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National Association Of Charitable Gift Planners

Northern California Planned Giving

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 / Professional Societies, Associations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$142k (2023)

Expenses
$142k (2023)

Total Assets
$200k (2023)

Total Liabilities
$0 (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
$142,313
Expenses
$142,070
Net Income
$243
Net Assets
$199,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,389
29.8%
Program Services $74,185
52.1%
Investment Income $14,239
10.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $199,690
Total Liabilities $0
Net Assets $199,690
Compensation
Key Employees and Officers Compensation Other
Amanda Kiernan Martin (President) $0 $0
Lisa Barr (Vice President) $0 $0
Kristen Oshiro (Treasurer) $0 $0
Blake Grossman (Secretary) $0 $0
Louise Lucchesi (Director) $0 $0
Christine Lim (Director) $0 $0
Jeff Woods (Director) $0 $0
Debra Holcomb (Director) $0 $0
Stephanie Avakian (Director) $0 $0
Samantha Meritt (Director) $0 $0
Elizabeth Sevilla (Director) $0 $0
Vivian Redsar (Director) $0 $0
Matt Clausen (Director) $0 $0
Michael Davis (Director) $0 $0
Stephanie Dustman (Director) $0 $0
Katiti Crawford (Director) $0 $0
John Robinson (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$140,608
Expenses
$141,379
Net Income
-$771
Net Assets
$199,447
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,553
63.0%
Program Services $42,216
30.0%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $199,447
Total Liabilities $0
Net Assets $199,447
Compensation
Key Employees and Officers Compensation Other
Brigit Kavanagh (President) $0 $0
Amanda Kiernan Martin (Vice President) $0 $0
Kristen Oshiro (Treasurer) $0 $0
Jeanine Crider (Secretary) $0 $0
Louise Lucchesi (Director) $0 $0
Guillermo Condeso (Director) $0 $0
Christine Lim (Director) $0 $0
Jeff Woods (Director) $0 $0
Debra Holcomb (Director) $0 $0
Lisa Barr (Director) $0 $0
Samantha Meritt (Director) $0 $0
Elizabeth Sevilla (Director) $0 $0
Vivian Redsar (Director) $0 $0
Blake Grossman (Director) $0 $0
Jeri Boomgaarden (Director) $0 $0
Julie Carlevaro (Director) $0 $0
Katiti Crawford (Director) $0 $0
John Robinson (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,899
Expenses
$49,710
Net Income
$33,189
Net Assets
$218,118
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,780
31.1%
Program Services $38,452
46.4%
Investment Income $6,442
7.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $30
0.0%
Assets/Debt
Total Assets $218,118
Total Liabilities $0
Net Assets $218,118
Compensation
Key Employees and Officers Compensation Other
Brigit Kavanagh (President) $0 $0
Art Stine (Vice President) $0 $0
Kristen Oshiro (Treasurer) $0 $0
Jeanine Crider (Secretary) $0 $0
Louise Lucchesi (Director) $0 $0
Guillermo Condeso (Director) $0 $0
Christine Lim (Director) $0 $0
Jeff Woods (Director) $0 $0
Debra Holcomb (Director) $0 $0
Amanda Kiernan Martin (Director) $0 $0
Samantha Meritt (Director) $0 $0
Elizabeth Sevilla (Director) $0 $0
Vivian Redsar (Director) $0 $0
Blake Grossman (Director) $0 $0
Daniel Figueredo (Director) $0 $0
Mark Jones (Director) $0 $0
Ngan Raskin (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$111,161
Expenses
$55,379
Net Income
$55,782
Net Assets
$184,929
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,436
20.2%
Program Services $63,696
57.3%
Investment Income $8,492
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,537
14.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $184,929
Total Liabilities $0
Net Assets $184,929
Compensation
Key Employees and Officers Compensation Related Other
Guillermo Condeso (Director) $0 $0 $0
Christine Lim (Director) $0 $0 $0
Kristen Oshiro (Director) $0 $0 $0
Jeff Woods (Director) $0 $0 $0
Debra Holcomb (Director) $0 $0 $0
Amanda Kiernan Martin (Director) $0 $0 $0
Samantha Merrit (Director) $0 $0 $0
Elizabeth Sevilla (Director) $0 $0 $0
Art Stine (Director) $0 $0 $0
Tracy Donahoe (Director) $0 $0 $0
Katharine Earhart (Director) $0 $0 $0
Vivian Redsar (Director) $0 $0 $0
Jeanine Crider (Director) $0 $0 $0
Blake Grossman (Director) $0 $0 $0
Brigit Kavanagh (Vice President) $0 $0 $0
Daniel Figueredo (Treasurer) $0 $0 $0
Mark Jones (Director) $0 $0 $0
David Ogburn (Director) $0 $0 $0
Ngan Raskin (President) $0 $0 $0
Tamara Wallenstein (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$223,498
Expenses
$224,761
Net Income
-$1,263
Net Assets
$129,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,865
12.0%
Program Services $193,970
86.8%
Investment Income $2,663
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $129,147
Total Liabilities $0
Net Assets $129,147
Compensation
Key Employees and Officers Compensation Related Other
Ngan Raskin Jd Llm (President) $0 $0 $0
Brigit Kavanagh Jd (Vice President/Programs Ch) $0 $0 $0
Daniel Figueredo Cpa Cgma (Treasurer) $0 $0 $0
Tamara Wallenstein Jd (Secretary) $0 $0 $0
Jane A Cook Ctfa (Board Member) $0 $0 $0
Sindy Craig (Board Member) $0 $0 $0
Jeanine Crider (Board Member) $0 $0 $0
Tracy Donahoe (Board Member) $0 $0 $0
Katherine C Earhart (Board Member) $0 $0 $0
Blake Grossman Jd Llm (Board Member) $0 $0 $0
Debra Holcomb (Board Member) $0 $0 $0
Mark Jones Jd (Board Member) $0 $0 $0
Amanda Kiernan Martin (Board Member) $0 $0 $0
Kate Mcnulty Cfre (Board Member) $0 $0 $0
Samantha Meritt (Board Member) $0 $0 $0
Barbara Murphy (Board Member) $0 $0 $0
David Ogburn (Board Member) $0 $0 $0
Vivian Redsar Jd Llm (Board Member) $0 $0 $0
Elizabeth Sevilla (Board Member) $0 $0 $0
Art Stine (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,853
Expenses
$231,575
Net Income
-$36,722
Net Assets
$124,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,721
11.7%
Program Services $167,865
86.1%
Investment Income $3,944
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $323
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $124,425
Total Liabilities $0
Net Assets $124,425
Compensation
Key Employees and Officers Compensation Related Other
Linda Solow Bouwer Jd Cfre (President) $0 $0 $0
Ngan Raskin Jd Llm (Vice President/Programs Ch) $0 $0 $0
Daniel Figueredo Cpa Cgma (Treasurer) $0 $0 $0
Randi B Silverman Jd (Immediate Past President) $0 $0 $0
Mitch Ashley Cspg (Board Member) $0 $0 $0
Donna M Bandelloni (Board Member) $0 $0 $0
Jane A Cook Ctfa (Board Member) $0 $0 $0
Sindy Craig (Board Member) $0 $0 $0
Jeanine Crider (Board Member) $0 $0 $0
Tracy Donahoe (Board Member) $0 $0 $0
Louise Gregory (Board Member) $0 $0 $0
Blake Grossman Jd Llm (Board Member) $0 $0 $0
Mark Jones Jd (Board Member) $0 $0 $0
Brigit Kavanagh Esq (Board Member) $0 $0 $0
Kate Mcnulty Cfre (Board Member) $0 $0 $0
Barbara Murphy (Board Member) $0 $0 $0
David Ogburn (Board Member) $0 $0 $0
Vivian Redsar Jd Llm (Board Member) $0 $0 $0
Barbara Rhomberg Esq (Board Member) $0 $0 $0
Tami Wallenstein (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,996
Expenses
$216,381
Net Income
-$20,385
Net Assets
$170,142
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,588
9.5%
Program Services $173,981
88.8%
Investment Income $3,427
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $29,134
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $170,142
Total Liabilities $0
Net Assets $170,142
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Holly Wilkerson (Executive Director) $29,134 $0 $0
Linda Solow Bouwer Jd Cfre (President) $0 $0 $0
Ngan Raskin Jd Llm (Vice President/Programs Ch) $0 $0 $0
Daniel Figueredo Cpa Cgma (Treasurer) $0 $0 $0
Theresa Nagle Jd (Secretary) $0 $0 $0
Randi B Silverman Jd (Immediate Past President) $0 $0 $0
Mitch Ashley Cspg (Board Member) $0 $0 $0
Donna M Bandelloni (Board Member) $0 $0 $0
Jane A Cook Ctfa (Board Member) $0 $0 $0
Sindy Craig (Board Member) $0 $0 $0
Jeanine Crider (Board Member) $0 $0 $0
Rebecca Dupras Esq (Board Member) $0 $0 $0
Louise Gregory (Board Member) $0 $0 $0
Blake Grossman Jd Llm (Board Member) $0 $0 $0
Mark Jones Jd (Board Member) $0 $0 $0
Brigit Kavanagh Esq (Board Member) $0 $0 $0
Erin Mcglynn (Board Member) $0 $0 $0
Kate Mcnulty Cfre (Board Member) $0 $0 $0
Barbara Murphy (Board Member) $0 $0 $0
David Ogburn (Board Member) $0 $0 $0
