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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 31-1285850

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Also known as GREATER CINCINNATI COUNCIL

Tax-exempt · CINCINNATI, OH 45241

Financials

$39K$49K2023$50K$42K2024$45K$44K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$45,328$43,909$1,419$68,793–$68,793
December 31, 2024990-EZ$49,876$41,667$8,209$67,374–$67,374
December 31, 2023990-EZ$38,881$48,530-$9,649$59,165–$59,165
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$39,440
Program service revenue
$3,230
Investment income
$2,658

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$16,996
Other expenses
$26,913
Program services (functional)
$22,790

Balance sheet and other

Total assets, start of year
$67,374
Total assets, end of year
$68,793
Total liabilities, end of year
–
Net assets, end of year
$68,793
Cash, savings and investments
$68,793
Gross receipts
$45,328

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Bethany DoverspikeTrustee1$0
Daniel FlynnTrustee1$0
Michelle Mancini-BachmanTrustee1$0
Carol SerroneTrustee1$0
Conrad ThiedeTrustee1$0
Megan JacksonSecretary2$0
Denise CarlTrustee1$0
Dan VirziPast President2$0
Matthew HoffmanTreasurer2$0
Raynal MooreTrustee1$0
Mindy HammerPresident2$0
Andrew ColePast President2$0
Rhonda CurtisTrustee1$0
Sara KahmannVice President2$0
Lauren CopelandTrustee1$0
3 more people on this return
NameTitleHours / weekCompensation
Donnie NaimanTrustee1$0
Quinton JeffersonTrustee1$0
Jeff SperryTrustee1$0
990-EZ for the year ended December 31, 2024: 17 people
NameTitleHours / weekCompensation
Lisa Roberts-RosserTrustee1$0
Daniel FlynnTrustee1$0
Michelle Mancini-BachmanTrustee1$0
Carol SerroneTrustee1$0
Conrad ThiedeTrustee1$0
Megan JacksonTrustee1$0
Mary Kay KoehlerPast President2$0
Dan VirziTrustee1$0
Matthew HoffmanTreasurer2$0
Raynal MooreTrustee1$0
Mindy HammerVice President2$0
Andrew ColeVice President2$0
Rhonda CurtisTrustee1$0
Sara KahmannSecretary2$0
Lauren CopelandTrustee1$0
Donnie NaimanTrustee1$0
Emma ChaneyTrustee1$0
990-EZ for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensation
Lisa Roberts-RosserTrustee1$0
Daniel FlynnTrustee1$0
Michelle Mancini-BachmanTrustee1$0
Carol SerroneTrustee1$0
Conrad ThiedeTrustee1$0
Megan JacksonTrustee1$0
Mark NoelTrustee1$0
Mary Kay KoehlerPast President2$0
Dan VirziTrustee1$0
Matthew HoffmanTreasurer2$0
Raynal MooreTrustee1$0
Mindy HammerVice President2$0
Andrew ColeVice President2$0
Rhonda CurtisTrustee1$0
Sara KahmannSecretary2$0
Lauren CopelandTrustee1$0
Donnie NaimanTrustee1$0
Emma ChaneyTrustee1$0

Address and contacts

Address (IRS master file)
4010 EXECUTIVE PARK DR STE 100, CINCINNATI, OH 45241-2021
In care of
% MATTHEW HOFFMAN
Signed the 990-EZ
Matthew Hoffman, Treasurer

Mission

To increase planned giving gifts in our community.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • sponsored quarterly and a series of monthly 90 minute seminars to educate gift planning professionals
    Expenses $10,964
  • sponsored legacy program Voices of Giving to encourage promote and recognize community planned gift donors.
    Expenses $11,732
  • Sponsored educational series for planned giving professionals new to the business.
    Expenses $94

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
31-1285850
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1992
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$68,793
Income (IRS master file)
$45,328

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$45,328$43,909$68,793IRS
990-EZDecember 2024$49,876$41,667$67,374IRS
990-EZDecember 2023$38,881$48,530$59,165XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1285850).

Questions about NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

What is the EIN of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS is 31-1285850.
Is NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Which annual return does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
The 990-EZ for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $45,328, expenses of $43,909 and total assets of $68,793 at year end.

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