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Nonprofit · EIN 42-1405270

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS

Also known as MID-IOWA PLANNED GIVING COUNCIL

Tax-exempt · INDIANOLA, IA 50125

Financials

$13K$17K2023$19K$16K2024$32K$20K2025
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$31,657$19,584$12,073$72,575–$72,575
December 31, 2024990-EZ$19,264$15,863$3,401$60,502–$60,502
December 31, 2023990-EZ$13,026$17,361-$4,335$57,101–$57,101
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$11,075
Investment income
$7,094
Net income from fundraising events
$13,488

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$13,680
Other expenses
$5,904
Program services (functional)
$10,977

Balance sheet and other

Total assets, start of year
$60,502
Total assets, end of year
$72,575
Total liabilities, end of year
–
Net assets, end of year
$72,575
Cash, savings and investments
$72,575
Gross receipts
$42,634

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
CHRISTINA GAYMANMarketing Chair2$0
ALLISON DANIELS CFREChair2$0
ROBIN TAYLORSecretary2$0
LESLIE GARMANTreasurer2$0
AMANDA NUZUMMembership Char2$0
LYNN GAUMER JDGOV AFFAIRS CHR2$0
LB LYONSPROGRAM CHAIR2$0
KATIE VINECONF. CHAIR2$0
ERIC HEININGERPast Chair2$0
990-EZ for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
AMANDA NUZUMMembership Chr2$0
CALEB HEGNAProg. Chair2$0
ALLISON PIAZZAChair Elect2$0
ROBIN TAYLORSecretary2$0
LESLIE GARMANTreasurer2$0
CHRISTINA GAYMANMARKETING CHAIR2$0
LYNN GAUMER JDGOV AFFAIRS CHR2$0
LB LYONSPROGRAM CHAIR2$0
ERICA AXIOTISPast Chair2$0
KATIE VINECONF. CHAIR2$0
ERIC HEININGERBoard Chair2$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
AMANDA NUZUMMembership Chr2$0
CALEB HEGNAProg. Chr Elect2$0
RYAN CRANEPast-President2$0
ROBIN TAYLORSecretary2$0
CHRISTINA GAYMANTreasurer2$0
LYNN GAUMER JDGOV AFFAIRS CHR2$0
ERICA AXIOTISPresident2$0
ERIC HEININGERPresident Elect2$0

Address and contacts

Address (IRS master file)
2500 W 2ND AVE STE 14, INDIANOLA, IA 50125-1360
In care of
% LYDIA ASMAN
Signed the 990-EZ
ALLISON DANIELS CFRE, Chair
Phone
(515) 442-2451
Return prepared by
Accounting Associates of Indianola

Mission

EDUCATIONAL SERICES AND RESOURCES IN THE AREA OF PLANNED GIVING TO NONPROFIT ORGANIZATIONS AND OTHERS TO ENHANCE PHILANTHROPY IN IOWA CITIES.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • STATE-WIDE CONFERENCE WITH APPROXIMATELY 150 ATTENDEES IN ALL AREAS OF PLANNED GIVING
    Expenses $10,977
  • MONTHLY MEETINGS TO EDUCATE AND PROVIDE RESOURCES TO IOWA NONPROFIT ORGANIZATIONS AND FINANCE PROFESSIONALS WHO ASSIST IN PLANNED GIVING EFFORTS.

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 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

IRS record

EIN
42-1405270
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)
Assets (IRS master file)
$72,575
Income (IRS master file)
$42,634

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$31,657$19,584$72,575IRS
990-EZDecember 2024$19,264$15,863$60,502IRS
990-EZDecember 2023$13,026$17,361$57,101XML
990-EZDecember 2022–––IRS
990-EZJuly 2022–––IRS
990-EZJuly 2021–––IRS
990-EZJuly 2019–––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 42-1405270).

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 42-1405270.
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-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 9 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 $31,657, expenses of $19,584 and total assets of $72,575 at year end.

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