Nonprofit · EIN 93-1090242
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as NORTHWEST PLANNED GIVING COUNCIL
Tax-exempt · PORTLAND, OR 97298
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $64,844 | $53,230 | $11,614 | $74,711 | $0 | $74,711 |
| December 31, 2024 | 990-EZ | $48,371 | $47,853 | $518 | $63,097 | – | $60,483 |
| December 31, 2023 | 990-EZ | $54,347 | $47,001 | $7,346 | $56,085 | – | $56,090 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $27,500
- Membership dues
- $35,144
- Other revenue
- $2,200
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $350
- Printing, publications and postage
- $7
- Other expenses
- $52,873
- Program services (functional)
- $40,267
Balance sheet and other
- Total assets, start of year
- $63,097
- Total assets, end of year
- $74,711
- Total liabilities, end of year
- $0
- Net assets, end of year
- $74,711
- Cash, savings and investments
- $74,711
- Gross receipts
- $64,844
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROCHELLE MAKELA-GOODMAN | PRESIDENT | 3 | $0 |
| STEPHANIE ZAINO | VICE PRESIDENT | 3 | $0 |
| EMILY NESTOR | SECRETARY | 3 | $0 |
| JOSHUA GOLDSTEIN | TREASURER | 3 | $0 |
| JENNIFER MILBURN | IMMEDIATE PAST PRESIDENT | 3 | $0 |
990-EZ for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA BIBLEHEIMER | DIRECTOR | 3 | $0 |
| CHELSEA BENEDICT | GOVERNMENT RELATIONS | 3 | $0 |
| JENNIFER MILBURN | PRESIDENT | 10 | $0 |
| EMILY NESTOR | SECRETARY | 5 | $0 |
| JOSHUA GOLDSTEIN | TREASURER | 8 | $0 |
| ROCHELLE MAKELAGOODMAN | VICE PRESIDENT | 3 | $0 |
| CHELSEA PARIS | DIRECTOR | 3 | $0 |
| MICHAEL DAVIS | PAST PRESIDENT | 3 | $0 |
| AUDREY ANDERSON | DIRECTOR | 3 | $0 |
| STEPHANIE ZAINO | DIRECTOR | 3 | $0 |
| MIKE CONWAY | MENTORSHIP | 3 | $0 |
| SANTI ALSTON | CONFERENCE CO-CHAIR | 3 | $0 |
| CAROL EAMES | CONFERENCE CO-CHAIR | 3 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA BIBLEHEIMER | DIRECTOR | 3 | $0 |
| CHELSEA BENEDICT | DIRECTOR | 3 | $0 |
| JENNIFER MILBURN | PRESIDENT | 10 | $0 |
| EMILY NESTOR | SECRETARY | 3 | $0 |
| JOSHUA GOLDSTEIN | TREASURER | 8 | $0 |
| ROCHELLE MAKELAGOODMAN | VICE PRESIDENT | 3 | $0 |
| CHELSEA PARIS | DIRECTOR | 3 | $0 |
| MICHAEL DAVIS | PAST PRESIDENT | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25696, PORTLAND, OR 97298-0696
- In care of
- % JOSHUA GOLDSTEIN
- Signed the 990-EZ
- JOSHUA GOLDSTEIN, TREASURER
- Phone
- (503) 416-6153
- Return prepared by
- Block Advisors
Mission
PROMOTION OF PLANNED GIVING
Program accomplishments
- ANNUAL CONFERENCE OFFERING PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS IN OREGON AND SOUTHWEST WASHINGTON.Expenses $40,267 · grants $55,475
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 93-1090242
- 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 (T50Z)
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $74,711
- Income (IRS master file)
- $64,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $64,844 | $53,230 | $74,711 | XML |
| 990-EZ | December 2024 | $48,371 | $47,853 | $63,097 | XML |
| 990-EZ | December 2023 | $54,347 | $47,001 | $56,085 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | 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 93-1090242).
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 93-1090242.
- 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-EZ for the year ended December 2025.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended December 31, 2025 lists 5 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 December 31, 2025 it reported revenue of $64,844, expenses of $53,230 and total assets of $74,711 at year end.
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