Civic Intelligence

California Planning Foundation

EIN 23-7088161 • 501(c)3 • San Luis Obispo, CA

Profile

The purpose of the california planning foundation is to further the profession practice of planning in california. The principal activity is providing scholarship support for students preparing for careers in the planning profession in california.

983 Osos StreetSan Luis Obispo, CA 93401

www.cpfapa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

34th percentile

-2.3%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$795,777

Up $57,018 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$795,777

Up $57,018 (+7.7%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin88th percentile

Revenue

Up

$142,577

Up $65,574 (+85%) from 2023

Expenses

Up

$101,433

Up $3,027 (+3.1%) from 2023

Net Income

Up

$41,144

Up $62,547 (+292%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2015: $250,037Liabilities 2015: $0Net Assets 2015: $250,0372015Assets 2016: $327,761Liabilities 2016: $0Net Assets 2016: $327,7612016Assets 2017: $387,170Liabilities 2017: $0Net Assets 2017: $387,1702017Assets 2018: $417,861Liabilities 2018: $0Net Assets 2018: $417,8612018Assets 2019: $496,243Liabilities 2019: $0Net Assets 2019: $496,2432019Assets 2020: $559,985Liabilities 2020: $0Net Assets 2020: $559,9852020Assets 2021: $658,717Liabilities 2021: $0Net Assets 2021: $658,7172021Assets 2022: $643,301Liabilities 2022: $0Net Assets 2022: $643,3012022Assets 2023: $738,759Liabilities 2023: $0Net Assets 2023: $738,7592023Assets 2024: $795,777Liabilities 2024: $0Net Assets 2024: $795,7772024

Highlighted filing

2024

Assets$795,777
Liabilities$0
Net Assets$795,777
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $76,112Expenses 2015: $56,179Net Income 2015: $19,9332015Revenue 2016: $119,657Expenses 2016: $52,372Net Income 2016: $67,2852016Revenue 2017: $93,025Expenses 2017: $57,928Net Income 2017: $35,0972017Revenue 2018: $118,338Expenses 2018: $59,429Net Income 2018: $58,9092018Revenue 2019: $90,857Expenses 2019: $61,964Net Income 2019: $28,8932019Revenue 2020: $112,708Expenses 2020: $70,922Net Income 2020: $41,7862020Revenue 2021: $280,558Expenses 2021: $73,735Net Income 2021: $206,8232021Revenue 2022: $160,509Expenses 2022: $87,886Net Income 2022: $72,6232022Revenue 2023: $77,003Expenses 2023: $98,406Net Income 2023: -$21,4032023Revenue 2024: $142,577Expenses 2024: $101,433Net Income 2024: $41,1442024

Highlighted filing

2024

Revenue$142,577
Expenses$101,433
Net Income$41,144
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$795,777
Liabilities
$0
Net assets
$795,777
Revenue
$142,577
Expenses
$101,433
Net income
$41,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$1.43$1.01$0.41
2023Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.77$0.98$0.21
2022Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$1.61$0.88$0.73
2021Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$2.81$0.74$2.07
2020Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$1.13$0.71$0.42
2019Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.91$0.62$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.18$0.59$0.59
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.93$0.58$0.35
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$1.20$0.52$0.67
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.76$0.56$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$254,527
Mission and Program Overview

Mission

The purpose of the california planning foundation is to further the profession practice of planning in california. The principal activity is providing scholarship support for students preparing for careers in the planning profession in california.

Provide scholarships to students to further the profession practice of planning in california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$738,759$795,777▲ $57,018
Investments in Publicly Traded Securities$664,298$703,299▲ $39,001
Savings and Temporary Cash Investments$61,501$85,484▲ $23,983
Cash and Non-Interest-Bearing Accounts$12,960$6,994▼ $5,966
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$738,759$795,777▲ $57,018
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$738,759$795,777▲ $57,018
Total Liabilities and Net Assets / Fund Balance$738,759$795,777▲ $57,018
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Hing Wong FaicpPresident
Aaron Pfannenstiel AicpVice President
Brian McginnisBoard Member
Chelsea Richer AicpBoard Member
Hilary Nixon PhdBoard Member
Javier AguilarBoard Member
Jouke PeutzBoard Member
Kareem H El-sisiBoard Member
Kim Prillhart AicpBoard Member
Mirle Rabinowitz-bussell PhdSecretary
Jacquelyn BroaderStudent Representative
Lisa Wise AicpTreasurer
Carey Fernandes AicpVP Prof Development
Revenue and Support

