Civic Intelligence

Planned Giving Round Table of Arizona

990EZ • Fiscal year 2023 • EIN 77-0653171

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 07, 2023

Organization ProfilePGRTAZ.ORG
PO Box 4130Scottsdale, AZ 85261

(602) 840-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

74%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

42%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,266

Up $23,908 (+74%) from 2022

Net Assets

Up

$56,266

Up $23,908 (+74%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$92,301

Up $27,076 (+42%) from 2022

Expenses

Down

$68,393

Down $8,481 (-11%) from 2022

Net Income

Up

$23,908

Up $35,557 (+305%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $31,340Net Assets 2011: $31,3402011Assets 2012: $24,504Liabilities 2012: $02012Assets 2013: $19,361Net Assets 2013: $19,3612013Assets 2014: $23,417Net Assets 2014: $23,4172014Assets 2015: $20,070Net Assets 2015: $20,0702015Assets 2016: $28,290Liabilities 2016: $02016Assets 2017: $21,465Net Assets 2017: $21,4652017Assets 2018: $27,344Net Assets 2018: $27,3442018Assets 2019: $27,913Net Assets 2019: $27,9132019Assets 2020: $31,623Liabilities 2020: $365Net Assets 2020: $31,2582020Assets 2021: $44,007Net Assets 2021: $44,0072021Assets 2022: $32,358Net Assets 2022: $32,3582022Assets 2023: $56,266Net Assets 2023: $56,2662023Assets 2024: $37,216Net Assets 2024: $37,2162024

Highlighted filing

2023

Assets$56,266
Liabilities-
Net Assets$56,266
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $55,836Expenses 2011: $55,093Net Income 2011: $7432011Revenue 2012: $75,795Expenses 2012: $82,631Net Income 2012: -$6,8362012Revenue 2013: $72,180Expenses 2013: $77,323Net Income 2013: -$5,1432013Revenue 2014: $82,068Expenses 2014: $78,012Net Income 2014: $4,0562014Revenue 2015: $67,915Expenses 2015: $71,262Net Income 2015: -$3,3472015Revenue 2016: $70,762Expenses 2016: $62,542Net Income 2016: $8,2202016Revenue 2017: $69,363Expenses 2017: $76,219Net Income 2017: -$6,8562017Revenue 2018: $85,077Expenses 2018: $79,198Net Income 2018: $5,8792018Revenue 2019: $79,544Expenses 2019: $78,975Net Income 2019: $5692019Revenue 2020: $55,347Expenses 2020: $52,002Net Income 2020: $3,3452020Revenue 2021: $70,972Expenses 2021: $58,223Net Income 2021: $12,7492021Revenue 2022: $65,225Expenses 2022: $76,874Net Income 2022: -$11,6492022Revenue 2023: $92,301Expenses 2023: $68,393Net Income 2023: $23,9082023Revenue 2024: $80,299Expenses 2024: $99,349Net Income 2024: -$19,0502024

Highlighted filing

2023

Revenue$92,301
Expenses$68,393
Net Income$23,908
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 7, 2023
Return Version
2022v5.0
Gross Receipts
$92,301
Mission and Program Overview

Mission

Promote facilitate planned giving thru educational programs

Program Services

DescriptionGrantsExpenses
DURING THE FISCAL YEAR, WE PROVIDED CONTINUING EDUCATION THROUGHOUT THE FISCAL YEAR TO INCLUDE ADDITIONAL PROGRAM OFFERINGS, ADDED 10-15 NEW MEMBERS, AND SUCCESSFULLY REBRANDED WITH OUR NEW NAME.-$55,992
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD HARRISPresident-$0--
BETH SALAZARVice President-$0--
CINDY BOZIKTreasurer-$0--
ALAN KNOBLOCHSecretary-$0--
JUDITH SMITHPast President-$0--
ALAN DIETRICHDirector-$0--
SUSAN WASCHLERDirector-$0--
KRISTEN MIHALJEVICDirector-$0--
RUSSELL BUCKLEWDirector-$0--
ANDREA CLAUSDirector-$0--
BRION CRUMDirector-$0--
BRIDGET COSTELLODirector-$0--
MARGARET STEPHENS REEDDirector-$0--
JOHN MOOREDirector-$0--
VANESSA CORNWALLDirector-$0--
DARIN SHEBESTADirector-$0--
Filing and Contact Details

