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 private foundation 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.
EIN: 841241600
PINE, CO
Philanthropy, Charity & Voluntarism Promotion
NTEE: T50
Latest filing: 2024
Total Revenue$276K
Total Expenses$255K
Total Assets$296K
Grants Given0
Filing Years2019–2024
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.
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.