Civic Intelligence

St Louis Council of Charitable Gift Planners Aka Ptr for Philantropic Plng

990EZ • Fiscal year 2017 • EIN 43-1603812

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

2650 S Hanley Road No 100St Louis, MO 63144

(314) 412-2235

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$60,059

Down $12,013 (-17%) from 2016

Net Assets

Down

$60,059

Down $12,013 (-17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$48,091

Down $39,765 (-45%) from 2016

Expenses

Down

$60,104

Down $7,125 (-11%) from 2016

Net Income

Down

-$12,013

Down $32,640 (-158%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $33,356Liabilities 2010: $0Net Assets 2010: $33,3562010Assets 2011: $34,351Liabilities 2011: $0Net Assets 2011: $34,3512011Assets 2012: $34,971Liabilities 2012: $0Net Assets 2012: $34,9712012Assets 2013: $22,019Liabilities 2013: $0Net Assets 2013: $22,0192013Assets 2014: $40,802Liabilities 2014: $0Net Assets 2014: $40,8022014Assets 2015: $51,445Liabilities 2015: $0Net Assets 2015: $51,4452015Assets 2016: $72,072Liabilities 2016: $0Net Assets 2016: $72,0722016Assets 2017: $60,059Liabilities 2017: $0Net Assets 2017: $60,0592017Assets 2018: $70,485Liabilities 2018: $0Net Assets 2018: $70,4852018Assets 2019: $82,552Liabilities 2019: $0Net Assets 2019: $82,5522019Assets 2020: $90,780Liabilities 2020: $02020Assets 2021: $108,966Liabilities 2021: $0Net Assets 2021: $108,9662021Assets 2022: $115,053Liabilities 2022: $0Net Assets 2022: $115,0532022Assets 2023: $122,029Liabilities 2023: $0Net Assets 2023: $122,0292023Assets 2024: $108,223Liabilities 2024: $02024Assets 2025: $88,052Net Assets 2025: $88,0522025

Highlighted filing

2017

Assets$60,059
Liabilities$0
Net Assets$60,059

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $78,426Expenses 2010: $73,310Net Income 2010: $5,1162010Revenue 2011: $87,545Expenses 2011: $86,550Net Income 2011: $9952011Revenue 2012: $87,213Expenses 2012: $86,593Net Income 2012: $6202012Revenue 2013: $68,074Expenses 2013: $81,026Net Income 2013: -$12,9522013Revenue 2014: $85,901Expenses 2014: $67,118Net Income 2014: $18,7832014Revenue 2015: $78,344Expenses 2015: $67,701Net Income 2015: $10,6432015Revenue 2016: $87,856Expenses 2016: $67,229Net Income 2016: $20,6272016Revenue 2017: $48,091Expenses 2017: $60,104Net Income 2017: -$12,0132017Revenue 2018: $77,042Expenses 2018: $66,616Net Income 2018: $10,4262018Revenue 2019: $66,381Expenses 2019: $54,314Net Income 2019: $12,0672019Revenue 2020: $40,366Expenses 2020: $32,138Net Income 2020: $8,2282020Revenue 2021: $33,812Expenses 2021: $15,626Net Income 2021: $18,1862021Revenue 2022: $39,148Expenses 2022: $33,061Net Income 2022: $6,0872022Revenue 2023: $54,697Expenses 2023: $47,721Net Income 2023: $6,9762023Revenue 2024: $29,470Expenses 2024: $43,276Net Income 2024: -$13,8062024Revenue 2025: $39,465Expenses 2025: $59,636Net Income 2025: -$20,1712025

Highlighted filing

2017

Revenue$48,091
Expenses$60,104
Net Income-$12,013
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$48,091
Mission and Program Overview

Mission

To facilitate charitable gift planning and enhance its value to donors and recipients.

