NORTHERN CALIFORNIA PLANNED GIVING COUNCIL

EIN: 943233277 501(c)(3) Philanthropy & Grantmaking

PASADENA, CA

Total Revenue
$111,161
Total Expenses
$55,379
Total Assets
$184,929
Net Assets
$184,929
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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
1995
Legal Domicile
CA
Principal Officer
NGAN RASKIN
Phone
6262921400
Tax Period
2020-01-01 to 2020-12-31

NORTHERN CALIFORNIA PLANNED GIVING COUNCIL, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $111K in total revenue in fiscal year 2020. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $56K, a strong 50% operating margin.

Mission

TO PROMOTE 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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $22,436
Program Service Revenue $63,696
Investment Income $8,492
Other Revenue $16,537
TOTAL REVENUE $111,161

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $44,303
Other Expenses $55,379
TOTAL EXPENSES $55,379

Year-over-Year Comparison

2020 2019 Change
Revenue $111,161 $223,498 -0.5%
Expenses $55,379 $224,761 -0.8%
Net Income $55,782 $-1,263 -45.2%
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

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GUILLERMO CONDESO Director 2.00
Director
$0 $0 $0
CHRISTINE LIM Director 2.00
Director
$0 $0 $0
KRISTEN OSHIRO Director 2.00
Director
$0 $0 $0
JEFF WOODS Director 2.00
Director
$0 $0 $0
DEBRA HOLCOMB Director 2.00
Director
$0 $0 $0
AMANDA KIERNAN-MARTIN Director 2.00
Director
$0 $0 $0
SAMANTHA MERRIT Director 2.00
Director
$0 $0 $0
ELIZABETH SEVILLA Director 2.00
Director
$0 $0 $0
ART STINE Director 2.00
Director
$0 $0 $0
TRACY DONAHOE Director 2.00
Director
$0 $0 $0
KATHARINE EARHART Director 2.00
Director
$0 $0 $0
VIVIAN REDSAR Director 2.00
Director
$0 $0 $0
JEANINE CRIDER Director 2.00
Director
$0 $0 $0
BLAKE GROSSMAN Director 2.00
Director
$0 $0 $0
BRIGIT KAVANAGH Vice President 4.00
Officer Director
$0 $0 $0
DANIEL FIGUEREDO Treasurer 4.00
Officer Director
$0 $0 $0
MARK JONES Director 2.00
Director
$0 $0 $0
DAVID OGBURN Director 2.00
Director
$0 $0 $0
NGAN RASKIN President 4.00
Officer Director
$0 $0 $0
TAMARA WALLENSTEIN Secretary 4.00
Officer 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
2020 $111,161 $55,379 $184,929 $55,782
2019 $223,498 $224,761 $129,147 $-1,263
2018 $194,853 $231,575 $124,425 $-36,722
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