Nonprofit · EIN 35-1796186
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
Also known as Partnership For Philanthropic Planning Of Mid Michigan
Tax-exempt · INDIANAPOLIS, IN 46220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,914,076 | $1,994,326 | -$80,250 | $1,557,948 | $5,001 | $1,552,947 |
| December 31, 2024 | 990 | $1,937,705 | $1,771,075 | $166,630 | $1,554,052 | $19,606 | $1,534,446 |
| December 31, 2023 | 990 | $1,853,041 | $1,735,652 | $117,389 | $1,373,984 | $44,620 | $1,329,364 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $640,003
- Membership dues
- $537,465
- Program service revenue
- $1,170,388
- Investment income
- $56,980
- Other revenue
- $46,705
Expenses
- Grants and similar amounts paid
- $7,978
- Compensation of officers, directors and key employees
- $201,940
- Other salaries and wages
- $421,985
- Salaries, compensation and benefits (total)
- $862,241
- Professional fundraising fees
- $0
- Legal fees
- $4,286
- Accounting fees
- $28,750
- Occupancy
- $34,430
- Travel
- $12,890
- Depreciation
- $2,309
- Program services (functional)
- $1,695,378
- Management and general (functional)
- $298,948
Balance sheet and other
- Total assets, start of year
- $1,554,052
- Total assets, end of year
- $1,557,948
- Total liabilities, end of year
- $5,001
- Net assets, end of year
- $1,552,947
- Land, buildings and equipment
- $2,245
- Publicly traded securities
- $1,149,559
- Net assets without donor restrictions
- $1,395,736
- Net assets with donor restrictions
- $157,211
- Gross receipts
- $1,914,076
- Employees
- 7
- Volunteers
- 256
- Year formed
- 1988
- State of legal domicile
- IN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KENYON | PRESIDENT & Trustee or director, Officer | 40 | $201,940 |
| SHARON BEAN | BOARD DIRECT Trustee or director | – | $0 |
| AKADIUS BERRY | BOARD DIRECT Trustee or director | – | $0 |
| MEREDITH CAMP | CONFERENCE C Trustee or director, Officer | – | $0 |
| JULIE CAPTAIN | BOARD DIRECT Trustee or director | – | $0 |
| MATTHEW CLARK | BOARD DIRECT Trustee or director | – | $0 |
| LIANA GARCIA | BOARD DIRECT Trustee or director | – | $0 |
| LYNN GAUMER | BOARD DIRECT Trustee or director | – | $0 |
| SCOTT HARTMAN | BOARD DIRECT Trustee or director | – | $0 |
| TIFFANY HOUSE | BOARD DIRECT Trustee or director | – | $0 |
| ANDREA JENKINS | BOARD DIRECT Trustee or director | – | $0 |
| TAMISHA KEITH | BOARD DIRECT Trustee or director | – | $0 |
| ROBERT KING | BOARD DIRECT Trustee or director | – | $0 |
| NICOLA LAWRENCE | CHAIR Trustee or director, Officer | – | $0 |
| CHRIS MCGURN | BOARD DIRECT Trustee or director | – | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIHAE MUNRO | BOARD DIRECT Trustee or director | – | $0 |
| LINDEN NASH | BOARD DIRECT Trustee or director | – | $0 |
| MICHAEL POHLMANN | BOARD DIRECT Trustee or director | – | $0 |
| TIFFANIE PURVIS | SECRETARY Trustee or director, Officer | – | $0 |
| STACY SULMAN | CHAIR ELECT Trustee or director, Officer | – | $0 |
| GEORGE WESTERMAN | BOARD DIRECT Trustee or director | – | $0 |
| SIMON WILLIAMS | TREASURER Trustee or director, Officer | – | $0 |
| HANNAH YARITZ | CONF. CHAIR Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KENYON | PRESIDENT & Trustee or director, Officer | 40 | $205,000 |
| MIKE BELL | SECRETARY Trustee or director, Officer | – | $0 |
