Civic Intelligence

National Association of Charitable Gift Planners

990EZ • Fiscal year 2014 • EIN 91-1566634

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

2150 North 107th StreetSeattle, WA 98133

(206) 367-8704

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$80,346

Down $9,862 (-11%) from 2013

Net Assets

$79,521

No earlier filing loaded for comparison.

Liabilities

Up

$825

Up $825 from 2013

Revenue

Down

$96,914

Down $19,290 (-17%) from 2013

Expenses

Up

$87,063

Up $6,958 (+8.7%) from 2013

Net Income

Down

$9,851

Down $26,248 (-73%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $59,640Net Assets 2010: $59,6402010Assets 2011: $60,944Liabilities 2011: $02011Assets 2012: $54,609Liabilities 2012: $5002012Assets 2013: $90,208Liabilities 2013: $02013Assets 2014: $80,346Liabilities 2014: $825Net Assets 2014: $79,5212014Assets 2015: $83,211Liabilities 2015: $645Net Assets 2015: $82,5662015Assets 2016: $81,739Liabilities 2016: $745Net Assets 2016: $80,9942016Assets 2017: $79,729Net Assets 2017: $79,7292017Assets 2018: $71,466Net Assets 2018: $71,4662018Assets 2019: $49,596Liabilities 2019: $0Net Assets 2019: $49,5962019

Highlighted filing

2014

Assets$80,346
Liabilities$825
Net Assets$79,521

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $63,311Expenses 2010: $58,428Net Income 2010: $4,8832010Revenue 2011: $60,831Expenses 2011: $59,527Net Income 2011: $1,3042011Revenue 2012: $69,250Expenses 2012: $76,085Net Income 2012: -$6,8352012Revenue 2013: $116,204Expenses 2013: $80,105Net Income 2013: $36,0992013Revenue 2014: $96,914Expenses 2014: $87,063Net Income 2014: $9,8512014Revenue 2015: $81,718Expenses 2015: $78,673Net Income 2015: $3,0452015Revenue 2016: $79,229Expenses 2016: $80,801Net Income 2016: -$1,5722016Revenue 2017: $80,077Expenses 2017: $81,342Net Income 2017: -$1,2652017Revenue 2018: $68,633Expenses 2018: $76,896Net Income 2018: -$8,2632018Revenue 2019: $67,860Expenses 2019: $89,730Net Income 2019: -$21,8702019

Highlighted filing

2014

Revenue$96,914
Expenses$87,063
Net Income$9,851
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$96,914
Mission and Program Overview

Mission

To encourage and promote planned giving

Program Services

DescriptionGrantsExpenses
PROMOTE AND SPONSOR PLANNED GIVING THROUGH MEETINGS AND CONFERENCES-$61,802
The mission of Leave 10 is to build better communities and transform as many people as possible into philanthropists by educating, inspiring and encouraging individuals to leave at least 10% of their estate to charity.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI MATHISENPresident-$0--
GREG WHITNEYVice President-$0--
KATHI WILLISSecretary-$0--
JEANNE GOUSSEVTreasurer-$0--
RENEE KURDZOSDirector-$0--
JENNIFER BECKER HARRISDirector-$0--
JESSICA BREITBARTHDirector-$0--
ANDREA KINGDirector-$0--
KERRY KOZLOWSKIDirector-$0--
CHRISTINA LUIDirector-$0--
JEFF PRITCHARDDirector-$0--
PAULA RIMMERDirector-$0--
JOHN SCIBEKDirector-$0--
SUSAN TALTONDirector-$0--
ALBERT THURMONDDirector-$0--
SARAH VALENTINEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Washington Planned Giving Council
EIN
91-1566634
Phone
2063678704
Address
2150 NORTH 107TH STREET, SEATTLE, WA 98133

Signing Officer

Name
Jennifer Becker Harris
Title
Treasurer
Phone
2063678704
Signed
2015-05-15

Preparer

Firm
Resource Accounting Services
Address
PO Box 2315, PORT ORCHARD, WA 98366
Preparer
Patricia Van Patten
Phone
3602710167
Supplemental Narrative

Additional Explanations

Pt V, Line 34

The bylaws were updated effective march 12, 2015 with the following changes: article 3.4 - the immediate past president, if not otherwise qualified to serve as a director, shall be a nonvoting member of the board. Each director shall take office at the first meeting of the board following the annual meeting. Directors may not be elected by the members to more than two consecutive three-year terms. Following the expiration of the second term in which a director was elected by the members, a director must remain off the board for one year before nomination or election to the positon of director.article 3.5 - the annual meeting was changed from january to november each year.article 3.18.2 - the corporation's officers shall be voting members of the executive committee and the immediate past president shall be a nonvoting member.

Form 990EZ, Part I, Line 16

Luncheon expenses 15988. Memberclicks online fee 657. Database management fee 2220. Conference expenses 35068. Board retreat & expense 131. Miscellanous expense 515. Storage 94. Supplies 13. Telephone 714. Insurance 2590. Technology/website 4227. Bank fees 2873.

Form 990EZ, Part I, Line 20

Leave 10 starting equity -20538.

Form 990EZ, Part II, Line 26

Schrader memorial fund 825.

Raw XML Appendix220 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-20538
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IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND PROMOTE PLANNED GIVING
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND SPONSOR PLANNED GIVING THROUGH MEETINGS AND CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The mission of Leave 10 is to build better communities and transform as many people as possible into philanthropists by educating, inspiring and encouraging individuals to leave at least 10% of their estate to charity.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BYLAWS WERE UPDATED EFFECTIVE MARCH 12, 2015 WITH THE FOLLOWING CHANGES: ARTICLE 3.4 - THE IMMEDIATE PAST PRESIDENT, IF NOT OTHERWISE QUALIFIED TO SERVE AS A DIRECTOR, SHALL BE A NONVOTING MEMBER OF THE BOARD. EACH DIRECTOR SHALL TAKE OFFICE AT THE FIRST MEETING OF THE BOARD FOLLOWING THE ANNUAL MEETING. DIRECTORS MAY NOT BE ELECTED BY THE MEMBERS TO MORE THAN TWO CONSECUTIVE THREE-YEAR TERMS. FOLLOWING THE EXPIRATION OF THE SECOND TERM IN WHICH A DIRECTOR WAS ELECTED BY THE MEMBERS, A DIRECTOR MUST REMAIN OFF THE BOARD FOR ONE YEAR BEFORE NOMINATION OR ELECTION TO THE POSITON OF DIRECTOR.ARTICLE 3.5 - THE ANNUAL MEETING WAS CHANGED FROM JANUARY TO NOVEMBER EACH YEAR.ARTICLE 3.18.2 - THE CORPORATION'S OFFICERS SHALL BE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE AND THE IMMEDIATE PAST PRESIDENT SHALL BE A NONVOTING MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEON EXPENSES 15988. MEMBERCLICKS ONLINE FEE 657. DATABASE MANAGEMENT FEE 2220. CONFERENCE EXPENSES 35068. BOARD RETREAT & EXPENSE 131. MISCELLANOUS EXPENSE 515. STORAGE 94. SUPPLIES 13. TELEPHONE 714. INSURANCE 2590. TECHNOLOGY/WEBSITE 4227. BANK FEES 2873.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEAVE 10 STARTING EQUITY -20538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHRADER MEMORIAL FUND 825.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER BECKER HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02063678704
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON PLANNED GIVING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0911566634
ReturnHeader/Filer/PhoneNum02063678704
ReturnHeader/Filer/USAddress/AddressLine1Txt02150 NORTH 107TH STREET
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Resource Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT ORCHARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098366
ReturnHeader/PreparerPersonGrp/PhoneNum03602710167
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA VAN PATTEN
ReturnHeader/ReturnTs02015-06-23T09:10:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits