Nonprofit · EIN 52-1540518
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as NATIONAL CAPITAL GIFT PLANNING COUN
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $146,399 | $113,610 | $32,789 | $280,182 | $1,595 | $278,587 |
| August 31, 2024 | 990 | $149,690 | $112,955 | $36,735 | $252,821 | $7,023 | $245,798 |
| August 31, 2023 | 990 | $127,125 | $131,855 | -$4,730 | $210,685 | $1,622 | $209,063 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,885
- Program service revenue
- $140,296
- Investment income
- $2,218
- Other revenue
- $2,000
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,525
- Program services (functional)
- $81,938
- Management and general (functional)
- $31,251
- Fundraising (functional)
- $421
Balance sheet and other
- Total assets, start of year
- $252,821
- Total assets, end of year
- $280,182
- Total liabilities, end of year
- $1,595
- Net assets, end of year
- $278,587
- Net assets without donor restrictions
- $278,587
- Gross unrelated business income
- $2,000
- Gross receipts
- $146,399
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1987
- State of legal domicile
- DC
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH SOSA-ACEVEDO | PRESIDENT Trustee or director, Officer | 1 | $0 |
| EMMA MILLER | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| FRANCENA JACKSON | TREASURER Trustee or director, Officer | 1 | $0 |
| JIM LUERSSEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MATTHEW GARDNER | VP PROGRAMS Trustee or director, Officer | 1 | $0 |
| MAYA WEIL | VP MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| JADE BRISTOL | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| LAUREN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| KIRSTA CAMARDA | DIRECTOR Trustee or director | 1 | $0 |
| SARA EIGENBERG | DIRECTOR Trustee or director | 1 | $0 |
| BETH FIENCKE | DIRECTOR Trustee or director | 1 | $0 |
| WEST HONEYCUTT | DIRECTOR Trustee or director | 1 | $0 |
| DEBRA KATHMAN | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY KRAWCZYK | DIRECTOR Trustee or director | 1 | $0 |
| SABRINA NAYLOR | DIRECTOR Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMARA NIMS | DIRECTOR Trustee or director | 1 | $0 |
| R SYLVESTER OWENS | DIRECTOR Trustee or director | 1 | $0 |
| TIFFANIE PURVIS | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA VALENZUELA | EXECUTIVE DIRECTOR Officer | 20 | $0 |
990 for the year ended August 31, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JADE BRISTOL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SARAH SOSA-ACEVEDO | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| FRANCENA JACKSON | TREASURER Trustee or director, Officer | 1 | $0 |
| SABRINA NAYLOR | SECRETARY Trustee or director, Officer | 1 | $0 |
| MATTHEW GARDNER | VP PROGRAMS Trustee or director, Officer | 1 | $0 |
| MAYA WEIL | VP MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| ANN KOLAKOWSKI | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| KIRSTA SELNAU CAMARDA | DIRECTOR Trustee or director | 1 | $0 |
| SARA EIGENBERG | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN FEIDELMAN | DIRECTOR Trustee or director | 1 | $0 |
| BETH FIENCKE | DIRECTOR Trustee or director | 1 | $0 |
| LAUREN HANCOCK | DIRECTOR Trustee or director | 1 | $0 |
| WEST HONEYCUTT | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY KRAWCZYK | DIRECTOR Trustee or director | 1 | $0 |
| JIM LUERSSEN | DIRECTOR Trustee or director | 1 | $0 |
| EMMA MILLER | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN MORGNER | DIRECTOR Trustee or director | 1 | $0 |
| TIFFANIE PURVIS | DIRECTOR Trustee or director | 1 | $0 |
| SEAN TWOMEY | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA VALENZUELA | EXECUTIVE DIRECTOR Officer | 20 | $0 |
990 for the year ended August 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN KOLAKOWSKI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JENNIFER STITELY | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| JOANNE PIPKIN | TREASURER Trustee or director, Officer | 1 | $0 |
| TIFFANIE PURVIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| BETH FIENCKE | VP PROGRAMS Trustee or director, Officer | 1 | $0 |
| SABRINA NAYLOR | VP MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| NIKKI PETERS | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| KARA BARNES | DIRECTOR Trustee or director | 1 | $0 |
| JADE BRISTOL | DIRECTOR Trustee or director | 1 | $0 |
| MARY BET DOBSON | DIRECTOR Trustee or director | 1 | $0 |
| SARA EIGENBERG | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN FEIDELMAN | DIRECTOR Trustee or director | 1 | $0 |
| FRANCENA JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| JIM LUERSSEN | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD MILLER | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN MORGNER | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS PERKINS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH SOSA-ACEVEDO | DIRECTOR Trustee or director | 1 | $0 |
| MAYA WEIL | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA VALENZUELA | EXECUTIVE DIRECTOR Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 3337 DUKE ST, ALEXANDRIA, VA 22314-5219
- In care of
- % DON WERNER
- Principal officer (990 for 2024)
- SARAH SOSA-ACEVEDO, 3337 DUKE ST, ALEXANDRIA, VA 22314
- Signed the 990
- EMMA MILLER, CURRENT PRESIDENT
- Phone
- (703) 370-7435
- Website
- WWW.NCGPC.ORG
- Return prepared by
- RENNER AND COMPANY CPA PC
Mission
THE OBJECTIVE AND PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED AND OPERATED ARE TO ADVANCE AND PROMOTE CHARITABLE GIFT PLANNING AND HELP DONORS EXPERIENCE THE FULFILLMENT OF PHILANTHROPY BY ENCOURAGING THE EDUCATION AND TRAINING OF PLANNED GIVING PRACTITIONERS, ADVISORS AND ALLIED PROFESSIONALS, TO ENGAGE IN SEMINARS THAT ENHANCE PROFESSIONAL DEVELOPMENT, PROVIDE OPPORTUNITIES FOR NETWORKING AND SIMILAR ACTIVITIES DESIGNED TO PROMOTE COOPERATION AMONG THE MANY PROFESSIONAL DISCIPLINES INVOLVED IN THE CHARITABLE GIFT PLANNING PROCESS, AND TO ENGAGE IN OTHER ACTIVITIES AS MAY BE NECESSARY AND PROPER TO ACCOMPLISH THE OBJECTS AND PURPOSES OF THE ORGANIZATION.
Program accomplishments
- THE NCGPC SERVES AS A RESOURCE FOR THOSE WHO WORK IN AND ARE INTERESTED IN THE AREA OF GIFT PLANNING.1. THE COUNCIL MAINTAINS A WEBSITE THAT PROVIDES INFORMATION PERTAINING TO THE COUNCIL.2. THE COUNCIL HOSTS ANNUAL PLANNED GIVING DAYS, A 1 DAY CONFERENCE FOR PLANNED GIVING PROFESSIONALS.3. THE COUNCIL HOSTS EIGHT MEETINGS EACH YEAR THAT ARE EDUCATIONAL OPPORTUNITIES FOR PLANNED GIVING PROFESSIONALS.Expenses $81,938 · revenue $140,296
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 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 52-1540518
- 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
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $280,182
- Income (IRS master file)
- $146,399
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $146,399 | $113,610 | $280,182 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $149,690 | $112,955 | $252,821 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $127,125 | $131,855 | $210,685 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $148,645 | $126,494 | $215,226 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | 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 52-1540518).
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 52-1540518.
- 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 for the year ended August 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990 for the year ended August 31, 2025 names SARAH SOSA-ACEVEDO.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990 for the year ended August 31, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $146,399, expenses of $113,610 and total assets of $280,182 at year end.
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