Nonprofit · EIN 76-0237831
PLANNED GIVING COUNCIL OF HOUSTON
Tax-exempt · HOUSTON, TX 77055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $48,661 | $43,238 | $5,423 | $79,157 | – | $79,157 |
| June 30, 2024 | 990-EZ | $40,499 | $31,687 | $8,812 | $73,734 | – | $73,734 |
| June 30, 2023 | 990-EZ | $41,876 | $27,838 | $14,038 | $64,922 | – | $64,922 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $31,500
- Membership dues
- $8,375
- Program service revenue
- $8,269
- Investment income
- $517
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $20,235
- Occupancy
- $200
- Printing, publications and postage
- $473
- Other expenses
- $22,330
- Program services (functional)
- $34,406
Balance sheet and other
- Total assets, start of year
- $73,734
- Total assets, end of year
- $79,157
- Total liabilities, end of year
- –
- Net assets, end of year
- $79,157
- Cash, savings and investments
- $79,157
- Gross receipts
- $48,661
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 |
|---|---|---|---|
| JULIE FALGOUT | PAST PRESIDENT | 2 | $0 |
| STEPHANIE BALL | Treasurer | 3 | $0 |
| ANDREA MAYES | Director | 2 | $0 |
| ANNE ZAMKORVSKY | Secretary | 2 | $0 |
| CARME WILLIAMS | Director | 2 | $0 |
| LORI DUNAWAY | Director | 2 | $0 |
| ANDREA OLCZAK | PRESIDENT | 2 | $0 |
| JULIA SMITH | Director | 2 | $0 |
| PAGE RICHARDS | Director | 2 | $0 |
| LINDA MCCOY | Director | 2 | $0 |
| JEFF MCLAIN | PAST PRESIDENT | 3 | $0 |
| WILLIAM STARNES | Director | 2 | $0 |
| CINDY DAUBER ANAPOLSKY | Director | 2 | $0 |
| MARY ANN MARUCCI | MEMBERSHIP CHR | 2 | $0 |
| AMY BACON | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRIE MUELLER | PAST PRESIDENT | 2 | $0 |
| STEPHANIE BALL | Treasurer | 3 | $0 |
| ANNE ZAMKORVSKY | Secretary | 2 | $0 |
| DAVID STANES | Director | 2 | $0 |
| JULIE FALGOUT | PRESIDENT | 2 | $0 |
| PAGE RICHARDS | Director | 2 | $0 |
| LINDA MCCOY | Director | 2 | $0 |
| JEFF MCLAIN | PAST PRESIDENT | 3 | $0 |
| JESSICA JUBIN | Director | 2 | $0 |
| CINDY DAUBER ANAPOLSKY | Director | 2 | $0 |
| MARY ANN MARUCCI | MEMBERSHIP CHR | 2 | $0 |
| AMY BACON | Director | 2 | $0 |
990-EZ for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRIE MUELLER | President | 2 | $0 |
| STEPHANIE BALL | Treasurer | 3 | $0 |
| ANNE ZAMKORVSKY | Secretary | 2 | $0 |
| MAGDA HERRERA | Director | 2 | $0 |
| DAVID STARNES | PAST PRESIDENT | 2 | $0 |
| JULIE FALGOUT | PRESIDENT ELECT | 2 | $0 |
| ANDREA OLCZAK | Director | 2 | $0 |
| CAROLINE MARIANO | Director | 2 | $0 |
| DIANE THORNTON | MEMBERSHIP CHR | 2 | $0 |
| JEFF MCLAIN | PAST PRESIDENT | 3 | $0 |
| JESSICA JUBIN | Director | 2 | $0 |
| CINDY DAUBER ANAPOLSKY | Director | 2 | $0 |
| SUSAN ZARICH | Director | 2 | $0 |
| ALLAN MARSHALL | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1321 ANTOINE DR, HOUSTON, TX 77055-6942
- Signed the 990-EZ
- ANDREA OLCZAK, PRESIDENT
- Phone
- (713) 839-0808
- Website
- WWW.PGCH.ORG
- Return prepared by
- Bruce A Sostak PC
Mission
TO INCREASE THE QUALITY AND QUANTITY OF CHARITABLE PLANNED GIFTS IN THE GREATER HOUSTON AND SURROUNDING AREA BY PROVIDING EDUCATIONAL PROGRAMS, ETHICAL GUIDELINES AND OTHER RESOURCES FOR PROFESSIONALS ASSOCIATED WITH GIFT PLANNING.
Program accomplishments
- PROVIDED EDUCATIONAL PROGRAMS FOR PLANNED GIVING OFFICERS, NON-PROFIT GIFT DEVELOPMENT OFFICERS, ATTORNEYS, ACCOUNTANTS AND FINANCIAL PLANNERS, BENEFITING THE MEMBERS AND OTHER PROFESSIONALS IN THE COMMUNITY.Expenses $34,406
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
- 76-0237831
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $79,157
- Income (IRS master file)
- $48,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $48,661 | $43,238 | $79,157 | IRS |
| 990-EZ | June 2024 | $40,499 | $31,687 | $73,734 | IRS |
| 990-EZ | June 2023 | $41,876 | $27,838 | $64,922 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 76-0237831).
Questions about PLANNED GIVING COUNCIL OF HOUSTON
- What is the EIN of PLANNED GIVING COUNCIL OF HOUSTON?
- The employer identification number (EIN) of PLANNED GIVING COUNCIL OF HOUSTON is 76-0237831.
- Is PLANNED GIVING COUNCIL OF HOUSTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to PLANNED GIVING COUNCIL OF HOUSTON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED GIVING COUNCIL OF HOUSTON file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PLANNED GIVING COUNCIL OF HOUSTON 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 PLANNED GIVING COUNCIL OF HOUSTON last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PLANNED GIVING COUNCIL OF HOUSTON?
- The 990-EZ for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does PLANNED GIVING COUNCIL OF HOUSTON have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $48,661, expenses of $43,238 and total assets of $79,157 at year end.
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