Civic Intelligence

National Association of Charitable Gift Planners

EIN 93-1090242 • 501(c)3 • Portland, OR

Profile

Promotion of Planned Giving

PO Box 25696Portland, OR 97298

www.nwpgrt.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

72nd percentile

18%

Higher net margin than 72% 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

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$74,711

Up $11,614 (+18%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$74,711

Up $11,614 (+18%) from 2024

Revenue

Up

$64,844

Up $16,473 (+34%) from 2024

Expenses

Up

$53,230

Up $5,377 (+11%) from 2024

Net Income

Up

$11,614

Up $11,096 (+2142%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $30,741Net Assets 2010: $30,7412010Assets 2011: $23,356Net Assets 2011: $23,3562011Assets 2013: $32,481Liabilities 2013: $0Net Assets 2013: $32,4812013Assets 2014: $33,606Liabilities 2014: $0Net Assets 2014: $33,6062014Assets 2015: $26,312Liabilities 2015: $2,840Net Assets 2015: $23,4722015Assets 2016: $16,839Liabilities 2016: $1,592Net Assets 2016: $15,2472016Assets 2017: $18,079Liabilities 2017: $642Net Assets 2017: $17,4372017Assets 2018: $17,547Net Assets 2018: $17,5472018Assets 2019: $24,519Net Assets 2019: $24,5192019Assets 2020: $15,139Net Assets 2020: $15,1392020Assets 2021: $37,340Net Assets 2021: $37,3402021Assets 2022: $48,799Net Assets 2022: $48,7992022Assets 2023: $56,085Liabilities 2023: $02023Assets 2024: $63,097Net Assets 2024: $63,0972024Assets 2025: $74,711Liabilities 2025: $0Net Assets 2025: $74,7112025

Highlighted filing

2025

Assets$74,711
Liabilities$0
Net Assets$74,711

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $52,636Expenses 2010: $55,111Net Income 2010: -$2,4752010Revenue 2011: $62,783Expenses 2011: $70,168Net Income 2011: -$7,3852011Revenue 2013: $31,809Expenses 2013: $22,546Net Income 2013: $9,2632013Revenue 2014: $61,320Expenses 2014: $60,195Net Income 2014: $1,1252014Revenue 2015: $49,885Expenses 2015: $62,050Net Income 2015: -$12,1652015Revenue 2016: $62,222Expenses 2016: $68,444Net Income 2016: -$6,2222016Revenue 2017: $68,075Expenses 2017: $64,716Net Income 2017: $3,3592017Revenue 2018: $70,913Expenses 2018: $67,355Net Income 2018: $3,5582018Revenue 2019: $79,421Expenses 2019: $72,168Net Income 2019: $7,2532019Revenue 2020: $25,951Expenses 2020: $30,256Net Income 2020: -$4,3052020Revenue 2021: $33,947Expenses 2021: $12,809Net Income 2021: $21,1382021Revenue 2022: $52,704Expenses 2022: $41,245Net Income 2022: $11,4592022Revenue 2023: $54,347Expenses 2023: $47,001Net Income 2023: $7,3462023Revenue 2024: $48,371Expenses 2024: $47,853Net Income 2024: $5182024Revenue 2025: $64,844Expenses 2025: $53,230Net Income 2025: $11,6142025

Highlighted filing

2025

Revenue$64,844
Expenses$53,230
Net Income$11,614

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.7$0.00$74.7$64.8$53.2$11.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$63.1$48.4$47.9$0.52
2023Summary only. Only limited summary data is available for this year.$56.1$0.00$54.3$47.0$7.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$48.8$52.7$41.2$11.5
2021Detailed filing. Detailed filing data is available for this year.$37.3$37.3$33.9$12.8$21.1
2020Detailed filing. Detailed filing data is available for this year.$15.1$15.1$26.0$30.3$4.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$24.5$79.4$72.2$7.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$17.5$70.9$67.4$3.56
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.64$17.4$68.1$64.7$3.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$1.59$15.2$62.2$68.4$6.22
2015Detailed filing. Detailed filing data is available for this year.$26.3$2.84$23.5$49.9$62.1$12.2
2014Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$61.3$60.2$1.13
2013Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$31.8$22.5$9.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$23.4$62.8$70.2$7.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$30.7$52.6$55.1$2.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 27, 2026
Return Version
2025v4.0
Gross Receipts
$64,844
Mission and Program Overview

