Nonprofit · EIN 38-3022451
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as JENNIFER RICHARD MBR
Tax-exempt · LIVONIA, MI 48153
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $45,097 | $49,540 | -$4,443 | $40,148 | – | $40,148 |
| June 30, 2024 | 990-EZ | $46,718 | $56,872 | -$10,154 | $44,591 | – | $44,591 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,750
- Membership dues
- $16,980
- Program service revenue
- $16,626
- Investment income
- $3
- Other revenue
- $738
Expenses
- Compensation of officers, directors and key employees
- $22,000
- Salaries, compensation and benefits (total)
- $22,000
- Professional fees and payments to contractors
- $975
- Printing, publications and postage
- $65
- Other expenses
- $26,500
- Program services (functional)
- $39,632
Balance sheet and other
- Total assets, start of year
- $44,591
- Total assets, end of year
- $40,148
- Total liabilities, end of year
- –
- Net assets, end of year
- $40,148
- Cash, savings and investments
- $40,148
- Gross receipts
- $45,097
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori A Brauer | Executive Director | 25 | $22,000 |
| John P Landis | Director | 1 | $0 |
| William Winkler | Director | 1 | $0 |
| Stephen D Moore | Past President | 1 | $0 |
| Kathleen Wentzel | President | 1 | $0 |
| Dennis J Howie | Vice President | 1 | $0 |
| Paul Miller | Director | 1 | $0 |
| L Paul Hood Jr | Director | 1 | $0 |
| Ryan Bladzik | Secretary | 1 | $0 |
| Sally Baker | Director | 1 | $0 |
| Jennifer Richard | Treasurer | 1 | $0 |
| Heidi Boyd | Director | 1 | $0 |
| Anne Morrison Bradley | Director | 1 | $0 |
| Kathleen Cieslik | Director | 1 | $0 |
| Colette O'Connor | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori B Angel | Executive Director until December 2023 | 25 | $27,240 |
| Lori Brauer | Executive Director | 25 | $3,668 |
| John P Landis | Director | 1 | $0 |
| Jonathan D Lowe | Treasurer | 1 | $0 |
| William Winkler | Director | 1 | $0 |
| Stephen D Moore | President | 1 | $0 |
| Rick Kress | Past President | 1 | $0 |
| Kathleen Wentzel | Vice President | 1 | $0 |
| Dennis J Howie | Secretary | 1 | $0 |
| Paula Rodriguez | Director | 1 | $0 |
| Paul Miller | Director | 1 | $0 |
| L Paul Hood Jr | Director | 1 | $0 |
| Ryan Bladzik | Director | 1 | $0 |
| Sally Baker | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 531304, LIVONIA, MI 48153-1304
- In care of
- % SOUTHEAST MICHIGAN PLANNED GIVING
- Mailing address (990-N for 2021)
- PO Box 419, Dryden MI 48428
- Principal officer (990-N for 2021)
- Lori Angel, PO Box 419, Dryden MI 48428
- Signed the 990-EZ
- Jennifer Richard, Treasurer
- Phone
- (810) 375-2180
- Return prepared by
- Bennett & Associates CPAs PLLC
Mission
To provide education pertaining to fundraising and charitable issues to persons involved in the nonprofit sector.
Program accomplishments
- Conducted educational programs for leaders of, and advisors to, nonprofit organizations so that they are able to better assist the nonprofit sector in Michigan.Expenses $29,711
- Raised public awareness on the importance of leaving a gift to charity in your will or estate plan. See Schedule O for further details.Expenses $9,921
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-3022451
- 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
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $40,148
- Income (IRS master file)
- $45,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $45,097 | $49,540 | $40,148 | XML |
| 990-EZ | June 2024 | $46,718 | $56,872 | $44,591 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: Lori Angel | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 38-3022451).
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 38-3022451.
- 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 2025 (the year ending June 30, 2026) is due November 16, 2026. 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 June 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-N for 2021 names Lori Angel.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $22,000 (Lori A Brauer, Executive Director).
- How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $45,097, expenses of $49,540 and total assets of $40,148 at year end.
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