 INSURANCE EXPENSE 1,417 CONTINUING EDUCATION 1,042 DUES 1,029 INFORMATION TECHNOLOGY 8,191 PAYROLL PROCESSING FEES 1,537 TOTAL 44,807 |
| FORM 990-EZ, PART I, LINE 20 | NET UNREALIZED GAINS ON INVESTMENTS 12,495 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 428 372 |
| FORM 990-EZ, PART III | INSPIRING OUR COMMUNITY INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES. |