Civic Intelligence

The Plank Foundation

990 • Fiscal year 2015 • EIN 77-0114147

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

PO Box 173Bakersfield, CA 93302

(661) 323-3980

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

3.9%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$652,219

Up $24,296 (+3.9%) from 2014

Net Assets

Up

$652,219

Up $24,296 (+3.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$96,673

Up $20,587 (+27%) from 2014

Expenses

Up

$46,945

Up $10,465 (+29%) from 2014

Net Income

Up

$49,728

Up $10,122 (+26%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $489,575Liabilities 2011: $02011Assets 2012: $492,799Liabilities 2012: $0Net Assets 2012: $492,7992012Assets 2013: $546,794Liabilities 2013: $0Net Assets 2013: $546,7942013Assets 2014: $627,923Liabilities 2014: $0Net Assets 2014: $627,9232014Assets 2015: $652,219Liabilities 2015: $0Net Assets 2015: $652,2192015Assets 2016: $642,744Liabilities 2016: $0Net Assets 2016: $642,7442016Assets 2017: $710,577Liabilities 2017: $0Net Assets 2017: $710,5772017Assets 2018: $723,319Liabilities 2018: $0Net Assets 2018: $723,3192018Assets 2019: $732,494Liabilities 2019: $0Net Assets 2019: $732,4942019Assets 2020: $787,361Liabilities 2020: $0Net Assets 2020: $787,3612020Assets 2021: $994,570Liabilities 2021: $0Net Assets 2021: $994,5702021Assets 2022: $786,221Liabilities 2022: $0Net Assets 2022: $786,2212022Assets 2023: $779,613Liabilities 2023: $0Net Assets 2023: $779,6132023Assets 2024: $827,282Liabilities 2024: $0Net Assets 2024: $827,2822024Assets 2025: $859,318Liabilities 2025: $0Net Assets 2025: $859,3182025

Highlighted filing

2015

Assets$652,219
Liabilities$0
Net Assets$652,219

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $35,568Expenses 2011: $15,704Net Income 2011: $19,8642011Revenue 2012: $44,006Expenses 2012: $28,739Net Income 2012: $15,2672012Revenue 2013: $69,647Expenses 2013: $37,331Net Income 2013: $32,3162013Revenue 2014: $76,086Expenses 2014: $36,480Net Income 2014: $39,6062014Revenue 2015: $96,673Expenses 2015: $46,945Net Income 2015: $49,7282015Revenue 2016: $77,055Expenses 2016: $38,819Net Income 2016: $38,2362016Revenue 2017: $54,435Expenses 2017: $60,068Net Income 2017: -$5,6332017Revenue 2018: $74,360Expenses 2018: $67,205Net Income 2018: $7,1552018Revenue 2019: $61,850Expenses 2019: $60,425Net Income 2019: $1,4252019Revenue 2020: $101,173Expenses 2020: $61,502Net Income 2020: $39,6712020Revenue 2021: $151,669Expenses 2021: $57,156Net Income 2021: $94,5132021Revenue 2022: $92,347Expenses 2022: $67,215Net Income 2022: $25,1322022Revenue 2023: $1,934Expenses 2023: $61,355Net Income 2023: -$59,4212023Revenue 2024: $42,534Expenses 2024: $71,393Net Income 2024: -$28,8592024Revenue 2025: $57,787Expenses 2025: $55,099Net Income 2025: $2,6882025

Highlighted filing

2015

Revenue$96,673
Expenses$46,945
Net Income$49,728
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$157,490
Mission and Program Overview

Mission

Financial aid to organization & individuals.

To support kern county fight against cancer, hospice efforts and immediate community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$627,923$652,219▲ $24,296
Investments Other Securities$507,147$580,708▲ $73,561
Cash and Non-Interest-Bearing Accounts$85,819$52,340▼ $33,479
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$627,923$652,219▲ $24,296
Other Assets Total$34,957$19,171▼ $15,786
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$627,923$652,219▲ $24,296
Total Liabilities and Net Assets / Fund Balance$627,923$652,219▲ $24,296

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$580,708--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob ParkerPresident
Tom BurchVice President
Mark RamseyDirector
Mike BurgerDirector
Mike RubiyDirector
Sandra SchwartsDirector
Scarlett SabinDirector
Terry MaxwellDirector
Susan EatonSecretary
Denise ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,417
Program Service Revenue
$0
Investment Income
$30,713
Other Revenue
$32,543
All Other Contributions
$33,417
Change in Net Assets
$49,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,298
Other Expenses$4,647
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,298--$42,298
Insurance-$1,621-$1,621
Fees for Service Investment Mgmnt Fees-$944-$944
Fees for Services Accounting-$750-$750
Office Expenses-$273-$273
Other Expenses-$1-$1
Total Functional Expenses$42,298$4,647$0$46,945
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Francis Catholic ChurchBakersfield, CA501(c)(3)Annual Donation for the Support of the Church.$13,500
Hoffman Hospice of the Valley IncBakersfield, CA501(c)(3)Donation for the Support of Hoffman Hospice$5,000
San Joaquin Community Hospital CorporationBakersfield, CA501(c)(3)Donation for the Support of Ais Cancer Center$5,000
Thumbs Up Cancer DownBakersfield, CA501(c)(3)Annual Donation for Support of Thumbs Up Cancer Down Center$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,880
Fundraising Direct Expenses$20,305
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$49,880$49,880$8,581$41,299
Total Events$49,880$49,880$20,305$29,575
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 was prepared by an outside accounting firm and was reviewed by the board of directors and management of the organization prior to being filed.

Form 990, Part VI, Section C, Line 19

The organization's articles of incorporation, by-laws, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Plank Foundation
EIN
77-0114147
Phone
6613233980
Address
PO BOX 173, BAKERSFIELD, CA 93302

Signing Officer

Name
Bob Parker
Title
President
Phone
6613233980
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Parker
Formed
1986
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
18

Preparer

Firm
Cbiz Mhm LLC
Address
5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer
Gregory G Braun
Phone
6613257500
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0178850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018265
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08837
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083042
IRS990ScheduleA/InvestmentIncomeCYPct00.19270
IRS990ScheduleA/InvestmentIncomePYPct00.14940
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80730
IRS990ScheduleA/PublicSupportPY509Pct00.85060
IRS990ScheduleA/PublicSupportTotal509Amt0347950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062690
IRS990ScheduleA/Total509Grp/TotalAmt0347950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071527
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0430992
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0580708
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UBS INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0580708
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020305
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0984
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049880
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029575
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04260
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04260
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08581
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08581
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06480
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06480
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt313500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION FOR THE SUPPORT OF HOFFMAN HOSPICE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION FOR THE SUPPORT OF AIS CANCER CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ANNUAL DONATION FOR SUPPORT OF THUMBS UP CANCER DOWN CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ANNUAL DONATION FOR THE SUPPORT OF THE CHURCH.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOFFMAN HOSPICE OF THE VALLEY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN JOAQUIN COMMUNITY HOSPITAL CORPORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THUMBS UP CANCER DOWN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST FRANCIS CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0770386207
IRS990ScheduleI/RecipientTable/RecipientEIN1952294234
IRS990ScheduleI/RecipientTable/RecipientEIN2471814467
IRS990ScheduleI/RecipientTable/RecipientEIN3205686612
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08501 BRIMHALL RD BLDG 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12615 CHESTER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt221871
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3900 H ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093312
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293390
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd393304
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND WAS REVIEWED BY THE BOARD OF DIRECTORS AND MANAGEMENT OF THE ORGANIZATION PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0627923
IRS990/TotalAssetsEOYAmt0652219
IRS990/TotalAssetsGrp/BOYAmt0627923
IRS990/TotalAssetsGrp/EOYAmt0652219
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033417
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04647
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042298
IRS990/TotalFunctionalExpensesGrp/TotalAmt046945
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0627923

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$0.00$8.59$0.58$0.55$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.00$8.27$0.43$0.71$0.29
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$0.00$7.80$0.02$0.61$0.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$0.92$0.67$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.95$0.00$9.95$1.52$0.57$0.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$1.01$0.62$0.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$0.00$7.32$0.62$0.60$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$7.23$0.74$0.67$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.54$0.60$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.77$0.39$0.38
2015Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.97$0.47$0.50
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.76$0.36$0.40
2013Summary only. Only limited summary data is available for this year.$5.47$0.00$5.47$0.70$0.37$0.32
2012Summary only. Only limited summary data is available for this year.$4.93$0.00$4.93$0.44$0.29$0.15
2011Summary only. Only limited summary data is available for this year.$4.90$0.00$0.36$0.16$0.20