Chicago Council on Planned Giving

Nonprofit profile at a glance

EIN
363906884
IRS 990-EZ coverage
2012–2022
Forms available
Form 990-EZ 2022
Location
Naperville, IL, USA
Phone
8472511400
Rating
48
Verdict
MIXED
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Official website

Reported finances

Revenue
$102,225
Expenses
$81,315
Assets
$118,817
Liabilities
$23,242

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • ALAN PABERZS (President)
  • BETH LYE (Vice-President)

People named in this filing

  • ALAN PABERZS (President)
  • BETH LYE (Vice-President)
  • BREAHAN PAUTSCH (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Educate members and the community about philanthropic process focusing on charitable planned giving and various estate planning techniques.

What it reported doing in 2022

Member educational programs-seminars to provide further training for professionals engaged in gift planning for non-profits and in client service for philanthropists and charities. Ccpg provided education to professionals comprised of members and non-members.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 21.9%; rating input score 22
  • Program expense ratio: 27.5%; rating input score 27

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 20.5%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 1.46; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 20; 20th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 64; 64th percentile among comparable filings

Growth

  • Program expense growth: -4.3% per year; rating input score 0; 22nd percentile among comparable filings
  • Revenue growth: -3.6% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: -0.4% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 21.9% of revenue deployed · 27.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $22K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2012 to 2022
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 22/100.
  • High — Financial Efficiency: Program expense ratio scored 27/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 20/100.