Civic Intelligence

Partnership for Philanthropic Planning Orange County

990EZ • Fiscal year 2017 • EIN 33-0216607

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
1442 E Lincoln Ave PMB 4411Orange, CA 92865

(714) 332-4776

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

82nd percentile

28%

Higher net margin than 82% 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

98th percentile

790%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

94th percentile

126%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,261

Up $6,445 (+790%) from 2016

Net Assets

Up

$7,261

Up $6,445 (+790%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$23,402

Up $13,031 (+126%) from 2016

Expenses

Up

$16,957

Up $6,052 (+55%) from 2016

Net Income

Up

$6,445

Up $6,979 (+1307%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$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

2017

Assets$7,261
Liabilities-
Net Assets$7,261
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$23,402
Expenses$16,957
Net Income$6,445
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$23,402
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.$16,957-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles McLucasTreasurer-$0--
Susan BergmanPresident-$0--
Roland HoVice President-$0--
Filing and Contact Details

Filer

Filer Name
Partnership For Philanthropic Planning-
EIN
33-0216607
Phone
7143324776
Address
1442 E Lincoln Ave PMB 4411, Orange, CA 92865

Signing Officer

Name
Charles McLucas
Title
Treasurer
Phone
9499814452
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Charles J McLucas Jr CPA
Address
3 Via Zamora, San Clemente, CA 92673
Preparer
Charles J McLucas Jr
Phone
9499814452
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1085”

Other Expenses.1012

“Insurance $1113”

Other Expenses.1

“Breakfast meal costs $5705”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3506”

Raw XML Appendix138 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/AddressLine1Txt03 Via Zamora
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Clemente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0816
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023402
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06445
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09054
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0816
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07261
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt023402
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0816
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0816
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07261
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles McLucas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Bergman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Roland Ho
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03506
IRS990EZ/OtherExpensesTotalAmt07903
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To train, educate and develope planned giving professional in botht he non-profit and commercial professions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held 6-8 educational meetings for the Planned Giving Community in Orange County, CA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016957
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016957
IRS990EZ/TotalProgramServiceExpensesAmt016957
IRS990EZ/TotalRevenueAmt023402
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077050
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt077050
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015246
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077050
IRS990ScheduleA/TotalSupportAmt077050
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Breakfast meal costs $5705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3506
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles McLucas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09499814452
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Partnership For Philanthropic Planning-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Orange County
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0330216607
ReturnHeader/Filer/PhoneNum07143324776
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/AddressLine1Txt03 Via Zamora
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/ReturnTs02018-05-15T12:22:48-07:00
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
$7,261
Liabilities
-
Net assets
$7,261
Revenue
$23,402
Expenses
$16,957
Net income
$6,445
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
2017Detailed filing. Detailed filing data is available for this year.$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