NATIONAL CAPITAL GIFT PLANNING COUNCIL INC (EIN 521540518) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

SARAH SOSA-ACEVEDO

Phone

7033707435

Tax Period

2024-09-01 to 2025-08-31

NATIONAL CAPITAL GIFT PLANNING COUNCIL INC, founded in 1987, is a small nonprofit that reported $158K in total revenue in fiscal year 2017. Expenses of $153K left a modest 3% surplus.

Mission

THE PURPOSES OF THE CORPORATION ARE TO: ADVANCE AND PROMOTE CHARITABLE GIFT PLANNING, AND TO OFFER EDUCATIONAL PROGRAMMING THAT ENHANCES PROFESSIONAL DEVELOPMENT, PROVIDES OPPORTUNITIES FOR NETWORKING, AND PROMOTES COOPERATION AMONG THE MANY PROFESSIONAL DISCIPLINES THAT ARE INVOLVED IN THE CHARITABLE GIFT PLANNING PROCESS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,885

Program Service Revenue $140,296

Investment Income $2,218

Other Revenue $2,000

TOTAL REVENUE $146,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $421

Program Expenses $81,938

Other Expenses $113,610

TOTAL EXPENSES $113,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,399	$149,690	0.0%
Expenses	$113,610	$112,955	+0.0%
Net Income	$32,789	$36,735	-0.1%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH SOSA-ACEVEDO	PRESIDENT	1.00	Officer Director	$0	$0	$0
EMMA MILLER	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
FRANCENA JACKSON	TREASURER	1.00	Officer Director	$0	$0	$0
JIM LUERSSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW GARDNER	VP PROGRAMS	1.00	Officer Director	$0	$0	$0
MAYA WEIL	VP MEMBERSHIP	1.00	Officer Director	$0	$0	$0
JADE BRISTOL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTA CAMARDA	DIRECTOR	1.00	Director	$0	$0	$0
SARA EIGENBERG	DIRECTOR	1.00	Director	$0	$0	$0
BETH FIENCKE	DIRECTOR	1.00	Director	$0	$0	$0
WEST HONEYCUTT	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA KATHMAN	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY KRAWCZYK	DIRECTOR	1.00	Director	$0	$0	$0
SABRINA NAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA NIMS	DIRECTOR	1.00	Director	$0	$0	$0
R SYLVESTER OWENS	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANIE PURVIS	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA VALENZUELA	EXECUTIVE DIRECTOR	20.00	Officer	$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
2025	$146,399	$113,610	$280,182	$32,789
2024	$149,690	$112,955	$252,821	$36,735
2023	$127,125	$131,855	$210,685	$-4,730
2022	$148,645	$126,494	$215,226	$22,151
2021	$100,682	$67,957	$193,496	$32,725
2020	$50,318	$72,686	$187,020	$-22,368
2019	$169,341	$157,368	$186,874	$11,973
2018	$158,196	$152,886	$170,718	$5,310

NATIONAL CAPITAL GIFT PLANNING COUNCIL INC