| AQUANETTA BETTS | BOARD DIRECT Trustee or director | – | $0 |
| PATIENCE BOUDREAUX | BOARD DIRECT Trustee or director | – | $0 |
| MEREDITH CAMP | BOARD DIRECT Trustee or director | – | $0 |
| BOBBY COLLIER | BOARD DIRECT Trustee or director | – | $0 |
| NICOLE ENGDAHL | CHAIR Trustee or director, Officer | – | $0 |
| LIANA GARCIA | BOARD DIRECT Trustee or director | – | $0 |
| BRAD GORNTO | BOARD DIRECT Trustee or director | – | $0 |
| TAMISHA KEITH | BOARD DIRECT Trustee or director | – | $0 |
| ROBERT KING | BOARD DIRECT Trustee or director | – | $0 |
| CARLO LAURORE | CONFERENCE C Trustee or director, Officer | – | $0 |
| NICOLA LAWRENCE | BOARD DIRECT Trustee or director | – | $0 |
| STACEY MCKINLEY | BOARD DIRECT Trustee or director | – | $0 |
| TRINA OLIDGE | CHAIR ELECT Trustee or director, Officer | – | $0 |
| GREG SHARKEY | BOARD DIRECT Trustee or director | – | $0 |
| STACY SULMAN | BOARD DIRECT Trustee or director | – | $0 |
| MATTHEW TREADWELL | CONF. CHAIR Trustee or director, Officer | – | $0 |
| MARK VERGENES | BOARD DIRECT Trustee or director | – | $0 |
| ERICKA WEBB | TREASURER Trustee or director, Officer | – | $0 |
| GEORGE WESTERMAN | BOARD DIRECT Trustee or director | – | $0 |
| SIMON WILLIAMS | BOARD DIRECT Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KENYON | PRESIDENT & Trustee or director, Officer | 40 | $243,931 |
| MIKE BELL | SECRETARY Trustee or director, Officer | 2 | $0 |
| AQUANETTA BETTS | BOARD DIRECT Trustee or director | 2 | $0 |
| PATIENCE BOUDREAUX | BOARD DIRECT Trustee or director | 2 | $0 |
| MEREDITH CAMP | BOARD DIRECT Trustee or director | 2 | $0 |
| BOBBY COLLIER | BOARD DIRECT Trustee or director | 2 | $0 |
| NICOLE ENGDAHL | CHAIR Trustee or director, Officer | 2 | $0 |
| LIANA GARCIA | BOARD DIRECT Trustee or director | 2 | $0 |
| BRAD GORNTO | BOARD DIRECT Trustee or director | 2 | $0 |
| TAMISHA KEITH | BOARD DIRECT Trustee or director | 2 | $0 |
| ROBERT KING | BOARD DIRECT Trustee or director | 2 | $0 |
| CARLO LAURORE | CONFERENCE C Trustee or director, Officer | 2 | $0 |
| NICOLA LAWRENCE | BOARD DIRECT Trustee or director | 2 | $0 |
| STACEY MCKINLEY | BOARD DIRECT Trustee or director | 2 | $0 |
| TRINA OLIDGE | CHAIR ELECT Trustee or director, Officer | 2 | $0 |
| GREG SHARKEY | BOARD DIRECT Trustee or director | 2 | $0 |
| STACY SULMAN | BOARD DIRECT Trustee or director | 2 | $0 |
| MATTHEW TREADWELL | CONF. CHAIR Trustee or director, Officer | 2 | $0 |
| MARK VERGENES | BOARD DIRECT Trustee or director | 2 | $0 |
| ERICKA WEBB | TREASURER Trustee or director, Officer | 2 | $0 |
| GEORGE WESTERMAN | BOARD DIRECT Trustee or director | 2 | $0 |
| SIMON WILLIAMS | BOARD DIRECT Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1075 BROAD RIPPLE AVE 306, INDIANAPOLIS, IN 46220-2034
- In care of
- % MICHAEL KENYON
- Mailing address (990-N for 2009)
- 300 West Ottawa Street, Lansing MI 489331577
- Principal officer (990 for 2025)
- MICHAEL KENYON, 1075 BROAD RIPPLE AVE 306, INDIANAPOLIS, IN 46220
- Principal officer (990-N for 2009)
- Patrica O'Hearn, 300 West Ottawa Street, Lansing MI 489331577
- Signed the 990
- MICHAEL KENYON, PRESIDENT & CEO
- Phone
- (317) 269-6274
- Return prepared by
- LONG & ASSOCIATES PC
Mission
TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION AND TRAINING OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS.
