PARTNERSHIP FOR PHILANTHROPIC PLANNING INC UTAH ROUNDTABLE
RIVERTON,
Utah,
84065
EIN: 87-0488208
Educational Institutions and Related Activities
MISSION
The Utah Planned Giving Roundtable (UPGRT) is the only professional organization in Utah that brings together those who work to promote, market and administer charitable planned giving.
FORM 1023-EZ for PARTNERSHIP FOR PHILANTHROPIC PLANNING INC UTAH ROUNDTABLE
WWW.UPGRT.ORGDEMOGRAPHIC
ADDRESS
1552 W NORM B CIR
84065
COUNTY
salt lake county, UT
IN CARE OF NAME
BRYAN WRIGHT
ORGANIZATIONAL OVERVIEW & RANKINGS
PARTNERSHIP FOR PHILANTHROPIC PLANNING INC UTAH ROUNDTABLE is a based in RIVERTON, UT, focused on Educational Institutions and Related Activities causes , specifically Professional Societies, Associations. Established in November 2021, it operates as an independent corporation and contributions to this organization are tax-deductible .
With total assets of $0.00, this ranks 955,365 among 2,656,690 nonprofits nationally (Top 36%), demonstrating moderate financial capacity relative to its peers. At the state level, it stands at 11,489 out of 17,642 organizations in UT (Top 66%).
In salt lake county, UT, the organization ranks 3,933 out of 7,604 nonprofits by assets (Top 52%), while locally in riverton, it stands at 91 among 167 organizations (Top 46%).
The organization reported no revenue in the most recent filing period, placing it at 1,262,863 nationally and 11,221 in UT.
Within its specific NTEE classification (B03 - B: Educational Institutions and Related Activities), which includes 6,034 similar organizations, PARTNERSHIP FOR PHILANTHROPIC PLANNING INC UTAH ROUNDTABLE ranks 4,493 in assets (Top 75%) and 3,355 in revenue (Top 56%).
The organization files a 990 - Required to file Form 990-N - Income less than $25,000 per year and operates on a November fiscal year. Additional information can be found at WWW.UPGRT.ORG.
CLASSIFICATION
ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
B: Educational Institutions and Related Activities
NTEE CODE
B03: Professional Societies, Associations
FOUNDATION CODE
16: Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
N/A
INCOME AMOUNT
$0.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
11/2021
ASSET CODE
N/A
ASSET AMOUNT
$0.00
FILING REQUIREMENT CODE
990 - Required to file Form 990-N - Income less than $25,000 per year
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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