Program areas at Colorado Planned Giving Roundtable
Annual summer symposium: an educational conference featuring local and national gift planning experts (267 attendees)
Providing members the opportunity to publicize job openings to the organization's contacts via website and email (1,896 email subscribers)
Quarterly educational meetings that provide members opportunities to develop their gift planning competency (average of 91 attendees per event)
Partner with community organizations for furtherance of our exempt purpose.
Who funds Colorado Planned Giving Roundtable
Grants from foundations and other nonprofits
Personnel at Colorado Planned Giving Roundtable
| Name | Title | Compensation | Date of data |
|---|
| Tina Drum | Executive Director | $75,870 | 2023-11-10 |
| Brandy Bertram | Board Secretary | $0 | 2022-12-31 |
| Jon Kraus | Board Presid | $0 | 2022-12-31 |
| Hannah Yaritz | Board Treasurer | $0 | 2022-12-31 |
| Anita Wesley | Board Vice President | $0 | 2022-12-31 |
| ...and 1 more key personnel |
Financials for Colorado Planned Giving Roundtable
| Revenues | FYE 12/2023 | FYE 12/2022 | % Change |
|---|
| Total grants, contributions, etc. | $84,667 | $75,296 | 12.4% |
| Program services | $159,161 | $157,453 | 1.1% |
| Investment income and dividends | $3,361 | $1,470 | 128.6% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $-642 | $0 | -999% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $246,547 | $234,219 | 5.3% |
Organizations like Colorado Planned Giving Roundtable
| Organization | Type | Location | Revenue |
|---|
| Lions of Illinois Endowment Fund | 501(c)(3) | Dekalb, IL | $1,162,233 |
| St James Hospital Foundation | 501(c)(3) | Hornell, NY | $146,597 |
| MercyOne Waterloo Foundation | 501(c)(3) | Waterloo, IA | $829,989 |
| Philanthropy Partners of Cape and Islands | 501(c)(3) | Yarmouth Port, MA | $88,983 |
| Boulder Chamber Foundation | 501(c)(3) | Boulder, CO | $362,244 |
| Ephraim Mcdowell Health Care Foundation | 501(c)(3) | Danville, KY | $799,822 |
| Sacramento Metro Chamber Foundation | 501(c)(3) | Sacramento, CA | $1,053,334 |
| The Emerge Center | 501(c)(3) | Baton Rouge, LA | $952,344 |
| Foundation for Community Health | 501(c)(3) | Sharon, CT | $1,004,995 |
| Aspirus Medford Foundation | 501(c)(3) | Medford, WI | $214,616 |
Data update history
December 23, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 23, 2023
Updated personnel
Identified 4 new personnel
December 23, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 7, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsChapter / child organizationsCharities
Issues
No issues found
Characteristics
MembershipsProvides grantsPartially liquidatedState / local levelEndowed supportTax deductible donationsAccepts online donations
General information
- Address
- PO Box 547
- Pine, CO 80470
- Metro area
- Denver-Aurora-Lakewood, CO
- County
- Jefferson County, CO
- Website URL
- cpgr.org/Â
- Phone
- (303) 932-2764
IRS details
- EIN
- 84-1241600
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 2010
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T30: Public Foundations
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Child within group exemption
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