NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (EIN 84-1241600)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-29
- IRS object ID
- 201821499349200342
- Schema version
- 2017v2.3
- 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 | 2018-05-29T16:55:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 5777 S RAPP ST | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801201930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 101208 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE JACKSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3039322764 | PhoneNum |
| Signature | 2018-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY BELCHER CPA | PreparerPersonNm |
| PTIN | P00534683 | PTIN |
| Phone | 3034955578 | PhoneNum |
| Preparation | 2018-05-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $193,933 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $85,582 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $99,320 | ProgramServiceRevenueAmt |
| Membership Dues | $8,484 | MembershipDuesAmt |
| Other Revenue Total | $547 | OtherRevenueTotalAmt |
| Total Revenue | $193,933 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $68,155 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $17,559 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $8,475 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $6,951 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $79,668 | OtherExpensesTotalAmt |
| Total Expenses | $180,808 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,125 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $130,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $143,702 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,911 | BOYAmt |
| EOY | $150,049 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336 | BOYAmt |
| EOY | $715 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,247 | BOYAmt |
| EOY | $150,764 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,670 | BOYAmt |
| EOY | $7,062 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,577 | BOYAmt |
| EOY | $143,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PRIMARY EXEMPT PURPOSE: PROVIDING EDUCATION TO BOTH NONPROFIT DEVELOPMENT PROFESSIONALS AND PROFESSIONAL ADVISORS WHO SERVE THE NONPROFIT DEVELOPMENT COMMUNITY MISSION: TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| ANNUAL SUMMER SYMPOSIUM: A ONE DAY EDUCATIONAL CONFERENCE FEATURING LOCAL AND NATIONAL GIFT PLANNING EXPERTS | $81,393 |
| QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY | $31,760 |
| A SERVICE TO MEMBERS PROVIDING THE OPPORTUNITY TO PUBLICIZE JOB OPENINGS TO ORGANIZATION'S CONTACTS VIA EMAIL. | $649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $113,802 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (17 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|
| TINA DRUM | |||
| EXECUTIVE DI | 40.00 | $60,000 | $3,565 |
| KRISTA BOSCOE | |||
| PRESIDENT | 000.00 | $0 | |
| KATY KOTLARCZYK | |||
| VICE PRESIDE | 000.00 | $0 | |
| MIKE JACKSON | |||
| TREASURER | 000.00 | $0 | |
| KYLE BACKLUND | |||
| OFFICER | 000.00 | $0 | |
| DAWN BITTON | |||
| CO-CHAIR, ME | 000.00 | $0 | |
| VICKI DANSKY | |||
| MEMBER AT LA | 000.00 | $0 | |
| JON KRAUS | |||
| MEMBER AT LA | 000.00 | $0 | |
| TONYA KAYE | |||
| MEMBER AT LA | 000.00 | $0 | |
| KELLY PURDY | |||
| CO-CHAIR, SY | 000.00 | $0 | |
| RUSS SHAW | |||
| CO-CHAIR, DE | 000.00 | $0 | |
| JEREMY STELTER | |||
| CO-CHAIR, SY | 000.00 | $0 | |
| ALYSSA STREET | |||
| CO-CHAIR, MA | 000.00 | $0 | |
| HANNAH YARITZ | |||
| SENIOR DIREC | 000.00 | $0 | |
| SCOTT LUMPKIN | |||
| FOUNDER | 000.00 | $0 | |
| BETSY MANGONE | |||
| FOUNDER | 000.00 | $0 | |
| DOUGLAS LAUB | |||
| FOUNDER | 000.00 | $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 |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBRS CPA GROUP CO CORY | BusinessNameLine1Txt |
| Business Name Line2 | BELCHER CPA | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5777 S RAPP STREET | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034955578 | 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 | $67,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,582 | CurrentTaxYearAmt |
| Total | $410,083 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,582 | CurrentTaxYearAmt |
| Total | $410,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $410,083 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Total | $2 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $547 | CurrentTaxYearAmt |
| Total | $8,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $418,903 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $431,424 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97580 | 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 | CREDIT CARD REBATES 8,818 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | CREDIT CARD REBATES 547 TOTAL 547 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MARKETING 3,828 OFFICE 2,536 AUDIO VISUAL 4,020 GOTOMEETING 366 YOURMEMBERSHIP 5,595 WEBSITE 649 TRAVEL/HOTEL - SYMPOSIUM 6,927 TRAVEL/HOTEL 2,826 MEALS - LUNCHEONS 8,469 MEALS - SYMPOSIUM 33,637 MEALS & ENTERTAINMENT 4,827 NONCASH EXPENSE 110 BANK CARD 4,902 INSURANCE 976 TOTAL 79,668 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 336 715 TOTAL 336 715 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 750 1,457 DEFERRED REVENUE 1,920 5,605 |
| FORM 990-EZ, PART III | PRIMARY EXEMPT PURPOSE: PROVIDING EDUCATION TO BOTH NONPROFIT DEVELOPMENT PROFESSIONALS AND PROFESSIONAL ADVISORS WHO SERVE THE NONPROFIT DEVELOPMENT COMMUNITY MISSION: TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES. |