Civic Intelligence

The Giving Plan Foundation Inc

990 • Fiscal year 2014 • EIN 45-5463220

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

7000 Central Parkway Suite 1040Atlanta, GA 30328

(678) 506-2700

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.01x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.22x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

39th percentile

-0.0%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

96th percentile

142%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$165,422

Up $97,074 (+142%) from 2013

Net Assets

Down

-$1,000

Down $150 (-18%) from 2013

Liabilities

Up

$166,422

Up $97,224 (+141%) from 2013

Revenue

Up

$755,915

Up $143,694 (+23%) from 2013

Expenses

Up

$756,065

Up $142,899 (+23%) from 2013

Net Income

Up

-$150

Up $795 (+84%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2012: $95Liabilities 2012: $02012Assets 2013: $68,348Liabilities 2013: $69,198Net Assets 2013: -$8502013Assets 2014: $165,422Liabilities 2014: $166,422Net Assets 2014: -$1,0002014Assets 2015: $20,480Liabilities 2015: $1,100Net Assets 2015: $19,3802015Assets 2016: $11,247Liabilities 2016: $17,100Net Assets 2016: -$5,8532016Assets 2017: $25,066Liabilities 2017: $42,600Net Assets 2017: -$17,5342017Assets 2018: $84,777Liabilities 2018: $0Net Assets 2018: $84,7772018

Highlighted filing

2014

Assets$165,422
Liabilities$166,422
Net Assets-$1,000

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $120,900Expenses 2012: $120,805Net Income 2012: $952012Revenue 2013: $612,221Expenses 2013: $613,166Net Income 2013: -$9452013Revenue 2014: $755,915Expenses 2014: $756,065Net Income 2014: -$1502014Revenue 2015: $664,016Expenses 2015: $643,636Net Income 2015: $20,3802015Revenue 2016: $449,795Expenses 2016: $475,028Net Income 2016: -$25,2332016Revenue 2017: $121,072Expenses 2017: $132,753Net Income 2017: -$11,6812017Revenue 2018: $209,950Expenses 2018: $114,681Net Income 2018: $95,2692018

Highlighted filing

2014

Revenue$755,915
Expenses$756,065
Net Income-$150
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$755,915
Mission and Program Overview

Mission

The charitable exempt purpose of the giving plan foundation ("the organization") is to facilitate gifts to non-profit organizations qualifying under section 501(c)(3) of the internal revenue code ("irc"). The organization's mission is to raise one billion dollars for charities every decade.

The giving plan foundation will fulfill its charitable purpose by generating and facilitating gifts to public charities organized and operated exclusively for charitable or educational purposes as defined by 501(c)(3) of the irc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$38,250$144,500▲ $106,250
Cash and Non-Interest-Bearing Accounts$30,098$20,922▼ $9,176
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-850$-1,000▼ $150
Total Assets$68,348$165,422▲ $97,074
Liabilities
Grants Payable$68,248$165,322▲ $97,074
Other Liabilities$950$1,100▲ $150
Total Liabilities$69,198$166,422▲ $97,224
Net Assets / Fund Balance
Total Net Assets Fund Balance$-850$-1,000▼ $150
Total Liabilities and Net Assets / Fund Balance$68,348$165,422▲ $97,074
Compensation and Service Providers

Board Members and Trustees

NameTitle
Adam CapesPresident
Sandi BronteSecretary
Rob VakaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$755,915
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$755,915
Change in Net Assets
$-150

