Nonprofit · EIN 94-3233277
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as NORTHERN CALIFORNIA PLANNED GIVING
Tax-exempt · PASADENA, CA 91107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $189,936 | $192,129 | -$2,193 | $197,497 | – | $197,497 |
| December 31, 2023 | 990-EZ | $142,313 | $142,070 | $243 | $199,690 | – | $199,690 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $77,307
- Membership dues
- $9,769
- Program service revenue
- $92,282
- Investment income
- $10,578
Expenses
- Grants and similar amounts paid
- $2,725
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $56,544
- Occupancy
- $92,496
- Other expenses
- $40,364
- Program services (functional)
- $173,071
Balance sheet and other
- Total assets, start of year
- $199,690
- Total assets, end of year
- $197,497
- Total liabilities, end of year
- –
- Net assets, end of year
- $197,497
- Cash, savings and investments
- $197,497
- Gross receipts
- $189,936
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amanda Kiernan-Martin | President | 6 | $0 |
| Lisa Barr | Vice President | 4 | $0 |
| Kristen Oshiro | Treasurer | 4 | $0 |
| Blake Grossman | Secretary | 4 | $0 |
| Jeff Woods | Director | 2 | $0 |
| Michael Davis | Director | 1 | $0 |
| David Lloyd | Director | 1 | $0 |
| Devi Ati | Director | 1 | $0 |
| John Robinson | Director | 1 | $0 |
| Katiti Crawford | Director | 1 | $0 |
| Matt Clausen | Director | 1 | $0 |
| Shadie Parivar | Director | 1 | $0 |
| Stephanie Dustman | Director | 1 | $0 |
| Debra Holcomb | Director | 2 | $0 |
| Christine Lim | Director | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephanie Avakian | Director | 2 | $0 |
| Elizabeth Sevilla | Director | 2 | $0 |
990-EZ for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amanda Kiernan-Martin | President | 6 | $0 |
| Lisa Barr | Vice President | 4 | $0 |
| Kristen Oshiro | Treasurer | 4 | $0 |
| Blake Grossman | Secretary | 4 | $0 |
| Louise Lucchesi | Director | 2 | $0 |
| Christine Lim | Director | 2 | $0 |
| Jeff Woods | Director | 2 | $0 |
| Debra Holcomb | Director | 2 | $0 |
| Stephanie Avakian | Director | 2 | $0 |
| Samantha Meritt | Director | 2 | $0 |
| Elizabeth Sevilla | Director | 2 | $0 |
| Vivian Redsar | Director | 2 | $0 |
| Matt Clausen | Director | 1 | $0 |
| Michael Davis | Director | 1 | $0 |
| Stephanie Dustman | Director | 1 | $0 |
| Katiti Crawford | Director | 1 | $0 |
| John Robinson | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2700 E FOOTHILL BLVD STE 209, PASADENA, CA 91107-7111
- In care of
- % DAWN CARROLL
- Signed the 990-EZ
- Sachiko Danish, Treasurer
- Phone
- (626) 773-8030
- Website
- http://www.ncpgcouncil.org/
- Return prepared by
- Crosby & Kaneda CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3233277 or by the name NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Education and training of the planned giving community.
Program accomplishments
- Hosted multiple educational programs throughout the year, including introductory and advanced content, and served a combined attendance of approximately 418 people.Expenses $170,346
- Provided scholarships to annual conference for 5 recipients. Value of each conference registration is $545.Expenses $2,725
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 | Not 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
- 94-3233277
- 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 (T030)
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $197,497
- Income (IRS master file)
- $189,936
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $189,936 | $192,129 | $197,497 | IRS |
| 990-EZ | December 2023 | $142,313 | $142,070 | $199,690 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-3233277).
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 94-3233277.
- 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 December 31, 2025) is due May 15, 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 December 2024.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended December 31, 2024 lists 17 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, 2024 it reported revenue of $189,936, expenses of $192,129 and total assets of $197,497 at year end.
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All nonprofits in PASADENA · California · Philanthropy, voluntarism and grantmaking foundations