NATIONAL ASSOCIATION OF CHARITABLE… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

MICHAEL KENYON

Phone

3172696274

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC, founded in 1988, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 6% surplus.

Mission

TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION AND TRAINING OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $884,482 Revenue: $1,141,512

THE ORGANIZATION EMPHASIZES ADVANCED CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION TO PROMOTE DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION...

THE ORGANIZATION EMPHASIZES ADVANCED CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION TO PROMOTE DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT.

Program 2

Expenses: $530,446 Revenue: $616,061

MEMBER SERVICES: THE ORGANIZATION PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING, INCLUDING ETHICS AND BEST PRACTICES, VIA BOTH PRINT AND ELECTRONIC MEDIA.

Program 3

Expenses: $59,374

ADVOCACY: THE ORGANIZATION PROVIDES EDUCATION ON GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $616,061

Program Service Revenue $1,141,512

Investment Income $35,900

Other Revenue $59,568

TOTAL REVENUE $1,853,041

Expense Breakdown

Grants Paid $46,500

Salaries & Benefits $747,477

Fundraising Expenses $0

Program Expenses $1,474,302

Other Expenses $941,675

TOTAL EXPENSES $1,735,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,853,041	$1,387,013	+0.3%
Expenses	$1,735,652	$1,209,247	+0.4%
Net Income	$117,389	$177,766	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

188

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$243,931

Total Directors