Civic Intelligence

Partnership for Philanthropic Planning Orange County

990EZ • Fiscal year 2015 • EIN 33-0216607

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2017

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

57th percentile

6.5%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$1,350

No earlier filing loaded for comparison.

Net Assets

$1,350

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

$14,142

No earlier filing loaded for comparison.

Expenses

$13,221

No earlier filing loaded for comparison.

Net Income

$921

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2015

Assets$1,350
Liabilities-
Net Assets$1,350
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$14,142
Expenses$13,221
Net Income$921
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2017
Return Version
2015v3.0
Gross Receipts
$14,142
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.$13,221-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

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

Signing Officer

Name
Charles McLucas
Title
Treasurer
Signed
2017-04-26
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.1001

“Advertising and Promotion $234”

Other Expenses.1002

“Office Expenses $1118”

Other Expenses.1012

“Insurance $1741”

Other Expenses.1

“Website management $1020”

Raw XML Appendix135 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/BOYAmt0429
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014142
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0921
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08874
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0429
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01350
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt014142
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0429
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0429
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01350
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/OtherExpensesTotalAmt04113
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To train, educate and develope planned giving professional in botht he non-profit and commercial professions.
IRS990EZ/PrintingPublicationsPostageAmt0234
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held 6-8 educational meetings for the Planned Giving Community in Orange County, CA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013221
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013221
IRS990EZ/TotalProgramServiceExpensesAmt013221
IRS990EZ/TotalRevenueAmt014142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076618
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt076618
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016896
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076618
IRS990ScheduleA/TotalSupportAmt076618
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website management $1020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles McLucas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Partnership For Philantropic 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/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/ReturnTs02017-04-26T14:50:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,350
Liabilities
-
Net assets
$1,350
Revenue
$14,142
Expenses
$13,221
Net income
$921
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