Nonprofit · EIN 95-4364780
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as SOUTHERN CA COUNCIL
Tax-exempt · MANHATTAN BCH, CA 90267
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $236,753 | $193,997 | $42,756 | $256,787 | $6,455 | $250,332 |
| June 30, 2024 | 990 | $219,082 | $254,808 | -$35,726 | $204,644 | $0 | $204,644 |
| June 30, 2023 | 990-EZ | $192,302 | $180,960 | $11,342 | $241,230 | $860 | $240,370 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $129,620
- Membership dues
- $25,020
- Program service revenue
- $105,296
- Investment income
- $56
- Other revenue
- $1,781
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $170,522
- Management and general (functional)
- $23,475
Balance sheet and other
- Total assets, start of year
- $204,644
- Total assets, end of year
- $256,787
- Total liabilities, end of year
- $6,455
- Net assets, end of year
- $250,332
- Net assets without donor restrictions
- $250,332
- Gross receipts
- $236,753
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATIENCE BOUDREAUX | DIRECTOR Trustee or director | 1 | $0 |
| MICHELE A BIGNARDI | DIRECTOR Trustee or director | 1 | $0 |
| JANICE BURRILL | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY JETTON | DIRECTOR Trustee or director | 1 | $0 |
| TONY TRUONG | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CRIS LUTZ | DIRECTOR Trustee or director | 1 | $0 |
| HEIDI SIMPSON-SANDOVAL | DIRECTOR Trustee or director | 1 | $0 |
| LIZZIE KNOL | DIRECTOR Trustee or director | 1 | $0 |
| AARON LEVINSON | DIRECTOR Trustee or director | 1 | $0 |
| SARA WHELAN | DIRECTOR Trustee or director | 1 | $0 |
| FERNANDO SANCHEZ | TREASURER Trustee or director, Officer | 1 | $0 |
| WILLIAM LABORE | DIRECTOR Trustee or director | 1 | $0 |
| GENEVIEVE GOETZ | DIRECTOR Trustee or director | 1 | $0 |
| ABIGAIL ODUOL | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA MCFARLING | DIRECTOR Trustee or director | 1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANESE BARDOT | DIRECTOR Trustee or director | 1 | $0 |
| CINDY TRINN-RORMAN | DIRECTOR Trustee or director | 1 | $0 |
| AMY WALLING | DIRECTOR Trustee or director | 1 | $0 |
| CLARE GROTTING | DIRECTOR Trustee or director | 1 | $0 |
| RASHAAN COLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| RUDY FLESHER | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATIENCE BOUDREAUX | DIRECTOR Trustee or director | 1 | $0 |
| MICHELE A BIGNARDI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES JACOBS | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA HIZAMI | DIRECTOR Trustee or director | 1 | $0 |
| FRANCINE LIS | DIRECTOR Trustee or director | 1 | $0 |
| JANICE BURRILL | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA GUNNING | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER COLE | TREASURER Trustee or director, Officer | 1 | $0 |
| KIMBERLY JETTON | DIRECTOR Trustee or director | 1 | $0 |
| ROB WOOLLEY | DIRECTOR Trustee or director | 1 | $0 |
| TONY TRUONG | DIRECTOR Trustee or director | 1 | $0 |
| CRIS LUTZ | DIRECTOR Trustee or director | 1 | $0 |
| HEIDI SIMPSON-SANDOVAL | DIRECTOR Trustee or director | 1 | $0 |
| JILL RODE | DIRECTOR Trustee or director | 1 | $0 |
| LIZZIE KNOL | DIRECTOR Trustee or director | 1 | $0 |
| MONICA KRIEGER | DIRECTOR Trustee or director | 1 | $0 |
| RYAN LACANFORA | DIRECTOR Trustee or director | 1 | $0 |
| AARON LEVINSON | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY SIMS JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATIENCE BOUDREAUX | IMMEDIATE PAST PRESIDENT & DIRECTOR | 1 | $0 |
| CYNTHIA HIZAMI | DIRECTOR | 1 | $0 |
| FRANCINE LIS | DIRECTOR | 1 | $0 |
| ANDY RAGONE | DIRECTOR | 1 | $0 |
| JANICE BURRILL | DIRECTOR | 1 | $0 |
| BARBARA GUNNING | DIRECTOR | 1 | $0 |
| CARI JACKSON LEWIS | DIRECTOR | 1 | $0 |
| KIMBERLY JETTON | DIRECTOR | 1 | $0 |
| GRACE RUSSAK | DIRECTOR | 1 | $0 |
| BARBARA TURMAN | DIRECTOR | 1 | $0 |
| ROB WOOLLEY | DIRECTOR | 1 | $0 |
| STEVEN ADAMIAN | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 10, MANHATTAN BCH, CA 90267-0010
- In care of
- % JERRY PACKER
- Principal officer (990 for 2024)
- FERNANDO SANCHEZ, PO BOX 10, MANHATTAN BEACH, CA 90267
- Signed the 990
- FERNANDO SANCHEZ, TREASURER
- Phone
- (949) 715-5400
- Website
- WWW.PPPLA.ORG
- Return prepared by
- TEMO ARJANI LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4364780 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
TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS.
Program accomplishments
- THE WESTERN REGION PLANNED GIVING CONFERENCE ON PHILANTHROPIC PLANNING EMPHASIZES CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION AND PROMOTES DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT.Expenses $91,908 · revenue $87,387
- MEMBERSHIP SERVICES AND ADVOCACY : THE PARTNERSHIP FOR PHILANTHROPIC PLANNING PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING TO THOSE IN THE CHARITABLE GIFT PLANNING COMMUNITY IN THE GREATER LOS ANGELES AREA.Expenses $78,614 · revenue $17,909
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4364780
- 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
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $256,787
- Income (IRS master file)
- $236,753
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $236,753 | $193,997 | $256,787 | IRS |
| 990 | June 2024 | $219,082 | $254,808 | $204,644 | IRS |
| 990-EZ | June 2023 | $192,302 | $180,960 | $241,230 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 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 95-4364780).
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 95-4364780.
- 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 for the year ended June 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990 for the year ended June 30, 2025 names FERNANDO SANCHEZ.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $236,753, expenses of $193,997 and total assets of $256,787 at year end.
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