Barbara Rhomberg Esq (Board Member) $0 $0 $0
Tami Wallenstein (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,063
Expenses
$216,291
Net Income
-$21,228
Net Assets
$184,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,210
8.3%
Program Services $174,816
89.6%
Investment Income $4,037
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $184,933
Total Liabilities $0
Net Assets $184,933
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Linda Solow Bouwer Jd Cfre (President) $0 $0 $0
Ngan Raskin Jd Llm (Vice President/Programs Chair) $0 $0 $0
Daniel Figueredo Cpa Cgma (Treasurer) $0 $0 $0
Theresa Nagle Jd (Secretary/Legislative Chair) $0 $0 $0
Randi B Silverman Jd (Immediate Past President) $0 $0 $0
Mitch Ashley Cspg (Board Member) $0 $0 $0
Donna M Bandelloni (Board Member) $0 $0 $0
Jane A Cook Ctfa (Board Member) $0 $0 $0
Rebecca Dupras Esq (Board Member) $0 $0 $0
Louise Gregory (Board Member) $0 $0 $0
Mark Jones Jd (Board Member) $0 $0 $0
Ellen Staley Lussier (Board Member) $0 $0 $0
Erin O'hara Mcglynn (Board Member) $0 $0 $0
Kate Mcnulty Cfre (Board Member) $0 $0 $0
Barbara Murphy (Board Member) $0 $0 $0
Jeff Nguyen (Board Member) $0 $0 $0
David Ogburn (Board Member) $0 $0 $0
Barbara Rhomberg Esq (Board Member) $0 $0 $0
Tami Wallenstein (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,015
Expenses
$216,306
Net Income
-$14,291
Net Assets
$202,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,275
9.0%
Program Services $179,731
89.0%
Investment Income $4,009
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $202,825
Total Liabilities $0
Net Assets $202,825
Compensation
Key Employees and Officers Compensation Related Other
Randi Silverman Jd (President) $0 $0 $0
Linda Solow Jaffe Jd Cfre (Vice President/Programs Chair) $0 $0 $0
Bob Lew (Treasurer/Secretary) $0 $0 $0
Jeff Nguyen Esq (Immediate Past President) $0 $0 $0
Stephen D Steiner Jd (2015 Annual Conference Chair) $0 $0 $0
Sharon Rabichow (Basics Course Chair) $0 $0 $0
Kate Mcnulty (Communications Chair) $0 $0 $0
Jane A Cook Ctfa (Community Relations Chair) $0 $0 $0
Ellen Lussier (Ethics Chair) $0 $0 $0
Theresa Nagle Jd (Legislative Chair) $0 $0 $0
Aviva Shiff Boedecker Jd (Masters/Awards Chair) $0 $0 $0
Hg Toby Mumford (Membership Chair) $0 $0 $0
Ngan Raskin Jd Llm (Pip Program Chair) $0 $0 $0
Rebecca Dupras (Board Member) $0 $0 $0
Louise Gregory (Board Member) $0 $0 $0
Erin Mcglynn (Board Member) $0 $0 $0
David Ogburn (Board Member) $0 $0 $0
Trina Planchon (Board Member) $0 $0 $0
Lawrence Pon (Board Member) $0 $0 $0
Gardner Trimble Jd (Board Member) $0 $0 $0
Tami Wallenstein (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,365
Expenses
$209,483
Net Income
-$14,118
Net Assets
$224,200
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,994
9.7%
Program Services $173,378
88.7%
Investment Income $2,993
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $224,200
Total Liabilities $0
Net Assets $224,200

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,228
Expenses
$181,239
Net Income
$24,989
Net Assets
$238,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,251
10.8%
Program Services $176,594
85.6%
Investment Income $7,383
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $238,318
Total Liabilities $0
Net Assets $238,318

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$177,245
Expenses
$176,038
Net Income
$1,207
Net Assets
$213,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,197
9.1%
Program Services $151,268
85.3%
Investment Income $9,780
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $213,329
Total Liabilities $0
Net Assets $213,329

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,685
Expenses
$165,317
Net Income
$5,368
Net Assets
$212,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,410
29.5%
Program Services $99,315
58.2%
Investment Income $466
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $739
0.4%
Assets/Debt
Total Assets $212,122
Total Liabilities $0
Net Assets $212,122

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.

API

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