Civic Intelligence

National Capital Gift Planning Council

EIN 52-1540518 • 501(c)3 • Alexandria, VA

Profile

The objective and purposes for which the corporation is organized and operated are to advance and promote charitable gift planning and help donors experience the fulfillment of philanthropy by encouraging the education and training of planned giving practitioners, advisors and allied professionals, to engage in seminars that enhance professional development, provide opportunities for networking and similar activities designed to promote cooperation among the many professional disciplines involved in the charitable gift planning process, and to engage in other activities as may be necessary and proper to accomplish the objects and purposes of the organization.

3337 Duke StAlexandria, VA 22314

www.ncgpc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

-2.2%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$280,182

Up $27,361 (+11%) from 2024

Liabilities

Down

$1,595

Down $5,428 (-77%) from 2024

Net Assets

Up

$278,587

Up $32,789 (+13%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin76th percentile

Revenue

Down

$146,399

Down $3,291 (-2.2%) from 2024

Expenses

Up

$113,610

Up $655 (+0.6%) from 2024

Net Income

Down

$32,789

Down $3,946 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $27,941Net Assets 2010: $27,9412010Assets 2011: $53,388Liabilities 2011: $3,825Net Assets 2011: $49,5632011Assets 2012: $73,621Liabilities 2012: $0Net Assets 2012: $73,6212012Assets 2013: $107,013Liabilities 2013: $0Net Assets 2013: $107,0132013Assets 2014: $127,550Liabilities 2014: $279Net Assets 2014: $127,2712014Assets 2015: $143,603Liabilities 2015: $690Net Assets 2015: $142,9132015Assets 2016: $154,662Liabilities 2016: $0Net Assets 2016: $154,6622016Assets 2017: $164,445Liabilities 2017: $443Net Assets 2017: $164,0022017Assets 2018: $170,718Liabilities 2018: $1,406Net Assets 2018: $169,3122018Assets 2019: $186,874Liabilities 2019: $5,589Net Assets 2019: $181,2852019Assets 2020: $187,020Liabilities 2020: $28,103Net Assets 2020: $158,9172020Assets 2021: $193,496Liabilities 2021: $1,854Net Assets 2021: $191,6422021Assets 2022: $215,226Liabilities 2022: $1,433Net Assets 2022: $213,7932022Assets 2023: $210,685Liabilities 2023: $1,622Net Assets 2023: $209,0632023Assets 2024: $252,821Liabilities 2024: $7,023Net Assets 2024: $245,7982024Assets 2025: $280,182Liabilities 2025: $1,595Net Assets 2025: $278,5872025

Highlighted filing

2025

Assets$280,182
Liabilities$1,595
Net Assets$278,587
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $115,353Expenses 2010: $104,949Net Income 2010: $10,4042010Revenue 2011: $120,832Expenses 2011: $99,210Net Income 2011: $21,6222011Expenses 2012: $102,9532012Revenue 2013: $146,939Expenses 2013: $104,297Net Income 2013: $42,6422013Revenue 2014: $140,322Expenses 2014: $120,064Net Income 2014: $20,2582014Revenue 2015: $144,293Expenses 2015: $128,651Net Income 2015: $15,6422015Revenue 2016: $148,541Expenses 2016: $136,792Net Income 2016: $11,7492016Revenue 2017: $158,584Expenses 2017: $149,244Net Income 2017: $9,3402017Revenue 2018: $158,196Expenses 2018: $152,886Net Income 2018: $5,3102018Revenue 2019: $169,341Expenses 2019: $157,368Net Income 2019: $11,9732019Revenue 2020: $50,318Expenses 2020: $72,686Net Income 2020: -$22,3682020Revenue 2021: $100,682Expenses 2021: $67,957Net Income 2021: $32,7252021Revenue 2022: $148,645Expenses 2022: $126,494Net Income 2022: $22,1512022Revenue 2023: $127,125Expenses 2023: $131,855Net Income 2023: -$4,7302023Revenue 2024: $149,690Expenses 2024: $112,955Net Income 2024: $36,7352024Revenue 2025: $146,399Expenses 2025: $113,610Net Income 2025: $32,7892025