Mission

Promotion of planned giving

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE OFFERING PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS IN OREGON AND SOUTHWEST WASHINGTON.$55,475$40,267
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCHELLE MAKELA-GOODMANPresident-$0--
STEPHANIE ZAINOVice President-$0--
EMILY NESTORSecretary-$0--
JOSHUA GOLDSTEINTreasurer-$0--
JENNIFER MILBURNImmediate Past President-$0--
Filing and Contact Details

Filer

Filer Name
National Association of Charitable Gift Plann
EIN
93-1090242
In Care Of
% JOSHUA GOLDSTEIN
Phone
5034166153
Address
PO BOX 25696, Portland, OR 97298

Signing Officer

Name
Joshua Goldstein
Title
Treasurer
Phone
5034166153
Signed
2026-02-27

Preparer

Firm
Block Advisors
Address
777 NE HOLLADAY ST, PORTLAND, OR 97232
Preparer
Gilbert Gleason
Phone
5032330447
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 8

Description:JOB POSTING Amount:2200

Form 990EZ Part I Line 16

Description:BUSINESS TAXES AND LICENSES Amount:1598

Form 990EZ Part I Line 16

Description:COMPUTER AND INTERNET EXPENSES Amount:895

Form 990EZ Part I Line 16

Description:CONTINUING EDUCATION Amount:679

Form 990EZ Part I Line 16

Description:DUES AND SUBSCRIPTIONS Amount:114

Form 990EZ Part I Line 16

Description:INSURANCE Amount:968

Form 990EZ Part I Line 16

Description:MEMBERSHIP MEETINGS EXPENSE Amount:829

Form 990EZ Part I Line 16

Description:INDEPENDENT CONTRACTORS EXPENSE Amount:2642

Form 990EZ Part I Line 16

Description:PAYMENT PROCESSING FEE Amount:2468

Raw XML Appendix165 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/PersonNm0JOSHUA GOLDSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05034166153
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 25696
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097298
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011614
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063097
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074711
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064844
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035144
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063097
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063097
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074711
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROCHELLE MAKELA-GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE ZAINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY NESTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHUA GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER MILBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt052873
IRS990EZ/OtherRevenueTotalAmt02200
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF PLANNED GIVING
IRS990EZ/PrintingPublicationsPostageAmt07
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE OFFERING PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS IN OREGON AND SOUTHWEST WASHINGTON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040267
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053230
IRS990EZ/TotalProgramServiceExpensesAmt040267
IRS990EZ/TotalRevenueAmt064844
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0250607
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0250607
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033741
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0250607
IRS990ScheduleA/TotalSupportAmt0250607
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:JOB POSTING Amount:2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BUSINESS TAXES AND LICENSES Amount:1598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:COMPUTER AND INTERNET EXPENSES Amount:895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CONTINUING EDUCATION Amount:679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:DUES AND SUBSCRIPTIONS Amount:114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:INSURANCE Amount:968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:MEMBERSHIP MEETINGS EXPENSE Amount:829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:INDEPENDENT CONTRACTORS EXPENSE Amount:2642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:PAYMENT PROCESSING FEE Amount:2468
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05034166153
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTHWEST PLANNED GIVING ROUNDTABLE
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0931090242
ReturnHeader/Filer/InCareOfNm0% JOSHUA GOLDSTEIN
ReturnHeader/Filer/PhoneNum05034166153
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25696
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 NE HOLLADAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097232
ReturnHeader/PreparerPersonGrp/PhoneNum05032330447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gilbert Gleason
ReturnHeader/ReturnTs02026-02-25T15:51:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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