Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2015 • EIN 54-1636061

Jul 01, 2014 to Jun 30, 2015 • Filed on May 06, 2016

PO Box 17842Richmond, VA 23226

(804) 727-0120

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$65,050

Up $8,155 (+14%) from 2014

Net Assets

Up

$65,050

Up $8,155 (+14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$29,206

Down $6,727 (-19%) from 2014

Expenses

Down

$21,051

Down $87 (-0.4%) from 2014

Net Income

Down

$8,155

Down $6,640 (-45%) from 2014

Historical Trend

Balance Sheet Trend

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: $65,050Liabilities 2015: $0Net 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

2015

Assets$65,050
Liabilities$0
Net Assets$65,050

Operations Trend

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

2015

Revenue$29,206
Expenses$21,051
Net Income$8,155
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 6, 2016
Return Version
2014v6.0
Gross Receipts
$29,206
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SERIES - THREE LUNCHEON PROGRAMS AND A SIGNATURE SERIES$150$14,644
MEMBERSHIP SOCIALS - PROVIDING MEMBERS WITH AN OPPORTUNITY FOR NETWORKING-$2,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN E SPONGPresident-$0--
THOMAS C BURKEVice-Preside-$0--
NANCY N ROGERSSecretary-$0--
JANET L BROCKLEHURSTTreasurer-$0--
DAVID ADDISONDirector-$0--
JAN CLARKEDirector-$0--
J WILLIAM GRAY JRDirector-$0--
JANE HAMILTONDirector-$0--
DIANE LOWDERDirector-$0--
PENNY LOWREYDirector-$0--
AMY SINGLETONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Virginia Gift Planning Council
EIN
54-1636061
Address
PO BOX 17842, RICHMOND, VA 23226

Signing Officer

Name
Ellen E Spong
Title
President
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
J Brocklehurst CPA Pllc
Address
3900 WESTERRE PARKWAY SUITE 300, RICHMOND, VA 23233
Preparer
Janet L Brocklehurst
Phone
8047270120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses constant contact 294 pay pal fees 393 supplies 461 website 256 signature series - speaker 2,500 signature series - travel 326 sign. Series - speaker meals 427 sign. Series - facilities 540 luncheon series - facilities 7,025 membership social 2,874 cfre continuing ed fees 300 sponsorship signs 195 dues 385 licenses 25 miscellaneous 100 total 16,101

Form 990-ez, Part III

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

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0J BROCKLEHURST CPA PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum08047270120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03900 WESTERRE PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08155
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065050
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0150
IRS990EZ/GrossReceiptsAmt029206
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022950
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065050
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN E SPONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS C BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY N ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET L BROCKLEHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID ADDISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAN CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6J WILLIAM GRAY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DIANE LOWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PENNY LOWREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AMY SINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AND INFORMATION ABOUT CHARITABLE PLANNED GIVING.
IRS990EZ/ProgramServiceRevenueAmt06250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SERIES - THREE LUNCHEON PROGRAMS AND A SIGNATURE SERIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEMBERSHIP SOCIALS - PROVIDING MEMBERS WITH AN OPPORTUNITY FOR NETWORKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014644
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021051
IRS990EZ/TotalProgramServiceExpensesAmt017518
IRS990EZ/TotalRevenueAmt029206
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAGIFTPLANNING.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08653
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050758
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt0151443
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019268
IRS990ScheduleA/Total509Grp/TotalAmt0151443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019288
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONSTANT CONTACT 294 PAY PAL FEES 393 SUPPLIES 461 WEBSITE 256 SIGNATURE SERIES - SPEAKER 2,500 SIGNATURE SERIES - TRAVEL 326 SIGN. SERIES - SPEAKER MEALS 427 SIGN. SERIES - FACILITIES 540 LUNCHEON SERIES - FACILITIES 7,025 MEMBERSHIP SOCIAL 2,874 CFRE CONTINUING ED FEES 300 SPONSORSHIP SIGNS 195 DUES 385 LICENSES 25 MISCELLANEOUS 100 TOTAL 16,101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AND INFORMATION ABOUT CHARITABLE PLANNED GIVING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN E SPONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA GIFT PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0541636061
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17842
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473172584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J BROCKLEHURST CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 WESTERRE PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023233
ReturnHeader/PreparerPersonGrp/PhoneNum08047270120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L BROCKLEHURST
ReturnHeader/ReturnTs02016-05-07T21:42:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings