Civic Intelligence

California Chapter American Planning

EIN 94-2909979 • 501(c)6 • Sacramento, CA

Profile

The mission of the organization is to advance the art and science of planning and encourage the exchange of information and experience among planning professionals.

2443 Fair Oaks Boulevard 1177Sacramento, CA 95825

apacalifornia.org

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

37%

Faster revenue growth than 89% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,003,415

Up $306,817 (+18%) from 2023

Liabilities

Up

$685

Up $685 from 2023

Net Assets

Up

$2,002,730

Up $306,132 (+18%) from 2023

Operations
Liabilities / Revenue14th percentileNet Margin73rd percentile

Revenue

Up

$2,233,927

Up $602,871 (+37%) from 2023

Expenses

Up

$1,939,131

Up $212,802 (+12%) from 2023

Net Income

Up

$294,796

Up $390,069 (+409%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,058,053Liabilities 2010: $0Net Assets 2010: $1,058,0532010Assets 2011: $1,056,794Liabilities 2011: $0Net Assets 2011: $1,056,7942011Assets 2012: $1,024,411Liabilities 2012: $0Net Assets 2012: $1,024,4112012Assets 2013: $1,031,574Liabilities 2013: $0Net Assets 2013: $1,031,5742013Assets 2014: $1,060,631Liabilities 2014: $0Net Assets 2014: $1,060,6312014Assets 2015: $959,040Liabilities 2015: $0Net Assets 2015: $959,0402015Assets 2016: $1,251,556Liabilities 2016: $0Net Assets 2016: $1,251,5562016Assets 2017: $1,455,163Liabilities 2017: $38,975Net Assets 2017: $1,416,1882017Assets 2018: $1,583,890Liabilities 2018: $0Net Assets 2018: $1,583,8902018Assets 2019: $1,816,766Liabilities 2019: $1,333Net Assets 2019: $1,815,4332019Assets 2020: $1,909,873Liabilities 2020: $1,333Net Assets 2020: $1,908,5402020Assets 2021: $1,853,726Liabilities 2021: $103Net Assets 2021: $1,853,6232021Assets 2022: $1,769,772Liabilities 2022: $500Net Assets 2022: $1,769,2722022Assets 2023: $1,696,598Liabilities 2023: $0Net Assets 2023: $1,696,5982023Assets 2024: $2,003,415Liabilities 2024: $685Net Assets 2024: $2,002,7302024

Highlighted filing

2024

Assets$2,003,415
Liabilities$685
Net Assets$2,002,730
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $906,363Expenses 2010: $915,371Net Income 2010: -$9,0082010Revenue 2011: $945,438Expenses 2011: $946,697Net Income 2011: -$1,2592011Revenue 2012: $834,433Expenses 2012: $866,816Net Income 2012: -$32,3832012Revenue 2013: $830,509Expenses 2013: $823,346Net Income 2013: $7,1632013Revenue 2014: $1,362,259Expenses 2014: $1,333,202Net Income 2014: $29,0572014Revenue 2015: $1,357,738Expenses 2015: $1,459,329Net Income 2015: -$101,5912015Revenue 2016: $1,668,521Expenses 2016: $1,393,939Net Income 2016: $274,5822016Revenue 2017: $1,467,542Expenses 2017: $1,476,870Net Income 2017: -$9,3282017Revenue 2018: $1,943,415Expenses 2018: $1,741,460Net Income 2018: $201,9552018Revenue 2019: $2,007,195Expenses 2019: $1,820,921Net Income 2019: $186,2742019Revenue 2020: $1,236,586Expenses 2020: $1,155,209Net Income 2020: $81,3772020Revenue 2021: $823,531Expenses 2021: $922,285Net Income 2021: -$98,7542021Revenue 2022: $1,810,560Expenses 2022: $1,783,293Net Income 2022: $27,2672022Revenue 2023: $1,631,056Expenses 2023: $1,726,329Net Income 2023: -$95,2732023Revenue 2024: $2,233,927Expenses 2024: $1,939,131Net Income 2024: $294,7962024

Highlighted filing

2024

Revenue$2,233,927
Expenses$1,939,131
Net Income$294,796
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,003,415
Liabilities
$685
Net assets
$2,002,730
Revenue
$2,233,927
Expenses
$1,939,131
Net income
$294,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.23$1.94$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.63$1.73$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.81$1.78$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.82$0.92$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.24$1.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.01$1.82$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$1.94$1.74$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.04$1.42$1.47$1.48$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.67$1.39$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.36$1.46$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.36$1.33$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.83$0.82$0.01
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.83$0.87$0.03
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.95$0.95$0.00
2010Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.91$0.92$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,352,432
Mission and Program Overview

Mission

The mission of the organization is to advance the art and science of planning and encourage the exchange of information and experience among planning professionals.

