Civic Intelligence

California Planners Foundation

990EZ • Fiscal year 2019 • EIN 23-7088161

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 19, 2020

Organization ProfileWWW.CALIFORNIAPLANNINGFOUNDATION.ORG
983 Osos StreetSan Luis Obispo, CA 93401

(805) 801-4115

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$496,243

Up $78,382 (+19%) from 2018

Net Assets

Up

$496,243

Up $78,382 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Down

$90,857

Down $27,481 (-23%) from 2018

Expenses

Up

$61,964

Up $2,535 (+4.3%) from 2018

Net Income

Down

$28,893

Down $30,016 (-51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$496,243
Liabilities$0
Net Assets$496,243
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$90,857
Expenses$61,964
Net Income$28,893
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$90,857
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

DescriptionGrantsExpenses
AWARDED 37 STUDENT SCHOLARSHIPS$61,000-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUAN BORRELLIPresident-$0--
HILARY NIXONSecretary-$0--
KELLY D MAINBoard Member-$0--
ALISON SPINDLERBoard Member-$0--
TAMMY SEALEVice-President-$0--
AARON PLANNENSTIELBoard Member-$0--
HING WONGTreasurer-$0--
SHARON GREWALEx-Officio-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$16,540$16,540-$16,540
Total Events$16,540$16,540-$16,540
Filing and Contact Details

Filer

Filer Name
California Planning Foundation
EIN
23-7088161
Address
983 Osos Street, San Luis Obispo, CA 93401

Signing Officer

Name
Lisa Wise
Title
Treasurer
Phone
8058014115
Signed
2020-10-19
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 (CPF) is a nonprofit, charitable corporation with the goal of furthering the professional practice of planning in California. The primary focus is providing scholarships and awards to university students in financial need. The scholarship recipients come from many backgrounds and are selected because they are talented and motivated and have demonstrated academic excellence at university planning programs in California. A secondary, but vitally important function is fostering professional development through the sponsorship of workshops, publications, research studies and other continuing educational and professional programs.”

List of grants and similar amounts paid Part I line 10

“Activity CENTRAL COAST SECTION AWARD Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity 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 AT 1000 Relationship NONE Amount 1,000Activity INLAND EMPIRE SECTION AWARE Grantee 1 AWARD AT 3000 Relationship NONE Amount 3,000Activity KEN MILAM SCHOLARSHIP Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity LOS ANGELES SECTION AWARD Grantee 3 AWARDS AT 1000 Relationship NONE Amount 3,000Activity 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 SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Relationship NONE Activity PLANNERS4HEALTH Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity TED HOLZEM MEMORIAL SCHOLARSHIP Grantee 1 AWARD AT 1000 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 AT 3000 Relationship NONE Amount 3,000Activity OUTSTANDING STUDENT AWARD 1ST PLACE Grantee MARTA POLOVIN Relationship NONE Amount 5,000Activity VIRGINIA VIADO MEMORIAL SCHOLARSHIP Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity RICHARD WEAVER SCHOLARSHIP Grantee 1 AWARD AT 2000 Relationship NONE Amount 2,000Activity RUSSELL FEY SCHOLARSHIP Grantee 1 AWARDS AT 1000 Relationship NONE Amount 1,000Activity SACRAMENTO SECTION SCHOLARSHIP Grantee 2 AWARDS AT 3000 Relationship NONE Amount 6,000Activity FRANK WEIN APACA SCHOLARSHIP Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity SAN DIEGO SECTION SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity UNCASHED AWARD FROM 2018 Relationship NONE Amount (1,000)”

Description of other expenses Part I line 16

“Description AmountINSURANCE 310OFFICE EXPENSE 41PAYPAL AND BANK CHARGES 53SOFTWARE 35TAXES 60”

Other changes in net assets or fund balances Part I line 20

“Description AmountUNREALIZED INVESTMENT GAIN 49,489”

Raw XML Appendix208 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSEThe California Planning Foundation (CPF) is a nonprofit, charitable corporation with the goal of furthering the professional practice of planning in California. The primary focus is providing scholarships and awards to university students in financial need. The scholarship recipients come from many backgrounds and are selected because they are talented and motivated and have demonstrated academic excellence at university planning programs in California. A secondary, but vitally important function is fostering professional development through the sponsorship of workshops, publications, research studies and other continuing educational and professional programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CENTRAL COAST SECTION AWARD Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity 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 AT 1000 Relationship NONE Amount 1,000Activity INLAND EMPIRE SECTION AWARE Grantee 1 AWARD AT 3000 Relationship NONE Amount 3,000Activity KEN MILAM SCHOLARSHIP Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity LOS ANGELES SECTION AWARD Grantee 3 AWARDS AT 1000 Relationship NONE Amount 3,000Activity 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 SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Relationship NONE Activity PLANNERS4HEALTH Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity TED HOLZEM MEMORIAL SCHOLARSHIP Grantee 1 AWARD AT 1000 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 AT 3000 Relationship NONE Amount 3,000Activity OUTSTANDING STUDENT AWARD 1ST PLACE Grantee MARTA POLOVIN Relationship NONE Amount 5,000Activity VIRGINIA VIADO MEMORIAL SCHOLARSHIP Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity RICHARD WEAVER SCHOLARSHIP Grantee 1 AWARD AT 2000 Relationship NONE Amount 2,000Activity RUSSELL FEY SCHOLARSHIP Grantee 1 AWARDS AT 1000 Relationship NONE Amount 1,000Activity SACRAMENTO SECTION SCHOLARSHIP Grantee 2 AWARDS AT 3000 Relationship NONE Amount 6,000Activity FRANK WEIN APACA SCHOLARSHIP Grantee 1 AWARD AT 1000 Relationship NONE Amount 1,000Activity SAN DIEGO SECTION SCHOLARSHIP Grantee 2 AWARDS AT 1000 Relationship NONE Amount 2,000Activity UNCASHED AWARD FROM 2018 Relationship NONE Amount (1,000)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountINSURANCE 310OFFICE EXPENSE 41PAYPAL AND BANK CHARGES 53SOFTWARE 35TAXES 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountUNREALIZED INVESTMENT GAIN 49,489
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Wise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08058014115
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA PLANNING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0237088161
ReturnHeader/Filer/USAddress/AddressLine1Txt0983 Osos Street
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
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ReturnHeader/FilingSecurityInformation/IPDt02020-10-22
ReturnHeader/FilingSecurityInformation/IPTm011:53:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberta Dwoskin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04417 Bergamo Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08187842553
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERTA DWOSKIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-22T11:51:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,243
Liabilities
$0
Net assets
$496,243
Revenue
$90,857
Expenses
$61,964
Net income
$28,893
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