Civic Intelligence

Placentia Community Foundation

990EZ • Fiscal year 2017 • EIN 27-2098527

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-2.1%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$37,630

Down $2,429 (-6.1%) from 2016

Net Assets

Down

$35,630

Down $4,429 (-11%) from 2016

Liabilities

$2,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin13th percentile

Revenue

Down

$16,074

Down $346 (-2.1%) from 2016

Expenses

Down

$20,503

Down $5,183 (-20%) from 2016

Net Income

Up

-$4,429

Up $4,837 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$37,630
Liabilities$2,000
Net Assets$35,630
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$16,074
Expenses$20,503
Net Income-$4,429
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Gross Receipts
$16,074
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.$5,000$17,954
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIVIAM PEREZChair-$0--
BRENDA EMRICKVice Chair-$0--
KEVIN LARSONTreasurer-$0--
KATHY BALDWINDirector-$0--
DWAYNE DE ROSEDirector-$0--
DANYA RAFIQIDirector-$0--
VERONICA ORTIZExecutive Secretary-$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
2018-04-30
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
7149149240
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Veterans monument; operational; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 260”

Form 990EZ, Part I, Line 10

“Heritage festival; operational; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 331”

Form 990EZ, Part I, Line 10

“Tree lighting event; civic; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 3036.”

Form 990EZ, Part I, Line 10

“Undesignated; civic; various: 401 e chapman, placentia, ca, 92870; benefactor, 8000.”

Form 990EZ, Part I, Line 10

“Childrens holiday program; educational; city of placentia: 401 chapman, placentia, ca, 92870; sponso”

Form 990EZ, Part I, Line 16

“FUNDRAISING 25.”

Form 990EZ, Part I, Line 16

“LICENSE 2.”

Form 990EZ, Part I, Line 16

“PROFESSIONAL 720.”

Form 990EZ, Part I, Line 16

“SUPPLIES 1802.”

Raw XML Appendix165 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VIVIAM PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA EMRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DWAYNE DE ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANYA 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/TitleTxt6EXECUTIVE SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02549
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/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017954
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020503
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IRS990EZ/TotalRevenueAmt016074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043917
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt043917
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016074
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011423
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043917
IRS990ScheduleA/TotalSupportAmt043917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VETERANS MONUMENT; OPERATIONAL; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HERITAGE FESTIVAL; OPERATIONAL; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREE LIGHTING EVENT; CIVIC; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 3036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNDESIGNATED; CIVIC; VARIOUS: 401 E CHAPMAN, PLACENTIA, CA, 92870; BENEFACTOR, 8000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHILDRENS HOLIDAY PROGRAM; EDUCATIONAL; CITY OF PLACENTIA: 401 CHAPMAN, PLACENTIA, CA, 92870; SPONSO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUNDRAISING 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSE 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL 720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES 1802.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN A LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07143212246
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.51.81.9
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:33:59
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/PhoneNum07149149240
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN PALMER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T07:34:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.

Open filing
Assets
$37,630
Liabilities
$2,000
Net assets
$35,630
Revenue
$16,074
Expenses
$20,503
Net income
-$4,429
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. 2017 filings • 501(c)3 • <$500k nonprofits