Nonprofit · EIN 84-1241600
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as COLORADO ROUNDTABLE
Tax-exempt · PINE, CO 80470
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $338,919 | $302,711 | $36,208 | $343,787 | $410 | $343,377 |
| December 31, 2024 | 990 | $276,100 | $255,211 | $20,889 | $296,220 | $15 | $296,205 |
| December 31, 2023 | 990 | $246,547 | $241,348 | $5,199 | $267,240 | $976 | $266,264 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $130,594
- Program service revenue
- $188,425
- Investment income
- $19,900
- Net gain from sales of assets
- $11,094
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,200
- Compensation of officers, directors and key employees
- $90,000
- Salaries, compensation and benefits (total)
- $101,818
- Professional fundraising fees
- $0
- Accounting fees
- $10,565
- Occupancy
- $20,969
- Travel
- $11,737
- Program services (functional)
- $154,670
- Management and general (functional)
- $147,606
- Fundraising (functional)
- $435
Balance sheet and other
- Total assets, start of year
- $296,220
- Total assets, end of year
- $343,787
- Total liabilities, end of year
- $410
- Net assets, end of year
- $343,377
- Publicly traded securities
- $190,743
- Net assets without donor restrictions
- $300,244
- Net assets with donor restrictions
- $43,133
- Gross receipts
- $338,919
- Employees
- 1
- Volunteers
- 60
- Year formed
- 1993
- State of legal domicile
- CO
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TINA DRUM | EXECUTIVE DI Trustee or director, Officer | 32 | $90,000 | $5,693 |
| BRANDY BERTRAM | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| GLORIA PRICE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| KELLI HIRSCH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JAMIE MAGER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DEAN LAATT | AT LARGE Trustee or director | 1 | $0 | $0 |
| ELIZABETH HARCOMBE | AT LARGE Trustee or director | 2 | $0 | $0 |
| LINDSAY NEWMAN | AT LARGE Trustee or director | 1 | $0 | $0 |
| DAVID MORRISON | AT LARGE Trustee or director | 1 | $0 | $0 |
| LISA KUKURA | AT LARGE Trustee or director | 1 | $0 | $0 |
| KHANH LE | AT LARGE Trustee or director | 1.5 | $0 | $0 |
| DEANN ACOSTA | AT LARGE Trustee or director | 1 | $0 | $0 |
| JUDITH SMITH | AT LARGE Trustee or director | 1 | $0 | $0 |
| TIM ZECKSER | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| MAGGIE STOOT | AT LARGE Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TINA DRUM | EXECUTIVE DI Officer | 32 | $78,912 | $5,304 |
| ELIZABETH HARCOMBE | AT LARGE Trustee or director | 1 | $0 | $0 |
| JON KRAUS | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| LISA KUKURA | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| DEAN LAATT | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| GENEVIEVE LACA | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| KHANH LE | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| DAVID MORRISON | AT LARGE Trustee or director | 0.25 | $0 | $0 |
| LINDSAY NEWMAN | AT LARGE Trustee or director | 1 | $0 | $0 |
| LYNDA RICKETSON | AT LARGE Trustee or director | 1 | $0 | $0 |
| MAGGIE STOOT | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| BRANDY BERTRAM | BOARD PRESID Officer | 3 | $0 | $0 |
| KELLI HIRSCH | BOARD SECRET Officer | 2 | $0 | $0 |
| JAMIE MAGER | BOARD TREASU Officer | 1 | $0 | $0 |
| GLORIA PRICE | VICE PRESIDE Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TINA DRUM | EXECUTIVE DI Trustee or director | 32 | $78,146 | $4,071 |
| KELLI HIRSH | AT LARGE Trustee or director | 1 | $0 | $0 |
| DEAN LAATT | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| GENEVIEVE LACA | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| KHANH LE | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| JAMIE MAGER | AT LARGE Trustee or director | 1 | $0 | $0 |
| JAMES MARLOW | AT LARGE Trustee or director | 0.25 | $0 | $0 |
| DAVID MORRISON | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| GLORIA PRICE | AT LARGE Trustee or director | 2 | $0 | $0 |
| LYNDA RICKETSON | AT LARGE Trustee or director | 1 | $0 | $0 |
| MAGGIE STOOT | AT LARGE Trustee or director | 0.5 | $0 | $0 |
| BRANDY BERTRAM | BOARD SECRET Officer | 2 | $0 | $0 |
| JON KRAUS | BOARD PRESID Officer | 2 | $0 | $0 |
| ANITA WESLEY | BOARD VP Officer | 1 | $0 | $0 |
| HANNAH YARITZ | BOARD TREASU Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 547, PINE, CO 80470-0547
- In care of
- % TINA DRUM
- Principal officer (990 for 2025)
- TINA DRUM, PO BOX 547, PINE, CO 80470
- Signed the 990
- TINA DRUM, EXECUTIVE DIR.
- Phone
- (303) 932-2764
- Website
- WWW.CPGR.ORG
- Return prepared by
- RELIANT TAX CPAS
Mission
INSPIRING OUR COMMUNITY TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES.
Program accomplishments
- ANNUAL SUMMER SYMPOSIUM: AN EDUCATIONAL CONFERENCE FEATURING LOCAL AND NATIONAL GIFT PLANNING EXPERTS (330 ATTENDEES)Expenses $125,833 · revenue $124,348
- QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY (AVERAGE OF 114 ATTENDEES PER EVENT)Expenses $20,360 · revenue $44,346
- PROVIDING MEMBERS THE OPPORTUNITY TO PUBLICIZE JOB OPENINGS TO THE ORGANIZATION'S CONTACTS VIA WEBSITE AND EMAIL (2,044 EMAIL SUBSCRIBERS)Expenses $7,277 · revenue $19,731
- PARTNER WITH COMMUNITY ORGANIZATIONS FOR FURTHERANCE OF OUR EXEMPT PURPOSE.Expenses $1,200 · grants $1,200
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-1241600
- 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
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T502)
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $343,787
- Income (IRS master file)
- $338,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $338,919 | $302,711 | $343,787 | XML |
| 990 | December 2024 | $276,100 | $255,211 | $296,220 | XML |
| 990 | December 2023 | $246,547 | $241,348 | $267,240 | XML |
| 990 | December 2022 | $234,219 | $222,389 | $246,344 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 84-1241600).
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 84-1241600.
- 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 2026 (the year ending December 31, 2026) is due May 17, 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 December 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990 for the year ended December 31, 2025 names TINA DRUM.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990 for the year ended December 31, 2025 lists 15 people; 1 received compensation from the organization, the highest $90,000 (TINA DRUM, EXECUTIVE DI).
- How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $338,919, expenses of $302,711 and total assets of $343,787 at year end.
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All nonprofits in PINE · Colorado · Philanthropy, voluntarism and grantmaking foundations