Highlighted filing

2025

Revenue$146,399
Expenses$113,610
Net Income$32,789
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,182
Liabilities
$1,595
Net assets
$278,587
Revenue
$146,399
Expenses
$113,610
Net income
$32,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.80$0.02$2.79$1.46$1.14$0.33
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.07$2.46$1.50$1.13$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.02$2.09$1.27$1.32$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.14$1.49$1.26$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.02$1.92$1.01$0.68$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.28$1.59$0.50$0.73$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.06$1.81$1.69$1.57$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.69$1.58$1.53$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.59$1.49$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.49$1.37$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$1.44$1.29$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.27$1.40$1.20$0.20
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$1.47$1.04$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$1.03
2011Summary only. Only limited summary data is available for this year.$0.53$0.04$0.50$1.21$0.99$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$1.15$1.05$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 12, 2026
Return Version
2024v5.5
Gross Receipts
$146,399
Mission and Program Overview

Mission

The objective and purposes for which the corporation is organized and operated are to advance and promote charitable gift planning and help donors experience the fulfillment of philanthropy by encouraging the education and training of planned giving practitioners, advisors and allied professionals, to engage in seminars that enhance professional development, provide opportunities for networking and similar activities designed to promote cooperation among the many professional disciplines involved in the charitable gift planning process, and to engage in other activities as may be necessary and proper to accomplish the objects and purposes of the organization.

The purposes of the corporation are to: advance and promote charitable gift planning, and to offer educational programming that enhances professional development, provides opportunities for networking, and promotes cooperation among the many professional disciplines that are involved in the charitable gift planning process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$144,293$173,319▲ $29,026
Savings and Temporary Cash Investments$101,153$103,371▲ $2,218
Accounts Receivable$6,742$2,160▼ $4,582
Total Assets$252,821$280,182▲ $27,361
Other Assets Total$633$1,332▲ $699
Liabilities
Accounts Payable and Accrued Expenses$6,973$1,244▼ $5,729
Deferred Revenue$50$351▲ $301
Total Liabilities$7,023$1,595▼ $5,428
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$245,798$278,587▲ $32,789
Total Net Assets Fund Balance$245,798$278,587▲ $32,789
Total Liabilities and Net Assets / Fund Balance$252,821$280,182▲ $27,361
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Jade BristolPast President
Sarah Sosa-acevedoPresident
Emma MillerPresident Elect
Beth FienckeDirector
Debra KathmanDirector
Kirsta CamardaDirector
Lauren BrownDirector
Molly KrawczykDirector
R Sylvester OwensDirector
Sabrina NaylorDirector
Sara EigenbergDirector
Tamara NimsDirector
Tiffanie PurvisDirector
West HoneycuttDirector
Pamela ValenzuelaExecutive Director
Jim LuerssenSecretary
Francena JacksonTreasurer
Maya WeilVP Membership
Matthew GardnerVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$1,885
Program Service Revenue
$140,296
Investment Income
$2,218
Other Revenue
$2,000
All Other Contributions
$1,885
Change in Net Assets
$32,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,610
Total Fundraising Expense$421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$51,432--$51,432
Fees for Services Management$19,265$19,265-$38,530
Information Technology$3,407$3,407-$6,814
Fees for Services Accounting-$3,525-$3,525
Office Expenses$317$1,544-$1,861
Advertising$1,248$535-$1,783
Insurance-$1,051-$1,051
Other Expenses$2,840$95$421$95
Total Functional Expenses$81,938$31,251$421$113,610
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“A management company runs the day-to-day activities of the organization.”

