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National Association Of Charitable Gift Planners

Planned Giving Round Table Of Az

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
$80.3k (2024)

Expenses
$99.3k (2024)

Total Assets
$37.2k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,299
Expenses
$99,349
Net Income
-$19,050
Net Assets
$37,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,663
59.4%
Program Services $31,435
39.1%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,200
1.5%
Assets/Debt
Total Assets $37,216
Total Liabilities $0
Net Assets $37,216
Compensation
Key Employees and Officers Compensation Other
Beth Salazar (President) $0 $0
Darin Shebesta (Vice President) $0 $0
Cindy Bozik (Treasurer) $0 $0
Alan Knobloch (Secretary) $0 $0
Brad Harris (Past President) $0 $0
Andrea Claus (Director) $0 $0
John Moore (Director) $0 $0
Kristen Mihaljevic (Director) $0 $0
Russell Bucklew (Director) $0 $0
Susan Waschler (Director) $0 $0
Vanessa Martin (Director) $0 $0
Beth Jo Zeitzer (Director) $0 $0
Nicola Lawrence (Director) $0 $0
Thomesa Lydon (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,301
Expenses
$68,393
Net Income
$23,908
Net Assets
$56,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $57,238
62.0%
Program Services $35,060
38.0%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $56,266
Total Liabilities $0
Net Assets $56,266
Compensation
Key Employees and Officers Compensation Other
Brad Harris (President) $0 $0
Beth Salazar (Vice President) $0 $0
Cindy Bozik (Treasurer) $0 $0
Alan Knobloch (Secretary) $0 $0
Judith Smith (Past President) $0 $0
Alan Dietrich (Director) $0 $0
Susan Waschler (Director) $0 $0
Kristen Mihaljevic (Director) $0 $0
Russell Bucklew (Director) $0 $0
Andrea Claus (Director) $0 $0
Brion Crum (Director) $0 $0
Bridget Costello (Director) $0 $0
Margaret Stephens Reed (Director) $0 $0
John Moore (Director) $0 $0
Vanessa Cornwall (Director) $0 $0
Darin Shebesta (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,225
Expenses
$76,874
Net Income
-$11,649
Net Assets
$32,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,555
72.9%
Program Services $17,667
27.1%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $32,358
Total Liabilities $0
Net Assets $32,358
Compensation
Key Employees and Officers Compensation Other
Brad Harris (President) $0 $0
Lori Shepherd (Vice President) $0 $0
Cindy Bozik (Treasurer) $0 $0
Alan Knobloch (Secretary) $0 $0
Judith Smith (Past President) $0 $0
Adele Dietrich (Director) $0 $0
Alan Davidson (Director) $0 $0
Andrea Claus (Director) $0 $0
Bridget Costello (Director) $0 $0
Brion Crum (Director) $0 $0
George Nunes (Director) $0 $0
Kristen Mihaljevic (Director) $0 $0
Margaret Stephens Reed (Director) $0 $0
Russell Bucklew (Director) $0 $0
Susan Waschler (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,972
Expenses
$58,223
Net Income
$12,749
Net Assets
$44,007
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,149
69.3%
Program Services $21,820
30.7%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,007
Total Liabilities $0
Net Assets $44,007
Compensation
Key Employees and Officers Compensation Other
Judith Smith (President) $0 $0
Brad Harris (Vice President) $0 $0
Cindy Bozik (Treasurer) $0 $0
Margaret Stephens Reed (Secretary) $0 $0
Tiffany House (Past President) $0 $0
Alan Davidson (Director) $0 $0
Alan Knobloch (Director) $0 $0
Beth Salazar (Director) $0 $0
Bridgett Costello (Director) $0 $0
Brion Crum (Director) $0 $0
Diane Jezek Powell (Director) $0 $0
Lori Shepherd (Director) $0 $0
Randy Huston (Director) $0 $0
Troy Mcnemar (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,347
Expenses
$52,002
Net Income
$3,345
Net Assets
$31,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,188
70.8%
Program Services $16,155
29.2%
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,623
Total Liabilities $365
Net Assets $31,258
Compensation
Key Employees and Officers Compensation Other
Judith Smith (President) $0 $0
Adrian Betts (Vice President) $0 $0
Ron Wilson (Treasurer) $0 $0
Margaret Stephens Reed (Secretary) $0 $0
Tiffany House (Past President) $0 $0
Jacqueline Palmenberg (Director) $0 $0
Beth Salazar (Director) $0 $0
Diane Jezek Powell (Director) $0 $0
Troy Mcnemar (Director) $0 $0
Rea Mayer (Director) $0 $0
Randy Huston (Director) $0 $0
Amber Ramirez (Director) $0 $0
Lauren Schult (Director) $0 $0
Brad Harris (Director) $0 $0
Adele Dietrich (Director) $0 $0
Cindy Bozik (Director) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,544
Expenses
$78,975
Net Income
$569
Net Assets
$27,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,561
51.0%
Program Services $38,978
49.0%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,913
Total Liabilities $0
Net Assets $27,913
Compensation
Key Employees and Officers Compensation Other
Tiffany House (President) $0 $0
Judith Smith (Vice President) $0 $0
Ron Wilson (Treasurer) $0 $0
Joyce Melter (Secretary) $0 $0
Jacqueline Palmenberg (Director) $0 $0
Randy Huston (Director) $0 $0
Margaret Stephens Reed (Director) $0 $0
Beth Salazar (Director) $0 $0
Diane Jezek Powell (Director) $0 $0
Troy Mcnemar (Director) $0 $0
Rea Mayer (Director) $0 $0
Amber Ramirez (Director) $0 $0
Adrian Betts (Director) $0 $0
Lauren Schult (Director From 02/28/2019) $0 $0
Brian Nielson (Director Thru 01/31/2019) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,077
Expenses
$79,198
Net Income
$5,879
Net Assets
$27,344
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,045
57.6%
Program Services $36,027
42.3%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,344
Total Liabilities $0
Net Assets $27,344
Compensation
Key Employees and Officers Compensation Other
Tiffany House (President) $0 $0
Diane Jezek Powell (Vice President) $0 $0
Ron Wilson (Treasurer) $0 $0
Joyce Melter (Secretary) $0 $0
Troy Mcnemar (Past President) $0 $0
Jacqueline Palmenberg (Director) $0 $0
Randy Huston (Director) $0 $0
Margaret Stephens Reed (Director) $0 $0
Beth Salazar (Director) $0 $0
Nicole Powers (Director) $0 $0
Peter Liefer (Director) $0 $0
Judith Smith (Director) $0 $0
Rebecca Zandarski (Director) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,363
Expenses
$76,219
Net Income
-$6,856
Net Assets
$21,465
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,275
23.5%
Program Services $40,380
58.2%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,465
Total Liabilities $0
Net Assets $21,465
Compensation
Key Employees and Officers Compensation Other
Russell Goldstein (Past President) $0 $0
Troy Mcnemar (President) $0 $0
Tiffany House (Vice President) $0 $0
Elizabeth Salazar (Treasurer) $0 $0
Michael Colbert (Secretary) $0 $0
Ron Wilson (Director) $0 $0
Nicole Powers (Director) $0 $0
Diane Jezek Powell (Director) $0 $0
Peter Liefer (Director) $0 $0
Joyce Melter (Director) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,762
Expenses
$62,542
Net Income
$8,220
Net Assets
$28,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,200
34.2%
Program Services $39,510
55.8%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $28,290
Total Liabilities $0
Net Assets $28,290

