Nonprofit · EIN 16-1449651
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as WESTERN NEW YORK PLD GVG CONSORTIUM
Tax-exempt · CHEEKTOWAGA, NY 14225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-EZ | $24,677 | $23,503 | $1,174 | $58,215 | $0 | $58,215 |
Financial details: 990-EZ for the year ended December 31, 2023
Revenue
- Membership dues
- $15,255
- Program service revenue
- $8,240
- Investment income
- $1,182
Expenses
- Compensation of officers, directors and key employees
- $10,665
- Salaries, compensation and benefits (total)
- $10,665
- Other expenses
- $12,838
- Program services (functional)
- $23,503
Balance sheet and other
- Total assets, start of year
- $57,041
- Total assets, end of year
- $58,215
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,215
- Cash, savings and investments
- $58,215
- Gross receipts
- $24,677
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEANNA RUSEK | EXECUTIVE DIRECTOR | 6 | $10,665 |
| ANDREW MANTIONE | PRESIDENT | 0 | $0 |
| CHERYL JANKOWSKI | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1885, CHEEKTOWAGA, NY 14225-8885
- In care of
- % BRENDA SCHWAMBORN
- Mailing address (990-N for 2025)
- PO Box 1885, Cheektowaga NY 14225
- Principal officer (990-N for 2025)
- Deanna Rusek, PO Box 1885, Cheektowaga NY 14225
- Signed the 990-EZ
- CHERYL A JANKOWSKI, TREASURER
- Phone
- (716) 710-7110
- Website
- WWW.WNYPLANNEDGIVING.ORG
- Return prepared by
- LUMSDEN & MCCORMICK LLP
Mission
EDUCATE PUBLIC ON PLANNED CHARITABLE GIVING
Program accomplishments
- LEAVE A LEGACY PROGRAM - FOSTER CHARITABLE GIVING & PHILANTRHOPIC PLANNING IN OUR SOCIETY THROUGH EDUCATION, TRAINING & ADVOCACY, APPROX 100 PARTICIPANTS.Expenses $10,665
- MONTHLY EDUCATION MEETINGS FOR MEMBERS & GUESTS ON A VARIETY OF PLANNED GIVING TOPICS APPROX 25-50 PARTICIPANTSExpenses $12,838
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 16-1449651
- 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-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Deanna Rusek | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2024 Officer: Deanna Rusek | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2023 | $24,677 | $23,503 | $58,215 | 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 16-1449651).
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 16-1449651.
- 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-N (e-Postcard). Gross receipts normally $50,000 or less.
- 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-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-N for 2025 names Deanna Rusek.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended December 31, 2023 lists 3 people; 1 received compensation from the organization, the highest $10,665 (DEANNA RUSEK, EXECUTIVE DIRECTOR).
- How much revenue does NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS have?
- On its 990-EZ for the year ended December 31, 2023 it reported revenue of $24,677, expenses of $23,503 and total assets of $58,215 at year end.
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