Form 990, Part VI, Section A, Line 6

“Members shall be open to all individuals who are engaged in or otherwise interested in the field of charitable gift planning. No member may utilize his or her membership in the corporation for personal gain or promotion of any personal interest (including any private mailing to the members listed in the membership directory.) the following privileges shall be extended to members of the corporation: 1. Attendance and direct participation at all regular meetings of the corporations. Members will be notified of the time and place of each meeting of the corporation at least one week in advance. 2. Right to vote on all matters relating to the corporation, as provided in these bylaws, including election of officers and directors. 3. Affiliation with nacgp including the right to attend nacgp-sponsored meetings. 4. Preferential rates for attendance and seminars sponsored by the corporations.”

Form 990, Part VI, Section A, Line 7A

“The organization has members who may elect one or more members of the governing body.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees that act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The executive director reviews the form 990 prior to the review of the board or its authorized representatives.”

Form 990, Part VI, Section B, Line 12C

“The executive director distributes conflict of interest forms to all directors, reports on the results to the entire board, and maintains the documents in the management company's office.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are made available within a reasonable time of receipt of request.”

Filing and Contact Details

Filer

Filer Name
National Capital Gift Planning Council
EIN
52-1540518
Phone
7033707435
Address
3337 DUKE ST, ALEXANDRIA, VA 22314

Signing Officer

Name
Emma Miller
Title
Current President
Phone
7033707435
Signed
2026-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Sosa-acevedo
Formed
1987
Legal Domicile
Dc
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
35

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX STREET SUITE 400, ALEXANDRIA, VA 22314
Preparer
Andrew Young CPA
Phone
7035351200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE OBJECTIVE AND PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED AND OPERATED ARE TO ADVANCE AND PROMOTE CHARITABLE GIFT PLANNING AND HELP DONORS EXPERIENCE THE FULFILLMENT OF PHILANTHROPY BY ENCOURAGING THE EDUCATION AND TRAINING OF PLANNED GIVING PRACTITIONERS, ADVISORS AND ALLIED PROFESSIONALS, TO ENGAGE IN SEMINARS THAT ENHANCE PROFESSIONAL DEVELOPMENT, PROVIDE OPPORTUNITIES FOR NETWORKING AND SIMILAR ACTIVITIES DESIGNED TO PROMOTE COOPERATION AMONG THE MANY PROFESSIONAL DISCIPLINES INVOLVED IN THE CHARITABLE GIFT PLANNING PROCESS, AND TO ENGAGE IN OTHER ACTIVITIES AS MAY BE NECESSARY AND PROPER TO ACCOMPLISH THE OBJECTS AND PURPOSES OF THE ORGANIZATION.
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IRS990/OfficeExpensesGrp/TotalAmt01861
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MANAGEMENT COMPANY RUNS THE DAY-TO-DAY ACTIVITIES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS SHALL BE OPEN TO ALL INDIVIDUALS WHO ARE ENGAGED IN OR OTHERWISE INTERESTED IN THE FIELD OF CHARITABLE GIFT PLANNING. NO MEMBER MAY UTILIZE HIS OR HER MEMBERSHIP IN THE CORPORATION FOR PERSONAL GAIN OR PROMOTION OF ANY PERSONAL INTEREST (INCLUDING ANY PRIVATE MAILING TO THE MEMBERS LISTED IN THE MEMBERSHIP DIRECTORY.) THE FOLLOWING PRIVILEGES SHALL BE EXTENDED TO MEMBERS OF THE CORPORATION: 1. ATTENDANCE AND DIRECT PARTICIPATION AT ALL REGULAR MEETINGS OF THE CORPORATIONS. MEMBERS WILL BE NOTIFIED OF THE TIME AND PLACE OF EACH MEETING OF THE CORPORATION AT LEAST ONE WEEK IN ADVANCE. 2. RIGHT TO VOTE ON ALL MATTERS RELATING TO THE CORPORATION, AS PROVIDED IN THESE BYLAWS, INCLUDING ELECTION OF OFFICERS AND DIRECTORS. 3. AFFILIATION WITH NACGP INCLUDING THE RIGHT TO ATTEND NACGP-SPONSORED MEETINGS. 4. PREFERENTIAL RATES FOR ATTENDANCE AND SEMINARS SPONSORED BY THE CORPORATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.

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