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table99$247,500Fair Market Value
Total Noncash Contributions99$247,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$695,526
Other Expenses$60,539
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$695,526--$695,526
Other Expenses$52,875$12-$12
Total Functional Expenses$748,401$7,664$0$756,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jdrf (juvenile Diabetes Research Foundation Ga Chapter)Atlanta, GA501(c)(3)Charitable Donation$31,614
The Tesori Family FoundationPonte Vedra, FL501(c)(3)Charitable Donation$15,000
Create Your DreamsAtlanta, GA501(c)(3)Charitable Donation$10,000
Resurgens Charitable FoundationAtlanta, GA501(c)(3)Charitable Donation$9,700
Guide Dog Foundation for the BlindSmithtown, NY501(c)(3)Charitable Donation$8,000
Christian Care CenterLeesburg, FL501(c)(3)Charitable Donation$7,500
Country K-9 RescueLebanon, TN501(c)(3)Charitable Donation$7,500
Foundation for the CarolinasCharlotte, NC501(c)(3)Charitable Donation$7,500
Jabian CaresAtlanta, GA501(c)(3)Charitable Donation$7,500
Jahri Evans FoundationPhiladelphia, PA501(c)(3)Charitable Donation$7,500
Jason Taylor FoundationWeston, FL501(c)(3)Charitable Donation$7,500
Spoonful of HopeAtlanta, GA501(c)(3)Charitable Donation$7,500
The Georgia Tuition Assistance ProgramAtlanta, GA501(c)(3)Charitable Donation$7,500
The Ronald Davis Family FoundationLos Angeles, CA501(c)(3)Charitable Donation$7,500
To Teach Who Christ Is CampaignChicago, IL501(c)(3)Charitable Donation$7,500
Ucsf Pancreas Center FundSan Francisco, CA501(c)(3)Charitable Donation$7,500
Year UpAtlanta, GA501(c)(3)Charitable Donation$7,500
CONGREGATION B'NAI ISRAELSpartanburg, SC501(c)(3)Charitable Donation$7,275
Cure Childhood Cancer FundAtlanta, GA501(c)(3)Charitable Donation$7,275
First United Methodist Church of OpelikaOpelika, AL501(c)(3)Charitable Donation$7,275
HADDIE'S HOMEOpelika, AL501(c)(3)Charitable Donation$7,275
Heart for AfricaCape Girardeau, MO501(c)(3)Charitable Donation$7,275
Kershaw County Humane SocietyCamden, SC501(c)(3)Charitable Donation$7,275
LONDON'S BRIDGE FOUNDATIONCleveland, OH501(c)(3)Charitable Donation$7,275
Leading the WayAtlanta, GA501(c)(3)Charitable Donation$7,275
Lifepoint ChurchReisterstown, MD501(c)(3)Charitable Donation$7,275
My Life SpeaksNashville, TN501(c)(3)Charitable Donation$7,275
Palos Verdes High School Booster ClubPalos Verdes Estates, CA501(c)(3)Charitable Donation$7,275
SERENITY'S STEPSAtlanta, GA501(c)(3)Charitable Donation$7,275
Search Ministries NationalBaltimore, MD501(c)(3)Charitable Donation$7,275
The Douglas Brothers FoundationMorrow, GA501(c)(3)Charitable Donation$7,275
Vista Hill FoundationSan Diego, CA501(c)(3)Charitable Donation$7,275
Atlanta Symphony OrchestraAtlanta, GA501(c)(3)Charitable Donation$6,906
Washington Tennis & Education FoundationWashington, DC501(c)(3)Charitable Donation$6,000
Cystic Fibrosis FoundationBethesda, MD501(c)(3)Charitable Donation$5,000
Greater Atlanta Muscular Dystrophy AssocTucker, GA501(c)(3)Charitable Donation$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to G2g Collection$1,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

N/A

Form 990, Part VI, Section C, Line 19

Documents are available upon request and can be reviewed at the foundation.

Filing and Contact Details

Filer

Filer Name
The Giving Plan Foundation Inc
EIN
45-5463220
Phone
6785062700
Address
7000 CENTRAL PARKWAY SUITE 1040, ATLANTA, GA 30328

Signing Officer

Name
Adam Capes
Title
President
Phone
6785062700
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Capes
Formed
2012
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Frazier & Deeter LLC
Address
1230 PEACHTREE STREET NE SUITE 1500, ATLANTA, GA 30309
Preparer
Andrew Burnett
Phone
4042537500
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt31CHARITABLE DONATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt35CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CREATE YOUR DREAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HEART FOR AFRICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LONDON'S BRIDGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JASON TAYLOR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CONGREGATION B'NAI ISRAEL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WASHINGTON TENNIS & EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THE GEORGIA TUITION ASSISTANCE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SPOONFUL OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE TESORI FAMILY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9KERSHAW COUNTY HUMANE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10SEARCH MINISTRIES NATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11JAHRI EVANS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12JDRF (JUVENILE DIABETES RESEARCH FOUNDATION GA CHAPTER)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13HADDIE'S HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14CHRISTIAN CARE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15SERENITY'S STEPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16CURE CHILDHOOD CANCER FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17UCSF PANCREAS CENTER FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18ATLANTA SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19FOUNDATION FOR THE CAROLINAS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20THE RONALD DAVIS FAMILY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt21FIRST UNITED METHODIST CHURCH OF OPELIKA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt22RESURGENS CHARITABLE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt23COUNTRY K-9 RESCUE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt24GREATER ATLANTA MUSCULAR DYSTROPHY ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt25PALOS VERDES HIGH SCHOOL BOOSTER CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt26MY LIFE SPEAKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt27JABIAN CARES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt28LEADING THE WAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt29VISTA HILL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt30YEAR UP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt31LIFEPOINT CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt32TO TEACH WHO CHRIST IS CAMPAIGN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt33THE DOUGLAS BROTHERS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt34CYSTIC FIBROSIS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt35GUIDE DOG FOUNDATION FOR THE BLIND
IRS990ScheduleI/RecipientTable/RecipientEIN0582133252
IRS990ScheduleI/RecipientTable/RecipientEIN1364509500
IRS990ScheduleI/RecipientTable/RecipientEIN2830423545
IRS990ScheduleI/RecipientTable/RecipientEIN3201452369
IRS990ScheduleI/RecipientTable/RecipientEIN4576022286
IRS990ScheduleI/RecipientTable/RecipientEIN5526046504
IRS990ScheduleI/RecipientTable/RecipientEIN6263983489
IRS990ScheduleI/RecipientTable/RecipientEIN7455378997
IRS990ScheduleI/RecipientTable/RecipientEIN8271153318
IRS990ScheduleI/RecipientTable/RecipientEIN9237080463
IRS990ScheduleI/RecipientTable/RecipientEIN10751627393
IRS990ScheduleI/RecipientTable/RecipientEIN11262171917
IRS990ScheduleI/RecipientTable/RecipientEIN12231907729
IRS990ScheduleI/RecipientTable/RecipientEIN13452696638
IRS990ScheduleI/RecipientTable/RecipientEIN14592790823
IRS990ScheduleI/RecipientTable/RecipientEIN15454974421
IRS990ScheduleI/RecipientTable/RecipientEIN16581244138
IRS990ScheduleI/RecipientTable/RecipientEIN17941550853
IRS990ScheduleI/RecipientTable/RecipientEIN18580633971
IRS990ScheduleI/RecipientTable/RecipientEIN19566047886
IRS990ScheduleI/RecipientTable/RecipientEIN20061395552
IRS990ScheduleI/RecipientTable/RecipientEIN21630366278
IRS990ScheduleI/RecipientTable/RecipientEIN22300078798
IRS990ScheduleI/RecipientTable/RecipientEIN23431966006
IRS990ScheduleI/RecipientTable/RecipientEIN24131665552
IRS990ScheduleI/RecipientTable/RecipientEIN25300005919
IRS990ScheduleI/RecipientTable/RecipientEIN26452446194
IRS990ScheduleI/RecipientTable/RecipientEIN27274728956
IRS990ScheduleI/RecipientTable/RecipientEIN28581816773
IRS990ScheduleI/RecipientTable/RecipientEIN29951944230
IRS990ScheduleI/RecipientTable/RecipientEIN30043534407
IRS990ScheduleI/RecipientTable/RecipientEIN31521545190
IRS990ScheduleI/RecipientTable/RecipientEIN32362170826
IRS990ScheduleI/RecipientTable/RecipientEIN33264720722
IRS990ScheduleI/RecipientTable/RecipientEIN34131930701
IRS990ScheduleI/RecipientTable/RecipientEIN35111687477
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0887 W MARIETTA ST NW STE T-108
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 758
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 28502
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31575 NORTHPARK DRIVE SUITE 99
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4146 HEYWARD AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt516TH KENNEDY STREETS NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6535 COLDSTREAM COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7541 10TH STREET NW STE 331
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8830 A1A NORTH SUITE 13 BOX 453
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9460 FAIR STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10PO BOX 17088
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11373 EAST MEEHAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt123525 PIEDMONT ROAD NE BUILDING 6
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13PO BOX 1525

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