Mission
INSPIRING OUR COMMUNITY TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES.
Public Charity
COLORADO PLANNED GIVING ROUNDTABLE
COLORADO PLANNED GIVING ROUNDTABLE is a nonprofit organization categorized as Public Charity based in PINE, CO. Its most recent IRS filing (2024) reports revenue of $276K, expenses of $255K, total assets of $296K. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $19K.
EIN: 841241600
PINE, CO
Latest filing: 2024
Total Revenue$276K
Total Expenses$255K
Total Assets$296K
Grant Records3
Funding Total$19K
Filing Years2019–2024
Sample Grants Received
Event support
$5,653
For grant recipient's exempt purposes
$6,600
For grant recipient's exempt purposes
$6,600
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
BOARD PRESID
Brandy Bertram
AT LARGE
David Morrison
AT LARGE
Dean Laatt
AT LARGE
Elizabeth Harcombe
AT LARGE
Genevieve Laca
VICE PRESIDE
Gloria Price
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $276K | $255K | $296K |
| 2023 | $247K | $241K | $267K |
| 2022 | $234K | $222K | $246K |
| 2020 | $142K | $146K | $228K |
| 2019 | $241K | $211K | $218K |
Between 2019 and 2024, reported annual revenue grew from $241K to $276K (+14%), with total assets most recently reported at $296K.
Interactive year-over-year charts and full filing details available with membership.