Filer

Filer Name
Arizona Charitable Gift Planners
EIN
77-0653171
Phone
6028402900
Address
PO BOX 4130, SCOTTSDALE, AZ 85261

Signing Officer

Name
Alan Knobloch
Title
Treasurer
Phone
6028402900
Signed
2023-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative Expenses 3,078”

Form 990-EZ, Part I, Line 16, Other Expenses

“IT Expenses 2,276”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences Meetings 18,273”

Form 990-EZ, Part I, Line 16, Other Expenses

“Monthly Program Costs 15,177”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 760”

Form 990-EZ, Part V, Line 34

“The organization changed its name to better reflect their mission.”

Raw XML Appendix236 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAUREL FRISBYSTEPHANIE WEADOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum06028402900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4130
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085261
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056266
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt057238
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023908
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028829
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032358
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056266
IRS990EZ/GrossReceiptsAmt092301
IRS990EZ/GroupExemptionNum05159
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032358
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056266
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032358
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY BOZIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN KNOBLOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDITH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALAN DIETRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN WASCHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTEN MIHALJEVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RUSSELL BUCKLEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREA CLAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRION CRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRIDGET COSTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MARGARET STEPHENS REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JOHN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14VANESSA CORNWALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15DARIN SHEBESTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote facilitate planned giving thru educational programs
IRS990EZ/ProgramServiceRevenueAmt035060
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE FISCAL YEAR, WE PROVIDED CONTINUING EDUCATION THROUGHOUT THE FISCAL YEAR TO INCLUDE ADDITIONAL PROGRAM OFFERINGS, ADDED 10-15 NEW MEMBERS, AND SUCCESSFULLY REBRANDED WITH OUR NEW NAME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055992
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt068393
IRS990EZ/TotalProgramServiceExpensesAmt055992
IRS990EZ/TotalRevenueAmt092301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PGRTAZ.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt013200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt08400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt012910
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt013785
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05143
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt053438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049149
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0233691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129680
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85290
IRS990ScheduleA/PublicSupportPY509Pct00.87080
IRS990ScheduleA/PublicSupportTotal509Amt0309933
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt013200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt08400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt012910
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt013785
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05143
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt053438
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079539
IRS990ScheduleA/Total509Grp/TotalAmt0363371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079544
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363389
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative Expenses 3,078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT Expenses 2,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences Meetings 18,273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Monthly Program Costs 15,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization changed its name to better reflect their mission.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part V, Line 34
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN KNOBLOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06028402900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA CHARITABLE GIFT PLANNERS
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0770653171
ReturnHeader/Filer/PhoneNum06028402900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4130
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085261
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02023-12-14T09:54:39-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNOBLOCH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,266
Liabilities
-
Net assets
$56,266
Revenue
$92,301
Expenses
$68,393
Net income
$23,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.2$37.2$80.3$99.3$19.1
2023Detailed filing. Detailed filing data is available for this year.$56.3$56.3$92.3$68.4$23.9
2022Detailed filing. Detailed filing data is available for this year.$32.4$32.4$65.2$76.9$11.6
2021Detailed filing. Detailed filing data is available for this year.$44.0$44.0$71.0$58.2$12.7
2020Detailed filing. Detailed filing data is available for this year.$31.6$0.37$31.3$55.3$52.0$3.35
2019Detailed filing. Detailed filing data is available for this year.$27.9$27.9$79.5$79.0$0.57
2018Detailed filing. Detailed filing data is available for this year.$27.3$27.3$85.1$79.2$5.88
2017Detailed filing. Detailed filing data is available for this year.$21.5$21.5$69.4$76.2$6.86
2016Summary only. Only limited summary data is available for this year.$28.3$0.00$70.8$62.5$8.22
2015Detailed filing. Detailed filing data is available for this year.$20.1$20.1$67.9$71.3$3.35
2014Detailed filing. Detailed filing data is available for this year.$23.4$23.4$82.1$78.0$4.06
2013Detailed filing. Detailed filing data is available for this year.$19.4$19.4$72.2$77.3$5.14
2012Summary only. Only limited summary data is available for this year.$24.5$0.00$75.8$82.6$6.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$31.3$55.8$55.1$0.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits