The Institute for Philanthropic Leadership
Nonprofit profile at a glance
- EIN
- 461270290
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2024
- Location
- Charlotte, NC, USA
- Phone
- 7046088661
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Research Institutes and Public Policy Analysis
Reported finances
- Revenue
- $67,194
- Expenses
- $48,384
- Assets
- $324,455
- Liabilities
- $294,048
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
People named in this filing
- Jim Kelley (Chair)
- Bart Landess (Treasurer)
- Justin Steinscriber (Director)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Institute for Philanthropic Leadership (IPL) endeavors to strengthen the culture of individual philanthropy in the community in the following ways:-Inspire, educate and empower nonprofit leaders to implement a leadership gifts program and practice donor-centric fundraising.-Help donors develop their vision for their personal philanthropy.-Advance the practice and understanding of philanthropy through in-depth educational programming for executive directors and development professionals.-Encourage effective board leadership in fundraising by providing educational programs for nonprofit board members.
What it reported doing in 2024
We have run three critical programs - Leadership Gift School, Board Fundraising Leadership and a program for emerging Development Directors taught by multiple faculty.Since 2016, we have run a program developed for new professionals in the fundraising field in our region for a 16 hour course.
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
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 55
- Transparency & Controls: 82
- Sustainability: 71
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 47.7%; rating input score 48
- Program expense ratio: 66.3%; rating input score 66
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 28%; rating input score 80; 80th percentile among comparable filings
- Total-asset coverage ratio: 6.71; rating input score 88; 88th percentile among comparable filings
- Liabilities to assets ratio: 0.91; rating input score 6; 6th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -0.4% per year; rating input score 0; 47th percentile among comparable filings
- Revenue growth: 1.1% per year; rating input score 100; 56th percentile among comparable filings
- Asset growth: 43.6% per year; rating input score 100; 95th percentile among comparable filings
Details
- Where the money goes: 47.7% of revenue deployed · 66.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $32K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 6 filing years from 2014 to 2024
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 6/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.