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EIN 84-1241600

Colorado Planned Giving Roundtable

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Pine
State
Colorado
Year formed
2010
Most recent tax filings
2023-12-01
NTEE code, primary
T30: Public Foundations
Description
Colorado Planned Giving Roundtable inspires the community to increase the quantity and quality of planned gifts to nonprofit organizations through education, awareness, and networking. Members can publicize job openings to the organization's contacts via website and email with over 2,000 subscribers. They host quarterly educational meetings attended by 100 people per event for members to develop their gift planning competency.
Related structure
Colorado Planned Giving Roundtable is child organization, under the parent exemption from National Association of Charitable Gift Planners.
Also known as...
National Association of Charitable Gift Planners; Colorado Roundtable
Total revenues
$246,547
2023
Total expenses
$241,348
2023
Total assets
$267,240
2023
Num. employees
1
2023

Program areas at Colorado Planned Giving Roundtable

Annual summer symposium: an educational conference featuring local and national gift planning experts (267 attendees)
Providing members the opportunity to publicize job openings to the organization's contacts via website and email (1,896 email subscribers)
Quarterly educational meetings that provide members opportunities to develop their gift planning competency (average of 91 attendees per event)
Partner with community organizations for furtherance of our exempt purpose.

Financials for Colorado Planned Giving Roundtable

RevenuesFYE 12/2023
Total grants, contributions, etc.$84,667
Program services$159,161
Investment income and dividends$3,361
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-642
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$246,547

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Boulder Chamber FoundationBoulder, CO$351,613
The Emerge CenterBaton Rouge, LA$1,016,127
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Data update history
November 12, 2024
Posted financials
Added Form 990 for fiscal year 2023
December 23, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 23, 2023
Updated personnel
Identified 4 new personnel
December 23, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
Nonprofit Types
Grantmaking organizationsChapter / child organizationsCharities
Issues
No issues found
Characteristics
MembershipsProvides grantsPartially liquidatedState / local levelEndowed supportTax deductible donationsAccepts online donations
General information
Address
PO Box 547
Pine, CO 80470
Metro area
Denver-Aurora-Lakewood, CO
County
Jefferson County, CO
Website URL
cpgr.org/ 
Phone
(303) 932-2764
IRS details
EIN
84-1241600
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Child within group exemption
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