Civic Intelligence

Partnership for Philanthropic Planning

EIN 35-1796186 • 501(c)3 • Indianapolis, IN

Profile

To assist the public in making effective philanthropic gifts to nonprofit organizations by encouraging and providing for the education and training of the charitable gift planning community, setting standards for the practice of charitable planning, and establishing communication and mentoring among charitable planning professionals.

1075 Broad Ripple Ave 306Indianapolis, IN 46220-2034

www.charitablegiftplanners.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

8.6%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$205,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.6%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,554,052

Up $249,487 (+19%) from 2022

Liabilities

Down

$19,606

Down $127,503 (-87%) from 2022

Net Assets

Up

$1,534,446

Up $376,990 (+33%) from 2022

Revenue

Up

$1,937,705

Up $550,692 (+40%) from 2022

Expenses

Up

$1,771,075

Up $561,828 (+46%) from 2022

Net Income

Down

$166,630

Down $11,136 (-6.3%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $983,564Liabilities 2012: $124,585Net Assets 2012: $858,9792012Assets 2020: $1,199,611Liabilities 2020: $165,650Net Assets 2020: $1,033,9612020Assets 2021: $1,287,608Liabilities 2021: $169,033Net Assets 2021: $1,118,5752021Assets 2022: $1,304,565Liabilities 2022: $147,109Net Assets 2022: $1,157,4562022Assets 2024: $1,554,052Liabilities 2024: $19,606Net Assets 2024: $1,534,4462024

Highlighted filing

2024

Assets$1,554,052
Liabilities$19,606
Net Assets$1,534,446

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $1,275,5752012Revenue 2020: $1,155,044Expenses 2020: $1,139,638Net Income 2020: $15,4062020Revenue 2021: $1,242,754Expenses 2021: $1,208,874Net Income 2021: $33,8802021Revenue 2022: $1,387,013Expenses 2022: $1,209,247Net Income 2022: $177,7662022Revenue 2024: $1,937,705Expenses 2024: $1,771,075Net Income 2024: $166,6302024

Highlighted filing

2024

Revenue$1,937,705
Expenses$1,771,075
Net Income$166,630

Filings