Revenue Composition

Contributions and Grants
$114,658
Program Service Revenue
$0
Investment Income
$27,919
Other Revenue
$0
All Other Contributions
$114,658
Change in Net Assets
$41,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,000
Other Expenses$14,433
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$87,000--$87,000
Fees for Services Accounting-$6,357-$6,357
Fees for Service Investment Mgmnt Fees-$4,684-$4,684
Other Expenses-$1,264-$1,264
Office Expenses-$325-$325
Fees for Services Legal-$155-$155
Total Functional Expenses$87,000$14,433$0$101,433
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is sent to the treasurer to review and approve. The form 990 is available to both the president for the year being filed and the current year president. The treasurer will consult with the other officer, if necessary, prior to approving the tax return.”

Form 990, Part VI, Section C, Line 19

“The bylaws of the california planning foundation are available online on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
California Planning Foundation
EIN
23-7088161
Phone
8058014115
Address
983 OSOS STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Lisa Wise
Title
Treasurer
Phone
8058014115
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hing Wong
Formed
1970
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
25

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Jeanne M Russick
Phone
2094731040
Raw XML AppendixShowing 400 of 405 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.

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0738759
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0795777
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085484
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0114658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0130411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0151359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0591496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027796
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016140
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt085911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027796
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt085911
IRS990ScheduleA/InvestmentIncomeCYPct00.12680
IRS990ScheduleA/InvestmentIncomePYPct00.14020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80230
IRS990ScheduleA/PublicSupportPY509Pct00.78410
IRS990ScheduleA/PublicSupportTotal509Amt0543496
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt028000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt048000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt028000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt048000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0130411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096568
IRS990ScheduleA/Total509Grp/TotalAmt0591496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0143899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0160509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0677407
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt087000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt051
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CPF SCHOLARSHIP PROGRAM AWARDS SCHOLARSHIPS TO OUTSTANDING PLANNING STUDENTS ENROLLED AT ELIGIBLE PROFESSIONAL PLANNING DEGREE PROGRAMS IN CALIFORNIA, AND SEEKING TO ENTER THE PLANNING PROFESSION BASED ON AN APPLICATION AND SELECTION PROCESS. CRITERIA FOR THE SCHOLARSHIPS INCLUDE ACADEMIC PERFORMANCE, FINANCIAL NEED, INCREASING DIVERSITY IN THE PLANNING PROFESSION, AND A COMMITMENT TO SERVE THE PLANNING PROFESSION IN CALIFORNIA AFTER GRADUATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS SENT TO THE TREASURER TO REVIEW AND APPROVE. THE FORM 990 IS AVAILABLE TO BOTH THE PRESIDENT FOR THE YEAR BEING FILED AND THE CURRENT YEAR PRESIDENT. THE TREASURER WILL CONSULT WITH THE OTHER OFFICER, IF NECESSARY, PRIOR TO APPROVING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BYLAWS OF THE CALIFORNIA PLANNING FOUNDATION ARE AVAILABLE ONLINE ON THE FOUNDATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0738759
IRS990/TotalAssetsEOYAmt0795777
IRS990/TotalAssetsGrp/BOYAmt0738759
IRS990/TotalAssetsGrp/EOYAmt0795777
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0114658
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014433
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0738759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0795777
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt087000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027919
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0738759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0795777
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 30522
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094604
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.CPFAPA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WISE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08058014115
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA PLANNING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0237088161
ReturnHeader/Filer/PhoneNum08058014115
ReturnHeader/Filer/USAddress/AddressLine1Txt0983 OSOS STREET
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE M RUSSICK

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