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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 22-3554538

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Also known as PLANNED GIVING COUNCIL OF GREATER P

Tax-exempt · MOORESTOWN, NJ 08057

Financials

$93K$82K2023$74K$78K2024$95K$94K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$94,680$94,288$392$58,120–$58,120
December 31, 2024990-EZ$74,484$77,503-$3,019$57,728–$57,728
December 31, 2023990-EZ$92,754$81,608$11,146$60,598–$60,598
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$305
Membership dues
$20,226
Program service revenue
$73,670
Investment income
$379
Other revenue
$100

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$94,288
Program services (functional)
$93,896

Balance sheet and other

Total assets, start of year
$57,728
Total assets, end of year
$58,120
Total liabilities, end of year
–
Net assets, end of year
$58,120
Cash, savings and investments
$58,120
Gross receipts
$94,680

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.

NameTitleHours / weekCompensation
JESSICA BROOKSTEINPRESIDENT0$0
DELIA G PEREZIMM PAST PRESIDENT0$0
MEGAN CANTALUPOVICE PRESIDENT0$0
ANAT BECKERDIRECTOR0$0
KARA CHICKSONDIRECTOR0$0
DANIEL GREENSPONTREASURER0$0
TROY NUSSDIRECTOR0$0
JOYCE MICHELFELDER CAPSECRETARY0$0
DAVID J TOLLDIRECTOR0$0
COLLEEN BECHT-FOLTZDIRECTOR0$0
GREG JOHNSONDIRECTOR0$0
SHELLEY SPEIRSDIRECTOR0$0
MICHAEL A BERARDIDIRECTOR0$0
JUSTIN RODSTROMDIRECTOR0$0
990-EZ for the year ended December 31, 2024: 15 people
NameTitleHours / weekCompensation
JESSICA BROOKSTEINPRESIDENT0$0
DELIA G PEREZIMM PAST PRESIDENT0$0
MEGAN CANTALUPOVICE PRESIDENT0$0
ANAT BECKERDIRECTOR0$0
KARA CHICKSONDIRECTOR0$0
DANIEL GREENSPONTREASURER0$0
TROY NUSSDIRECTOR0$0
JOYCE MICHELFELDER CAPSECRETARY0$0
DAVID J TOLLDIRECTOR0$0
COLLEEN BECHT FOLTZDIRECTOR0$0
RENEE ATKINSONDIRECTOR0$0
GREG JOHNSONDIRECTOR0$0
ARUNA PAPPUDIRECTOR0$0
MICHAEL A BERARDIDIRECTOR0$0
JUSTIN RODSTROMDIRECTOR0$0
990-EZ for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
DELIA G PEREZ CFREPRESIDENT0$0
ANAT BECKER JDIMM PAST PRESIDENT0$0
DAVID J TOLL JDVICE PRESIDENT0$0
MEGAN CANTALUPODIRECTOR0$0
LYNN MALZONE LERARDIDIRECTOR0$0
DANIEL GREENSPANTREASURER0$0
CHRISTOPHER JUNGERS CFREDIRECTOR0$0
JOYCE MICHELFELDER CAPSECRETARY0$0
JESSICA BROOKSTEINDIRECTOR0$0
COLLEEN BECHT FOLTZDIRECTOR0$0
RENEE ATKINSONDIRECTOR0$0
GREG JOHNSONDIRECTOR0$0
ARUNA PAPPUDIRECTOR0$0
MICHAEL A BERARDIDIRECTOR0$0
NATHANA JACKSONDIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 579, MOORESTOWN, NJ 08057-0579
In care of
% DENISE DOWNING
Signed the 990-EZ
DENISE DOWNING, MANAGER
Phone
(267) 597-3817
Return prepared by
E J CLARK INC TA CLARK ASSOCIATES

Mission

PLANNED CHARITABLE GIVING EDUCATION

990-EZ for the year ended December 31, 2025

Program accomplishments

  • PROVIDED SEMINARS ON ISSUES OF PLANNED GIVING TO SEVERAL HUNDRED MEMBERS AND THE PUBLIC
    Expenses $73,670
  • CO-REPRESENTED PLANNED GIVING DAY SEMINARS FOR PROFESSIONALFUNDRAISERS
    Expenses $20,226
  • WEBSITE DEVELOPMENT AND MAINTENANCE FOR MEMBER AND PUBLIC ACCESS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
22-3554538
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
Assets (IRS master file)
$58,120
Income (IRS master file)
$94,680

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$94,680$94,288$58,120IRS
990-EZDecember 2024$74,484$77,503$57,728IRS
990-EZDecember 2023$92,754$81,608$60,598XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 22-3554538).

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 22-3554538.
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 14 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 $94,680, expenses of $94,288 and total assets of $58,120 at year end.

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