Civic Intelligence

Philanthropy Consultants Group Inc

EIN 91-2170072 • 501(c)3 • Newport Beach, CA

Profile

To provide consulting services and conduct educational and research studies to help charities, foundations, and not-for-profit institutions in protecting their interests and furthering their cause.

2618 San Miguel Drive 517Newport Beach, CA 92660

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

43%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$107,679

Up $32,200 (+43%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$107,679

Up $32,200 (+43%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin83rd percentile

Revenue

Flat

$100,000

Flat from 2017

Expenses

Down

$67,800

Down $39,177 (-37%) from 2017

Net Income

Up

$32,200

Up $39,177 (+562%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $0Net Assets 2012: $02012Assets 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $2,732Net Assets 2015: $2,7322015Assets 2016: $82,456Liabilities 2016: $02016Assets 2017: $75,479Net Assets 2017: $75,4792017Assets 2018: $107,679Net Assets 2018: $107,6792018

Highlighted filing

2018

Assets$107,679
Liabilities-
Net Assets$107,679
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $02012Revenue 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $2,7322015Revenue 2016: $100,000Expenses 2016: $20,276Net Income 2016: $79,7242016Revenue 2017: $100,000Expenses 2017: $106,977Net Income 2017: -$6,9772017Revenue 2018: $100,000Expenses 2018: $67,800Net Income 2018: $32,2002018

Highlighted filing

2018

Revenue$100,000
Expenses$67,800
Net Income$32,200
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,679
Liabilities
-
Net assets
$107,679
Revenue
$100,000
Expenses
$67,800
Net income
$32,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.00$0.68$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.00$1.07$0.07
2016Summary only. Only limited summary data is available for this year.$0.82$0.00$1.00$0.20$0.80
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$100,000
Mission and Program Overview

Mission

To provide consulting services and conduct educational and research studies to help charities, foundations, and not-for-profit institutions in protecting their interests and furthering their cause.

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONSULTING AND CONDUCT EDUCATIONAL AND RESEARCH STUDIESTO HELP CHARITIES, FOUNDATIONS AND NOT-FOR-PROFIT INSTITUTIONS INPROTECTING THEIR INTERESTS AND FURTHERING THEIR CAUSES.$17,001-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jann ChurchPresident-$0--
Filing and Contact Details

Filer

Filer Name
Philanthropy Consultants Group Inc
EIN
91-2170072
Phone
9496127600
Address
2618 San Miguel Drive 517, Newport Beach, CA 92660

Signing Officer

Name
Jann Church
Title
President
Signed
2019-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
Michael A Trank
Phone
9497565000
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.15

“| Donee's Name: LOS ANGELES MISSION | Donee's Address: 303 E 5TH ST LOS ANGELES CA 90013 | Cash Amount Given: $8000”

Grants and Similar Amounts Paid In Excess of $5,000.22

“| Donee's Name: SHARE OURSELVES | Donee's Address: 1550 SUPERIOR AVE COSTA MESA CA 92627 | Cash Amount Given: $13500”

Grants and Similar Amounts Paid In Excess of $5,000.24

“| Donee's Name: WORLD WILDLIFE FUND | Donee's Address: 131 STEUART ST SAN FRANCISCO CA 94105 | Cash Amount Given: $6000”

Other Expenses.1005

“Travel $129”

Other Expenses.1

“Computer services/ supplies $2327”

Other Expenses.2

“Miscellaneous expenses $1929”

Other Assets.1

“LOAN RECEIVABLE - Beginning $0 LOAN RECEIVABLE - Ending $11865”

Raw XML Appendix131 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/PersonNm0Jann Church
IRS990EZ/BooksInCareOfDetail/PhoneNum09496127600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02012 Yacht Resolute
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926606720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075479
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095814
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032200
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012615
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107679
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050800
IRS990EZ/GrossReceiptsAmt0100000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075479
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107679
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075479
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107679
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jann Church
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011865
IRS990EZ/OtherExpensesTotalAmt04385
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide consulting services and conduct educational and research studies to help charities, foundations, and not-for-profit institutions in protecting their interests and furthering their cause.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONSULTING AND CONDUCT EDUCATIONAL AND RESEARCH STUDIESTO HELP CHARITIES, FOUNDATIONS AND NOT-FOR-PROFIT INSTITUTIONS INPROTECTING THEIR INTERESTS AND FURTHERING THEIR CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017001
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067800
IRS990EZ/TotalProgramServiceExpensesAmt017001
IRS990EZ/TotalRevenueAmt0100000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0309142
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0309142
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02732
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0309142
IRS990ScheduleA/TotalSupportAmt0309142
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: LOS ANGELES MISSION | Donee's Address: 303 E 5TH ST LOS ANGELES CA 90013 | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SHARE OURSELVES | Donee's Address: 1550 SUPERIOR AVE COSTA MESA CA 92627 | Cash Amount Given: $13500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: WORLD WILDLIFE FUND | Donee's Address: 131 STEUART ST SAN FRANCISCO CA 94105 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER SERVICES/ SUPPLIES $2327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS EXPENSES $1929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LOAN RECEIVABLE - Beginning $0 LOAN RECEIVABLE - Ending $11865
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jann Church
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Philanthropy Consultants Group Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0912170072
ReturnHeader/Filer/PhoneNum09496127600
ReturnHeader/Filer/USAddress/AddressLine1Txt02618 San Miguel Drive 517
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael A Trank
ReturnHeader/ReturnTs02019-10-01T14:19:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.