Minnesota Gift Planning Association
Nonprofit profile at a glance
- EIN
- 411735988
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990 2020, Form 990-EZ 2025, Form 990-T 2025
- Location
- Plymouth, MN, USA
- Phone
- 9525643046
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Philanthropy, Charity, Voluntarism Promotion
Reported finances
- Revenue
- $146,844
- Expenses
- $112,578
- Assets
- $104,748
- Liabilities
- $16,489
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
13 people listed
People named in this filing
- Christine Pulkrabek (Chair)
- Anna Vandelac (Chair Elect)
- Kyle Wesely (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To educate and train planned giving specialists, fundraising and donor advisors, and to raise public awareness of charitable giving overall; planned giving specifically.
What it reported doing in 2025
Educational meetings and seminars: conducted breakfast meetings and seminars that instructed professionals in the area of planned giving.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 40
- Transparency & Controls: 100
- Sustainability: 61
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 35.9%; rating input score 36
- Program expense ratio: 46.9%; rating input score 47
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 23.3%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 0.93; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -6.4% per year; rating input score 0; 18th percentile among comparable filings
- Revenue growth: -3.2% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: -4.4% per year; rating input score 0; 16th percentile among comparable filings
Details
- Where the money goes: 35.9% of revenue deployed · 46.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $53K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
- Moderate — Financial Efficiency: Program expense ratio scored 47/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.