NORTHERN CALIFORNIA PLANNED GIVING… - 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

1995

Legal Domicile

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

NORTHERN CALIFORNIA PLANNED GIVING COUNCIL (NCPGC) IS A PROFESSIONAL ORGANIZATION DEDICATED TO: ENCOURAGING CHARITABLE GIFT PLANNING, PROMOTING A WIDER UNDERSTANDING OF CHARITABLE GIFT PLANNING BY PRACTITIONERS, AND RAISING AND ADVANCING THE EDUCATION AND PROFESSIONAL EXPERTISE OF ITS MEMBERS AND OTHER PERSONS INVOLVED IN CHARITABLE PLANNED GIVING.

Program Service Accomplishments

Program 1

Expenses: $22,152

PLANNING IN PRACTIVE (PIP) SESSIONS AND COUCIL LUNCHEON PROGRAMS ON TOPICS RELATED TO CHARITABLE GIFT PLANNING

Program 2

Expenses: $22,151

THE ANNUAL PLANNED GIVING CONFERENCE ATTENDED BY PROFESSIONALS WITH WORKSHOPS INCLUDING MORNING AND LUNCHEON KEYNOTES.

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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 (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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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

NORTHERN CALIFORNIA PLANNED GIVING COUNCIL