NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC (EIN 351796186) - Form 990 Financial Analysis & Trantor Score

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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.

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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

$243,931

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL KENYON	PRESIDENT &	40.00	Officer Director	$243,931	$0	$243,931
MIKE BELL	SECRETARY	2.00	Officer Director	$0	$0	$0
AQUANETTA BETTS	BOARD DIRECT	2.00	Director	$0	$0	$0
PATIENCE BOUDREAUX	BOARD DIRECT	2.00	Director	$0	$0	$0
MEREDITH CAMP	BOARD DIRECT	2.00	Director	$0	$0	$0
BOBBY COLLIER	BOARD DIRECT	2.00	Director	$0	$0	$0
NICOLE ENGDAHL	CHAIR	2.00	Officer Director	$0	$0	$0
LIANA GARCIA	BOARD DIRECT	2.00	Director	$0	$0	$0
BRAD GORNTO	BOARD DIRECT	2.00	Director	$0	$0	$0
TAMISHA KEITH	BOARD DIRECT	2.00	Director	$0	$0	$0
ROBERT KING	BOARD DIRECT	2.00	Director	$0	$0	$0
CARLO LAURORE	CONFERENCE C	2.00	Officer Director	$0	$0	$0
NICOLA LAWRENCE	BOARD DIRECT	2.00	Director	$0	$0	$0
STACEY MCKINLEY	BOARD DIRECT	2.00	Director	$0	$0	$0
TRINA OLIDGE	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
GREG SHARKEY	BOARD DIRECT	2.00	Director	$0	$0	$0
STACY SULMAN	BOARD DIRECT	2.00	Director	$0	$0	$0
MATTHEW TREADWELL	CONF. CHAIR	2.00	Officer Director	$0	$0	$0
MARK VERGENES	BOARD DIRECT	2.00	Director	$0	$0	$0
ERICKA WEBB	TREASURER	2.00	Officer Director	$0	$0	$0
GEORGE WESTERMAN	BOARD DIRECT	2.00	Director	$0	$0	$0
SIMON WILLIAMS	BOARD DIRECT	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,853,041	$1,735,652	$1,373,984	$117,389
2022	$1,387,013	$1,209,247	$1,304,565	$177,766
2021	$1,242,754	$1,208,874	$1,287,608	$33,880
2020	$1,155,044	$1,139,638	$1,199,611	$15,406

NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS INC