Nonprofit · EIN 43-1603812
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as SAINT LOUIS COUNCIL
Tax-exempt · SAINT LOUIS, MO 63119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $40,398 | $54,100 | -$13,702 | $74,350 | – | $74,350 |
| June 30, 2025 | 990-EZ | $39,465 | $59,636 | -$20,171 | $88,052 | – | $88,052 |
| June 30, 2024 | 990-EZ | $29,470 | $43,276 | -$13,806 | $108,223 | – | $108,223 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $16,000
- Membership dues
- $9,633
- Program service revenue
- $14,765
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $29,250
- Other expenses
- $24,850
- Program services (functional)
- $21,229
Balance sheet and other
- Total assets, start of year
- $88,052
- Total assets, end of year
- $74,350
- Total liabilities, end of year
- –
- Net assets, end of year
- $74,350
- Cash, savings and investments
- $74,350
- Gross receipts
- $40,398
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Stahl | PRESIDENT | 4 | $0 |
| Robin Kraujalis CFRE FCEP | PRESIDENT-ELECT | 5 | $0 |
| Adam Ford JD CFP | VP. FINANCE | 4 | $0 |
| DUSTIN GAJ | VP. EDUCATION | 4 | $0 |
| DIANNE JOHNSON JD | MEMBERSHIP CH. | 4 | $0 |
| VALERIE RUDY-VALLI | VP. COMMUNICATI | 4 | $0 |
| ALISSA FUHRMANN | RESOURCE DEV. | 4 | $0 |
| Adam Eggemeyer MBA CFRE | Director | 1 | $0 |
| Brett Stehl CFA CAIA | Director | 1 | $0 |
| Josina Greene MBA CAP | Director | 1 | $0 |
| TINA HISSONG MBA | Director | 1 | $0 |
| Shelly Azar | Director | 1 | $0 |
| Nicole Birkett-Brunkhorst MA | Director | 1 | $0 |
| REBECCA MCBRIDE CFRE | Director | 1 | $0 |
| Lisa Masters CFRE | Director | 1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Parker Butler | Director | 1 | $0 |
| KARLA UKMAN | Director | 1 | $0 |
| MICHAEL WEISBROD | Director | 1 | $0 |
| JACKIE BODE MA CFRE | Director | 1 | $0 |
| JOAN CHEANEY CFRE | Director | 1 | $0 |
| NECOLE CHEUNG | Director | 1 | $0 |
990-EZ for the year ended June 30, 2025: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephanie Hadfield | PRESIDENT | 4 | $0 |
| Mary Stahl | PRESIDENT-ELECT | 5 | $0 |
| ADAM FORD JD CFP | VP. FINANCE | 4 | $0 |
| DUSTIN GAJ | VP. EDUCATION | 4 | $0 |
| DIANNE JOHNSON JD | VP. MEMBERSHIP | 4 | $0 |
| VALERIE RUDY-VALLI | VP. COMMUNICATI | 4 | $0 |
| ALISSA FUHRMANN | VP. RES. DEVELO | 4 | $0 |
| CARRI MEYER CFRE | VP. RES. DEVELO | 4 | $0 |
| Lisa Chmiola CFRE CSPG | Director | 1 | $0 |
| Josina Greene MBA | Director | 1 | $0 |
| TINA HISSONG MBA | Director | 1 | $0 |
| ROBIN KRAUJALIS CFRE FCEP | Director | 1 | $0 |
| KRISTI MEYERS GALLUP | Director | 1 | $0 |
| REBECCA MCBRIDE CFRE | Director | 1 | $0 |
| MICHELE MOSLEY MSW | Director | 1 | $0 |
| JENNY PRATT CFRE CAP | Director | 1 | $0 |
| KARLA UKMAN | Director | 1 | $0 |
| MICHAEL WEISBROD | Director | 1 | $0 |
| JACKIE BODE MA CFRE | Director | 1 | $0 |
| JOAN CHEANEY CFRE | Director | 1 | $0 |
| NECOLE CHEUNG | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM EGGEMEYER CFRE MBA | PRESIDENT | 4 | $0 |
| STEPHANIE HADFIELD | PRESIDENT-ELECT | 5 | $0 |
| ADAM FORD JD CFP | VP. FINANCE | 4 | $0 |
| DUSTIN GAJ | VP. EDUCATION P | 4 | $0 |
| KARLA UKMAN | Director | 1 | $0 |
| JACKIE BODE | Director | 1 | $0 |
| CARRI MEYER CFRE | Director | 1 | $0 |
| VALERIE RUDY-VALLI | Director | 1 | $0 |
| BARBARA CARSWELL LLM | Director | 1 | $0 |
| JOAN CHEANEY CFRE | Director | 1 | $0 |
| NECOLE CHEUNG | Director | 1 | $0 |
| BECKY MOSS | Director | 1 | $0 |
| MARY STAHL | Director | 1 | $0 |
| ROBIN KRAUJALIS CFRE | Director | 1 | $0 |
| JOSINA GREENE | Director | 1 | $0 |
| TINA HISSONG | Director | 1 | $0 |
| DIANNE JOHNSON JD | Director | 1 | $0 |
| TRACY BREES CSPG | Director | 1 | $0 |
| MICHAEL WEISBROD | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8050 WATSON RD STE 240, SAINT LOUIS, MO 63119-5329
- In care of
- % BETH QUICK-ANDREWS
- Signed the 990-EZ
- BRETT STEHL CFA CAIA, VP FINANCE
- Phone
- (314) 961-7600
- Website
- WWW.SLCCGP.ORG
- Return prepared by
- MORICE LIST & ASSOCIATES LLC
Mission
Saint Louis Council of Charitable Gift Planners (SLCCGP) exists to facilitate charitable gift planning and enhance its value to donors and recipients.SLCCGP is a partner council of the National Association of Charitable Gift Planners (CGP) and is made of up of individual members engaged in philanthropy and charitable gift planning as non-profit professionals or in for-profit fields such as trust officers, investment officers, insurance agents, attorneys, and other professionals.ST LOUIS COUNCIL OF CHARTIABLE GIFT PLANNERS (SLCCGP) promotes charitable gift planning by facilitating, coordinating, and encouraging the education of the planned giving community through practical, useful presentations that directly benefit all types of fundraisers, consultants, and wealth advisors.SLCCGP and CGP provide an organized voice for raising consciousness about planned giving among non-profit professionals, donors, professional advisors, and legislative bodies. This professional association presents
Program accomplishments
- EDUCATIONAL VIRTUAL MEETINGS OFFERING OUTSTANDING REGIONAL, LOCAL, AND NATIONAL PRESENTERS ON THE CURRENT TOPICS OF INTEREST IN THE FIELD OF PLANNED CHARITABLE GIVING.Expenses $21,229
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 | 990-EZ on file |
| 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
- 43-1603812
- 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)
- $74,350
- Income (IRS master file)
- $40,398
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $40,398 | $54,100 | $74,350 | XML |
| 990-EZ | June 2025 | $39,465 | $59,636 | $88,052 | XML |
| 990-EZ | June 2024 | $29,470 | $43,276 | $108,223 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 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 43-1603812).
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 43-1603812.
- 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 June 30, 2027) is due November 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 June 2026.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended June 30, 2026 lists 21 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 June 30, 2026 it reported revenue of $40,398, expenses of $54,100 and total assets of $74,350 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations