Civic Intelligence

Colorado Planned Giving Roundtable

EIN 84-1241600 • 501(c)3 • Pine, CO

Profile

Inspiring our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations. We accomplish this through quality education, increased awareness, and networking opportunities.

PO Box 547Pine, CO 80470

www.cpgr.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.6%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$63,565

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$296,220

Up $28,980 (+11%) from 2023

Liabilities

Down

$15

Down $961 (-98%) from 2023

Net Assets

Up

$296,205

Up $29,941 (+11%) from 2023

Revenue

Up

$276,100

Up $29,553 (+12%) from 2023

Expenses

Up

$255,211

Up $13,863 (+5.7%) from 2023

Net Income

Up

$20,889

Up $15,690 (+302%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $73,275Liabilities 2011: $02011Assets 2012: $73,230Liabilities 2012: $02012Assets 2013: $78,843Liabilities 2013: $02013Assets 2014: $89,082Net Assets 2014: $89,0822014Assets 2015: $117,280Liabilities 2015: $3,731Net Assets 2015: $113,5492015Assets 2016: $133,247Liabilities 2016: $2,669Net Assets 2016: $130,5782016Assets 2017: $150,764Liabilities 2017: $7,062Net Assets 2017: $143,7022017Assets 2018: $181,201Liabilities 2018: $5,832Net Assets 2018: $175,3692018Assets 2019: $217,791Liabilities 2019: $680Net Assets 2019: $217,1112019Assets 2020: $228,274Liabilities 2020: $428Net Assets 2020: $227,8462020Assets 2021: $253,883Liabilities 2021: $372Net Assets 2021: $253,5112021Assets 2022: $246,344Liabilities 2022: $139Net Assets 2022: $246,2052022Assets 2023: $267,240Liabilities 2023: $976Net Assets 2023: $266,2642023Assets 2024: $296,220Liabilities 2024: $15Net Assets 2024: $296,2052024

Highlighted filing

2024

Assets$296,220
Liabilities$15
Net Assets$296,205

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $148,190Expenses 2011: $147,413Net Income 2011: $7772011Revenue 2012: $128,049Expenses 2012: $128,094Net Income 2012: -$452012Revenue 2013: $147,126Expenses 2013: $141,513Net Income 2013: $5,6132013Revenue 2014: $158,613Expenses 2014: $148,374Net Income 2014: $10,2392014Revenue 2015: $185,040Expenses 2015: $160,572Net Income 2015: $24,4682015Revenue 2016: $173,097Expenses 2016: $156,069Net Income 2016: $17,0282016Revenue 2017: $193,933Expenses 2017: $180,808Net Income 2017: $13,1252017Revenue 2018: $225,895Expenses 2018: $194,228Net Income 2018: $31,6672018Revenue 2019: $241,301Expenses 2019: $210,713Net Income 2019: $30,5882019Revenue 2020: $141,746Expenses 2020: $145,846Net Income 2020: -$4,1002020Revenue 2021: $156,025Expenses 2021: $142,855Net Income 2021: $13,1702021Revenue 2022: $234,219Expenses 2022: $222,389Net Income 2022: $11,8302022Revenue 2023: $246,547Expenses 2023: $241,348Net Income 2023: $5,1992023Revenue 2024: $276,100Expenses 2024: $255,211Net Income 2024: $20,8892024

Highlighted filing

2024

Revenue$276,100
Expenses$255,211
Net Income$20,889

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$2.76$2.55$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$2.47$2.41$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$2.34$2.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.56$1.43$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$1.42$1.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$2.41$2.11$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.06$1.75$2.26$1.94$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.07$1.44$1.94$1.81$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.03$1.31$1.73$1.56$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.04$1.14$1.85$1.61$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.59$1.48$0.10
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$1.47$1.42$0.06
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$1.28$1.28$0.00
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$1.48$1.47$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.0
Gross Receipts
$276,100
Mission and Program Overview

Mission

Primary exempt purpose: providing education to both nonprofit development professionals and professional advisors who serve the nonprofit development community mission: to increase the quantity and the quality of charitable planned gifts to nonprofit organizations through quality education, increased awareness, and networking opportunities.

Inspiring our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations. We accomplish this through quality education, increased awareness, and networking opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$136,439$164,980▲ $28,541
Savings and Temporary Cash Investments$105,293$112,251▲ $6,958
Cash and Non-Interest-Bearing Accounts$25,508$18,989▼ $6,519
Total Assets$267,240$296,220▲ $28,980
Liabilities
Other Liabilities$976$15▼ $961
Total Liabilities$976$15▼ $961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$235,951$256,547▲ $20,596
Net Assets With Donor Restrictions$30,313$39,658▲ $9,345
Total Net Assets Fund Balance$266,264$296,205▲ $29,941
Total Liabilities and Net Assets / Fund Balance$267,240$296,220▲ $28,980

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$136,439$12,456▲ $19,285-$164,980
2023$119,742$1,570▲ $17,294-$136,439
2022$142,049$2,480▼ $17,676-$119,742
2021$125,627$2,221▲ $18,568-$142,049
2020$94,717$16,025▲ $16,243-$125,627
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tina DrumExecutive DiPT$78,912$5,304$84,216

Board Members and Trustees

NameTitle
Brandy BertramBoard Presid
Kelli HirschBoard Secret
Jamie MagerBoard Treasu
David MorrisonAt Large
Dean LaattAt Large
Elizabeth HarcombeAt Large
Genevieve LacaAt Large
Jon KrausAt Large
Khanh LeAt Large
Lindsay NewmanAt Large
Lisa KukuraAt Large
Lynda RicketsonAt Large
Maggie StootAt Large
Gloria PriceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$98,145
Program Service Revenue
$160,760
Investment Income
$17,195
Other Revenue
$0
All Other Contributions
$98,145
Change in Net Assets
$20,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,574
Salaries, Compensation, and Employee Benefits$89,437
Grants and Similar Amounts Paid$1,200
Total Fundraising Expense$47
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$78,912-$78,912
Conferences and Meetings$66,011$3,622-$69,633
Fees for Services Other$11,716$14,204-$25,920
Information Technology$24,857$891-$25,748
Occupancy$12,545--$12,545
Fees for Services Accounting-$10,562-$10,562
Travel$7,009--$7,009
Payroll Taxes-$6,123-$6,123
Office Expenses$894$4,593-$5,487
Fees for Service Investment Mgmnt Fees-$3,200-$3,200
Pension Plan Contributions-$2,367-$2,367
Other Employee Benefits-$2,035-$2,035
Grants to Domestic Orgs$1,200--$1,200
Insurance-$1,142-$1,142
Advertising--$47$47
Other Expenses-$-1,050-$-1,050
Total Functional Expenses$124,232$130,932$47$255,211
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$15
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 provided electronically to and reviewed by governing body

Form 990, Page 6, Part VI, Line 19

Governing documents available upon request

Filing and Contact Details

Filer

Filer Name
Colorado Planned Giving Roundtable
EIN
84-1241600
Phone
3039322764
Address
PO BOX 547, PINE, CO 80470

Signing Officer

Name
Tina Drum
Title
Executive Director
Phone
3039322764
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandy Bertram
Formed
2010
Legal Domicile
Co
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
103

Preparer

Firm
Reliant Tax Cpas
Address
801 W MINERAL AVE 204, LITTLETON, CO 80120
Preparer
Michael S Burdick CPA
Phone
3034955578
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Inspiring our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations. We accomplish this through quality education, increased awareness, and networking opportunities.

Form 990, Page 2, Part III, Line 4D

Partner with community organizations for furtherance of our exempt purpose.

Form 990, Part IX, Line 11G

Administrative 0 6,255 0 banking fees 0 7,949 0 speaker expense 3,000 0 0 speaker & service fee 8,716 0 0 total 11,716 14,204 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment is to provide for the benefit and maintenance of the organization and its exempt purpose, with the principal intended but not required to be held in perpetuity.

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IRS990/MissionDesc0INSPIRING OUR COMMUNITY TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES.
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IRS990/NetUnrlzdGainsLossesInvstAmt09052
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IRS990/OfficeExpensesGrp/TotalAmt05487
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IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/Desc1CONTINUING EDUCATION
IRS990/OtherExpensesGrp/Desc2PAYMENT DISCOUNTS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11469
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IRS990/OtherExpensesGrp/TotalAmt11469
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06123
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02367
IRS990/PensionPlanContributionsGrp/TotalAmt02367
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IRS990/PrincipalOfficerNm0BRANDY BERTRAM
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IRS990/ProgSrvcAccomActy2Grp/Desc0QUARTERLY EDUCATIONAL MEETINGS THAT PROVIDE MEMBERS OPPORTUNITIES TO DEVELOP THEIR GIFT PLANNING COMPETENCY (AVERAGE OF 111 ATTENDEES PER EVENT)
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IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING MEMBERS THE OPPORTUNITY TO PUBLICIZE JOB OPENINGS TO THE ORGANIZATION'S CONTACTS VIA WEBSITE AND EMAIL (2,043 EMAIL SUBSCRIBERS)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06865
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt019701
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PARTNER WITH COMMUNITY ORGANIZATIONS FOR FURTHERANCE OF OUR EXEMPT PURPOSE.
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IRS990/RevenueAmt0100273
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105293
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0112251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt083902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0389338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010006
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03361
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02523
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019462
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0634347
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.89930
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IRS990ScheduleA/SubstantialContributorsTotAmt028718
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt083902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073914
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057586
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0389338
IRS990ScheduleA/TotalSupportAmt0408800
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.75960
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012456
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0136439
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02111
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0119742
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17676
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04367
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0142049
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018568
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01358
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016025
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0125627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016243
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS TO PROVIDE FOR THE BENEFIT AND MAINTENANCE OF THE ORGANIZATION AND ITS EXEMPT PURPOSE, WITH THE PRINCIPAL INTENDED BUT NOT REQUIRED TO BE HELD IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.24040
IRS990ScheduleD/TotalLiabilityAmt015
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSPIRING OUR COMMUNITY TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARTNER WITH COMMUNITY ORGANIZATIONS FOR FURTHERANCE OF OUR EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 PROVIDED ELECTRONICALLY TO AND REVIEWED BY GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE 0 6,255 0 BANKING FEES 0 7,949 0 SPEAKER EXPENSE 3,000 0 0 SPEAKER & SERVICE FEE 8,716 0 0 TOTAL 11,716 14,204 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/StatesWhereCopyOfReturnIsFldCd0CO
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0267240
IRS990/TotalAssetsEOYAmt0296220

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