Skip to content
ProPublica Donate
ProPublica Donate

National Association Of Charitable Gift Planners

Mid Iowa Planned Giving Council
  • Indianola, IA
  • Tax-exempt since July 1992
  • EIN: 42-1405270

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
$13k (2023)

Expenses
$17.4k (2023)

Total Assets
$57.1k (2023)

Total Liabilities
$0 (2023)

Years with multiple filings
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
$13,026
Expenses
$17,361
Net Income
-$4,335
Net Assets
$57,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,283
48.2%
Net Fundraising -$4,422
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,101
Total Liabilities $0
Net Assets $57,101
Compensation
Key Employees and Officers Compensation Other
Amanda Nuzum (Membership Chr) $0 $0
Caleb Hegna (Prog. Chr Elect) $0 $0
Ryan Crane (Past President) $0 $0
Robin Taylor (Secretary) $0 $0
Christina Gayman (Treasurer) $0 $0
Lynn Gaumer Jd (Gov Affairs Chr) $0 $0
Erica Axiotis (President) $0 $0
Eric Heininger (President Elect) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$1,659
Expenses
$5,941
Net Income
-$4,282
Net Assets
$61,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$1,721
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,436
Total Liabilities $0
Net Assets $61,436
Compensation
Key Employees and Officers Compensation Other
Amanda Nuzum (Membership Chr) $0 $0
Elain Abbleby (Prog. Chr Elect) $0 $0
Jordan Richardson (Past President) $0 $0
Robin Taylor (Secretary) $0 $0
Matt Moklestad (Treasurer) $0 $0
Lynn Gaumer Jd (Gov Affairs Chr) $0 $0
Ryan Crane (President) $0 $0
Eric Heininger (Program Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 1, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,972
Expenses
$16,314
Net Income
-$3,342
Net Assets
$67,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $767
5.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $67,033
Total Liabilities $0
Net Assets $67,033
Compensation
Key Employees and Officers Compensation Other
Amanda Nuzum (Past President) $0 $0
Jordan Richardson (President) $0 $0
Robin Taylor (Secretary) $0 $0
Matt Moklestad (Treasurer) $0 $0
Lynn Gaumer Jd (Gov Affairs Chr) $0 $0
Caleb Hegna (Member Chair) $0 $0
Ryan Crane (President Elect) $0 $0
Joan Bindel (Public Ed Chair) $0 $0
Eric Heininger (Public Ed Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 5, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$11,895
Expenses
$13,374
Net Income
-$1,479
Net Assets
$72,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16
0.1%
Net Fundraising $799
6.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $72,178
Total Liabilities $0
Net Assets $72,178
Compensation
Key Employees and Officers Compensation Other
Amanda Nuzum (Past President) $0 $0
Jordan Richardson (President) $0 $0
Robin Taylor (Secretary) $0 $0
Matt Moklestad (Treasurer) $0 $0
Lynn Gaumer Jd (Gov Affairs Chr) $0 $0
Caleb Hegna (Member Chair) $0 $0
Ryan Crane (President Elect) $0 $0
Joan Bindel (Public Ed Chair) $0 $0
Eric Heininger (Public Ed Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 6, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,588
Expenses
$13,258
Net Income
$1,330
Net Assets
$73,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $731
5.0%
Net Fundraising $1,832
12.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $73,657
Total Liabilities $0
Net Assets $73,657

