Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 41-1735988

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Also known as MINNESOTA PLANNED GIVING COUNCIL

Tax-exempt · PLYMOUTH, MN 55441

Financials

$118K$156K2023$115K$91K2024$147K$113K2025
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$146,844$112,578$34,266$104,748$16,489$88,259
December 31, 2024990-EZ (amended)$115,252$90,640$24,612$73,239$19,246$53,993
December 31, 2023990-EZ$118,075$156,090-$38,015$41,973$12,592$29,381
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$14,431
Program service revenue
$132,266
Investment income
$147

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$47,507
Other expenses
$65,071
Program services (functional)
$52,778

Balance sheet and other

Total assets, start of year
$73,239
Total assets, end of year
$104,748
Total liabilities, end of year
$16,489
Net assets, end of year
$88,259
Cash, savings and investments
$76,434
Gross receipts
$146,844

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
Christine PulkrabekChair2$0
Anna VandelacChair Elect2$0
Kyle WeselyTreasurer2$0
Dana RubinSecretary2$0
Cindy AegerterImed Past Chair2$0
Helene BenitezBoard Member2$0
Kari ClarkBoard Member2$0
Joe ThiegsBoard Member2$0
Alex GonzalezBoard Member2$0
Wade HauserBoard Member2$0
Jim KuhnBoard Member2$0
Martha WestBoard Member2$0
Jennifer WhiteBoard Member2$0
990-EZ for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
Cindy AegerterChair2$0
Christine PulkrabekChair Elect2$0
Kyle WeselyTreasurer2$0
Dana RubinSecretary2$0
Joe ThiegsImed Past Chair2$0
Helene BenitezBoard Member2$0
Kari ClarkBoard Member2$0
Jeffrey ProttasBoard Member2$0
Jacob LaCroixBoard Member2$0
Alex GonzalezBoard Member2$0
Wade HauserBoard Member2$0
Martha WestBoard Member2$0
Jennifer WhiteBoard Member2$0
Linne LemkeBoard Member2$0
990-EZ for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
Joe ThiegsChair2$0
Cindy AegerterChair Elect2$0
Kristin DanielsTreasurer2$0
Christine PulkrabekSecretary2$0
Juliana SellersImed Past Chair2$0
Dena DeGroatBoard Member2$0
Anne DresenBoard Member2$0
Jeffrey ProttasBoard Member2$0
Linne LemkeBoard Member2$0
Sheryl MorrisonBoard Member2$0
Martha WestBoard Member2$0
Jennifer WhiteBoard Member2$0
Inez BergquistBoard Member2$0
Helene BenitezBoard Member2$0

Address and contacts

Address (IRS master file)
10700 W HWY 55 275, PLYMOUTH, MN 55441-6162
In care of
% PAUL HANSCOM
Signed the 990-EZ
Kyle Wesely, Current Treasurer
Phone
(952) 564-3046
Return prepared by
Barnes Givens & Barnes Ltd

Mission

TO EDUCATE AND TRAIN PLANNED GIVING SPECIALISTS, FUNDRAISING AND DONOR ADVISORS, AND TO RAISE PUBLIC AWARENESS OF CHARITABLE GIVING OVERALL; PLANNED GIVING SPECIFICALLY.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • ANNUAL CONFERENCE: A TWO DAY CONFERENCE FOCUSED ON PLANNED GIVING PROFESSIONALS IN THE INDUSTRY.
    Expenses $44,228
  • EDUCATIONAL MEETINGS AND SEMINARS: CONDUCTED BREAKFAST MEETINGS AND SEMINARS THAT INSTRUCTED PROFESSIONALS IN THE AREA OF PLANNED GIVING.
    Expenses $4,474
  • BRISK WALK
    Expenses $1,222
  • OTHER PROGRAMS
    Expenses $2,854

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 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-EZ 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
41-1735988
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 or 990-EZ
Assets (IRS master file)
$104,748
Income (IRS master file)
$146,844

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$146,844$112,578$104,748XML
990-TDecember 2025–––IRS
990-EZDecember 2024$115,252$90,640$73,239XML
990-TDecember 2024–––IRS
990-EZDecember 2023$118,075$156,090$41,973XML
990-TDecember 2023–––IRS
990-EZDecember 2022–––IRS
990-TDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990December 2017–––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 41-1735988).

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 41-1735988.
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 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 13 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 $146,844, expenses of $112,578 and total assets of $104,748 at year end.

Other nonprofits in PLYMOUTH

All nonprofits in PLYMOUTH · Minnesota · Philanthropy, voluntarism and grantmaking foundations