Northern California Planned Giving Council
Nonprofit profile at a glance
- EIN
- 943233277
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990 2020, Form 990-EZ 2024
- Location
- Pasadena, CA, USA
- Phone
- 6267738030
- Rating
- 90
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $189,936
- Expenses
- $192,129
- Assets
- $197,497
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- Amanda Kiernan-Martin (President)
- Lisa Barr (Vice President)
People named in this filing
- Amanda Kiernan-Martin (President)
- Lisa Barr (Vice President)
- Kristen Oshiro (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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Education and training of the planned giving community.
What it reported doing in 2024
Hosted multiple educational programs throughout the year, including introductory and advanced content, and served a combined attendance of approximately 418 people.
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 98% 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 91
- Transparency & Controls: 100
- Sustainability: 39
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 91.1%; rating input score 91
- Program expense ratio: 90.1%; rating input score 90
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: -1.2%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 1.03; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 36.2% per year; rating input score 100; 87th percentile among comparable filings
- Revenue growth: -4.3% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: 1.8% per year; rating input score 100; 33rd percentile among comparable filings
Details
- Where the money goes: 91.1% of revenue deployed · 90.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $173K in reported program spending
- Leadership: top reported pay $0 · 17 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.