Program Services

DescriptionGrantsExpenses
MONTHLY EDUCATIONAL LUNCHEON MEETINGS FROM SEPTEMBER-MAY OFFERING OUTSTANDING REGIONAL, LOCAL, AND NATIONAL PRESENTERS ON THE CURRENT TOPICS OF INTEREST IN THE FIELD.$0$17,085
EDUCATIONAL EVENTS THROUGH VIDEO AND WEB SEMINARS AS WELL AS THE ANNUAL CONFERENCE.$0$12,036
ANNUAL LEGACY AWARDS EVENT HONORING DONORS, CHARITABLE ORGANIZATIONS, AND PROFESSIONAL ADVISORS TO DONORS AND CHARITIES IN THE ST. LOUIS AREA$0$10,318
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN SKODAK CFREPresidentPT$0--
TED WILLIAMSON CPAVP. FinancePT$0--
PAT MOLINE CFRE CFPVP. AdministrationPT$0--
SUE WALLACEVP. EducationPT$0--
BARBARA CARSWELL LLMDirector-$0--
JOAN CHEANEY CFREDirector-$0--
PAMELA DEMPSKIDirector-$0--
KAREN LANTER CFRE MPADirector-$0--
TRUDY LEE EDD CSPGDirector-$0--
KENT LEVANDirector-$0--
DONNA BABER JDPresident-ElectPT$0--
HARRY RATLIFF CAP CIMADirector-$0--
Filing and Contact Details

Filer

Filer Name
Partnership for Philanthropic Planning
EIN
43-1603812
Phone
3144122235
Address
2650 S HANLEY ROAD NO 100, ST LOUIS, MO 63144

Signing Officer

Name
Ted Williamson
Title
VP, Finance
Phone
3144122235
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD STE 201, ST LOUIS, MO 63141
Preparer
Mary a Green CPA
Phone
3148121100
Supplemental Narrative

Additional Explanations

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

Description: administration. Amount: 1,523. Description: board expenses. Amount: 879. Description: conferences and meetings. Amount: 29,121. Description: legacy awards. Amount: 10,318. Description: insurance. Amount: 500. Total to form 990-ez, line 16: 42,341.

Raw XML Appendix229 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN SKODAK CFRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TED WILLIAMSON CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT MOLINE CFRE CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA CARSWELL LLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOAN CHEANEY CFRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAMELA DEMPSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAREN LANTER CFRE MPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRUDY LEE EDD CSPG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KENT LEVAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HARRY RATLIFF CAP CIMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP. FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP. ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP. EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042341
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FACILITATE CHARITABLE GIFT PLANNING AND ENHANCE ITS VALUE TO DONORS AND RECIPIENTS.
IRS990EZ/ProgramServiceRevenueAmt027700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL LEGACY AWARDS EVENT HONORING DONORS, CHARITABLE ORGANIZATIONS, AND PROFESSIONAL ADVISORS TO DONORS AND CHARITIES IN THE ST. LOUIS AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL EVENTS THROUGH VIDEO AND WEB SEMINARS AS WELL AS THE ANNUAL CONFERENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MONTHLY EDUCATIONAL LUNCHEON MEETINGS FROM SEPTEMBER-MAY OFFERING OUTSTANDING REGIONAL, LOCAL, AND NATIONAL PRESENTERS ON THE CURRENT TOPICS OF INTEREST IN THE FIELD.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010318
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112036
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217085
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalProgramServiceExpensesAmt039439
IRS990EZ/TotalRevenueAmt048091
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SLPGC.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0217101
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029757
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085901
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085901
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATION. AMOUNT: 1,523. DESCRIPTION: BOARD EXPENSES. AMOUNT: 879. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 29,121. DESCRIPTION: LEGACY AWARDS. AMOUNT: 10,318. DESCRIPTION: INSURANCE. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 42,341.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TED WILLIAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144122235
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARTNERSHIP FOR PHILANTHROPIC PLANNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ST LOUIS PLANNED GIVING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0431603812
ReturnHeader/Filer/PhoneNum03144122235
ReturnHeader/Filer/USAddress/AddressLine1Txt02650 S HANLEY ROAD NO 100
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063144
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00869908A3B9B9BB548F2B8025CB0201288737015
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E52E4E008FA12E84B5629FEE745A9B4E6E218FD9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.153.96.247
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:11:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431061959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIEFER BONFANTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 EMERSON ROAD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03148121100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY A GREEN CPA
ReturnHeader/ReturnTs02018-05-14T09:12:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.88$0.39$0.60$0.20
2024Summary only. Only limited summary data is available for this year.$1.08$0.00$0.29$0.43$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.55$0.48$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.39$0.33$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.34$0.16$0.18
2020Summary only. Only limited summary data is available for this year.$0.91$0.00$0.40$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.66$0.54$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.77$0.67$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.48$0.60$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.88$0.67$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.78$0.68$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.86$0.67$0.19
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.68$0.81$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.87$0.87$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.88$0.87$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.78$0.73$0.05