Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
California Planners Foundation
990EZ • Fiscal year 2015 • EIN 23-7088161
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
82nd percentile
Higher net margin than 82% 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
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$250,037
No earlier filing loaded for comparison.
Net Assets
$250,037
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$76,112
No earlier filing loaded for comparison.
Expenses
$56,179
No earlier filing loaded for comparison.
Net Income
$19,933
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- May 11, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $76,112
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.
SEE SCHEDULE 0
Program Services
| Description | Grants | Expenses |
|---|---|---|
| AWARDED 34 STUDENT SCHOLARSHIPS | $51,500 | $250 |
| PAID ANNUAL DUES FOR 33 STUDENT MEMBERSHIPS IN CALIFORNIA PLANNING ASSN | - | $1,455 |
| CONDUCT PROFESSION DEVELOPMENT WORKSHOPS RELATED TO URBAN PLANNING | - | $168 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CAROL D BARRETT | President | - | $0 | - | - |
| JUAN BORRELLI | Vice President | - | $0 | - | - |
| LAURIE GARTRELL | Treasurer | - | $0 | - | - |
| GEORGE OSNER | Secretary | - | $0 | - | - |
| HILLARY NIXON | Director | - | $0 | - | - |
| WENDY GRANT | Director | - | $0 | - | - |
| TED HOLZEM | Director | - | $0 | - | - |
| SHAWNIKA JOHNSON | Director | - | $0 | - | - |
| DARCY KREMIN | Director | - | $0 | - | - |
| KELLY MAIN | Director | - | $0 | - | - |
| JESSICA MEDINA | Student Representative | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $32,932 | $32,932 | - | $32,932 |
| Total Events | $32,932 | $32,932 | - | $32,932 |
Filing and Contact Details
Filer
- Filer Name
- California Planning Foundation
- EIN
- 23-7088161
- Address
- 4621 LOTUS ST, San Diego, CA 92107
Signing Officer
- Name
- Laurie Gartrell
- Title
- Treasurer
- Phone
- 6195955388
- Signed
- 2016-05-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Roberta Dwoskin CPA
- Address
- 4417 Bergamo Dr, Encino, CA 91436
- Preparer
- Roberta Dwoskin
- Phone
- 8187842553
Supplemental Narrative
Additional Explanations
General explanation attachment
“Form 990-ez, part iii - organizations primary exempt purposethe california planning foundation was established to further the professional practice of planning in california. Cpf achieves this goal primarily through its scholarship and awards program to university students in financial need, who have demonstrated acamdemic excellenceat programs approved by the planning accreditation board.”
List of grants and similar amounts paid Part I line 10
“Activity CENTRAL COAST SECTION AWARD Grantee 3 AWARDS-2 AT 750, 1 AT 1000 Relationship NONE Amount 2,500Activity STATEWIDE MERIT SCHOLARSHIP Grantee 3 AWARDS AT 3000 Relationship NONE Amount 9,000Activity CPR MEMORIAL SCHOLARSHIP Grantee 3 AWARDS AT 1000 EACH Relationship NONE Amount 3,000Activity DAVID WILCOX SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity INLAND EMPIRE SECTION AWARE Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity KEN MILAM SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity LOS ANGELES SECTION AWARD Grantee 4 AWARDS AT 1000 Relationship NONE Amount 4,000Activity NORTHERN SECTION AWARD Grantee 5 AWARDS AT 1000 EACH Relationship NONE Amount 5,000Activity ORANGE SECTION SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity PAUL WACK SUSTAINABILITY AWARD Grantee 1 AWARD Relationship NONE Amount 1,000Activity RICHARD S WEAVER SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity SACRAMENTO SECTION AWARD Grantee 1 AWARD Relationship NONE Amount 1,000Activity SAN DIEGO SECTION AWARDS Grantee 2 AWARDS AT 1000 EACH Relationship NONE Amount 2,000Activity OUTSTANDING STUDENT AWARD RUNNER UP Grantee 3 AWARDS AT 3000 EACH Relationship NONE Amount 9,000Activity DIVERSITY IN PLANNING AWARD Grantee 1 AWARD Relationship NONE Amount 3,000Activity OUTSTANDING STUDENT AWARD 1ST PLACE Grantee JESSICA MEDINA Relationship NONE Amount 5,000Activity APA STUDENT MEMBERS Grantee 33 MEMBERSHIPS AWARDED Relationship NONE Amount 1,455”
Description of other expenses Part I line 16
“Description AmountBANK CHARGES 69EXECUTIVE BOARD EXPENSES 2,272SCHOLARSHIP EXPENSES 250TAXES 25WORKSHOP COSTS 168”
Other changes in net assets or fund balances Part I line 20
“Description AmountUNREALIZED INVESTMENT LOSS (14,727)”
Raw XML Appendix229 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LAURIE GARTRELL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6195955388 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4621 LOTUS ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | San Diego |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92107 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 244831 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 250037 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 31855 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19933 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 440 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 244831 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 250037 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 32932 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 52955 |
| IRS990EZ/GrossReceiptsAmt | 0 | 76112 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10495 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 244831 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 250037 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 244831 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 250037 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 0.00 |
| 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/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CAROL D BARRETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JUAN BORRELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LAURIE GARTRELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | GEORGE OSNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HILLARY NIXON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | WENDY GRANT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TED HOLZEM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | SHAWNIKA JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DARCY KREMIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | KELLY MAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JESSICA MEDINA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | STUDENT REPRESENTATIVE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -14727 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 2784 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE 0 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 830 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PAID ANNUAL DUES FOR 33 STUDENT MEMBERSHIPS IN CALIFORNIA PLANNING ASSN |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | AWARDED 34 STUDENT SCHOLARSHIPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | CONDUCT PROFESSION DEVELOPMENT WORKSHOPS RELATED TO URBAN PLANNING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 51500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 1455 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 250 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 168 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 32932 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 56179 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 1873 |
| IRS990EZ/TotalRevenueAmt | 0 | 76112 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CALIFORNIAPLANNINGFOUNDATION.ORG |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | ALL THE OTHER INCOME REPORTED ON LINE 12 COMES FROM WORKSHOP RECEIPTS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Private foundation Part II line 18 Part III line 20 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 31855 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 49108 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24930 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 28932 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 43965 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 178790 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 10495 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 8963 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3505 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1703 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1750 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 26416 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 32932 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 28776 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 23273 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 24489 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 41428 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 150898 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 10495 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 8963 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 3505 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1703 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1750 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 26416 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.07000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.05460 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 830 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2285 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2269 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3138 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 8522 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.90420 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.91790 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 329688 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 64787 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 77884 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 48203 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 53421 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 85393 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 329688 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 76112 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 86847 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 53993 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 57393 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 90281 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 364626 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 32932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 32932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 32932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 32932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 32932 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSETHE CALIFORNIA PLANNING FOUNDATION WAS ESTABLISHED TO FURTHER THE PROFESSIONAL PRACTICE OF PLANNING IN CALIFORNIA. CPF ACHIEVES THIS GOAL PRIMARILY THROUGH ITS SCHOLARSHIP AND AWARDS PROGRAM TO UNIVERSITY STUDENTS IN FINANCIAL NEED, WHO HAVE DEMONSTRATED ACAMDEMIC EXCELLENCEAT PROGRAMS APPROVED BY THE PLANNING ACCREDITATION BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity CENTRAL COAST SECTION AWARD Grantee 3 AWARDS-2 AT 750, 1 AT 1000 Relationship NONE Amount 2,500Activity STATEWIDE MERIT SCHOLARSHIP Grantee 3 AWARDS AT 3000 Relationship NONE Amount 9,000Activity CPR MEMORIAL SCHOLARSHIP Grantee 3 AWARDS AT 1000 EACH Relationship NONE Amount 3,000Activity DAVID WILCOX SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity INLAND EMPIRE SECTION AWARE Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity KEN MILAM SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity LOS ANGELES SECTION AWARD Grantee 4 AWARDS AT 1000 Relationship NONE Amount 4,000Activity NORTHERN SECTION AWARD Grantee 5 AWARDS AT 1000 EACH Relationship NONE Amount 5,000Activity ORANGE SECTION SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity PAUL WACK SUSTAINABILITY AWARD Grantee 1 AWARD Relationship NONE Amount 1,000Activity RICHARD S WEAVER SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity SACRAMENTO SECTION AWARD Grantee 1 AWARD Relationship NONE Amount 1,000Activity SAN DIEGO SECTION AWARDS Grantee 2 AWARDS AT 1000 EACH Relationship NONE Amount 2,000Activity OUTSTANDING STUDENT AWARD RUNNER UP Grantee 3 AWARDS AT 3000 EACH Relationship NONE Amount 9,000Activity DIVERSITY IN PLANNING AWARD Grantee 1 AWARD Relationship NONE Amount 3,000Activity OUTSTANDING STUDENT AWARD 1ST PLACE Grantee JESSICA MEDINA Relationship NONE Amount 5,000Activity APA STUDENT MEMBERS Grantee 33 MEMBERSHIPS AWARDED Relationship NONE Amount 1,455 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountBANK CHARGES 69EXECUTIVE BOARD EXPENSES 2,272SCHOLARSHIP EXPENSES 250TAXES 25WORKSHOP COSTS 168 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description AmountUNREALIZED INVESTMENT LOSS (14,727) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other changes in net assets or fund balances Part I line 20 |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAURIE GARTRELL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6195955388 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CALIFORNIA PLANNING FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CALI |
| ReturnHeader/Filer/EIN | 0 | 237088161 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4621 LOTUS ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | San Diego |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92107 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Roberta Dwoskin CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4417 Bergamo Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Encino |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91436 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8187842553 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERTA DWOSKIN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2016-05-11T09:15:36-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $250,037
- Liabilities
- $0
- Net assets
- $250,037
- Revenue
- $76,112
- Expenses
- $56,179
- Net income
- $19,933