2025-10-28T11:59:58-04:00 2024-12-31 352468157 RELIANT TAX CPAS 801 W MINERAL AVE 204 LITTLETON CO 80120 990 2024-01-01 841241600 COLORADO PLANNED GIVING ROUNDTABLE COLO 3039322764 PO BOX 547 PINE CO 80470 TINA DRUM EXECUTIVE DIR. 3039322764 2025-10-21 true false MICHAEL S BURDICK CPA P02369553 3034955578 2025-10-21 2024 2025-03-06 01:10:19Z BRANDY BERTRAM PO BOX 547 PINE CO 80470 276100 false X WWW.CPGR.ORG X 2010 CO 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. 14 14 1 103 0 84667 98145 159161 160760 2719 17195 0 246547 276100 1000 1200 0 88137 89437 0 47 152211 164574 241348 255211 5199 20889 267240 296220 976 15 266264 296205 X 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. false false 92764 100273 ANNUAL SUMMER SYMPOSIUM: AN EDUCATIONAL CONFERENCE FEATURING LOCAL AND NATIONAL GIFT PLANNING EXPERTS (291 ATTENDEES) 23403 40786 QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY (AVERAGE OF 111 ATTENDEES PER EVENT) 6865 19701 PROVIDING MEMBERS THE OPPORTUNITY TO PUBLICIZE JOB OPENINGS TO THE ORGANIZATION'S CONTACTS VIA WEBSITE AND EMAIL (2,043 EMAIL SUBSCRIBERS) 1200 1200 PARTNER WITH COMMUNITY ORGANIZATIONS FOR FURTHERANCE OF OUR EXEMPT PURPOSE. 1200 1200 124232 true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 1 false false false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false false false false false false false CO X TINA DRUM 3039322764 PO BOX 547 PINE CO 80470 TINA DRUM EXECUTIVE DI 32.00 X 78912 0 5304 ELIZABETH HARCOMBE AT LARGE 1.00 X 0 0 0 JON KRAUS AT LARGE 0.50 X 0 0 0 LISA KUKURA AT LARGE 0.50 X 0 0 0 DEAN LAATT AT LARGE 0.50 X 0 0 0 GENEVIEVE LACA AT LARGE 0.50 X 0 0 0 KHANH LE AT LARGE 0.50 X 0 0 0 DAVID MORRISON AT LARGE 0.25 X 0 0 0 LINDSAY NEWMAN AT LARGE 1.00 X 0 0 0 LYNDA RICKETSON AT LARGE 1.00 X 0 0 0 MAGGIE STOOT AT LARGE 0.50 X 0 0 0 BRANDY BERTRAM BOARD PRESID 3.00 X 0 0 0 KELLI HIRSCH BOARD SECRET 2.00 X 0 0 0 JAMIE MAGER BOARD TREASU 1.00 X 0 0 0 GLORIA PRICE VICE PRESIDE 1.00 X 0 0 0 78912 5304 false false false 98145 98145 REGISTRATIONS 123257 123257 MEMBERSHIP DUES 37503 37503 160760 10006 10006 7189 7189 7189 7189 276100 160760 17195 X 1200 1200 78912 78912 2367 2367 2035 2035 6123 6123 10562 10562 3200 3200 25920 11716 14204 47 47 5487 894 4593 25748 24857 891 12545 12545 7009 7009 69633 66011 3622 1142 1142 DUES 2862 2862 CONTINUING EDUCATION 1469 1469 PAYMENT DISCOUNTS -1050 -1050 255211 124232 130932 47 25508 18989 105293 112251 136439 164980 267240 296220 976 15 976 15 X 235951 256547 30313 39658 266264 296205 267240 296220 20889 9052 X false false X 57586 73914 75791 83902 98145 389338 57586 73914 75791 83902 98145 389338 28718 360620 2020 1552 2523 3361 10006 19462 408800 634347 0.88210 0.89930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136439 12456 19285 3200 164980 119742 1570 17294 2167 136439 142049 2480 -17676 5000 2111 119742 125627 2221 18568 4367 142049 94717 16025 16243 1358 125627 0.75960 0.24040 true false CREDIT CARD PAYABLE 15 15 SCHEDULE D, PAGE 2, PART V, LINE 4 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. 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