Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
California Planners Foundation
990EZ • Fiscal year 2017 • EIN 23-7088161
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Up$387,170
Up $59,409 (+18%) from 2016
Net Assets
Up$387,170
Up $59,409 (+18%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$93,025
Down $26,632 (-22%) from 2016
Expenses
Up$57,928
Up $5,556 (+11%) from 2016
Net Income
Down$35,097
Down $32,188 (-48%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- May 8, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $93,025
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 | $57,151 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JUAN BORRELLI | President | - | $0 | - | - |
| LAURIE GARTRELL | Treasurer | - | $0 | - | - |
| HILARY NIXON | Secretary | - | $0 | - | - |
| SHAWNIKA JOHNSON | Board Member | - | $0 | - | - |
| KELLY D MAIN | Board Member | - | $0 | - | - |
| ALISON SPINDLER | Board Member | - | $0 | - | - |
| CAROL BARRETT | Immediate Past President | - | $0 | - | - |
| TAMMY SEALE | Vice-President | - | $0 | - | - |
| AARON PLANNENSTIEL | Board Member | - | $0 | - | - |
| BOB ZIMMERER | Board Member | - | $0 | - | - |
| PAMELA GUERRA | Student Representative | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $33,163 | $33,163 | - | $33,163 |
| Total Events | $33,163 | $33,163 | - | $33,163 |
Filing and Contact Details
Filer
- Filer Name
- California Planning Foundation
- EIN
- 23-7088161
- Address
- 401 B Street, San Diego, CA 92101
Signing Officer
- Name
- Laurie Gartrell
- Title
- Treasurer
- Phone
- 6195955388
- Signed
- 2018-05-08
- 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 acamdemicexcellence at programs approved by the planning accreditation board.”
List of grants and similar amounts paid Part I line 10
“Activity CENTRAL COAST SECTION AWARD Grantee 2 AWARDS AT 1500 Relationship NONE Amount 3,000Activity 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 5 AWARDS AT 1000 Relationship NONE Amount 5,000Activity NORTHERN SECTION AWARD Grantee 3 AWARDS AT 1667 EACH Relationship NONE Amount 5,001Activity ORANGE SECTION SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity PAUL WACK SUSTAINABILITY Grantee 1 AWARDS Relationship NONE Amount 1,000Activity PAUL WACK CAL POLY SLO SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity SACRAMENTO SECTION AWARD Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity TED HOLZEM MEMORIAL SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity 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 JOHN HOLDER Relationship NONE Amount 5,000Activity VIRGINIA VIADO MEMORIAL SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity RICHARD WEAVER SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 2,000Activity RUSSELL FEY SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 2,000Activity UNCLEARED APA MEMBERSHIP CHECKS FROM 2016 Amount (850)”
Description of other expenses Part I line 16
“Description AmountBANK CHARGES 40EXECUTIVE BOARD EXP 166OFFICE EXPENSE 99TAXES 60”
Other changes in net assets or fund balances Part I line 20
“Description AmountUNREALIZED INVESTMENT GAIN 24,312”
Raw XML Appendix226 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 | 401 B STREET SUITE 800 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | San Diego |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92101 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 327761 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 387170 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 41650 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 35097 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 412 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 327761 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 387170 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 33163 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 57151 |
| IRS990EZ/GrossReceiptsAmt | 0 | 93025 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 18212 |
| 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 | 327761 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 387170 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 327761 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 387170 |
| 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 | JUAN BORRELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LAURIE GARTRELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HILARY NIXON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHAWNIKA JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KELLY D MAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ALISON SPINDLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CAROL BARRETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TAMMY SEALE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | AARON PLANNENSTIEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | BOB ZIMMERER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | PAMELA GUERRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VICE-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER |
| 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 | 24312 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 365 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | AWARDED 34 STUDENT SCHOLARSHIPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 57151 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 33163 |
| 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 | 57928 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 93025 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CALIFORNIAPLANNINGFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 41650 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 79906 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 31855 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 49108 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24930 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 227449 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 18212 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 11088 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10495 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8963 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3505 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 52263 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 33163 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 28663 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 32932 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 28776 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 23273 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 146807 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 18212 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 11088 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10495 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 8963 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3505 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 52263 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.12000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.09000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 830 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2285 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 3115 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.87110 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.89560 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 374256 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 74813 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 108569 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 64787 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 77884 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 48203 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 374256 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 93025 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 119657 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 76112 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 86847 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 53993 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 429634 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 33163 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 33163 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 33163 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 33163 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 33163 |
| 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 ACAMDEMICEXCELLENCE AT PROGRAMS APPROVED BY THE PLANNING ACCREDITATION BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity CENTRAL COAST SECTION AWARD Grantee 2 AWARDS AT 1500 Relationship NONE Amount 3,000Activity 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 5 AWARDS AT 1000 Relationship NONE Amount 5,000Activity NORTHERN SECTION AWARD Grantee 3 AWARDS AT 1667 EACH Relationship NONE Amount 5,001Activity ORANGE SECTION SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity PAUL WACK SUSTAINABILITY Grantee 1 AWARDS Relationship NONE Amount 1,000Activity PAUL WACK CAL POLY SLO SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity SACRAMENTO SECTION AWARD Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity TED HOLZEM MEMORIAL SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity 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 JOHN HOLDER Relationship NONE Amount 5,000Activity VIRGINIA VIADO MEMORIAL SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 1,000Activity RICHARD WEAVER SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 2,000Activity RUSSELL FEY SCHOLARSHIP Grantee 1 AWARD Relationship NONE Amount 2,000Activity UNCLEARED APA MEMBERSHIP CHECKS FROM 2016 Amount (850) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountBANK CHARGES 40EXECUTIVE BOARD EXP 166OFFICE EXPENSE 99TAXES 60 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description AmountUNREALIZED INVESTMENT GAIN 24,312 |
| 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 | 2018-06-14 16:35:46Z |
| 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 | 2018-05-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CALIFORNIA PLANNING FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CALI |
| ReturnHeader/Filer/EIN | 0 | 237088161 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 401 B Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | San Diego |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92101 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | BCEF786BC1C963C988B35ABF119B40462ACFDD8A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | BCEF786BC1C963C988B35ABF119B40462ACFDD8A |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 9567412018129oehi00x |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-05-09 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 172.250.51.59 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-09 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:57:09 |
| 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/PreparerPersonNm | 0 | ROBERTA DWOSKIN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-05-09T10:55:02-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $387,170
- Liabilities
- $0
- Net assets
- $387,170
- Revenue
- $93,025
- Expenses
- $57,928
- Net income
- $35,097