American Council on Gift Annuities
Donations deductibleAmerican Council on Gift Annuities' network
26 peoplei26 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (26). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
26 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 25 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Aaron Levinson | Director | 2025 | 1 yr |
| Alex P Brovey JD LLM | Director | 2024 | 2 yrs |
| Andrew Fussner | Director | 2025 | 1 yr |
| Angela G Parsons JD CAP | Director | 2023 | 3 yrs |
| Bryan Taylor CFA | Director | 2024 | 2 yrs |
| Carl Wayne JD CAP | Director | 2024 | 2 yrs |
| Catherine Melvin CPA Citp | Director | 2021 | 5 yrs |
| Cathy R Sheffield (also filed as Cathy Sheffield) | Director | 2019 | 7 yrs |
| Christopher Long | Director | 2024 | 2 yrs |
| Corliss Taylor JD MBA | VP Programs | 2023 | 3 yrs |
| David G ELY CFA (also filed as David ELY) | VP Rates & Regulations | 2019 | 7 yrs |
| Edwin Cable CPA CFP | Director | 2021 | 5 yrs |
| Jeremy Stelter | Director | 2023 | 3 yrs |
| Joseph O Bull JD (also filed as Joe Bull) | Immediate Past President | 2019 | 7 yrs |
| Julian NEV Major (also filed as Julian Major) | President-Elect | 2019 | 7 yrs |
| Julie Hallowell | Director | 2025 | 1 yr |
| Kevin P McGowan (also filed as Kevin McGowan) | VP Finance & Investments | 2019 | 7 yrs |
| Kinna Clark ESQ | Director | 2024 | 2 yrs |
| Lawrence P Katzenstein JD | VP Research | 2023 | 3 yrs |
| Matt Claflin | Director | 2025 | 1 yr |
| Melissa Sylvester CFA Caia AIF | Director | 2024 | 2 yrs |
| Michael Welling | Director | 2019 | 7 yrs |
| Pamela Leonard | Director | 2024 | 2 yrs |
| Philip M Purcell Cfre Mpajd | President | 2021 | 5 yrs |
| Rebecca Locke | VP Governance & Secretart | 2019 | 7 yrs |
| Renee V Kurdzos | VP Engagement | 2021 | 5 yrs |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Philip M Purcell Cfre Mpajd | President | 3 | $0 | ||
| Joseph O Bull JD | Immediate Past President | 2.5 | $0 | ||
| Julian Major | President-Elect | 2 | $0 | ||
| Renee V Kurdzos | VP Engagement | 1.5 | $0 | ||
| Kevin P McGowan | VP Finance & Investments | 3 | $0 | ||
| Rebecca Locke | VP Governance & Secretart | 2 | $0 | ||
| Corliss Taylor JD MBA | VP Programs | 1 | $0 | ||
| David G Ely Cfa | VP Rates & Regulations | 2 | $0 | ||
| Lawrence P Katzenstein JD | VP Research | 2 | $0 | ||
| Catherine Melvin CPA Citp | Director | 1.25 | $0 | ||
| Michael Welling | Director | 1 | $0 | ||
| Carl Wayne JD Cap | Director | 1 | $0 | ||
| Alex P Brovey JD LLM | Director | 2 | $0 | ||
| Andrew Fussner | Director | 2 | $0 | ||
| Julie Hallowell | Director | 2 | $0 | ||
| Angela G Parsons JD Cap | Director | 3 | $0 | ||
| Kinna Clark Esq | Director | 1.5 | $0 | ||
| Edwin Cable CPA CFP | Director | 0.5 | $0 | ||
| Jeremy Stelter | Director | 0.3 | $0 | ||
| Pamela Leonard | Director | 1 | $0 | ||
| Christopher Long | Director | 2 | $0 | ||
| Melissa Sylvester Cfa Caia Aif | Director | 2 | $0 | ||
| Bryan Taylor Cfa | Director | 1.5 | $0 | ||
| Cathy R Sheffield | Director | 5.5 | $0 | ||
| Matt Claflin | Director | 1 | $0 | ||
| Aaron Levinson | Director | 1.5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- American Council on Gift Annuities
- EIN
- 752481300
- Address
- 3430 E Sunrise Dr Ste 180, Tucson, AZ, 85718-3236
- State
- Arizona
- Mission
- The acga's mission is to foster the success of charitable gift annuity programs at charities nationwide through the promulgation of suggested maximum gift annuity rates, education, research, monitoring state regulations, advocacy, and other activities that promote good gifts for nonprofits and their donors. (as filed on the Form 990)
- Activity (NTEE)
- T40Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 5 (IRS master file code)
- Formed
- 1927
- Principal officer
- Philip M Purcell (as named on the Form 990)
- IRS ruling date
- 1 October 1993
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsCathy R Sheffield
≥7years on the filingsDavid G ELY CFA
≥7years on the filingsJoseph O Bull JD
≥7years on the filingsJulian NEV Major
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $957k
- Total liabilities
- $13k
- Net assets or fund balances
- $943k
- Contributions and grants received
- $187k
- Program service revenue
- $4k
- Employees
- 0
- Volunteers
- 26
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $220k | $164k | $56k |
As filed on the IRS Form 990. US dollars.