Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2020 • EIN 54-1636061

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

PO Box 6605Richmond, VA 23230

(804) 690-8793

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.6%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$63,488

Up $1,228 (+2.0%) from 2019

Net Assets

Up

$63,488

Up $1,228 (+2.0%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$33,222

Up $202 (+0.6%) from 2019

Expenses

Down

$31,994

Down $548 (-1.7%) from 2019

Net Income

Up

$1,228

Up $750 (+157%) from 2019

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

Highlighted filing

2020

Assets$63,488
Liabilities$0
Net Assets$63,488

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

2020

Revenue$33,222
Expenses$31,994
Net Income$1,228
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Gross Receipts
$33,222
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.-$20,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM DILLPresident-$0--
DIANE LOWDERSecretary-$0--
JANET L BROCKLEHURSTTreasurer-$0--
JAN CLARKEImmed Past P-$0--
J WILLIAM GRAY JRDirector-$0--
GERALD HAGANDirector-$0--
PENNY LOWREYDirector-$0--
KARL MCTAGGARTDirector-$0--
KELLY MERRICKSDirector-$0--
AMY SINGLETONDirector-$0--
DELORES SMITHDirector-$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
Jim Dill
Title
President
Signed
2021-05-05
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 785 payment processing fees 695 supplies 75 website 322 honoraria 100 speaker travel 538 other program costs 613 facility charges 13,858 sponsorship signs 83 speaker fees 3,500 dues 375 miscellaneous 50 total 20,994

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08046908793
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02279 GARDNERS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINERAL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062260
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt01228
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062260
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt026190
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062260
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM DILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE LOWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET L BROCKLEHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAN CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J WILLIAM GRAY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERALD HAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PENNY LOWREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARL MCTAGGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KELLY MERRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY SINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DELORES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRAIN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMED PAST P
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/OtherExpensesTotalAmt020994
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AND INFORMATION ABOUT CHARITABLE PLANNED GIVING.
IRS990EZ/ProgramServiceRevenueAmt07025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND LEARNING OPPORTUNITIES THROUGH PROGRAM PRESENTATIONS, MEMBER SOCIAL EXCHANGES, AND SUPPORT OF THE LOCAL PHILANTHROPIC COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020494
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031994
IRS990EZ/TotalProgramServiceExpensesAmt020494
IRS990EZ/TotalRevenueAmt033222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAGIFTPLANNING.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt028475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt048
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0158745
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034350
IRS990ScheduleA/Total509Grp/TotalAmt0158745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034350
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONSTANT CONTACT 785 PAYMENT PROCESSING FEES 695 SUPPLIES 75 WEBSITE 322 HONORARIA 100 SPEAKER TRAVEL 538 OTHER PROGRAM COSTS 613 FACILITY CHARGES 13,858 SPONSORSHIP SIGNS 83 SPEAKER FEES 3,500 DUES 375 MISCELLANEOUS 50 TOTAL 20,994
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM DILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
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/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/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L BROCKLEHURST
ReturnHeader/ReturnTs02021-05-13T09:44:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings