NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (EIN 84-1241600)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202503019349301615
- Schema version
- 2024v5.0
- 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 | 2025-10-28T11:59:58-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | RELIANT TAX CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 W MINERAL AVE 204 | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S BURDICK CPA | PreparerPersonNm |
| PTIN | P02369553 | PTIN |
| Phone | 3034955578 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRANDY BERTRAM | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $276,100 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CPGR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 103 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $84,667 | PYContributionsGrantsAmt |
| CY Contributions Grants | $98,145 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $159,161 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $160,760 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,719 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,195 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $246,547 | PYTotalRevenueAmt |
| CY Total Revenue | $276,100 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,200 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $88,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $89,437 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $152,211 | PYOtherExpensesAmt |
| CY Other Expenses | $164,574 | CYOtherExpensesAmt |
| PY Total Expenses | $241,348 | PYTotalExpensesAmt |
| CY Total Expenses | $255,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,889 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $267,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,220 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $266,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $296,205 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $92,764 | ExpenseAmt |
| Revenue | $100,273 | RevenueAmt |
| Desc | ANNUAL SUMMER SYMPOSIUM: AN EDUCATIONAL CONFERENCE FEATURING LOCAL AND NATIONAL GIFT PLANNING EXPERTS (291 ATTENDEES) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,403 | ExpenseAmt |
| Revenue | $40,786 | RevenueAmt |
| Desc | QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY (AVERAGE OF 111 ATTENDEES PER EVENT) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,865 | ExpenseAmt |
| Revenue | $19,701 | RevenueAmt |
| Desc | PROVIDING MEMBERS THE OPPORTUNITY TO PUBLICIZE JOB OPENINGS TO THE ORGANIZATION'S CONTACTS VIA WEBSITE AND EMAIL (2,043 EMAIL SUBSCRIBERS) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,200 | ExpenseAmt |
| Grant | $1,200 | GrantAmt |
| Desc | PARTNER WITH COMMUNITY ORGANIZATIONS FOR FURTHERANCE OF OUR EXEMPT PURPOSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,200 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,200 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $124,232 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA DRUM | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TINA DRUM | ||||||
| EXECUTIVE DI | 32.00 | Yes (X) | $78,912 | $0 | $5,304 | |
| ELIZABETH HARCOMBE | ||||||
| AT LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JON KRAUS | ||||||
| AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LISA KUKURA | ||||||
| AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DEAN LAATT | ||||||
| AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GENEVIEVE LACA | ||||||
| AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| KHANH LE | ||||||
| AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DAVID MORRISON | ||||||
| AT LARGE | 0.25 | $0 | $0 | $0 | Yes (X) | |
| LINDSAY NEWMAN | ||||||
| AT LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LYNDA RICKETSON | ||||||
| AT LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MAGGIE STOOT | ||||||
| AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| BRANDY BERTRAM | ||||||
| BOARD PRESID | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KELLI HIRSCH | ||||||
| BOARD SECRET | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE MAGER | ||||||
| BOARD TREASU | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLORIA PRICE | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $78,912 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,304 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $98,145 | AllOtherContributionsAmt |
| Total Contributions | $98,145 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| REGISTRATIONS | $123,257 | $123,257 |
| MEMBERSHIP DUES | $37,503 | $37,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $160,760 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,006 | TotalRevenueColumnAmt |
| Exclusion | $10,006 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,189 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,189 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,189 | TotalRevenueColumnAmt |
| Exclusion | $7,189 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $276,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,760 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $17,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200 | TotalAmt |
| Program Services | $1,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,912 | TotalAmt |
| Management And General | $78,912 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,367 | TotalAmt |
| Management And General | $2,367 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,035 | TotalAmt |
| Management And General | $2,035 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,123 | TotalAmt |
| Management And General | $6,123 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,562 | TotalAmt |
| Management And General | $10,562 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200 | TotalAmt |
| Management And General | $3,200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,920 | TotalAmt |
| Program Services | $11,716 | ProgramServicesAmt |
| Management And General | $14,204 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47 | TotalAmt |
| Fundraising | $47 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,487 | TotalAmt |
| Program Services | $894 | ProgramServicesAmt |
| Management And General | $4,593 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,748 | TotalAmt |
| Program Services | $24,857 | ProgramServicesAmt |
| Management And General | $891 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,545 | TotalAmt |
| Program Services | $12,545 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,009 | TotalAmt |
| Program Services | $7,009 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,633 | TotalAmt |
| Program Services | $66,011 | ProgramServicesAmt |
| Management And General | $3,622 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142 | TotalAmt |
| Management And General | $1,142 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DUES | $2,862 | $2,862 |
| CONTINUING EDUCATION | $1,469 | $1,469 |
| PAYMENT DISCOUNTS | -$1,050 | -$1,050 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,211 | TotalAmt |
| Program Services | $124,232 | ProgramServicesAmt |
| Management And General | $130,932 | ManagementAndGeneralAmt |
| Fundraising | $47 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,508 | BOYAmt |
| EOY | $18,989 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,293 | BOYAmt |
| EOY | $112,251 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,439 | BOYAmt |
| EOY | $164,980 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,240 | BOYAmt |
| EOY | $296,220 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976 | BOYAmt |
| EOY | $15 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976 | BOYAmt |
| EOY | $15 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,951 | BOYAmt |
| EOY | $256,547 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,313 | BOYAmt |
| EOY | $39,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,264 | BOYAmt |
| EOY | $296,205 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,240 | BOYAmt |
| EOY | $296,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,889 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,052 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $57,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,145 | CurrentTaxYearAmt |
| Total | $389,338 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,145 | CurrentTaxYearAmt |
| Total | $389,338 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $360,620 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,006 | CurrentTaxYearAmt |
| Total | $19,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $408,800 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $634,347 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,439 | BeginningYearBalanceAmt |
| Contributions | $12,456 | ContributionsAmt |
| Investment Earnings Or Losses | $19,285 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,200 | AdministrativeExpensesAmt |
| End Year Balance | $164,980 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,742 | BeginningYearBalanceAmt |
| Contributions | $1,570 | ContributionsAmt |
| Investment Earnings Or Losses | $17,294 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,167 | AdministrativeExpensesAmt |
| End Year Balance | $136,439 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,049 | BeginningYearBalanceAmt |
| Contributions | $2,480 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,676 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,111 | AdministrativeExpensesAmt |
| End Year Balance | $119,742 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,627 | BeginningYearBalanceAmt |
| Contributions | $2,221 | ContributionsAmt |
| Investment Earnings Or Losses | $18,568 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,367 | AdministrativeExpensesAmt |
| End Year Balance | $142,049 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,717 | BeginningYearBalanceAmt |
| Contributions | $16,025 | ContributionsAmt |
| Investment Earnings Or Losses | $16,243 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,358 | AdministrativeExpensesAmt |
| End Year Balance | $125,627 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75960 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.24040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| Amt | $15 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT IS TO PROVIDE FOR THE BENEFIT AND MAINTENANCE OF THE ORGANIZATION AND ITS EXEMPT PURPOSE, WITH THE PRINCIPAL INTENDED BUT NOT REQUIRED TO BE HELD IN PERPETUITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | 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. |
| FORM 990, PAGE 2, PART III, LINE 4D | PARTNER WITH COMMUNITY ORGANIZATIONS FOR FURTHERANCE OF OUR EXEMPT PURPOSE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 PROVIDED ELECTRONICALLY TO AND REVIEWED BY GOVERNING BODY |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | ADMINISTRATIVE 0 6,255 0 BANKING FEES 0 7,949 0 SPEAKER EXPENSE 3,000 0 0 SPEAKER & SERVICE FEE 8,716 0 0 TOTAL 11,716 14,204 0 |