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,915
Expenses
$71,262
Net Income
-$3,347
Net Assets
$20,070
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,875
33.7%
Program Services $32,934
48.5%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $20,070
Total Liabilities $0
Net Assets $20,070
Compensation
Key Employees and Officers Compensation Other
Russell Goldstein (President) $0 $0
Troy Mcnemar (Vice President) $0 $0
Tiffany House (Secretary) $0 $0
Beth Salazar (Treasurer) $0 $0
Nicole Powers (Director) $0 $0
Ron Wilson (Director) $0 $0
Bruce Weber (Director) $0 $0
Michael Colbert (Director) $0 $0
Diane Jezek Powell (Director) $0 $0
Peter Liefer (Director) $0 $0
Joyce Melter (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,068
Expenses
$78,012
Net Income
$4,056
Net Assets
$23,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,296
36.9%
Program Services $38,506
46.9%
Investment Income $16
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,417
Total Liabilities $0
Net Assets $23,417
Compensation
Key Employees and Officers Compensation Other
Russell Goldstein (President) $0 $0
Frank Bourget (Vice President) $0 $0
Lindsey Jackson (Secretary) $0 $0
Claudio Cucitro (Treasurer) $0 $0
Nicole Powers (Director) $0 $0
Ron Wilson (Director) $0 $0
Alan Knobloch (Director) $0 $0
Tiffany Coggeshal (Director) $0 $0
Anne Morgan (Director) $0 $0
Susan Shattuck (Director) $0 $0
Peter Liefer (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,180
Expenses
$77,323
Net Income
-$5,143
Net Assets
$19,361
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,000
37.4%
Program Services $29,410
40.7%
Investment Income $20
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,900
6.8%
Assets/Debt
Total Assets $19,361
Total Liabilities $0
Net Assets $19,361
Compensation
Key Employees and Officers Compensation Other
Russell Goldstein (President) $0 $0
Edward Knight (Vice President) $0 $0
Claudia Cucitro (Treasurer) $0 $0
Denise Mcclintic (Secretary) $0 $0
John House (Past President) $0 $0
Thomas Dietrich (Director) $0 $0
Beth Salazar (Director) $0 $0
Alan Knobloch (Director) $0 $0
Frank Bourget (Director) $0 $0
Lindsey Jackson (Director) $0 $0
Susan Shattuck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,795
Expenses
$82,631
Net Income
-$6,836
Net Assets
$24,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,100
39.7%
Program Services $29,875
39.4%
Investment Income $20
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,550
6.0%
Assets/Debt
Total Assets $24,504
Total Liabilities $0
Net Assets $24,504

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,836
Expenses
$55,093
Net Income
$743
Net Assets
$31,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,317
47.1%
Program Services $18,371
32.9%
Investment Income $19
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,000
1.8%
Assets/Debt
Total Assets $31,340
Total Liabilities $0
Net Assets $31,340

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.
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

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

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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