Civic Intelligence

The South Bay Estate Planning Council

EIN 47-0884508 • Palos Verdes Estates, CA

990-N Coverage
PO Box 1088Palos Verdes Estates, CA 90274
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2013

Net Margin

54th percentile

3.3%

Higher net margin than 54% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

63rd percentile

3.7%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

51st percentile

-0.6%

Faster revenue growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$23,559

Up $841 (+3.7%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Net Assets

Up

$23,558

Up $840 (+3.7%) from 2012

Operations
Liabilities / Revenue66th percentileNet Margin54th percentile

Revenue

Down

$25,706

Down $148 (-0.6%) from 2012

Expenses

Down

$24,866

Down $976 (-3.8%) from 2012

Net Income

Up

$840

Up $828 (+6900%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$30K$20K$10K$0Assets 2011: $22,707Liabilities 2011: $1Net Assets 2011: $22,7062011Assets 2012: $22,718Liabilities 2012: $0Net Assets 2012: $22,7182012Assets 2013: $23,559Liabilities 2013: $1Net Assets 2013: $23,5582013

Highlighted filing

2013

Assets$23,559
Liabilities$1
Net Assets$23,558
Open 2013 Filing

Operations Trend

Revenue Growth51st percentile

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

$30K$20K$10K$0Revenue 2011: $26,408Expenses 2011: $22,464Net Income 2011: $3,9442011Revenue 2012: $25,854Expenses 2012: $25,842Net Income 2012: $122012Revenue 2013: $25,706Expenses 2013: $24,866Net Income 2013: $8402013

Highlighted filing

2013

Revenue$25,706
Expenses$24,866
Net Income$840
Open 2013 Filing

Filings

Most recent year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,559
Liabilities
$1
Net assets
$23,558
Revenue
$25,706
Expenses
$24,866
Net income
$840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.00$23.6$25.7$24.9$0.84
2012Summary only. Only limited summary data is available for this year.$22.7$0.00$22.7$25.9$25.8$0.01
2011Summary only. Only limited summary data is available for this year.$22.7$0.00$22.7$26.4$22.5$3.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 6, 2014
Return Version
2012v2.0
Gross Receipts
$25,706
Filing and Contact Details

Filer

EIN
47-0884508
Raw XML Appendix320 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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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0470884508
ReturnHeader/Filer/Name/BusinessNameLine10SOUTH BAY ESTATE PLANNING COUNCIL
ReturnHeader/Filer/NameControl0SOUT
ReturnHeader/Filer/Phone03103756300
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ReturnHeader/Filer/USAddress/ZIPCode090274
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ReturnHeader/Officer/DateSigned02014-02-06
ReturnHeader/Officer/Name0PHIL COOK
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PREMIER TAX SERVICE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10713 S PACIFIC COAST HWY STE G
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0REDONDO BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0902774233
ReturnHeader/Preparer/Name0ALFONSO U BUNDOC JR EA
ReturnHeader/Preparer/Phone03105403434
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-06T16:26:26-08:00

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