Philanthropy & Grantmaking
(T502)
990 on File
NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS
Financial strength (30%)
94/100
Reliability (20%)
55/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$87K
Total Revenue
$96K
Total Expenses
$27K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
85.0%
Fundraising Efficiency
N/A
Operating Reserve
3.42x
Liability-to-Asset
N/A
Revenue Diversification
57.6%
Compared with Peers
FY 2025
Compared with 12,725 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
85.0% | 86.2% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
3.4 mo | 120.1 mo |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
57.6% | 92.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
7.8% | 4.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-3.1% | 2.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-11.3% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $87K | $96K | $27K | 85.0% | — |
| 2024 | $80K | $99K | $37K | 86.6% | — |
| 2023 | $92K | $68K | $56K | 81.9% | — |
| 2022 | $113K | $77K | N/A | — | 1 |
| 2021 | $71K | $58K | N/A | — | 1 |
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