NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (EIN 84-1241600)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202143059349201704
- Schema version
- 2020v4.0
- 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 | 2021-11-01T14:43:08-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 Ste 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 | 2020-01-01 | 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 | 1172 Mount Evans Blvd | AddressLine1Txt |
| City | Pine | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyle Backlund | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kyle | PersonFirstNm |
| Person Last | Backlund | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cory Belcher CPA | PreparerPersonNm |
| PTIN | P00534683 | PTIN |
| Phone | 7206892113 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $141,746 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $93,265 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $47,036 | ProgramServiceRevenueAmt |
| Investment Income | $1,445 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $141,746 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,103 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $77,985 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $12,071 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $54,687 | OtherExpensesTotalAmt |
| Total Expenses | $145,846 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,100 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $217,111 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $14,835 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $227,846 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,772 | BOYAmt |
| EOY | $228,274 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,791 | BOYAmt |
| EOY | $228,274 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680 | BOYAmt |
| EOY | $428 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,111 | BOYAmt |
| EOY | $227,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Inspiring our community to 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 |
|---|---|
| Annual Summer Symposium: An educational conference featuring local and national gift planning experts | $27,498 |
| Quarterly educational meetings that provide members opportunities to develop their gift planning competency | $7,199 |
| Providing members the opportunity to publicize job openings to the organization's contacts via website and email | $5,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,292 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Tina Drum | ||||
| Executive Dir. | 32.00 | $69,438 | $2,083 | $1,152 |
| Katy Kotlarczyk | ||||
| President | 2.00 | $0 | ||
| Jon Kraus | ||||
| Vice President | 2.00 | $0 | ||
| Kyle Backlund | ||||
| Treasurer | 2.00 | $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 McHenry | ||||
| 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 | ||||
| Director | 1.00 | $0 | ||
| Hannah Yaritz | ||||
| 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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
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 | 80407 | 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 | $52,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,088 | CurrentTaxYearAmt |
| Total | $328,909 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,088 | CurrentTaxYearAmt |
| Total | $328,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $328,909 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,445 | CurrentTaxYearAmt |
| Total | $2,005 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $625 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $332,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $643,504 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $1857 |
| Other Expenses.1002 | Office Expenses $2467 |
| Other Expenses.1003 | Information Technology $8093 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $35470 |
| Other Expenses.1008 | Interest $4054 |
| Other Expenses.1012 | Insurance $1109 |
| Other Expenses.1 | Dues $979 |
| Other Expenses.2 | Continuing Education $658 |
| Other Assets.1007 | Receivables-Officers, Directors, Etc. - Beginning $19 Receivables-Officers, Directors, Etc. - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $680 Accounts Payable and Accrued Expenses - Ending $428 |