Program accomplishments
- THE ORGANIZATION EMPHASIZES ADVANCED CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION TO PROMOTE DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT.Expenses $837,845 · revenue $1,099,868
- MEMBER SERVICES: THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING, INCLUDING ETHICS AND BEST PRACTICES, VIA BOTH PRINT AND ELECTRONIC MEDIA.Expenses $787,476 · grants $7,978 · revenue $70,520
- ADVOCACY: THE ORGANIZATION PROVIDES EDUCATION ON GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING.Expenses $70,057
- THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING INCLUDING MONTHLY ELECTRONIC NEWSLETTERS AND REPORTS, BI-MONTHLY WEBINARS, PERIODIC RESEARCH REPORTS, AND TECHNICAL BULLETINS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1796186
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Group exemption
- 5159 (57 member organizations)
- Assets (IRS master file)
- $1,557,948
- Income (IRS master file)
- $1,914,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,914,076 | $1,994,326 | $1,557,948 | XML |
| 990 | December 2024 | $1,937,705 | $1,771,075 | $1,554,052 | XML |
| 990 | December 2023 | $1,853,041 | $1,735,652 | $1,373,984 | XML |
| 990 | December 2022 | $1,387,013 | $1,209,247 | $1,304,565 | IRS |
| 990 | December 2021 | $1,242,754 | $1,208,874 | $1,287,608 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2009 Officer: Patrica O'Hearn | December 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 35-1796186).
Questions about NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- What is the EIN of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC is 35-1796186.
- Is NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC 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 INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC?
- The 990 for the year ended December 31, 2025 names MICHAEL KENYON.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC?
- The 990 for the year ended December 31, 2025 lists 23 people; 1 received compensation from the organization, the highest $201,940 (MICHAEL KENYON, PRESIDENT &).
- How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,914,076, expenses of $1,994,326 and total assets of $1,557,948 at year end.
Organizations in its group exemption (57)
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 84-1241600 · PINE, CO · last filed 990 for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 95-4364780 · MANHATTAN BCH, CA · last filed 990 for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 94-3233277 · PASADENA, CA · last filed 990-EZ for 2024
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 41-1735988 · PLYMOUTH, MN · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 52-1540518 · ALEXANDRIA, VA · last filed 990 for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 36-3906884 · NAPERVILLE, IL · last filed 990-EZ for 2023
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 22-3554538 · MOORESTOWN, NJ · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 52-1524931 · PITTSBURGH, PA · last filed 990-EZ for 2024
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 77-0653171 · SCOTTSDALE, AZ · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 04-3115902 · YARMOUTH PORT, MA · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 58-1914622 · CONYERS, GA · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 75-3205248 · GIG HARBOR, WA · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 93-1090242 · PORTLAND, OR · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 34-1660874 · BRUNSWICK, OH · last filed 990-EZ for 2024
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 31-1285850 · CINCINNATI, OH · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 38-3022451 · LIVONIA, MI · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 43-1603812 · SAINT LOUIS, MO · last filed 990-EZ for 2026
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 42-1405270 · INDIANOLA, IA · last filed 990-EZ for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 16-1449651 · CHEEKTOWAGA, NY · last filed 990-N for 2025
- NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS EIN 22-3190324 · NEW BRUNSWICK, NJ · last filed 990-EZ for 2025
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