Civic Intelligence

Partnership for Philanthropic Planning South Sound Planned Giving Council

990EZ • Fiscal year 2023 • EIN 75-3205248

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization ProfileN/A
6825 Rainier AveGig Harbor, WA 98335

(253) 566-7070

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$105,329

No earlier filing loaded for comparison.

Net Assets

$105,329

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

$51,525

No earlier filing loaded for comparison.

Expenses

$36,604

No earlier filing loaded for comparison.

Net Income

$14,921

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2023: $105,329Liabilities 2023: $0Net Assets 2023: $105,3292023Assets 2024: $116,555Liabilities 2024: $0Net Assets 2024: $116,5552024

Highlighted filing

2023

Assets$105,329
Liabilities$0
Net Assets$105,329
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2023: $51,525Expenses 2023: $36,604Net Income 2023: $14,9212023Revenue 2024: $64,988Expenses 2024: $38,128Net Income 2024: $26,8602024

Highlighted filing

2023

Revenue$51,525
Expenses$36,604
Net Income$14,921
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$51,525
Mission and Program Overview

Mission

The principle purpose is to provide a forum for information about planned giving, awareness of issues affecting the non-profit sector, and enhance planned giving as a profession.

Program Services

DescriptionGrantsExpenses
PROGRAMS FOR PROVIDING EDUCATION, INFORMATION AND AWARENESS ABOUT PLANNED GIVING.$7,930$5,513
DUES COLLECTED IN SUPPORTING THE ORGANIZATION.$7,595$7,595
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG PAGEPresident-$0--
JEANNE SACKSTreasurer-$0--
BEVERLY COXSecretary-$0--
TODD BLODGETTBoard Member-$0--
SHELLEY BUCKBoard Member-$0--
ROBIN ECHTLEBoard Member-$0--
STACEY GUADNOLABoard Member-$0--
JEFF MYERSBoard Member-$0--
MINDIE REULEBoard Member-$0--
PAUL RUDNICKBoard Member-$0--
TOM RYANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Partnership for Philanthropic Planning
EIN
75-3205248
Phone
2535667070
Address
6825 RAINIER AVE, GIG HARBOR, WA 98335

Signing Officer

Name
Jeanne Sacks
Title
Treasurer
Phone
2535667070
Signed
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Jeanne M Sacks
Phone
2535667070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: dues. Amount: 7,595. Description: meals. Amount: 2,122. Description: basics of planned giving. Amount: 808. Description: philanthropy summit. Amount: 5,000. Total to form 990-ez, line 8: 15,525.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meetings. Amount: 4,328. Description: dues. Amount: 425. Description: license and fees. Amount: 349. Description: website expense. Amount: 343. Description: office expense. Amount: 163. Description: misc. Amount: 2,737. Total to form 990-ez, line 16: 8,345.”

Raw XML Appendix192 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum02535667070
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FIRCREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANNE SACKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEVERLY COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TODD BLODGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELLEY BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBIN ECHTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STACEY GUADNOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MINDIE REULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAUL RUDNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOM RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08345
IRS990EZ/OtherRevenueTotalAmt015525
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRINCIPLE PURPOSE IS TO PROVIDE A FORUM FOR INFORMATION ABOUT PLANNED GIVING, AWARENESS OF ISSUES AFFECTING THE NON-PROFIT SECTOR, AND ENHANCE PLANNED GIVING AS A PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUES COLLECTED IN SUPPORTING THE ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMS FOR PROVIDING EDUCATION, INFORMATION AND AWARENESS ABOUT PLANNED GIVING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07595
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17930
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15513
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036604
IRS990EZ/TotalProgramServiceExpensesAmt013108
IRS990EZ/TotalRevenueAmt051525
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015525
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt051525
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051525
IRS990ScheduleA/Total509Grp/TotalAmt051525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051525
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051525
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES. AMOUNT: 7,595. DESCRIPTION: MEALS. AMOUNT: 2,122. DESCRIPTION: BASICS OF PLANNED GIVING. AMOUNT: 808. DESCRIPTION: PHILANTHROPY SUMMIT. AMOUNT: 5,000. TOTAL TO FORM 990-EZ, LINE 8: 15,525.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETINGS. AMOUNT: 4,328. DESCRIPTION: DUES. AMOUNT: 425. DESCRIPTION: LICENSE AND FEES. AMOUNT: 349. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 343. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 163. DESCRIPTION: MISC. AMOUNT: 2,737. TOTAL TO FORM 990-EZ, LINE 16: 8,345.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE SACKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02535667070
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARTNERSHIP FOR PHILANTHROPIC PLANNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTH SOUND PLANNED GIVING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0753205248
ReturnHeader/Filer/PhoneNum02535667070
ReturnHeader/Filer/USAddress/AddressLine1Txt06825 RAINIER AVE
ReturnHeader/Filer/USAddress/CityNm0GIG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098335
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911623649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON STONE & PAGANO PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 REGENTS BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FIRCREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098466
ReturnHeader/PreparerPersonGrp/PhoneNum02535667070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE M SACKS
ReturnHeader/ReturnTs02024-11-04T10:45:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,329
Liabilities
$0
Net assets
$105,329
Revenue
$51,525
Expenses
$36,604
Net income
$14,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.65$0.38$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.52$0.37$0.15