Civic Intelligence

Placentia Community Foundation

990EZ • Fiscal year 2016 • EIN 27-2098527

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

Organization ProfileN/A
401 E ChapmanPlacentia, CA 92870

(714) 321-2246

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,059

Down $9,266 (-19%) from 2015

Net Assets

Down

$40,059

Down $9,266 (-19%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$16,420

Up $4,997 (+44%) from 2015

Expenses

Up

$25,686

Up $14,910 (+138%) from 2015

Net Income

Down

-$9,266

Down $9,913 (-1532%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$80K$60K$40K$20K$0Assets 2015: $49,325Net Assets 2015: $49,3252015Assets 2016: $40,059Net Assets 2016: $40,0592016Assets 2017: $37,630Liabilities 2017: $2,000Net Assets 2017: $35,6302017Assets 2018: $46,602Net Assets 2018: $46,6022018Assets 2019: $43,442Net Assets 2019: $43,4422019Assets 2020: $48,553Net Assets 2020: $48,5532020Assets 2021: $43,730Net Assets 2021: $43,7302021Assets 2022: $43,488Net Assets 2022: $43,4882022Assets 2023: $58,774Net Assets 2023: $58,7742023Assets 2024: $50,508Liabilities 2024: $140Net Assets 2024: $50,3682024Assets 2025: $68,600Liabilities 2025: $200Net Assets 2025: $68,4002025

Highlighted filing

2016

Assets$40,059
Liabilities-
Net Assets$40,059
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2015: $11,423Expenses 2015: $10,776Net Income 2015: $6472015Revenue 2016: $16,420Expenses 2016: $25,686Net Income 2016: -$9,2662016Revenue 2017: $16,074Expenses 2017: $20,503Net Income 2017: -$4,4292017Revenue 2018: $133,430Expenses 2018: $122,458Net Income 2018: $10,9722018Revenue 2019: $113,162Expenses 2019: $116,322Net Income 2019: -$3,1602019Revenue 2020: $25,688Expenses 2020: $26,017Net Income 2020: -$3292020Revenue 2021: $172,947Expenses 2021: $172,330Net Income 2021: $6172021Revenue 2022: $13,512Expenses 2022: $13,754Net Income 2022: -$2422022Revenue 2023: $33,371Expenses 2023: $17,212Net Income 2023: $16,1592023Revenue 2024: $24,484Expenses 2024: $32,890Net Income 2024: -$8,4062024Revenue 2025: $48,457Expenses 2025: $30,425Net Income 2025: $18,0322025

Highlighted filing

2016

Revenue$16,420
Expenses$25,686
Net Income-$9,266
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Gross Receipts
$16,420
Mission and Program Overview

Mission

Support community functions

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING TO AID, SPONSOR, PROMOTE, ADVANCE, AND ASSIST WORTHY ACTIVITIES, PROGRAMS AND SERVICES IN THE CITY OF PLACENTIA TO FURTHER CULTURAL, RECREATIONAL AND CIVIC CAUSES.$4,500$24,800
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIVIAM PEREZChair-$0--
BRENDA EMERICKVice Chair-$0--
KEVIN LARSONTreasurer-$0--
KATHI BALDWINDirector-$0--
DWAYNE DE ROSEDirector-$0--
DAYNA RAFIQIDirector-$0--
VERONICA ORTIZInterim Executive Director-$0--
Filing and Contact Details

Filer

Filer Name
Placentia Community Foundation
EIN
27-2098527
Phone
7143212246
Address
401 E CHAPMAN, PLACENTIA, CA 92870

Signing Officer

Name
Kevin a Larson
Title
Treasurer
Phone
7143212246
Signed
2017-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Ken Palmer CPA
Address
319 E PALM DR STE C, PLACENTIA, CA 92870-3238
Preparer
Ken Palmer CPA
Phone
7149961947
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Heritage festival; operational; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 805”

Form 990EZ, Part I, Line 10

“3rd grade tours; operational; placentia founders society: 401 e chapman, placntia, ca, 92870; corpor”

Form 990EZ, Part I, Line 10

“Various; civic; various: 401 e chapman, placentia, ca, 92870; benefactor, 12750.”

Form 990EZ, Part I, Line 16

“APPLICATION FEE 25.”

Form 990EZ, Part I, Line 16

“LICENSES & TAXES 2.”

Form 990EZ, Part I, Line 16

“WEBSITE 59.”

Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN A LARSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07143212246
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0KRAMER BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049325
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016420
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9266
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt040059
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024800
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt016420
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049325
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040059
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VIVIAM PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA EMERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHI BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DWAYNE DE ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAYNA RAFIQI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VERONICA ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6INTERIM EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY FUNCTIONS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING TO AID, SPONSOR, PROMOTE, ADVANCE, AND ASSIST WORTHY ACTIVITIES, PROGRAMS AND SERVICES IN THE CITY OF PLACENTIA TO FURTHER CULTURAL, RECREATIONAL AND CIVIC CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025686
IRS990EZ/TotalProgramServiceExpensesAmt024800
IRS990EZ/TotalRevenueAmt016420
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027843
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt027843
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011423
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027843
IRS990ScheduleA/TotalSupportAmt027843
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HERITAGE FESTIVAL; OPERATIONAL; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13RD GRADE TOURS; OPERATIONAL; PLACENTIA FOUNDERS SOCIETY: 401 E CHAPMAN, PLACNTIA, CA, 92870; CORPOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VARIOUS; CIVIC; VARIOUS: 401 E CHAPMAN, PLACENTIA, CA, 92870; BENEFACTOR, 12750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3APPLICATION FEE 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES & TAXES 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE 59.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN A LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07143212246
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACENTIA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0272098527
ReturnHeader/Filer/PhoneNum07143212246
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 E CHAPMAN
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ACECBC552A99E1F8D473EDFD263CB6A25657E3CB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ACECBC552A99E1F8D473EDFD263CB6A25657E3CB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.65.246.73
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:34:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEN PALMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0319 E PALM DR STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLACENTIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928703238
ReturnHeader/PreparerPersonGrp/PhoneNum07149961947
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN PALMER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T13:34:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,059
Liabilities
-
Net assets
$40,059
Revenue
$16,420
Expenses
$25,686
Net income
-$9,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.68$0.48$0.30$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.50$0.24$0.33$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.33$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.14$0.14$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.73$1.72$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.26$0.26$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.13$1.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.33$1.22$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.16$0.21$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.16$0.26$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.11$0.11$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits