Civic Intelligence

Placentia Community Foundation

990EZ • Fiscal year 2018 • EIN 27-2098527

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

730%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$46,602

Up $8,972 (+24%) from 2017

Net Assets

Up

$46,602

Up $10,972 (+31%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$133,430

Up $117,356 (+730%) from 2017

Expenses

Up

$122,458

Up $101,955 (+497%) from 2017

Net Income

Up

$10,972

Up $15,401 (+348%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$46,602
Liabilities-
Net Assets$46,602

Operations Trend

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

2018

Revenue$133,430
Expenses$122,458
Net Income$10,972
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.1
Gross Receipts
$134,591
Mission and Program Overview

Mission

Support community functions

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING TO AID, SPONSOR, PROMOTE, ADVANCE, AND ASSISTWORTHY ACTIVITIES, PROGRAMS AND SERVICES IN THE CITYOF PLACENTIA TO FURTHER CULTURAL, RECREATIONAL AND CIVIC CAUSES.$500$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIVIAN PEREZChair-$0--
BRENDA EMRICKVice Chair-$0--
KEVIN LARSONTreasurer-$0--
KATHI BALDWINDirector-$0--
JILL BUCHANANDirector-$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
2019-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Ken Palmer CPA
Address
275 MORNING GLORY ST, BREA, CA 92821
Preparer
Ken Palmer CPA
Phone
7149149240
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Community awareness; operational; placentia police department: 401 e chapman, placentia, ca, 92870; benefactor, 112000.

Form 990EZ, Part I, Line 10

Veterans monument; civic; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 6600.

Form 990EZ, Part I, Line 10

Tree lighting event; holiday; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 800.

Form 990EZ, Part I, Line 10

Grants and programs; charitable; city of placentia: 401 e chapman, placentia, ca, 92870; sponsor, 1000.

Form 990EZ, Part I, Line 16

FUNDRAISING 40.

Form 990EZ, Part I, Line 16

LICENSE 24.

Form 990EZ, Part I, Line 16

PROFESSIONAL 770.

Form 990EZ, Part I, Line 16

INSURANCE 1224.

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHI BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANYA RAFIQI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VERONICA ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02058
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0764
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011423
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt064583
IRS990ScheduleA/TotalSupportAmt064583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY AWARENESS; OPERATIONAL; PLACENTIA POLICE DEPARTMENT: 401 E CHAPMAN, PLACENTIA, CA, 92870; BENEFACTOR, 112000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VETERANS MONUMENT; CIVIC; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 6600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREE LIGHTING EVENT; HOLIDAY; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS AND PROGRAMS; CHARITABLE; CITY OF PLACENTIA: 401 E CHAPMAN, PLACENTIA, CA, 92870; SPONSOR, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSE 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL 770.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 1224.
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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07143212246
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ReturnHeader/Filer/EIN0272098527
ReturnHeader/Filer/PhoneNum07143212246
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ReturnHeader/FilingSecurityInformation/IPTm015:01:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEN PALMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 MORNING GLORY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07149149240
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ken Palmer CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-25T15:01:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits