Planned Giving Group of New England

Analysis

Planned Giving Group of New England is a registered charity in United States, based in Waltham, MA. It received its IRS tax-exemption ruling in December 1982, 44 years ago. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Planned Giving Group of New England reported income of $218k and spending of $212k, spending 97% of its income. Across the 3 years on record, from June 2019 to June 2023, income grew from $214k to $218k (+1.8%), an average of +0.9% a year. Over the whole period it spent 94% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Planned Giving Group of New England sits at the 54th percentile: it is larger than about 54% of them. Against every charity in United States with reported income it ranks in the 56th percentile, and in the 59th percentile within MA. Charities of a similar size with the same main cause include St Vincent de Paul Thrift Store Inc ($218k), Association of Fundraising Professionals ($218k) and Clinton County United Way ($218k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 0.9% and program service revenue 97% of the total. At year end it held assets of $409k against liabilities of $52k, net assets of $357k.