Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2016 • EIN 38-3659777

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profilewww.lalwv.org
PO Box 11695Charleston, WV 25339

(304) 342-6972

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$5,896

Down $10,653 (-64%) from 2013

Net Assets

Down

$5,896

Down $10,653 (-64%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$8,630

Down $4,395 (-34%) from 2013

Expenses

Up

$13,728

Up $1,190 (+9.5%) from 2013

Net Income

Down

-$5,098

Down $5,585 (-1147%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $18,957Liabilities 2011: $02011Assets 2012: $16,062Liabilities 2012: $02012Assets 2013: $16,549Liabilities 2013: $0Net Assets 2013: $16,5492013Assets 2016: $5,896Liabilities 2016: $0Net Assets 2016: $5,8962016Assets 2017: $2,420Liabilities 2017: $0Net Assets 2017: $2,4202017Assets 2018: $671Liabilities 2018: $0Net Assets 2018: $6712018Assets 2019: $2,419Liabilities 2019: $0Net Assets 2019: $2,4192019Assets 2020: $2,440Liabilities 2020: $0Net Assets 2020: $2,4402020Assets 2021: $5,012Liabilities 2021: $0Net Assets 2021: $5,0122021

Highlighted filing

2016

Assets$5,896
Liabilities$0
Net Assets$5,896
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$20K$10K$0-$10KRevenue 2011: $11,477Expenses 2011: $17,985Net Income 2011: -$6,5082011Revenue 2012: $11,890Expenses 2012: $14,785Net Income 2012: -$2,8952012Revenue 2013: $13,025Expenses 2013: $12,538Net Income 2013: $4872013Revenue 2016: $8,630Expenses 2016: $13,728Net Income 2016: -$5,0982016Revenue 2017: $9,300Expenses 2017: $12,776Net Income 2017: -$3,4762017Revenue 2018: $7,510Expenses 2018: $9,259Net Income 2018: -$1,7492018Revenue 2019: $8,154Expenses 2019: $6,406Net Income 2019: $1,7482019Revenue 2020: $6,850Expenses 2020: $6,829Net Income 2020: $212020Revenue 2021: $7,150Expenses 2021: $4,578Net Income 2021: $2,5722021

Highlighted filing

2016

Revenue$8,630
Expenses$13,728
Net Income-$5,098
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$8,630
Mission and Program Overview

Mission

Promote planned giving awareness

Program Services

DescriptionGrantsExpenses
PROMOTION AND ADVANCEMENT OF PLANNED GIVING ISSUES, EDUCATION AND PROFESSIONAL EXPERTISE OF MEMBERS-$13,728
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA TENNANTPresident-$0--
JEFF TAYLORVice President-$0--
SUSAN GRAVESTreasurer-$0--
MARILYN DIVITAPast President-$0--
Filing and Contact Details

Filer

Filer Name
KYOWVA Planned Giving Council
EIN
38-3659777
Phone
3043426972
Address
PO Box 11695, Charleston, WV 25339

Signing Officer

Name
Susan Graves
Title
Treasurer
Phone
3043426972
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Susan Graves CPA
Address
2102 21st Street, Nitro, WV 25143
Preparer
Susan Graves
Phone
3045499942
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Reimbursed expenses 80.”

Form 990EZ, Part I, Line 16

“Advertising 1350.”

Form 990EZ, Part I, Line 16

“Dues and subscriptions 250.”

Form 990EZ, Part I, Line 16

“Website 300.”

Form 990EZ, Part I, Line 16

“Licenses 25.”

Form 990EZ, Part I, Line 16

“Meetings 1925.”

Form 990EZ, Part I, Line 16

“Telephone 162.”

Form 990EZ, Part I, Line 16

“Travel 106.”

Form 990EZ, Part I, Line 16

“Office supplies 276.”

Raw XML Appendix157 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN GRAVES
IRS990EZ/BooksInCareOfDetail/PhoneNum03045499942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02102 21st Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Nitro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025143
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010994
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05896
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5098
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010994
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05896
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08630
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08550
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05896
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05896
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA TENNANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARILYN DIVITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04394
IRS990EZ/OtherRevenueTotalAmt080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote planned giving awareness
IRS990EZ/PrintingPublicationsPostageAmt0334
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION AND ADVANCEMENT OF PLANNED GIVING ISSUES, EDUCATION AND PROFESSIONAL EXPERTISE OF MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013728
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013728
IRS990EZ/TotalProgramServiceExpensesAmt013728
IRS990EZ/TotalRevenueAmt08630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lalwv.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057585
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt057585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011890
IRS990ScheduleA/Total509Grp/TotalAmt057585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursed expenses 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising 1350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and subscriptions 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Licenses 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meetings 1925.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone 162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Travel 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office supplies 276.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GRAVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03043426972
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KYOWVA Planned Giving Council
ReturnHeader/Filer/BusinessNameControlTxt0KYOW
ReturnHeader/Filer/EIN0383659777
ReturnHeader/Filer/PhoneNum03043426972
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 11695
ReturnHeader/Filer/USAddress/CityNm0Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025339
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F1EC0F2542AD196D4F69BE26C4C021497C551DB0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F1EC0F2542AD196D4F69BE26C4C021497C551DB0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.80.140.26
ReturnHeader/FilingSecurityInformation/IPDt02017-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:13:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan Graves CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 21st Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nitro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025143
ReturnHeader/PreparerPersonGrp/PhoneNum03045499942
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN GRAVES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-13T08:13:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,896
Liabilities
$0
Net assets
$5,896
Revenue
$8,630
Expenses
$13,728
Net income
-$5,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$7.15$4.58$2.57
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$6.85$6.83$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$8.15$6.41$1.75
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$7.51$9.26$1.75
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$9.30$12.8$3.48
2016Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$8.63$13.7$5.10
2013Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$13.0$12.5$0.49
2012Summary only. Only limited summary data is available for this year.$16.1$0.00$11.9$14.8$2.90
2011Summary only. Only limited summary data is available for this year.$19.0$0.00$11.5$18.0$6.51