Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2013 • EIN 54-1636061

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

Organization ProfileWWW.VAGIFTPLANNING.COM
PO Box 29235Richmond, VA 23242
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.5%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$42,100

Up $10,374 (+33%) from 2012

Net Assets

Up

$42,100

Up $10,374 (+33%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Down

$33,124

Down $851 (-2.5%) from 2012

Expenses

Down

$22,750

Down $545 (-2.3%) from 2012

Net Income

Down

$10,374

Down $306 (-2.9%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2011: $21,046Net Assets 2011: $21,0462011Assets 2012: $31,726Liabilities 2012: $0Net Assets 2012: $31,7262012Assets 2013: $42,100Liabilities 2013: $0Net Assets 2013: $42,1002013Assets 2014: $56,895Liabilities 2014: $0Net Assets 2014: $56,8952014Assets 2015: $65,050Net Assets 2015: $65,0502015Assets 2016: $69,164Net Assets 2016: $69,1642016Assets 2018: $61,782Net Assets 2018: $61,7822018Assets 2019: $62,260Net Assets 2019: $62,2602019Assets 2020: $63,488Net Assets 2020: $63,4882020Assets 2021: $56,620Net Assets 2021: $56,6202021

Highlighted filing

2013

Assets$42,100
Liabilities$0
Net Assets$42,100
Open 2013 Filing

Operations Trend

Revenue Growth43rd percentile

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

$40K$20K$0-$20KRevenue 2011: $19,288Expenses 2011: $18,531Net Income 2011: $7572011Revenue 2012: $33,975Expenses 2012: $23,295Net Income 2012: $10,6802012Revenue 2013: $33,124Expenses 2013: $22,750Net Income 2013: $10,3742013Revenue 2014: $35,933Expenses 2014: $21,138Net Income 2014: $14,7952014Revenue 2015: $29,206Expenses 2015: $21,051Net Income 2015: $8,1552015Revenue 2016: $34,350Expenses 2016: $30,236Net Income 2016: $4,1142016Revenue 2018: $28,390Expenses 2018: $37,471Net Income 2018: -$9,0812018Revenue 2019: $33,020Expenses 2019: $32,542Net Income 2019: $4782019Revenue 2020: $33,222Expenses 2020: $31,994Net Income 2020: $1,2282020Revenue 2021: $10,729Expenses 2021: $17,597Net Income 2021: -$6,8682021

Highlighted filing

2013

Revenue$33,124
Expenses$22,750
Net Income$10,374
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

To provide a forum for the exchange of ideas and information about charitable planned giving.

Filing and Contact Details

Filer

EIN
54-1636061
Raw XML Appendix210 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/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY042100
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear010374
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts033124
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IRS990EZ/MembershipDues023380
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DAVID D ADDISON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1BRENT CHAMBERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KATHERINE RAMSEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JANET L BROCKLEHURST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BARBARA HENLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5AARON MCCLUNG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6NANCY N ROGERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7LISA O'MARA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8DELORES SMITH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9ELLEN SPONG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10WENDY EASTMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal022750
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0EDUCATION AND NETWORKING AMONG DEVELOPMENT MANAGERS AND MEMBER ORGANIZATIONS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0LUNCHEON MEETINGS AND SPEAKERS SERIES ADDRESSING PLANNED GIVING PROFESSIONALS INCLUDING PANEL DISCUSSIONS AND AUDIENCE PARTICIPATION FOR ISSUES CONFRONTING THE PROFESSION OF PLANNED GIVING.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses016977
IRS990EZ/ProgramServiceRevenue09700
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0VA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10901 E BYRD STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0RICHMOND
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0VA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode023219
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE ORGANIZATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08042377513
IRS990EZ/TotalAssets/BOY031726
IRS990EZ/TotalAssets/EOY042100
IRS990EZ/TotalExpenses022750
IRS990EZ/TotalProgramServiceExpenses016977
IRS990EZ/TotalRevenue033124
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.VAGIFTPLANNING.COM
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear023380
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year015570
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years010615
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years012374
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years08548
IRS990ScheduleA/GiftsGrantsContribReceived509/Total070487
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear044
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years020
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0158
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0508
IRS990ScheduleA/GrossInvestmentIncome509/Total0730
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear09700
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year018405
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years08653
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years012766
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years019803
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total069327
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear044
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years020
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0158
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0508
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0730
IRS990ScheduleA/InvestmentIncomePercentage00.00520
IRS990ScheduleA/PriorYearSupportPercentage00.99110
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00890
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99480
IRS990ScheduleA/PublicSupportTotal5090139814
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear033080
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year033975
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years019268
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years025140
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years028351
IRS990ScheduleA/Total509/Total0139814
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear033124
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year033975
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years019288
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years025298
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years028859
IRS990ScheduleA/TotalSupportTotal/Total0140544
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST 44..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: SIGNATURE SERIES - SPEAKER & FACILITY CHARGES. AMOUNT: 8,663. DESCRIPTION: ROAST & TOAST EVENT - FACILITY FEES. AMOUNT: 2,364. DESCRIPTION: LUNCHEON SERIES - FACILITY CHARGES. AMOUNT: 5,031. DESCRIPTION: LUNCHEON SERIES - SPEAKER FEES & TRAVEL. AMOUNT: 610. DESCRIPTION: WEBSITE AND MAILING LISTS. AMOUNT: 541. DESCRIPTION: ADMIN SUPPORT. AMOUNT: 3,300. DESCRIPTION: PAY PAL FEES. AMOUNT: 265. DESCRIPTION: SUPPLIES. AMOUNT: 702. DESCRIPTION: SPONSORSHIP SIGNS. AMOUNT: 336. DESCRIPTION: DUES & LICENSES. AMOUNT: 325. DESCRIPTION: NEWSPAPER NOTICES. AMOUNT: 263. DESCRIPTION: HONORARIA. AMOUNT: 350. TOTAL TO FORM 990-EZ, LINE 16: 22,750.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE 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
ReturnHeader/Filer/EIN0541636061
ReturnHeader/Filer/Name/BusinessNameLine10VIRGINIA GIFT PLANNING COUNCIL
ReturnHeader/Filer/NameControl0VIRG
ReturnHeader/Filer/Phone08042377513
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 29235
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023242
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-05-15
ReturnHeader/Officer/Name0JANET BROCKLEHURST
ReturnHeader/Officer/Phone08042377513
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0570381582
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10901 E BYRD STREET SUITE 1000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RICHMOND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode023219
ReturnHeader/Preparer/Name0JANET L BROCKLEHURST CPA
ReturnHeader/Preparer/Phone08046124380
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-15T08:53:25-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,100
Liabilities
$0
Net assets
$42,100
Revenue
$33,124
Expenses
$22,750
Net income
$10,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.6$56.6$10.7$17.6$6.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.5$63.5$33.2$32.0$1.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.3$62.3$33.0$32.5$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.8$61.8$28.4$37.5$9.08
2016Detailed filing. Detailed filing data is available for this year.$69.2$69.2$34.4$30.2$4.11
2015Detailed filing. Detailed filing data is available for this year.$65.1$65.1$29.2$21.1$8.16
2014Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$35.9$21.1$14.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.1$0.00$42.1$33.1$22.8$10.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.7$0.00$31.7$34.0$23.3$10.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$21.0$19.3$18.5$0.76
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits