Nonprofit · EIN 36-3906884
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as CHICAGO COUNCIL ON PLANNED GIVING
Tax-exempt · NAPERVILLE, IL 60563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2023 | 990-EZ | $102,225 | $81,315 | $20,910 | $118,817 | $23,242 | $95,575 |
Financial details: 990-EZ for the year ended August 31, 2023
Revenue
- Contributions, gifts and grants
- $5,460
- Membership dues
- $20,555
- Program service revenue
- $75,985
- Investment income
- $5
- Other revenue
- $220
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $45,343
- Printing, publications and postage
- $711
- Other expenses
- $35,261
- Program services (functional)
- $22,351
Balance sheet and other
- Total assets, start of year
- $92,967
- Total assets, end of year
- $118,817
- Total liabilities, end of year
- $23,242
- Net assets, end of year
- $95,575
- Cash, savings and investments
- $118,153
- Gross receipts
- $102,225
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 August 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN PABERZS | President | 1 | $0 |
| BETH LYE | Vice-President | 1 | $0 |
| BREAHAN PAUTSCH | Secretary | 1 | $0 |
| VALERIE SHERMAN | Treasurer | 1 | $0 |
| JAMES H ALLAN | Director | 1 | $0 |
| JULIANNE BUCK | Director | 1 | $0 |
| Margaret Cline | Director | 1 | $0 |
| JILL DOHERTY | Director | 1 | $0 |
| JOHN HOLMBERG | Director | 1 | $0 |
| ETHEL KAPLAN | Director | 1 | $0 |
| CAMILLE LICKLIDER | Director | 1 | $0 |
| Kevin Longstreth | Director | 1 | $0 |
| ANNE MORGAN | Director | 1 | $0 |
| Amy Roy | Director | 1 | $0 |
| Amina Saeed | Director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jason Shuba | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1717 N NAPER BLVD STE 200 # 20, NAPERVILLE, IL 60563-8838
- In care of
- % BKD LLP
- Signed the 990-EZ
- ALAN PABERZS, President
- Phone
- (847) 251-1400
- Website
- WWW.CCPGONLINE.ORG
- Return prepared by
- BARNES GIVENS & BARNES
Mission
EDUCATE MEMBERS AND THE COMMUNITY ABOUT PHILANTHROPIC PROCESS FOCUSING ON CHARITABLE PLANNED GIVING AND VARIOUS ESTATE PLANNING TECHNIQUES.
Program accomplishments
- MEMBER EDUCATIONAL PROGRAMS-SEMINARS TO PROVIDE FURTHER TRAINING FOR PROFESSIONALS ENGAGED IN GIFT PLANNING FOR NON-PROFITS AND IN CLIENT SERVICE FOR PHILANTHROPISTS AND CHARITIES. CCPG PROVIDED EDUCATION TO PROFESSIONALS COMPRISED OF MEMBERS AND NON-MEMBERS.Expenses $22,351
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | Not on file |
| 2023 | August 31, 2024 | January 15, 2025 | Not on file |
IRS record
- EIN
- 36-3906884
- 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
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $118,817
- Income (IRS master file)
- $102,225
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2023 | $102,225 | $81,315 | $118,817 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 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 36-3906884).
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 36-3906884.
- 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 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 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 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 August 2023.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended August 31, 2023 lists 16 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 August 31, 2023 it reported revenue of $102,225, expenses of $81,315 and total assets of $118,817 at year end.
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