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Nonprofit · EIN 75-2481300

AMERICAN COUNCIL ON GIFT ANNUITIES

Tax-exempt · TUCSON, AZ 85718

Financials

$407K$386K2023$220K$164K2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN COUNCIL ON GIFT ANNUITIES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$219,612$163,995$55,617$956,595$13,215$943,380
June 30, 2024990$407,304$386,385$20,919$857,868$21,060$836,808
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$186,700
Membership dues
$135,450
Program service revenue
$4,050
Investment income
$28,862
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$125
Accounting fees
$9,775
Travel
$1,857
Program services (functional)
$65,580
Management and general (functional)
$98,415

Balance sheet and other

Total assets, start of year
$857,868
Total assets, end of year
$956,595
Total liabilities, end of year
$13,215
Net assets, end of year
$943,380
Publicly traded securities
$769,835
Net assets without donor restrictions
$723,770
Net assets with donor restrictions
$219,610
Gross receipts
$219,612
Employees
0
Volunteers
26
Year formed
1927
State of legal domicile
TX

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHILIP M PURCELL CFRE MPAJDPRESIDENT
Trustee or director, Officer
3$0
JOSEPH O BULL JDIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
2.5$0
JULIAN MAJORPRESIDENT-ELECT
Trustee or director, Officer
2$0
RENEE V KURDZOSVP ENGAGEMENT
Trustee or director, Officer
1.5$0
KEVIN P MCGOWANVP FINANCE & INVESTMENTS
Trustee or director, Officer
3$0
REBECCA LOCKEVP GOVERNANCE & SECRETART
Trustee or director, Officer
2$0
CORLISS TAYLOR JD MBAVP PROGRAMS
Trustee or director, Officer
1$0
DAVID G ELY CFAVP RATES & REGULATIONS
Trustee or director, Officer
2$0
LAWRENCE P KATZENSTEIN JDVP RESEARCH
Trustee or director, Officer
2$0
CATHERINE MELVIN CPA CITPDIRECTOR
Trustee or director
1.25$0
MICHAEL WELLINGDIRECTOR
Trustee or director
1$0
CARL WAYNE JD CAPDIRECTOR
Trustee or director
1$0
ALEX P BROVEY JD LLMDIRECTOR
Trustee or director
2$0
ANDREW FUSSNERDIRECTOR
Trustee or director
2$0
JULIE HALLOWELLDIRECTOR
Trustee or director
2$0
11 more people on this return
NameTitleHours / weekCompensation
ANGELA G PARSONS JD CAPDIRECTOR
Trustee or director
3$0
KINNA CLARK ESQDIRECTOR
Trustee or director
1.5$0
EDWIN CABLE CPA CFPDIRECTOR
Trustee or director
0.5$0
JEREMY STELTERDIRECTOR
Trustee or director
0.3$0
PAMELA LEONARDDIRECTOR
Trustee or director
1$0
CHRISTOPHER LONGDIRECTOR
Trustee or director
2$0
MELISSA SYLVESTER CFA CAIA AIFDIRECTOR
Trustee or director
2$0
BRYAN TAYLOR CFADIRECTOR
Trustee or director
1.5$0
CATHY R SHEFFIELDDIRECTOR
Trustee or director
5.5$0
MATT CLAFLINDIRECTOR
Trustee or director
1$0
AARON LEVINSONDIRECTOR
Trustee or director
1.5$0
990 for the year ended June 30, 2024: 25 people
NameTitleHours / weekCompensation
JOSEPH O BULL JDPRESIDENT
Trustee or director, Officer
4$0
PHILIP M PURCELL CFRE MPAJDPRESIDENT-ELECT
Trustee or director, Officer
3$0
RENEE V KURDZOSVP DEVELOPMENT
Trustee or director, Officer
1$0
JULIAN MAJORVP ENGAGEMENT
Trustee or director, Officer
2$0
KEVIN P MCGOWANVP FINANCE & INVESTMENTS
Trustee or director, Officer
2$0
REBECCA LOCKEVP, GOVERNANCE & SECRETARY
Trustee or director, Officer
4$0
CATHY R SHEFFIELDVP PROGRAMS
Trustee or director, Officer
5.5$0
DAVID G ELY CFAVP, RATES & REGULATIONS
Trustee or director, Officer
1.5$0
KINNA CLARK ESQVP RESEARCH
Trustee or director, Officer
2$0
CATHERINE MELVIN CPA CITPDIRECTOR
Trustee or director
2.5$0
MICHAEL WELLINGDIRECTOR
Trustee or director
1$0
LAWRENCE P KATZENSTEIN JDDIRECTOR
Trustee or director
2$0
ROCHELLE A MAKELA-GOODMANDIRECTOR
Trustee or director
2$0
ANGELA G PARSONS JD CAPDIRECTOR
Trustee or director
3$0
PAUL PUTMAN PHDDIRECTOR
Trustee or director
1.5$0
CORLISS TAYLOR JD MBADIRECTOR
Trustee or director
2$0
EDWIN CABLE CPA CFPDIRECTOR
Trustee or director
2$0
JEREMY STELTERDIRECTOR
Trustee or director
1$0
CRYSTAL THOMKINS CAPDIRECTOR
Trustee or director
2$0
CARL WAYNE JD CAPDIRECTOR
Trustee or director
1$0
ALEX P BROVEY JD LLMDIRECTOR
Trustee or director
2$0
PAMELA LEONARDDIRECTOR
Trustee or director
1.5$0
CHRISTOPHER LONGDIRECTOR
Trustee or director
2$0
MELISSA SYLVESTER CFA CAIA AIFDIRECTOR
Trustee or director
1$0
BRYAN TAYLOR CFADIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
3430 E SUNRISE DR STE 180, TUCSON, AZ 85718-3236
Principal officer (990 for 2024)
PHILIP M PURCELL, 3430 E SUNRISE DRIVE 180, TUCSON, AZ 85718
Signed the 990
PHILIP M PURCELL, PRESIDENT
Phone
(770) 874-3355
Return prepared by
MAULDIN & JENKINS LLC

