Civic Intelligence

Chesapeake Planned Giving Council Inc C/O Association Matters Inc

EIN 52-1710226 • 501(c)3 • Cockeysville, MD

Profile

To unite legal, financial, and development professionals to facilitate, coordinate, and encourage the education and training of the planned giving community in serving the charitable, financial and estate planning needs of donors and clients.

201 W Padonia Rd No 106Cockeysville, MD 21093

www.cpgc.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

13th percentile

-58%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

45th percentile

-6.7%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$26,751

Down $12,434 (-32%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Down

$26,751

Down $12,434 (-32%) from 2012

Revenue

Down

$21,597

Down $1,544 (-6.7%) from 2012

Expenses

Up

$34,031

Up $11,156 (+49%) from 2012

Net Income

Down

-$12,434

Down $12,700 (-4774%) from 2012

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $40,341Liabilities 2010: $0Net Assets 2010: $40,3412010Assets 2011: $38,919Liabilities 2011: $0Net Assets 2011: $38,9192011Assets 2012: $39,185Liabilities 2012: $0Net Assets 2012: $39,1852012Assets 2013: $26,751Liabilities 2013: $0Net Assets 2013: $26,7512013

Highlighted filing

2013

Assets$26,751
Liabilities$0
Net Assets$26,751

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $22,029Expenses 2010: $23,386Net Income 2010: -$1,3572010Revenue 2011: $24,228Expenses 2011: $25,650Net Income 2011: -$1,4222011Revenue 2012: $23,141Expenses 2012: $22,875Net Income 2012: $2662012Revenue 2013: $21,597Expenses 2013: $34,031Net Income 2013: -$12,4342013

Highlighted filing

2013

Revenue$21,597
Expenses$34,031
Net Income-$12,434

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.0
Gross Receipts
$21,597
Mission and Program Overview

Mission

To unite legal, financial, and development professionals to facilitate, coordinate, and encourage the education and training of the planned giving community in serving the charitable, financial and estate planning needs of donors and clients.

Program Services

DescriptionGrantsExpenses
EDUCATION OF THE PUBLIC AND PLANNED GIVING COMMUNITY THROUGH MEETINGS, LITERATURE, AND VARIOUS PROGRAMS TO THE BENEFITS OF PLANNED GIVING.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GAMBINOPresident-$0--
JOHN GILPINSecretary-$0--
CHRISTOPHER MCGURNTreasurer-$0--
EDWIN FEE JRBoard Member-$0--
HEATHER SPURRIERBoard Member-$0--
ANN KOLAKOWSKIBoard Member-$0--
BARRY ROLLINSBoard Member-$0--
FR CHARLES CLOUGHENBoard Member-$0--
RICK MONFREDBoard Member-$0--
JOEL SIMONBoard Member-$0--
JANICE WILLIAMSBoard Member-$0--
CATHERINE HRYNCEWICHBoard Member-$0--
Filing and Contact Details

Filer

EIN
52-1710226
Phone
4105270780

Signing Officer

Name
Christopher Mcgurn
Title
Treasurer
Phone
4105270780
Signed
2014-04-21
Discuss with paid preparer
Yes

Preparer

Preparer
Susan Keller
Phone
4107275735
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 16.

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

Description: other income. Amount: 1,000.

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

Description: insurance. Amount: 1,070. Description: professional services - accounting. Amount: 1,569. Description: dues & memberships. Amount: 580. Description: bank fees. Amount: 2,140. Description: miscellaneous. Amount: 1,174. Description: breakfast, lunch and other program meeting expenses. Amount: 6,118. Description: travel. Amount: 2,495. Description: supplies. Amount: 259. Description: donation and sponsorship expense. Amount: 1,250. Description: miscellaneous expense. Amount: 1,906. Total to form 990-ez, line 16: 18,561.

Raw XML Appendix201 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 1,070. DESCRIPTION: PROFESSIONAL SERVICES - ACCOUNTING. AMOUNT: 1,569. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 580. DESCRIPTION: BANK FEES. AMOUNT: 2,140. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,174. DESCRIPTION: BREAKFAST, LUNCH AND OTHER PROGRAM MEETING EXPENSES. AMOUNT: 6,118. DESCRIPTION: TRAVEL. AMOUNT: 2,495. DESCRIPTION: SUPPLIES. AMOUNT: 259. DESCRIPTION: DONATION AND SPONSORSHIP EXPENSE. AMOUNT: 1,250. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,906. TOTAL TO FORM 990-EZ, LINE 16: 18,561.
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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/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MCGURN
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ReturnHeader/BusinessOfficerGrp/PhoneNum04105270780
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHESAPEAKE PLANNED GIVING COUNCIL INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O ASSOCIATION MATTERS INC
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ReturnHeader/Filer/EIN0521710226
ReturnHeader/Filer/PhoneNum04105270780
ReturnHeader/Filer/USAddress/AddressLine10201 W PADONIA RD NO 106
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ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021093
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELLIN & TUCKER CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 S CHARLES ST SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode021201
ReturnHeader/PreparerPersonGrp/PhoneNum04107275735
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN KELLER
ReturnHeader/ReturnTs02014-05-13T08:11:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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