NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS (EIN 84-1241600)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-17
- IRS object ID
- 201711989349200811
- Schema version
- 2016v3.0
- 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 | 2017-07-17T15:48:47-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | GORDON SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3039322764 | PhoneNum |
| Signature | 2017-06-20 | 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 | 2017-06-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 3A55161FF536741D35A07F94F74791B48453CBF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3A55161FF536741D35A07F94F74791B48453CBF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $173,097 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $53,671 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $86,014 | ProgramServiceRevenueAmt |
| Membership Dues | $33,030 | MembershipDuesAmt |
| Other Revenue Total | $382 | OtherRevenueTotalAmt |
| Total Revenue | $173,097 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $55,613 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $8,797 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $6,448 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $85,211 | OtherExpensesTotalAmt |
| Total Expenses | $156,069 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,028 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $113,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,578 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,280 | BOYAmt |
| EOY | $132,911 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $336 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,280 | BOYAmt |
| EOY | $133,247 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,730 | BOYAmt |
| EOY | $2,669 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,550 | BOYAmt |
| EOY | $130,578 | 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 (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| ANNUAL SUMMER SYMPOSIUM: A ONE DAY EDUCATIONAL CONFERENCE FEATURING LOCAL AND NATIONAL GIFT PLANNING EXPERTS | $59,607 |
| QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY | $17,305 |
| A SERVICE TO MEMBERS PROVIDING THE OPPORTUNITY TO PUBLICIZE JOB OPENINGS TO ORGANIZATION'S CONTACTS VIA EMAIL. | $558 |
| NATIONAL DUES | $38,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $115,764 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DANIEL RICH | ||
| DIRECTOR | 1.00 | $0 |
| SARA MONTGOMERY | ||
| DIRECTOR | 1.00 | $0 |
| GORDON SMITH | ||
| TREASURER | 1.00 | $0 |
| JOHN ATTWOOD | ||
| DIRECTOR | 1.00 | $0 |
| KURT BARTLEY | ||
| DIRECTOR | 1.00 | $0 |
| VICKI DANSKY | ||
| SECRETARY | 1.00 | $0 |
| MIKE JACKSON | ||
| VP / PRES EL | 1.00 | $0 |
| GLORIA JARA | ||
| PRESIDENT | 1.00 | $0 |
| JEREMY STELTER | ||
| DIRECTOR | 1.00 | $0 |
| TINA DRUM | ||
| EXECUTIVE DI | 40.00 | $51,661 |
| KRISTA BOSCOE | ||
| DIRECTOR | 1.00 | $0 |
| MICHAEL DONEGAN | ||
| DIRECTOR | 1.00 | $0 |
| KRISTEN DUGDALE | ||
| DIRECTOR | 1.00 | $0 |
| KATY KOTLARCZYK | ||
| DIRECTOR | 1.00 | $0 |
| KYLE BACKLUND | ||
| DIRECTOR | 1.00 | $0 |
| MARIANNE BLACKWELL | ||
| 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 |
| 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 | $65,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,701 | CurrentTaxYearAmt |
| Total | $390,476 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,701 | CurrentTaxYearAmt |
| Total | $390,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $390,476 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Total | $207 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $382 | CurrentTaxYearAmt |
| Total | $9,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $400,154 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $404,554 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97450 | 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 9,471 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | CREDIT CARD REBATES 382 TOTAL 382 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 2,394 OFFICE 4,378 TELEPHONE/INTERNET 1,117 MILEAGE 2,162 TRAVEL 5,719 BOARD EXPENSE 796 FOOD 7,257 FOOD & FACILITIES 37,095 INSURANCE 1,369 NATIONAL DUES 2,531 QUARTERLY MEMBER MEETINGS 10,048 SYMPOSIUM & OUTREACH 10,345 TOTAL 85,211 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 1,000 336 TOTAL 1,000 336 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 505 749 DEFERRED REVENUE 3,225 1,920 |
| 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. |
| FORM 990-EZ, PART III, LINE 31 | NATIONAL DUES |