Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2019 • EIN 54-1636061

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

PO Box 6605Richmond, VA 23230

(804) 727-0120

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$62,260

Up $478 (+0.8%) from 2018

Net Assets

Up

$62,260

Up $478 (+0.8%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$33,020

Up $4,630 (+16%) from 2018

Expenses

Down

$32,542

Down $4,929 (-13%) from 2018

Net Income

Up

$478

Up $9,559 (+105%) from 2018

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 2018: $61,782Net Assets 2018: $61,7822018Assets 2019: $62,260Liabilities 2019: $0Net Assets 2019: $62,2602019Assets 2020: $63,488Net Assets 2020: $63,4882020Assets 2021: $56,620Net Assets 2021: $56,6202021

Highlighted filing

2019

Assets$62,260
Liabilities$0
Net Assets$62,260

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

2019

Revenue$33,020
Expenses$32,542
Net Income$478
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$33,020
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND LEARNING OPPORTUNITIES THROUGH PROGRAM PRESENTATIONS, MEMBER SOCIAL EXCHANGES, AND SUPPORT OF THE LOCAL PHILANTHROPIC COMMUNITY.-$27,037
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN CLARKEPresident-$0--
J WILLIAM GRAY JRVice Preside-$0--
DIANE LOWDERSecretary-$0--
JANET L BROCKLEHURSTTreasurer-$0--
ELLEN E SPONGDirector-$0--
THOMAS C BURKEDirector-$0--
JIM DILLDirector-$0--
PENNY LOWREYDirector-$0--
AMY SINGLETONDirector-$0--
GERALD HAGANDirector-$0--
KELLY MERRICKSDirector-$0--
BRAIN THOMASDirector-$0--
Filing and Contact Details

Filer

Filer Name
Virginia Gift Planning Council
EIN
54-1636061
Address
PO BOX 6605, RICHMOND, VA 23230

Signing Officer

Name
Janet L Brocklehurst
Title
Treasurer
Signed
2020-07-15
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 828 payment processing fees 454 website 236 honoraria 400 speaker travel 299 other program costs 175 facility charges 18,098 sponsorship signs 204 speaker fees 5,593 miscellaneous 23 philanthropy day event 750 total 27,060

Form 990-ez, Part III

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

Raw XML Appendix187 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/AddressChangeInd0X
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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/BOYAmt061782
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061782
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IRS990EZ/GrossReceiptsAmt033020
IRS990EZ/GroupExemptionNum05159
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026790
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1J WILLIAM GRAY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE LOWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET L BROCKLEHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELLEN E SPONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOMAS C BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM DILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PENNY LOWREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMY SINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GERALD HAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KELLY MERRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRAIN THOMAS
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/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AND INFORMATION ABOUT CHARITABLE PLANNED GIVING.
IRS990EZ/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramServiceRevenueAmt06225
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND LEARNING OPPORTUNITIES THROUGH PROGRAM PRESENTATIONS, MEMBER SOCIAL EXCHANGES, AND SUPPORT OF THE LOCAL PHILANTHROPIC COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027037
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032542
IRS990EZ/TotalProgramServiceExpensesAmt027037
IRS990EZ/TotalRevenueAmt033020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAGIFTPLANNING.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027700
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0154730
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029200
IRS990ScheduleA/Total509Grp/TotalAmt0154730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029206
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0154777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONSTANT CONTACT 828 PAYMENT PROCESSING FEES 454 WEBSITE 236 HONORARIA 400 SPEAKER TRAVEL 299 OTHER PROGRAM COSTS 175 FACILITY CHARGES 18,098 SPONSORSHIP SIGNS 204 SPEAKER FEES 5,593 MISCELLANEOUS 23 PHILANTHROPY DAY EVENT 750 TOTAL 27,060
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET L BROCKLEHURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA GIFT PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0541636061
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6605
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB0FBEEF7EEEA80663D85D339B0F12A6D73025F3
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:13:39
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/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L BROCKLEHURST
ReturnHeader/ReturnTs02020-07-15T10:13:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings