Nonprofit · EIN 75-3205248
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Also known as SOUTH SOUND PLANNED GIVING COUNCIL
Tax-exempt · GIG HARBOR, WA 98335
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $68,137 | $64,493 | $3,644 | $120,199 | $0 | $120,199 |
| December 31, 2024 | 990-EZ | $64,988 | $38,128 | $26,860 | $116,555 | $0 | $116,555 |
| December 31, 2023 | 990-EZ | $51,525 | $36,604 | $14,921 | $105,329 | $0 | $105,329 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $37,230
- Membership dues
- $2,867
- Program service revenue
- $28,040
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $16,197
- Other expenses
- $48,296
- Program services (functional)
- $43,077
Balance sheet and other
- Total assets, start of year
- $116,555
- Total assets, end of year
- $120,199
- Total liabilities, end of year
- $0
- Net assets, end of year
- $120,199
- Cash, savings and investments
- $120,199
- Gross receipts
- $68,137
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY COX | PRESIDENT | 1 | $0 |
| ROBIN CALLAHAN | BOARD MEMBER | 0.25 | $0 |
| DOUG PAGE | BOARD MEMBER | 0.25 | $0 |
| JENNIE GRIEK | BOARD MEMBER | 0.25 | $0 |
| JEANNE SACKS | TREASURER | 1 | $0 |
| MINDIE REULE | PRESIDENT-ELECT | 1 | $0 |
| JOHN UNTERREINER | SECRETARY | 1 | $0 |
| HELLE BURLINGAME | BOARD MEMBER | 0.25 | $0 |
| RICK OLDENBURG | BOARD MEMBER | 0.25 | $0 |
| TIMM DOWLING | BOARD MEMBER | 0.25 | $0 |
| DARION LESPIER-GREAVES | EXECUTIVE DIRECTOR | 1 | $0 |
| DEAN CARRELL | BOARD MEMBER | 0.25 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY COX | PRESIDENT | 3 | $0 |
| ROBIN CALLAHAN | BOARD MEMBER | 1 | $0 |
| DOUG PAGE | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| JENNIE GRIEK | BOARD MEMBER | 1 | $0 |
| JEANNE SACKS | TREASURER | 1 | $0 |
| MINDIE REULE | BOARD MEMBER | 1 | $0 |
| JOHN UNTERREINER | SECRETARY | 1 | $0 |
| JEFF MYERS | PRESIDENT-ELECT | 1 | $0 |
| HELLE BURLINGAME | BOARD MEMBER | 1 | $0 |
| TOM RYAN | BOARD MEMBER | 1 | $0 |
| RICK OLDENBURG | BOARD MEMBER | 1 | $0 |
| SHELLEY BUCK | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG PAGE | PRESIDENT | 1 | $0 |
| JEANNE SACKS | TREASURER | 1 | $0 |
| BEVERLY COX | SECRETARY | 1 | $0 |
| TODD BLODGETT | BOARD MEMBER | 1 | $0 |
| SHELLEY BUCK | BOARD MEMBER | 1 | $0 |
| ROBIN ECHTLE | BOARD MEMBER | 1 | $0 |
| STACEY GUADNOLA | BOARD MEMBER | 1 | $0 |
| JEFF MYERS | BOARD MEMBER | 1 | $0 |
| MINDIE REULE | BOARD MEMBER | 1 | $0 |
| PAUL RUDNICK | BOARD MEMBER | 1 | $0 |
| TOM RYAN | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3118 JUDSON ST UNIT 773, GIG HARBOR, WA 98335-9234
- In care of
- % SCOTT CLAEYS
- Mailing address (990-N for 2022)
- 6825 RAINIER AVE, GIG HARBOR WA 98335
- Principal officer (990-N for 2022)
- JEANNE SACKS, 1501 REGENTS BLVD STE 100, FIRCREST WA 98466
- Signed the 990-EZ
- JEANNE SACKS, TREASURER
- Phone
- (253) 525-5175
- Return prepared by
- DP&C
Mission
THE PRINCIPLE PURPOSE IS TO PROVIDE A FORUM FOR INFORMATION ABOUT PLANNED GIVING, AWARENESS OF ISSUES AFFECTING THE NON-PROFIT SECTOR, AND ENHANCE PLANNED GIVING AS A PROFESSION.
Program accomplishments
- PROGRAMS FOR PROVIDING EDUCATION, INFORMATION AND AWARENESS ABOUT PLANNED GIVING.Expenses $43,077
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 | 990-EZ 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
- 75-3205248
- 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
- Group exemption
- 5159: NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC
- Assets (IRS master file)
- $120,199
- Income (IRS master file)
- $68,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $68,137 | $64,493 | $120,199 | XML |
| 990-EZ | December 2024 | $64,988 | $38,128 | $116,555 | XML |
| 990-EZ | December 2023 | $51,525 | $36,604 | $105,329 | XML |
| 990-N for 2022 Officer: JEANNE SACKS | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: JEANNE SACKS | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 75-3205248).
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 75-3205248.
- 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 is the principal officer of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-N for 2022 names JEANNE SACKS.
- Who are the officers and directors of NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS?
- The 990-EZ for the year ended December 31, 2025 lists 12 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 $68,137, expenses of $64,493 and total assets of $120,199 at year end.
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