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National Association Of Charitable Gift Planners

Minnesota Planned Giving Council

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Philanthropy, Charity, Voluntarism Promotion, General (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$118k (2023)

Expenses
$156k (2023)

Total Assets
$42k (2023)

Total Liabilities
$12.6k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$118,075
Expenses
$156,090
Net Income
-$38,015
Net Assets
$29,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,402
13.0%
Program Services $102,613
86.9%
Investment Income $60
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,973
Total Liabilities $12,592
Net Assets $29,381
Compensation
Key Employees and Officers Compensation Other
Joe Thiegs (Chair) $0 $0
Cindy Aegerter (Chair Elect) $0 $0
Kristin Daniels (Treasurer) $0 $0
Christine Pulkrabek (Secretary) $0 $0
Juliana Sellers (Imed Past Chair) $0 $0
Dena De Groat (Board Member) $0 $0
Anne Dresen (Board Member) $0 $0
Jeffrey Prottas (Board Member) $0 $0
Linne Lemke (Board Member) $0 $0
Sheryl Morrison (Board Member) $0 $0
Martha West (Board Member) $0 $0
Jennifer White (Board Member) $0 $0
Inez Bergquist (Board Member) $0 $0
Helene Benitez (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,529
Expenses
$144,569
Net Income
-$52,040
Net Assets
$67,389
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,996
19.4%
Program Services $73,815
79.8%
Investment Income $718
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,547
Total Liabilities $11,158
Net Assets $67,389
Compensation
Key Employees and Officers Compensation Other
Juliana Sellers (Chair) $0 $0
Joe Thiegs (Chair Elect) $0 $0
Kristin Daniels (Treasurer) $0 $0
Cindy Aegerter (Secretary) $0 $0
Dana Holt (Imed Past Chair) $0 $0
Helene Benitez (Board Member) $0 $0
Inez Bergquist (Board Member) $0 $0
Dena De Groat (Board Member) $0 $0
Anne Dresen (Board Member) $0 $0
Linne Lemke (Board Member) $0 $0
Sheryl Morrison (Board Member) $0 $0
Jeffrey Prottas (Board Member) $0 $0
Christine Pulkrabek (Board Member) $0 $0
Martha West (Board Member) $0 $0
Jennifer White (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$120,240
Expenses
$124,204
Net Income
-$3,964
Net Assets
$119,429
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,871
23.2%
Program Services $91,222
75.9%
Investment Income $1,147
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $130,237
Total Liabilities $10,808
Net Assets $119,429
Compensation
Key Employees and Officers Compensation Other
Juliana Sellers (Chair) $0 $0
Joe Thiegs (Chair Elect) $0 $0
Kristin Daniels (Treasurer) $0 $0
Dana Holt (Imed Past Chair) $0 $0
Cindy Aegerter (Board Member) $0 $0
Helene Benitez (Board Member) $0 $0
Dena De Groat (Board Member) $0 $0
Anne Dresen (Board Member) $0 $0
Jeffrey Prottas (Board Member) $0 $0
Rachel Hughes (Board Member) $0 $0
Christine Pulkrabek (Board Member) $0 $0
Linne Lemke (Board Member) $0 $0
Sheryl Morrison (Board Member) $0 $0
Kelly Rowan (Board Member) $0 $0
Bethel Ruest (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,631
Expenses
$154,147
Net Income
-$44,516
Net Assets
$123,393
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,530
36.1%
Program Services $66,410
60.6%
Investment Income $1,041
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,650
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $144,296
Total Liabilities $20,903
Net Assets $123,393
Compensation
Key Employees and Officers Compensation Related Other
Dana Holt (Chair) $0 $0 $0
Juliana Sellers (Chair Elect) $0 $0 $0
Kristin Daniels (Treasurer) $0 $0 $0
Joe Thiegs (Secretary) $0 $0 $0
Cindy Aegerter (Board Member) $0 $0 $0
Julianne Amendola (Board Member) $0 $0 $0
Dena De Groat (Board Member) $0 $0 $0
Karla Healey (Board Member) $0 $0 $0
Rachel Hughes (Board Member) $0 $0 $0
Jay Kautt (Board Member) $0 $0 $0
Linne Lemke (Board Member) $0 $0 $0
Sheryl Morrison (Board Member) $0 $0 $0
Kelly Rowan (Board Member) $0 $0 $0
Bethel M Ruest (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$215,076
Expenses
$184,592
Net Income
$30,484
Net Assets
$167,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,189
23.8%
Program Services $131,237
61.0%
Investment Income $1,811
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $30,839
14.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $198,502
Total Liabilities $30,593
Net Assets $167,909

