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PLANNED GIVING GROUP OF NEW ENGLAND

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Public IRS 990 nonprofit record

PLANNED GIVING GROUP OF NEW ENGLAND

EIN 04-2767452 · Philanthropy, Charity & Voluntarism Promotion (T50)

What they do

to PROVIDE A FORUM for THE EDUCATION and PROFESSIONAL DEVELOPMENT of FUND RAISING OFFICERS of NON-PROFIT ORGANIZATIONS and ALLIED PROFESSIONALS IN ALL ASPECTS of CHARITABLE GIFT PLANNING and to ENGAGE IN ACTIVITIES THAT ENCOURAGE PHILANTHROPY.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $76.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders16 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.04%of revenue went to mission work76.1% of expenses · Program services
$101.18spent for every $100 of revenueSpending was higher than revenue this year.
24.14%of revenue went to management and office costs23.9% of expenses
$1.97in assets for every $1 spent this yearSome assets cannot be spent right away.
0.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,766 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$234,542
Mission workProgram services$180,69677.04% of revenue76.1% of expenses
ManagementOffice and general costs$56,61224.14% of revenue23.9% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$237,308101.18% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 76.1% mission · 23.9% management · 0.0% fundraisingTotal expenses: 101.18% of revenue
2023Expense mix: 77.0% mission · 23.0% management · 0.0% fundraisingTotal expenses: 84.19% of revenue
2022Expense mix: 81.9% mission · 18.1% management · 0.0% fundraisingTotal expenses: 97.33% of revenue
2021Expense mix: 76.4% mission · 0.0% management · 0.0% fundraisingTotal expenses: 83.91% of revenue
2020Expense mix: 58.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 69.09% of revenue
2019Expense mix: 75.6% mission · 0.0% management · 0.0% fundraisingTotal expenses: 93.97% of revenue
2018Expense mix: 79.7% mission · 11.2% management · 9.1% fundraisingTotal expenses: 99.43% of revenue
2017Expense mix: 79.6% mission · 0.0% management · 0.0% fundraisingTotal expenses: 112.72% of revenue

Money in and money out

Revenue$234,542
Expenses$237,308
Annual shortfall $2,766 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$180,696 · 76.1% of expenses
Management and office costs$56,612 · 23.9% of expenses
See all reported dollar amounts
Revenue$234,542
Expenses$237,308
Assets$467,936
Income$234,542
Contributions$1,350
Mission work (program services)$180,696
Management and general$56,612
Stocks and bonds$271,334
Accounting fees$4,362
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (16)

AMY SCHWADEROFFICER-AT-LARGE MENTORING

ANDREW PALMERDIRECTOR OF COMMUNICATIONS

ANNA CHIUMENTIOFFICER-AT-LARGE PROGRAMMI

BETSY TOWNSENDOFFICER-AT-LARGE COMMUNICATIONS

BROOKE CARTER SUKHAVASIOFFICER-AT-LARGE OPERATIONS

DANIEL PARKERTREASURER

JANE VERRILLPRESIDENT ELECT

JOEL CARLTON-GYSANOFFICER-AT-LARGE MEMBERSHI

LAURA ALEXANDEROFFICER-AT-LARGE PROGRAMMI

LAURA PARKERPRESIDENT

LINDEN NASHVICE PRESIDENT FOR PROGRAM

MARK DANTOSOFFICER-AT-LARGE CONFERENC

MICHELLE DANNAHEROFFICER-AT-LARGE SPONSORSHIPS

MICHELLE RHODESMEMBERSHIP SECRETARY

ROGELIO FUSSARECORDING SECRETARY

ROSETTA CANNIZZARODIRECTOR OF DIVERSITY, EQU

About this charity

Recognized since
January 1982
Location
60 HICKORY DRIVE 6100, WALTHAM, MA 02451-1013
County
Middlesex
In care of
% M KELLEY DIR OF PLANNED GIVING
Primary officer
DANIEL PARKER, TREASURER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
LITMANGERSON ASSOCIATES LLP
NTEE classification
Philanthropy, Charity & Voluntarism Promotion (T50)
IRS tax category
Philanthropy, Charity & Voluntarism Promotion

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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