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,956
Expenses
$14,607
Net Income
$8,349
Net Assets
$72,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $376
1.6%
Net Fundraising $6,625
28.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $72,327
Total Liabilities $0
Net Assets $72,327
Compensation
Key Employees and Officers Compensation Other
Andra Reason (Past Pres) $0 $0
Matt Moklestad (Treasurer) $0 $0
Sue Travis (Secretary) $0 $0
Lynn Gaumer (President) $0 $0
Amanda Nuzum (Memrship Chair) $0 $0
Ryan Crane (Program Chair) $0 $0
Caleb Hegna (President Elect) $0 $0
Jordan Richardson (Prog Chair Elec) $0 $0
Amanda Fletcher (Conf Chair '18) $0 $0
Robin Taylor (Conf Chair '19) $0 $0
Ryan Crane (Conf Chair '20) $0 $0
John Claes (Public Ed Chair) $0 $0
Trisha Roberts (Pub Ed Chr Elec) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 12, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,662
Expenses
$13,355
Net Income
$6,307
Net Assets
$63,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $6,114
31.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $63,978
Total Liabilities $0
Net Assets $63,978
Compensation
Key Employees and Officers Compensation Other
Andra Reason (Past President) $0 $0
Matt Moklestad (Treasurer) $0 $0
Jordan Richardson (Elect Prog Char) $0 $0
Lynn Gaumer (President) $0 $0
Amanda Fletcher ('18 Annual Conf) $0 $0
Robin Taylor ('19 Annual Conf) $0 $0
Caleb Hegna (President Elect) $0 $0
Bill Northup (Gov. Relations) $0 $0
Amanda Nuzum (Membershp Chair) $0 $0
Sue Haefner (Secretary) $0 $0
Ryan Crane (Prog Chair) $0 $0
John Claes (Public Ed Chair) $0 $0
Trish Roberts (Pblc Ed Chr Ele) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 5, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,965
Expenses
$17,246
Net Income
-$3,281
Net Assets
$57,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising -$552
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,671
Total Liabilities $0
Net Assets $57,671
Compensation
Key Employees and Officers Compensation Other
John Claes (Public Ed Chair) $0 $0
Jane Flanagan (Past President) $0 $0
Andra Reason (President) $0 $0
Lynn Gaumer (President Elect) $0 $0
Jason Lee (Treasurer) $0 $0
Trish Roberts (Public Ch Elect) $0 $0
Caleb Hegna (Prog Chair) $0 $0
Bill Northup (Gov. Relations) $0 $0
Amanda Nuzum (Membershp Chair) $0 $0
Sue Travis (Secretary) $0 $0
Ryan Crane (Prog Chair Elec) $0 $0
Mary Benetti ('17 Annual Conf) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$11,420
Expenses
$28,646
Net Income
-$17,226
Net Assets
$60,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $118
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $60,952
Total Liabilities $0
Net Assets $60,952

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$29,291
Expenses
$37,817
Net Income
-$8,526
Net Assets
$103,567
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $103,567
Total Liabilities $0
Net Assets $103,567

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,039
Expenses
$34,424
Net Income
$17,615
Net Assets
$112,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $538
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,093
Total Liabilities $0
Net Assets $112,093
Compensation
Key Employees and Officers Compensation Other
Amanda Nuzum (Director) $0 $0
Sue Mcentee (President) $0 $0
Joe Nolte (President Elect) $0 $0
Ashley Shafercfpcap (Treasurer) $0 $0
Sheila Kinman Cap (Director) $0 $0
Elaine Appleby (Director) $0 $0
Jaime Miller (Director) $0 $0
David Burrier (Director) $0 $0
Josh Hanson (Director) $0 $0
J Michael Deege (Director) $0 $0
Lynn Gaumerjd (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 16, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,328
Expenses
$26,579
Net Income
$7,749
Net Assets
$94,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $150
0.4%
Program Services $0
Investment Income $208
0.6%
Net Fundraising $5,630
16.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,478
Total Liabilities $0
Net Assets $94,478

Document Links

990-EZ
Filed on Jan. 8, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,901
Expenses
$34,503
Net Income
$1,398
Net Assets
$86,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $237
0.7%
Net Fundraising $5,476
15.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,729
Total Liabilities $0
Net Assets $86,729

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,372
Expenses
$31,264
Net Income
$11,108
Net Assets
$85,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $330
0.8%
Net Fundraising $11,690
27.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,331
Total Liabilities $0
Net Assets $85,331

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated