Civic Intelligence

Placentia Community Foundation

990EZ • Fiscal year 2022 • EIN 27-2098527

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 27, 2023

401 E Chapman AvePlacentia, 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$43,488

Down $242 (-0.6%) from 2021

Net Assets

Down

$43,488

Down $242 (-0.6%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$13,512

Down $159,435 (-92%) from 2021

Expenses

Down

$13,754

Down $158,576 (-92%) from 2021

Net Income

Down

-$242

Down $859 (-139%) from 2021

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

2022

Assets$43,488
Liabilities-
Net Assets$43,488

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

2022

Revenue$13,512
Expenses$13,754
Net Income-$242
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 27, 2023
Return Version
2022v5.0
Gross Receipts
$16,175
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.$16,178$16,428
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN LARSONBoard Chair/ Treasurer-$0--
VIVIAN PEREZCo-Chair-$0--
KATHI BALDWINBoard Member-$0--
SHEILA JORDANBoard Member-$0--
TRICIA MONTELONGOBoard Member-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kevin a Larson
Title
President
Phone
7143212246
Signed
2023-03-27
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

Legacy of Bricks (net) 975.

Form 990EZ, Part I, Line 10

Charitable; charity; amber craig foundation: chapman ave, placentia, ca, 92870; recipient, 1000.

Form 990EZ, Part I, Line 10

Community; educational; placentia founders society: chapman ave, placentia, ca, 92870; recipient, 2000.

Form 990EZ, Part I, Line 10

Civic; educational; love placentia: chapman ave, placentia , ca, 92870; recipient, 2000.

Form 990EZ, Part I, Line 10

Cultural; literary; placentia library: chapman ave, placentia , ca, 92870; recipient, 1000.

Form 990EZ, Part I, Line 10

Municipal; municipal; his oc: , , , ; benefactor, 1000.

Form 990EZ, Part I, Line 10

Charitable; charity; mercy housing ca: chapman ave, placentia, ca, 92870; recipient, 1000.

Form 990EZ, Part I, Line 10

Community; heritage; lot 318: chapman ave, placentia, ca, 92870; recipient, 2000.

Form 990EZ, Part II, Line 26

OUTSTANDING CHECKS

Raw XML Appendix189 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/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VIVIAN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHI BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEILA JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRICIA MONTELONGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR/ TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt0975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY FUNCTIONS
IRS990EZ/PrintingPublicationsPostageAmt01450
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING TO AID, SPONSOR, PROMOTE, ADVANCE, AND ASSISTWORTHY ACTIVITIES, PROGRAMS AND SERVICES IN THE CITYOF PLACENTIA TO FURTHER CULTURAL, RECREATIONAL AND CIVIC CAUSES.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02663
IRS990EZ/SpecialEventsNetIncomeLossAmt02537
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013754
IRS990EZ/TotalProgramServiceExpensesAmt016428
IRS990EZ/TotalRevenueAmt013512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0177186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0249949
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0177186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020666
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0249949
IRS990ScheduleA/TotalSupportAmt0249949
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Legacy of Bricks (net) 975.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE; CHARITY; AMBER CRAIG FOUNDATION: CHAPMAN AVE, PLACENTIA, CA, 92870; RECIPIENT, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY; EDUCATIONAL; PLACENTIA FOUNDERS SOCIETY: CHAPMAN AVE, PLACENTIA, CA, 92870; RECIPIENT, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CIVIC; EDUCATIONAL; LOVE PLACENTIA: CHAPMAN AVE, PLACENTIA , CA, 92870; RECIPIENT, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CULTURAL; LITERARY; PLACENTIA LIBRARY: CHAPMAN AVE, PLACENTIA , CA, 92870; RECIPIENT, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUNICIPAL; MUNICIPAL; HIS OC: , , , ; BENEFACTOR, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHARITABLE; CHARITY; MERCY HOUSING CA: CHAPMAN AVE, PLACENTIA, CA, 92870; RECIPIENT, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMUNITY; HERITAGE; LOT 318: CHAPMAN AVE, PLACENTIA, CA, 92870; RECIPIENT, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTSTANDING CHECKS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN A LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07143212246
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACENTIA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0272098527
ReturnHeader/Filer/PhoneNum07143212246
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 E CHAPMAN AVE
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330832633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEN PALMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 MORNING GLORY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07149149240
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Palmer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-28T16:18:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LARSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits