Civic Intelligence

Chicago Council on Planned Giving

990EZ • Fiscal year 2015 • EIN 36-3906884

Sep 01, 2014 to Aug 31, 2015 • Filed on Nov 10, 2015

PO Box 350Kenilworth, IL 60043-0350

(847) 251-1400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

7.1%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$110,692

Up $11,030 (+11%) from 2014

Net Assets

Up

$107,405

Up $7,848 (+7.9%) from 2014

Liabilities

Up

$3,287

Up $3,182 (+3030%) from 2014

Revenue

Down

$110,331

Down $12,962 (-11%) from 2014

Expenses

Down

$102,484

Down $2,949 (-2.8%) from 2014

Net Income

Down

$7,847

Down $10,013 (-56%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2013: $82,144Liabilities 2013: $447Net Assets 2013: $81,6972013Assets 2014: $99,662Liabilities 2014: $105Net Assets 2014: $99,5572014Assets 2015: $110,692Liabilities 2015: $3,287Net Assets 2015: $107,4052015Assets 2016: $73,461Liabilities 2016: $0Net Assets 2016: $73,4612016Assets 2020: $47,951Liabilities 2020: $17,884Net Assets 2020: $30,0672020Assets 2021: $73,256Liabilities 2021: $17,418Net Assets 2021: $55,8382021Assets 2022: $92,967Liabilities 2022: $18,417Net Assets 2022: $74,5502022Assets 2023: $118,817Liabilities 2023: $23,242Net Assets 2023: $95,5752023

Highlighted filing

2015

Assets$110,692
Liabilities$3,287
Net Assets$107,405

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $118,072Expenses 2013: $107,220Net Income 2013: $10,8522013Revenue 2014: $123,293Expenses 2014: $105,433Net Income 2014: $17,8602014Revenue 2015: $110,331Expenses 2015: $102,484Net Income 2015: $7,8472015Revenue 2016: $105,467Expenses 2016: $139,411Net Income 2016: -$33,9442016Revenue 2020: $66,302Expenses 2020: $86,758Net Income 2020: -$20,4562020Revenue 2021: $82,254Expenses 2021: $56,483Net Income 2021: $25,7712021Revenue 2022: $76,398Expenses 2022: $57,686Net Income 2022: $18,7122022Revenue 2023: $102,225Expenses 2023: $81,315Net Income 2023: $20,9102023

Highlighted filing

2015

Revenue$110,331
Expenses$102,484
Net Income$7,847
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$110,331
Mission and Program Overview

Mission

Educate members and the community about philanthropic process focusing on charitable planned giving and various estate planning techniques.

Program Services

DescriptionGrantsExpenses
MEMBER EDUCATIONAL PROGRAMS-SEMINARS TO PROVIDE FURTHER TRAINING FOR PROFESSIONALS ENGAGED IN GIFT PLANNING FOR NON-PROFITS AND IN CLIENT SERVICE FOR PHILANTHROPISTS AND CHARITIES. CCPG PROVIDED EDUCATION TO PROFESSIONALS COMPRISED OF BOTH MEMBERS AND NON-MEMBERS.$0$58,057
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES CAANDirector-$0--
DENNIS CONROYDirector-$0--
ROBIN MUCHADirector-$0--
KIMM DODARODirector-$0--
JANIE S PETERSENDirector-$0--
STUART H GOLDDirector-$0--
ABBY SCHERDirector-$0--
AMY TURKDirector-$0--
MICHELLE DEMENTDirector-$0--
MARY LYONS ANDERSONDirector-$0--
KEN NOPARDirector-$0--
PATRICK J BITTERMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Chicago Council on Planned Giving
EIN
36-3906884
Phone
8472511400
Address
PO BOX 350, KENILWORTH, IL 60043-0350

Signing Officer

Name
Holly Gibout
Title
President
Phone
8472511400
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1901 S MEYERS RD SUITE 500, OAKBROOK TERRACE, IL 60181-5209
Preparer
David R Siehoff
Phone
6302829500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 68.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 539.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: board of directors. Amount: 2,341. Description: program & meeting expenses. Amount: 58,057. Description: information technology. Amount: 7,402. Description: office expense. Amount: 15,638. Description: member services expenses. Amount: 4,979. Total to form 990-ez, line 16: 88,417.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 573. End of year amount: 446.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to credit card. Beg. Of year amount: 105. End of year amount: 0. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 3,287.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OtherRevenueTotalAmt0539
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE MEMBERS AND THE COMMUNITY ABOUT PHILANTHROPIC PROCESS FOCUSING ON CHARITABLE PLANNED GIVING AND VARIOUS ESTATE PLANNING TECHNIQUES.
IRS990EZ/PrintingPublicationsPostageAmt0849
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BOARD OF DIRECTORS. AMOUNT: 2,341. DESCRIPTION: PROGRAM & MEETING EXPENSES. AMOUNT: 58,057. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 7,402. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 15,638. DESCRIPTION: MEMBER SERVICES EXPENSES. AMOUNT: 4,979. TOTAL TO FORM 990-EZ, LINE 16: 88,417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 573. END OF YEAR AMOUNT: 446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO CREDIT CARD. BEG. OF YEAR AMOUNT: 105. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,287.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY GIBOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472511400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHICAGO COUNCIL ON PLANNED GIVING
ReturnHeader/Filer/BusinessNameControlTxt0CHIC
ReturnHeader/Filer/EIN0363906884
ReturnHeader/Filer/PhoneNum08472511400
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ReturnHeader/PreparerPersonGrp/PhoneNum06302829500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R SIEHOFF
ReturnHeader/ReturnTs02015-11-25T13:59:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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