Partnership for Philanthropic Planning South Sound Planned Giving Council

Nonprofit profile at a glance

EIN
753205248
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Gig Harbor, WA, USA
Phone
2535255175
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$68,137
Expenses
$64,493
Assets
$120,199
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • BEVERLY COX (PRESIDENT)
  • MINDIE REULE (PRESIDENT-ELECT)
  • DARION LESPIER-GREAVES (EXECUTIVE DIRECTOR)

People named in this filing

  • BEVERLY COX (PRESIDENT)
  • ROBIN CALLAHAN (BOARD MEMBER)
  • DOUG PAGE (BOARD MEMBER)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The principle purpose is to provide a forum for information about planned giving, awareness of issues affecting the non-profit sector, and enhance planned giving as a profession.

What it reported doing in 2025

Programs for providing education, information and awareness about planned giving.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 100
  • Sustainability: 59
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.2%; rating input score 63
  • Program expense ratio: 66.8%; rating input score 67

Transparency & Controls

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

Sustainability

  • Operating margin: 5.3%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 1.86; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 54.9% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 13.5% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 6.5% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 63.2% of revenue deployed · 66.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $43K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.