Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Finances
Money in and out, what it owns and owes
Summary of the Filing
| FY2020 | Not on file |
|---|---|
| FY2021 | Not on file |
| FY2022 | $246K |
| FY2023 | $267K |
| FY2024 | $296K |
| FY2025 | $344K |
| FY2020 | Not on file |
|---|---|
| FY2021 | Not on file |
| FY2022 | $139 |
| FY2023 | $976 |
| FY2024 | $15 |
| FY2025 | $410 |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 51% | — | — |
| Overhead ratio | 49% | — | — |
| Fundraising cost ratio | 0.3% | — | — |
| Revenue growth | 23% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
Tina Drum’s $90K as Executive Di is at the 80th percentile of top reported officer pay among 1265 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 2 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Tina Drum | $90,000 | $78,912 | $78,146 | $75,870 | $71,521 | — |
| Tina Drum | — | — | — | — | — | $69,438 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Governance & Policies
- 15Voting board membersPt VI · Ln 1a
- 14Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aNo
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aYes
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Educates and connects people to increase charitable planned gifts for nonprofits.
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Where the work happens
Annual Summer Symposium
An educational conference featuring local and national gift planning experts (330 attendees)
Quarterly educational meetings that provide members opportunities to develop their gift planning competency (average of 114 attendees per event)
Providing members the opportunity to publicize job openings to the organization's contacts via website and email (2,044 email subscribers)
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 Latest Viewing | $339K | $303K | +23% | 990 PDF |
| FY2024 | $276K | $255K | +12% | 990 PDF |
| FY2023 | $247K | $241K | +5% | 990 PDF |
| FY2022 | $234K | $222K | +50% | 990 PDF |
| FY2021 | $156K | — | +10% | 990 PDF |
| FY2020 | $142K | — | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2025
Part VIII · Statement of revenue $338,919 across 6 lines filed
Part IX · Statement of functional expenses $302,711 across 16 lines filed
Part X · Balance sheet $343,787 assets, 11 lines filed
Part XI · Reconciliation of net assets $343,377 net assets at year end
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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