Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 93-1090242 • 501(c)3 • Portland, OR
Profile
Promotion of Planned Giving
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Promotion of planned giving
| Description | Grants | Expenses |
|---|---|---|
| ANNUAL CONFERENCE OFFERING PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS IN OREGON AND SOUTHWEST WASHINGTON. | $55,475 | $40,267 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ROCHELLE MAKELA-GOODMAN | President | - | $0 | - | - |
| STEPHANIE ZAINO | Vice President | - | $0 | - | - |
| EMILY NESTOR | Secretary | - | $0 | - | - |
| JOSHUA GOLDSTEIN | Treasurer | - | $0 | - | - |
| JENNIFER MILBURN | Immediate Past President | - | $0 | - | - |
“Description:JOB POSTING Amount:2200”
“Description:BUSINESS TAXES AND LICENSES Amount:1598”
“Description:COMPUTER AND INTERNET EXPENSES Amount:895”
“Description:CONTINUING EDUCATION Amount:679”
“Description:DUES AND SUBSCRIPTIONS Amount:114”
“Description:INSURANCE Amount:968”
“Description:MEMBERSHIP MEETINGS EXPENSE Amount:829”
“Description:INDEPENDENT CONTRACTORS EXPENSE Amount:2642”
“Description:PAYMENT PROCESSING FEE Amount:2468”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JOSHUA GOLDSTEIN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5034166153 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 25696 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97298 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 63097 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 74711 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 27500 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11614 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 350 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 63097 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 74711 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 64844 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 35144 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 63097 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 74711 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 63097 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 74711 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ROCHELLE MAKELA-GOODMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEPHANIE ZAINO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | EMILY NESTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOSHUA GOLDSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JENNIFER MILBURN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 52873 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2200 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTION OF PLANNED GIVING |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 7 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ANNUAL CONFERENCE OFFERING PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS IN OREGON AND SOUTHWEST WASHINGTON. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 55475 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 40267 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 53230 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 40267 |
| IRS990EZ/TotalRevenueAmt | 0 | 64844 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 62644 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 48171 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 53947 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 52104 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 33741 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 250607 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 250607 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 62644 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 48171 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 53947 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 52104 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 33741 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 250607 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 250607 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description:JOB POSTING Amount:2200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description:BUSINESS TAXES AND LICENSES Amount:1598 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description:COMPUTER AND INTERNET EXPENSES Amount:895 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description:CONTINUING EDUCATION Amount:679 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description:DUES AND SUBSCRIPTIONS Amount:114 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Description:INSURANCE Amount:968 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Description:MEMBERSHIP MEETINGS EXPENSE Amount:829 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Description:INDEPENDENT CONTRACTORS EXPENSE Amount:2642 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Description:PAYMENT PROCESSING FEE Amount:2468 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990EZ PART I LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990EZ PART I LINE 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOSHUA GOLDSTEIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5034166153 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-02-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANN |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | NORTHWEST PLANNED GIVING ROUNDTABLE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NATI |
| ReturnHeader/Filer/EIN | 0 | 931090242 |
| ReturnHeader/Filer/InCareOfNm | 0 | % JOSHUA GOLDSTEIN |
| ReturnHeader/Filer/PhoneNum | 0 | 5034166153 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 25696 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97298 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Block Advisors |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 777 NE HOLLADAY ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97232 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5032330447 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Gilbert Gleason |
| ReturnHeader/ReturnTs | 0 | 2026-02-25T15:51:02-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2025-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-12-31 |
| ReturnHeader/TaxYr | 0 | 2025 |
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