Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
990EZ • Fiscal year 2015 • EIN 93-1090242
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Assets
Down$26,312
Down $7,294 (-22%) from 2014
Net Assets
Down$23,472
Down $10,134 (-30%) from 2014
Liabilities
Up$2,840
Up $2,840 from 2014
Revenue
Down$49,885
Down $11,435 (-19%) from 2014
Expenses
Up$62,050
Up $1,855 (+3.1%) from 2014
Net Income
Down-$12,165
Down $13,290 (-1181%) from 2014
Promotion of planned giving
| Description | Grants | Expenses |
|---|---|---|
| Annual Conference offering presentations by national and local experts in planned giving to interested individuals in Oregon and SW Washington. | - | $36,070 |
| Mentorship program includes monthly educational meetings on planned giving. Opportunities are available for networking and mentorship. | - | $5,883 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MIKE MACNAB | President | - | $0 | - | - |
| LORI WARNER-MCGEE | Vice-President | - | $0 | - | - |
| JERI KASAL | Secretary | - | $0 | - | - |
| REBECCA BIBLEHIEMER | Treasurer | - | $0 | - | - |
| DREW HUNSINGER | Past President | - | $0 | - | - |
| MARY ANN REES | Director | - | $0 | - | - |
| ANN BARDEN | Director | - | $0 | - | - |
| WENDY CHOU | Ex-Official | - | $0 | - | - |
“Conference & Meeting Expenses 41583.”
“Insurance 734.”
“PPP Dues 375.”
“Travel & Meetings 157.”
“Bank & Merchant Fees 906.”
“Advertising 1500.”
“Licenses & Fees 95.”
“Program Expense 100.”
“Contributions & Gifts 280.”
“Accounts payable for prior year end not reported 2031.”
“Accounts Receivable 13640. 11850.”
“Rounding Error 2080. 0.”
“Accounts Payable 2840.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LISA MORASCH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5033459563 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 55515 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Portland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97238 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 17886 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 14462 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -12165 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 15667 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 33606 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 26312 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 49885 |
| IRS990EZ/GroupExemptionNum | 0 | 5159 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 7275 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 33606 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 23472 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 33606 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 23472 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 240 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MIKE MACNAB |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LORI WARNER-MCGEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JERI KASAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | REBECCA BIBLEHIEMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DREW HUNSINGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARY ANN REES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ANN BARDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | WENDY CHOU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice-President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Ex-Official |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15720 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 11850 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2031 |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 45730 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Promotion of Planned Giving |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 413 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 42610 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Annual Conference offering presentations by national and local experts in planned giving to interested individuals in Oregon and SW Washington. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Mentorship program includes monthly educational meetings on planned giving. Opportunities are available for networking and mentorship. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36070 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5883 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2840 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 62050 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41953 |
| IRS990EZ/TotalRevenueAmt | 0 | 49885 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.nwpgrt.org |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Other Income Part II, Line 10 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Pt II Ln 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 23775 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 32220 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 43395 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9913 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7535 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 116838 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 730 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1216 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 1946 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.98360 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 116838 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 23775 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 32220 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 43395 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9913 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7535 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 116838 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 118784 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Conference & Meeting Expenses 41583. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Insurance 734. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PPP Dues 375. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Travel & Meetings 157. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Bank & Merchant Fees 906. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Advertising 1500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Licenses & Fees 95. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Program Expense 100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Contributions & Gifts 280. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts payable for prior year end not reported 2031. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts Receivable 13640. 11850. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Rounding Error 2080. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounts Payable 2840. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MIKE MACNAB |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5033459563 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Northwest Planned Giving Roundtable |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NORT |
| ReturnHeader/Filer/EIN | 0 | 931090242 |
| ReturnHeader/Filer/PhoneNum | 0 | 5033459563 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 55515 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97238 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Jacolyn C Wheatley CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2403 SE Monroe Suite E |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Milwaukie |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97222 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5034451576 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-07-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JACOLYN C WHEATLEY |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2016-07-25T10:17:33-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.