Civic Intelligence

The Institute for Philanthropic

EIN 46-1270290 • 501(c)3 • Charlotte, NC

Profile

The Institute for Philanthropic Leadership (IPL) endeavors to strengthen the culture of individual philanthropy in th eCharlotte region in the following ways:1.) Educate and empower nonprofit leaders to implement a leadership gifts program, practice donor centric fund raising and help donors develop their vision for their personal philanthropy.2.) Provide in-depth educational programming for executive directors and development professionals that will advance their understanding and practice of philanthropy.3.) Encourage effective board leadership in fund raising by providing educational programs for nonprofit board members in Charlotte.

1235 East Blvd Box 235Charlotte, NC 28203

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-32%

Higher net margin than 25% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-27%

Faster asset growth than 22% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-29%

Faster revenue growth than 31% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$29,974

Down $11,260 (-27%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$29,974

Down $11,260 (-27%) from 2018

Operations
Liabilities / Revenue81st percentileNet Margin25th percentile

Revenue

Down

$34,718

Down $13,880 (-29%) from 2018

Expenses

Up

$45,978

Up $16,263 (+55%) from 2018

Net Income

Down

-$11,260

Down $30,143 (-160%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $16,421Net Assets 2015: $16,4212015Assets 2016: $11,368Net Assets 2016: $11,3682016Assets 2017: $23,543Net Assets 2017: $23,5432017Assets 2018: $41,234Net Assets 2018: $41,2342018Assets 2019: $29,974Net Assets 2019: $29,9742019

Highlighted filing

2019

Assets$29,974
Liabilities-
Net Assets$29,974
Open 2019 Filing

Operations Trend

Revenue Growth31st percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $34,810Expenses 2015: $55,009Net Income 2015: -$20,1992015Revenue 2016: $111,756Expenses 2016: $116,809Net Income 2016: -$5,0532016Revenue 2017: $30,690Expenses 2017: $18,515Net Income 2017: $12,1752017Revenue 2018: $48,598Expenses 2018: $29,715Net Income 2018: $18,8832018Revenue 2019: $34,718Expenses 2019: $45,978Net Income 2019: -$11,2602019

Highlighted filing

2019

Revenue$34,718
Expenses$45,978
Net Income-$11,260
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$29,974
Liabilities
-
Net assets
$29,974
Revenue
$34,718
Expenses
$45,978
Net income
-$11,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$0.35$0.46$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.49$0.30$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.24$0.31$0.19$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.12$1.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.35$0.55$0.20
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$111,756
Mission and Program Overview

Mission

The Institute for Philanthropic Leadership (IPL) endeavors to strengthen the culture of individual philanthropy in the community in the following ways:-Inspire, educate and empower nonprofit leaders to implement a leadership gifts program and practice donor-centric fundraising.-Help donors develop their vision for their personal philanthropy.-Advance the practice and understanding of philanthropy through in-depth educational programming for executive directors and development professionals.-Encourage effective board leadership in fundraising by providing educational programs for nonprofit board members.

The Institute for Philanthropic Leadership (IPL) endeavors to strengthen the culture of individual philanthropy in th eCharlotte region in the following ways:1.) Educate and empower nonprofit leaders to implement a leadership gifts program, practice donor centric fund raising and help donors develop their vision for their personal philanthropy.2.) Provide in-depth educational programming for executive directors and development professionals that will advance their understanding and practice of philanthropy.3.) Encourage effective board leadership in fund raising by providing educational programs for nonprofit board members in Charlotte.

Program Services

DescriptionGrantsExpenses
Leadership Gift SchoolNonprofit CEOs and Development Directors are invited as a team, to attend this highly valued education program in Charlotte NC. Eight sessions, over a period of eight months, offer a unique experience to build highly trained teams who can effectively advance the way fundraising is implemented. This is the first theory to practice classroom program in the country, tailored to raise the bar of regional philanthropy. As a member of this peer learning community, you will discover what it takes to build and grow the most successful philanthropy program possible for your unique organization. Throughout the eight sessions, you will hear from experts and donors, review the field research, read the professional literature, examine case-studies, and participate in class and out-of-class assignments to ensure the effective implementation of LGS principles. Over the last four years, 92 nonprofit leaders from 43 nonprofit organizations have graduated from this highly acclaimed program, evaluated by an independent UNCC study.$88,773-
Development Professionals ProgramIPLs newest program will begin in February 2016 in partnership with AFP, Charlotte Chapter and Wake Forest University Charlotte Center. Developing Development Professionals vision is to help prepare current and future philanthropy leaders to make a difference in our community. We are pleased to have secured 8 experienced and dynamic presenters in the nonprofit field to lead this new program. Over 4 days, 16 sessions will be held at Wake Forest University Center City geared towards emerging development directors, individuals new to the field or individuals interested in the nonprofit sector. This new program will offer practical and hands-on instruction and will provide the participants with the tools and knowledge to engage further in the nonprofit field.$3,825-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim KelleyChair-$0--
Bart LandessTreasurer-$0--
Kristin Hills BradberryVice Chair-$0--
Philip BlumenthalDirector-$0--
James BullockDirector-$0--
Betsy ConwayDirector-$0--
Carol HardisonDirector-$0--
Joanne BeamDirector-$0--
Linda ReynoldsDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Institute for Philanthropic
EIN
46-1270290
Phone
7046088661
Address
1235 East Blvd Box 235, Charlotte, NC 28203

Signing Officer

Name
Jim Kelley
Title
Chair
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $606”

Other Expenses.1002

“Office Expenses $1638”

Other Expenses.1003

“Information Technology $585”

Other Expenses.1

“Meals & entertainment $1316”

Other Expenses.2

“Parking $872”

Other Expenses.3

“Program Expenses $389”

Other Expenses.5

“Business expenses $129”

Raw XML Appendix182 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.

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