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,713
Expenses
$164,293
Net Income
$50,420
Net Assets
$137,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,780
22.3%
Program Services $156,735
73.0%
Investment Income $48
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,150
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $172,452
Total Liabilities $35,027
Net Assets $137,425
Compensation
Key Employees and Officers Compensation Related Other
Tom Glass (President) $0 $0 $0
Juliana Sellers (Secretary) $0 $0 $0
Benjamin Webster (Treasurer) $0 $0 $0
Dana Holt (President Elect) $0 $0 $0
Marie Ruzek (Past President) $0 $0 $0
Jennifer Foth (Past President Elect) $0 $0 $0
Greg Diehl (Board Member) $0 $0 $0
Jennifer Kahlow (Board Member) $0 $0 $0
Jay Kautt (Board Member) $0 $0 $0
Sheryl Morrison (Board Member) $0 $0 $0
Jennifer Nelson (Board Member) $0 $0 $0
Alison Roberts (Board Member) $0 $0 $0
Anne Rodenberg (Board Member) $0 $0 $0
Bethel Ruest (Board Member) $0 $0 $0
Anne Walters (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,347
Expenses
$205,818
Net Income
-$14,471
Net Assets
$86,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,236
22.6%
Program Services $143,673
75.1%
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,408
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $125,060
Total Liabilities $38,179
Net Assets $86,881
Compensation
Key Employees and Officers Compensation Related Other
Marie Ruzek (President) $0 $0 $0
Tom Glass (Secretary) $0 $0 $0
Benjamin Webster (Treasurer) $0 $0 $0
Jennifer Foth (President Elect) $0 $0 $0
Greg Diehl (Board Member) $0 $0 $0
Dana Holt (Board Member) $0 $0 $0
Jennifer Kahlow (Board Member) $0 $0 $0
Jay Kautt (Board Member) $0 $0 $0
Sheryl Morrison (Board Member) $0 $0 $0
Jennifer Nelson (Board Member) $0 $0 $0
Alison Roberts (Board Member) $0 $0 $0
Anne Rodenberg (Board Member) $0 $0 $0
Bethel Ruest (Board Member) $0 $0 $0
Juliana Sellers (Board Member) $0 $0 $0
Anne Walters (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$213,599
Expenses
$221,033
Net Income
-$7,434
Net Assets
$101,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,598
24.2%
Program Services $161,744
75.7%
Investment Income $7
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $250
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,526
Total Liabilities $27,174
Net Assets $101,352
Compensation
Key Employees and Officers Compensation Related Other
Tara Mattessich (President) $0 $0 $0
Tom Glass (Secretary) $0 $0 $0
Alex Bakkum (Treasurer) $0 $0 $0
Jennifer Foth (President Elect) $0 $0 $0
Kim Bowman (Board Member) $0 $0 $0
Louis Clark (Board Member) $0 $0 $0
Kim Embretson (Board Member) $0 $0 $0
Ruby Pediangco (Board Member) $0 $0 $0
Alison Roberts (Board Member) $0 $0 $0
Anne Rodenberg (Board Member) $0 $0 $0
Jon Rusten (Board Member) $0 $0 $0
Marie Ruzek (Board Member) $0 $0 $0
Charles Semrow (Board Member) $0 $0 $0
Grant Wacker (Board Member) $0 $0 $0
Jason Watt (Board Member) $0 $0 $0
Benjamin Webster (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$223,549
Expenses
$210,593
Net Income
$12,956
Net Assets
$108,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,479
21.2%
Program Services $173,579
77.6%
Investment Income $7
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,484
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $138,692
Total Liabilities $29,906
Net Assets $108,786
Compensation
Key Employees and Officers Compensation Related Other
Tara Mattessich (Chair) $0 $0 $0
Alex Bakkum (Treasurer) $0 $0 $0
Marie Ruzek (Secretary) $0 $0 $0
Jennifer Foth (Vice Chair) $0 $0 $0
Jason Watt (Past Chair) $0 $0 $0
Kim Bowman (Board Member) $0 $0 $0
Louis Clark (Board Member) $0 $0 $0
Tom Glass (Board Member) $0 $0 $0
Ruby Pediangco (Board Member) $0 $0 $0
Alison Roberts (Board Member) $0 $0 $0
Anne Rodenberg (Board Member) $0 $0 $0
Jon Rusten (Board Member) $0 $0 $0
Charles Semrow (Board Member) $0 $0 $0
Grant Wacker (Board Member) $0 $0 $0
Benjamin Webster (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$196,063
Expenses
$201,450
Net Income
-$5,387
Net Assets
$95,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $169,620
86.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $685
0.3%
Assets/Debt
Total Assets $120,791
Total Liabilities $24,961
Net Assets $95,830
Compensation
Key Employees and Officers Compensation Other
Jason Watt (Chair) $0 $0
Keevan Kosidowski (Past Chair) $0 $0
Ruby Pediangco (Secretary) $0 $0
Grant Wacker (Treasurer) $0 $0
Tara Mattessich (Chair Elect) $0 $0
Kim Bowman (Board Member) $0 $0
Tricia Bunten (Board Member) $0 $0
Louis Clark (Board Member) $0 $0
Sally Forbes Friedman (Board Member) $0 $0
Jennifer Foth (Board Member) $0 $0
Sheryl Morrison (Board Member) $0 $0
Amy Polski Larson (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$144,165
Expenses
$179,077
Net Income
-$34,912
Net Assets
$101,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $121,640
84.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,715
1.2%
Assets/Debt
Total Assets $122,469
Total Liabilities $21,252
Net Assets $101,217
Compensation
Key Employees and Officers Compensation Other
Keevan Kosidowski (Chair) $0 $0
Richard Kimbrough (Past Chair) $0 $0
Tara Mattessich (Secretary) $0 $0
Grant Wacker (Treasurer) $0 $0
Kim Bowman (Board Member) $0 $0
Tricia Bunten (Board Member) $0 $0
Sally Forbes Friedman (Board Member) $0 $0
Jennifer Foth (Board Member) $0 $0
Sheryl Morrison (Board Member) $0 $0
Ruby Pediangco (Board Member) $0 $0
Amy Polski Larson (Board Member) $0 $0
Bradley Reiners (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,422
Expenses
$175,115
Net Income
-$4,693
Net Assets
$136,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $151,605
89.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,215
0.7%
Assets/Debt
Total Assets $169,106
Total Liabilities $32,977
Net Assets $136,129

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$171,245
Expenses
$179,862
Net Income
-$8,617
Net Assets
$140,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $156,936
91.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,125
0.7%
Assets/Debt
Total Assets $156,845
Total Liabilities $16,023
Net Assets $140,822

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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