Mission

THE ACGA'S MISSION IS TO FOSTER THE SUCCESS OF CHARITABLE GIFT ANNUITY PROGRAMS AT CHARITIES NATIONWIDE THROUGH THE PROMULGATION OF SUGGESTED MAXIMUM GIFT ANNUITY RATES, EDUCATION, RESEARCH, MONITORING STATE REGULATIONS, ADVOCACY, AND OTHER ACTIVITIES THAT PROMOTE GOOD GIFTS FOR NONPROFITS AND THEIR DONORS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE AMERICAN COUNCIL ON GIFT ANNUITIES (ACGA) EDUCATES CHARITABLE ORGANIZATIONS ON VARIOUS FORMS OF PLANNED GIVING SUCH AS GIFT ANNUITIES AND SPLIT-INTEREST AGREEMENTS, DEVELOPS AND PUBLISHES SUGGESTED CHARITABLE GIFT ANNUITY RATES AND METHODOLOGIES FOR USE BY CHARITIES AND THEIR DONORS.
    Expenses $65,580 · revenue $4,050
  • ACGA OFFERS AN EDUCATIONAL CONFERENCE EVERY TWO YEARS, FOR PLANNED GIVING, DEVELOPMENT, AND ADMINISTRATIVE STAFF OF CHARITABLE NON-PROFITS AND RELATED PROFESSIONALS.
  • RATES TABLES ON THE WEBSITE ARE FREE TO THE PUBLIC.ELECTRONIC RATES BROCHURES, RATES REPORTS & SURVEYS ARE FREE TO THE SUPPORTING ORGANIZATIONS.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
75-2481300
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1993
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$956,595
Income (IRS master file)
$219,612

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$219,612$163,995$956,595XML
990June 2024$407,304$386,385$857,868XML
990June 2023$185,239$183,712$793,610IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 75-2481300).

Questions about AMERICAN COUNCIL ON GIFT ANNUITIES

What is the EIN of AMERICAN COUNCIL ON GIFT ANNUITIES?
The employer identification number (EIN) of AMERICAN COUNCIL ON GIFT ANNUITIES is 75-2481300.
Is AMERICAN COUNCIL ON GIFT ANNUITIES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to AMERICAN COUNCIL ON GIFT ANNUITIES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AMERICAN COUNCIL ON GIFT ANNUITIES 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 AMERICAN COUNCIL ON GIFT ANNUITIES 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 AMERICAN COUNCIL ON GIFT ANNUITIES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of AMERICAN COUNCIL ON GIFT ANNUITIES?
The 990 for the year ended June 30, 2025 names PHILIP M PURCELL.
Who are the officers and directors of AMERICAN COUNCIL ON GIFT ANNUITIES?
The 990 for the year ended June 30, 2025 lists 26 people; 0 received compensation from the organization.
How much revenue does AMERICAN COUNCIL ON GIFT ANNUITIES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $219,612, expenses of $163,995 and total assets of $956,595 at year end.

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