Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2017 • EIN 54-1636061

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2017

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

2.5%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$70,863

Up $1,699 (+2.5%) from 2016

Net Assets

Up

$70,863

Up $1,699 (+2.5%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$32,286

Down $2,064 (-6.0%) from 2016

Expenses

Up

$30,587

Up $351 (+1.2%) from 2016

Net Income

Down

$1,699

Down $2,415 (-59%) from 2016

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: $65,050Net Assets 2015: $65,0502015Assets 2016: $69,164Net Assets 2016: $69,1642016Assets 2017: $70,863Liabilities 2017: $0Net Assets 2017: $70,8632017Assets 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

2017

Assets$70,863
Liabilities$0
Net Assets$70,863

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 2017: $32,286Expenses 2017: $30,587Net Income 2017: $1,6992017Revenue 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

2017

Revenue$32,286
Expenses$30,587
Net Income$1,699
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2017
Return Version
2016v3.1
Gross Receipts
$32,286
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 - LUNCHEON PROGRAMS AND A SIGNATURE SERIES$500$16,695
SUPPORT OF CHARITABLE PLANNED GIVING EDUCATION AND MEMBERSHIP SUPPORT.-$8,492
MEMBERSHIP SOCIALS - PROVIDING MEMBERS WITH AN OPPORTUNITY FOR NETWORKING-$5,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN E SPONGDirector-$0--
THOMAS C BURKEPresident-$0--
NANCY N ROGERSSecretary-$0--
JANET L BROCKLEHURSTTreasurer-$0--
DAVID ADDISONDirector-$0--
JAN CLARKEDirector-$0--
J WILLIAM GRAY JRDirector-$0--
JIM DILLDirector-$0--
DIANE LOWDERDirector-$0--
PENNY LOWREYDirector-$0--
AMY SINGLETONVice-Preside-$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
Janet L Brocklehurst
Title
Treasurer
Signed
2017-05-15
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 378 payment processing fees 613 corporate fees 25 website 236 honoraria 350 speaker travel 1,291 speaker meals 117 other program costs 175 facility charges 17,748 advertising 462 sponsorship signs 187 cfre fees 300 philanthropy day event 850 speaker fees 1,875 dues 375 miscellaneous 85 total 25,067

Form 990-ez, Part III

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

Raw XML Appendix183 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/BOYAmt069164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01699
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069164
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070863
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt032286
IRS990EZ/GroupExemptionNum05159
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026505
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069164
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069164
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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/PersonNm7JIM DILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DIANE LOWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PENNY LOWREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AMY SINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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/TitleTxt10VICE-PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025067
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AND INFORMATION ABOUT CHARITABLE PLANNED GIVING.
IRS990EZ/PrintingPublicationsPostageAmt070
IRS990EZ/ProgramServiceRevenueAmt05750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SERIES - LUNCHEON PROGRAMS AND A SIGNATURE SERIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEMBERSHIP SOCIALS - PROVIDING MEMBERS WITH AN OPPORTUNITY FOR NETWORKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT OF CHARITABLE PLANNED GIVING EDUCATION AND MEMBERSHIP SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016695
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030587
IRS990EZ/TotalProgramServiceExpensesAmt031087
IRS990EZ/TotalRevenueAmt032286
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAGIFTPLANNING.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037225
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0164805
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033080
IRS990ScheduleA/Total509Grp/TotalAmt0164805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033124
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONSTANT CONTACT 378 PAYMENT PROCESSING FEES 613 CORPORATE FEES 25 WEBSITE 236 HONORARIA 350 SPEAKER TRAVEL 1,291 SPEAKER MEALS 117 OTHER PROGRAM COSTS 175 FACILITY CHARGES 17,748 ADVERTISING 462 SPONSORSHIP SIGNS 187 CFRE FEES 300 PHILANTHROPY DAY EVENT 850 SPEAKER FEES 1,875 DUES 375 MISCELLANEOUS 85 TOTAL 25,067
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET L BROCKLEHURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0639E43D7064DA110D86365B3D40C5518D435221F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F6A9316069F615C2B2A1AAED53B8EB1B5BB73CB4
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/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L BROCKLEHURST
ReturnHeader/ReturnTs02018-05-15T14:44:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits