Civic Intelligence

National Association of Charitable Gift Plann Northwest Planned Giving Roundtable

990EZ • Fiscal year 2014 • EIN 93-1090242

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileWWW.NWPGRT.ORG
PO Box 55515Portland, OR 97238

(503) 659-7365

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

47th percentile

1.8%

Higher net margin than 47% 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

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$33,606

Up $1,125 (+3.5%) from 2013

Net Assets

Up

$33,606

Up $1,125 (+3.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Up

$61,320

Up $29,511 (+93%) from 2013

Expenses

Up

$60,195

Up $37,649 (+167%) from 2013

Net Income

Down

$1,125

Down $8,138 (-88%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$80K$60K$40K$20K$0Assets 2010: $30,741Net Assets 2010: $30,7412010Assets 2011: $23,356Net Assets 2011: $23,3562011Assets 2013: $32,481Liabilities 2013: $0Net Assets 2013: $32,4812013Assets 2014: $33,606Liabilities 2014: $0Net Assets 2014: $33,6062014Assets 2015: $26,312Liabilities 2015: $2,840Net Assets 2015: $23,4722015Assets 2016: $16,839Liabilities 2016: $1,592Net Assets 2016: $15,2472016Assets 2017: $18,079Liabilities 2017: $642Net Assets 2017: $17,4372017Assets 2018: $17,547Net Assets 2018: $17,5472018Assets 2019: $24,519Net Assets 2019: $24,5192019Assets 2020: $15,139Net Assets 2020: $15,1392020Assets 2021: $37,340Net Assets 2021: $37,3402021Assets 2022: $48,799Net Assets 2022: $48,7992022Assets 2023: $56,085Liabilities 2023: $02023Assets 2024: $63,097Net Assets 2024: $63,0972024Assets 2025: $74,711Liabilities 2025: $0Net Assets 2025: $74,7112025

Highlighted filing

2014

Assets$33,606
Liabilities$0
Net Assets$33,606
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KRevenue 2010: $52,636Expenses 2010: $55,111Net Income 2010: -$2,4752010Revenue 2011: $62,783Expenses 2011: $70,168Net Income 2011: -$7,3852011Revenue 2013: $31,809Expenses 2013: $22,546Net Income 2013: $9,2632013Revenue 2014: $61,320Expenses 2014: $60,195Net Income 2014: $1,1252014Revenue 2015: $49,885Expenses 2015: $62,050Net Income 2015: -$12,1652015Revenue 2016: $62,222Expenses 2016: $68,444Net Income 2016: -$6,2222016Revenue 2017: $68,075Expenses 2017: $64,716Net Income 2017: $3,3592017Revenue 2018: $70,913Expenses 2018: $67,355Net Income 2018: $3,5582018Revenue 2019: $79,421Expenses 2019: $72,168Net Income 2019: $7,2532019Revenue 2020: $25,951Expenses 2020: $30,256Net Income 2020: -$4,3052020Revenue 2021: $33,947Expenses 2021: $12,809Net Income 2021: $21,1382021Revenue 2022: $52,704Expenses 2022: $41,245Net Income 2022: $11,4592022Revenue 2023: $54,347Expenses 2023: $47,001Net Income 2023: $7,3462023Revenue 2024: $48,371Expenses 2024: $47,853Net Income 2024: $5182024Revenue 2025: $64,844Expenses 2025: $53,230Net Income 2025: $11,6142025

Highlighted filing

2014

Revenue$61,320
Expenses$60,195
Net Income$1,125
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$61,320
Mission and Program Overview

Mission

Promotion of planned giving

PROMOTE PLANNED GIVING

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE OFFERS PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS ACROSS OREGON AND SOUTHWEST WASHINGTON$59,180$40,906
MEMBERSHIP PROGRAM MONTHLY EDUCATIONAL PROGRAMS ON PLANNED GIVING WITH OPPORTUNITIES FOR NETWORKING AND MENTORSHIP$12,865$4,423
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DREW HUNSINGERPresidentPT$0--
MICHAEL MACNABPresident Elect Program Chair-$0--
REBECCA BIBLEHEIMERTreasurer-$0--
JERI KASALSecretary-$0--
MARY ANNE REESAt Large Member-$0--
SHARON BOSSERMAN BENSONAt-Large Member Outreach Chair-$0--
Filing and Contact Details

Filer

Filer Name
Northwest Planned Giving Round Table
EIN
93-1090242
Address
PO BOX 55515, PORTLAND, OR 97238

Signing Officer

Name
Rebecca Bibleheimer
Title
Treasurer
Phone
5036597365
Signed
2015-05-13
Discuss with paid preparer
No

Preparer

Firm
Above All Accounting Inc
Address
3355 NE Cornell Rd 2, Hillsboro, OR 97124
Preparer
Lisa R Moore Ea Ltc
Phone
5036486184
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadvertising 1,500fees and dues 375contributions 40bank charges 1,068legal and accounting 619outside services 10,070general office and supplies 425membership meetings 4,423executive committee 66insurance 703annual conference expenses 40,906”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 12,245 13,640other current assets rounding 430 2,080”

Raw XML Appendix158 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/PersonNm0REBECCA BIBLEHEIMER
IRS990EZ/BooksInCareOfDetail/PhoneNum05036597365
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 55515
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097238
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019806
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017886
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032481
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033606
IRS990EZ/GrossReceiptsAmt061320
IRS990EZ/GroupExemptionNum05159
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012865
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032481
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033606
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032481
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033606
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DREW HUNSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MACNAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA BIBLEHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERI KASAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY ANNE REES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARON BOSSERMAN BENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT PROGRAM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT LARGE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AT-LARGE MEMBER OUTREACH CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012675
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015720
IRS990EZ/OtherExpensesTotalAmt060195
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE PLANNED GIVING
IRS990EZ/ProgramServiceRevenueAmt029455
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE OFFERS PRESENTATIONS BY NATIONAL AND LOCAL EXPERTS IN PLANNED GIVING TO INTERESTED INDIVIDUALS ACROSS OREGON AND SOUTHWEST WASHINGTON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEMBERSHIP PROGRAM MONTHLY EDUCATIONAL PROGRAMS ON PLANNED GIVING WITH OPPORTUNITIES FOR NETWORKING AND MENTORSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059180
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112865
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040906
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060195
IRS990EZ/TotalProgramServiceExpensesAmt045329
IRS990EZ/TotalRevenueAmt061320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWPGRT.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0101714
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0730
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01216
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02946
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94410
IRS990ScheduleA/PublicSupportPY170Pct00.92000
IRS990ScheduleA/PublicSupportTotal170Amt098807
IRS990ScheduleA/SubstantialContributorsTotAmt02907
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08651
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0101714
IRS990ScheduleA/TotalSupportAmt0104660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 1,500FEES AND DUES 375CONTRIBUTIONS 40BANK CHARGES 1,068LEGAL AND ACCOUNTING 619OUTSIDE SERVICES 10,070GENERAL OFFICE AND SUPPLIES 425MEMBERSHIP MEETINGS 4,423EXECUTIVE COMMITTEE 66INSURANCE 703ANNUAL CONFERENCE EXPENSES 40,906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 12,245 13,640OTHER CURRENT ASSETS ROUNDING 430 2,080
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BIBLEHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036597365
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST PLANNED GIVING ROUND TABLE
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0931090242
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55515
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097238
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261407394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Above All Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03355 NE Cornell Rd 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hillsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097124
ReturnHeader/PreparerPersonGrp/PhoneNum05036486184
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA R MOORE EA LTC
ReturnHeader/ReturnTs02015-05-18T17:56:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,606
Liabilities
$0
Net assets
$33,606
Revenue
$61,320
Expenses
$60,195
Net income
$1,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.7$0.00$74.7$64.8$53.2$11.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$63.1$48.4$47.9$0.52
2023Summary only. Only limited summary data is available for this year.$56.1$0.00$54.3$47.0$7.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$48.8$52.7$41.2$11.5
2021Detailed filing. Detailed filing data is available for this year.$37.3$37.3$33.9$12.8$21.1
2020Detailed filing. Detailed filing data is available for this year.$15.1$15.1$26.0$30.3$4.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$24.5$79.4$72.2$7.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$17.5$70.9$67.4$3.56
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.64$17.4$68.1$64.7$3.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$1.59$15.2$62.2$68.4$6.22
2015Detailed filing. Detailed filing data is available for this year.$26.3$2.84$23.5$49.9$62.1$12.2
2014Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$61.3$60.2$1.13
2013Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$31.8$22.5$9.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$23.4$62.8$70.2$7.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$30.7$52.6$55.1$2.48