Civic Intelligence

Partnership for Philantropic Planning-

EIN 33-0216607 • 501(c)3 • Orange, CA

Profile

To train, educate and develope planned giving professional in botht he non-profit and commercial professions.

1442 E Lincoln Ave PMB 4411Orange, CA 92865

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

6th percentile

-212%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-85%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,702 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $4,702 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$2,222

Down $13,086 (-85%) from 2019

Expenses

Down

$6,924

Down $9,339 (-57%) from 2019

Net Income

Down

-$4,702

Down $3,747 (-392%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2015: $1,350Net Assets 2015: $1,3502015Assets 2016: $816Net Assets 2016: $8162016Assets 2017: $7,261Net Assets 2017: $7,2612017Assets 2018: $6,672Net Assets 2018: $6,6722018Assets 2019: $4,702Net Assets 2019: $4,7022019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $14,142Expenses 2015: $13,221Net Income 2015: $9212015Revenue 2016: $10,371Expenses 2016: $10,905Net Income 2016: -$5342016Revenue 2017: $23,402Expenses 2017: $16,957Net Income 2017: $6,4452017Revenue 2018: $17,419Expenses 2018: $18,008Net Income 2018: -$5892018Revenue 2019: $15,308Expenses 2019: $16,263Net Income 2019: -$9552019Revenue 2020: $2,222Expenses 2020: $6,924Net Income 2020: -$4,7022020

Highlighted filing

2020

Revenue$2,222
Expenses$6,924
Net Income-$4,702
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$2,222
Expenses
$6,924
Net income
-$4,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$2.22$6.92$4.70
2019Detailed filing. Detailed filing data is available for this year.$4.70$4.70$15.3$16.3$0.96
2018Detailed filing. Detailed filing data is available for this year.$6.67$6.67$17.4$18.0$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$7.26$23.4$17.0$6.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$10.4$10.9$0.53
2015Detailed filing. Detailed filing data is available for this year.$1.35$1.35$14.1$13.2$0.92
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 26, 2020
Return Version
2019v5.0
Gross Receipts
$15,308
Mission and Program Overview

Mission

To train, educate and develope planned giving professional in botht he non-profit and commercial professions.

Program Services

DescriptionGrantsExpenses
Held 6-8 educational meetings for the Planned Giving Community in Orange County, CA.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon BuckDirector-$0--
Susan BergmanPresident-$0--
Roland HoTreasurer-$0--
Devon DoughertyDirector-$0--
James EckelDirector-$0--
Debbie FinsterDirector-$0--
Filing and Contact Details

Filer

Filer Name
Partnership For Philanthropic Planning-
EIN
33-0216607
Phone
9499814452
Address
1442 E Lincoln Ave PMB 4411, Orange, CA 92865

Signing Officer

Name
Gail James
Title
Executive Director
Signed
2020-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Charles J McLucas Jr CPA
Address
903 Calle Amanecer Suite 230, San Clemente, CA 92673
Preparer
Charles J McLucas Jr
Phone
9499814452
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1824”

Other Expenses.1012

“Insurance $1148”

Other Assets.1005

“Accounts Receivable - Beginning $336 Accounts Receivable - Ending $303”

Raw XML Appendix144 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/PersonNm0Charles McLucas
IRS990EZ/BooksInCareOfDetail/PhoneNum09499814452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0903 Calle Amanecer Suite 230
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Clemente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05321
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04399
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-955
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04702
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt015308
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04702
IRS990EZ/OccupancyRentUtltsAndMaintAmt02496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharon Buck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Bergman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Roland Ho
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Devon Dougherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4James Eckel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debbie Finster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0336
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0303
IRS990EZ/OtherExpensesTotalAmt02972
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To train, educate and develope planned giving professional in botht he non-profit and commercial professions.
IRS990EZ/ProgramServiceRevenueAmt015308
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held 6-8 educational meetings for the Planned Giving Community in Orange County, CA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010795
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016263
IRS990EZ/TotalRevenueAmt015308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt01
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065334
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt065334
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014142
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065334
IRS990ScheduleA/TotalSupportAmt065334
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Receivable - Beginning $336 Accounts Receivable - Ending $303
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1005
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gail James
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Partnership For Philanthropic Planning-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Orange County
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0330216607
ReturnHeader/Filer/PhoneNum09499814452
ReturnHeader/Filer/USAddress/AddressLine1Txt01442 E Lincoln Ave PMB 4411
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092865
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680366197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles J McLucas Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0903 Calle Amanecer Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09499814452
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles J McLucas Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-26T13:15:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.