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

Nonprofit · EIN 77-0653171

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Also known as PLANNED GIVING ROUND TABLE OF AZ

Tax-exempt · SCOTTSDALE, AZ 85261

Financials

$80K$99K2023$87K$96K2024
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
June 30, 2025990-EZ$86,550$96,309-$9,759$27,457–$27,457
June 30, 2024990-EZ$80,299$99,349-$19,050$37,216–$37,216
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$49,807
Program service revenue
$32,105
Investment income
$113
Other revenue
$4,525

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$31,132
Printing, publications and postage
$202
Other expenses
$64,975
Program services (functional)
$81,820

Balance sheet and other

Total assets, start of year
$37,216
Total assets, end of year
$27,457
Total liabilities, end of year
–
Net assets, end of year
$27,457
Cash, savings and investments
$27,457
Gross receipts
$86,550

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.

NameTitleHours / weekCompensation
DARIN SHEBESTAPRESIDENT2$0
NICOLE LAWRENCEVICE PRESIDENT2$0
BETH REELTREASURER2$0
KRISTEN MIHALJEVICSECRETARY2$0
BETH SALAZARPAST PRESIDENT2$0
ALAN KNOBLOCHDIRECTOR1$0
ANDREA CLAUSDIRECTOR1$0
ANDY RAGONEDIRECTOR1$0
BETH JO ZEITZERDIRECTOR1$0
OLIVIA HOMEWOODDIRECTOR1$0
PAT ELDERDIRECTOR1$0
SUSAN PERCYDIRECTOR1$0
THOMESA LYDONDIRECTOR1$0
VANESSA MARTINDIRECTOR1$0
990-EZ for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
BETH SALAZARPRESIDENT2$0
DARIN SHEBESTAVICE PRESIDENT2$0
CINDY BOZIKTREASURER2$0
ALAN KNOBLOCHSECRETARY2$0
BRAD HARRISPAST PRESIDENT2$0
ANDREA CLAUSDIRECTOR1$0
JOHN MOOREDIRECTOR1$0
KRISTEN MIHALJEVICDIRECTOR1$0
RUSSELL BUCKLEWDIRECTOR1$0
SUSAN WASCHLERDIRECTOR1$0
VANESSA MARTINDIRECTOR1$0
BETH JO ZEITZERDIRECTOR1$0
NICOLA LAWRENCEDIRECTOR1$0
THOMESA LYDONDIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 4130, SCOTTSDALE, AZ 85261-4130
In care of
% STEPHANIE WEADOCK
Signed the 990-EZ
BETH REEL, TREASURER
Phone
(602) 840-2900
Return prepared by
SECHLER MORGAN CPAS PLLC

Mission

Promote facilitate planned giving thru educational programs

990-EZ for the year ended June 30, 2025

Program accomplishments

  • DURING THE FISCAL YEAR, WE PROVIDED CONTINUING EDUCATION THROUGHOUT THE FISCAL YEAR TO INCLUDE ADDITIONAL PROGRAM OFFERINGS. WE CONTINUED HALF-DAY SESSIONS AT OUR ANNUAL CONFERENCE.
    Expenses $81,820

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-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
77-0653171
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 or 990-EZ
Assets (IRS master file)
$27,457
Income (IRS master file)
$86,550

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$86,550$96,309$27,457XML
990-TJune 2025–––IRS
990-EZJune 2024$80,299$99,349$37,216XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 77-0653171).

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 77-0653171.
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 June 30, 2026) is due November 16, 2026. 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 2025.
Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
The 990-EZ for the year ended June 30, 2025 lists 14 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, 2025 it reported revenue of $86,550, expenses of $96,309 and total assets of $27,457 at year end.

Other nonprofits in SCOTTSDALE

All nonprofits in SCOTTSDALE · Arizona · Philanthropy, voluntarism and grantmaking foundations