Professional membership organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,237,970$1,524,136▲ $286,166
Investments Other Securities$456,384$479,279▲ $22,895
Prepaid Expenses and Deferred Charges$2,244$0▼ $2,244
Total Assets$1,696,598$2,003,415▲ $306,817
Liabilities
Accounts Payable and Accrued Expenses$0$685▲ $685
Total Liabilities$0$685▲ $685
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,696,598$2,002,730▲ $306,132
Total Net Assets Fund Balance$1,696,598$2,002,730▲ $306,132
Total Liabilities and Net Assets / Fund Balance$1,696,598$2,003,415▲ $306,817

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$479,279--
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Andrea OusePresident
Carey FernandesPresident Elect
Hing WongDirector
Diego VelascoDirector / Section Director
Fern NuenoDirector / Section Director
Emily BakerSection Director
Jonnie LanSection Director
Kacey LizonSection Director
Michael CassSection Director
Rachel C RaynorSection Director
Stephanie Roxas TomainoSection Director
James CastanedaVP for Administration
Brooke PetersonVP for Conferences
Allison JoeVP for Diversity & Equity
Catherine LinVP for Membership
Erik De KokVP for Policy & Legislation
Juliana LucchesiVP for Professional Development
Laura BlackVP for Public Information

Highest Paid Contractors

ContractorServicesLocationCompensation
Dvs Strategies LLC Dba Stefangeorge AssLobbying1625 12TH AVE, Sacramento, CA 95818$110,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,191,772
Investment Income
$23,252
Other Revenue
$18,903
Change in Net Assets
$294,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,939,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$691,226
Fees for Services Management---$367,026
Office Expenses---$114,286
Fees for Services Lobbying---$110,400
Fees for Services Accounting---$77,600
All Other Expenses---$71,618
Advertising---$22,356
Other Expenses---$6,944
Insurance---$4,973
Fees for Services Legal---$1,533
Fees for Services Other---$1,495
Total Functional Expenses$0$0$0$1,939,131
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$110,400
Total Nondeductible Lobbying and Political Cost$110,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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 A, Line 6

“The organization has members who are professionals in the area of planning.”

Form 990, Part VI, Section A, Line 7A

“The members of the organization elect the governing body.”

Form 990, Part VI, Section B, Line 11B

“A draft of the 990 is sent to the board members via email for review before it is filed. Questions and comments are invited. All board members receive a final copy of the 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
California Chapter American Planning
EIN
94-2909979
Phone
9166347287
Address
2443 FAIR OAKS BOULEVARD 1177, SACRAMENTO, CA 95825

Signing Officer

Name
Cher Ekasala
Title
Executive Director
Phone
9166347287
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Ouse
Formed
1978
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
425

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Jeanne M Russick
Phone
2094731040
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR / SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR / SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECTION DIRECTOR
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0123149
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04973
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018608
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IRS990/IRPDocumentCnt05
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO ADVANCE THE ART AND SCIENCE OF PLANNING AND ENCOURAGE THE EXCHANGE OF INFORMATION AND EXPERIENCE AMONG PLANNING PROFESSIONALS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficeExpensesGrp/TotalAmt0114286
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IRS990/OtherExpensesGrp/Desc0SECTION SUBVENTIONS
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2NEWSLETTER PUBLICATION
IRS990/OtherExpensesGrp/Desc3INCOME TAXES
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IRS990/OtherExpensesGrp/TotalAmt1169072
IRS990/OtherExpensesGrp/TotalAmt243093
IRS990/OtherExpensesGrp/TotalAmt36944
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueTotalAmt018903
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc3ADVERTISING & SUBSCRIP
IRS990/ProgramServiceRevenueGrp/Desc4PROFESSIONAL DEVELOPME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1473930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2312777
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt369099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01250493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1473930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2312777
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt382023
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt469099
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt082023
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0473930
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IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-31779
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORGAN STANLEY INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO ARE PROFESSIONALS IN THE AREA OF PLANNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE 990 IS SENT TO THE BOARD MEMBERS VIA EMAIL FOR REVIEW BEFORE IT IS FILED. QUESTIONS AND COMMENTS ARE INVITED. ALL BOARD MEMBERS RECEIVE A FINAL COPY OF THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantNewProgramSrvcInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01696598
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IRS990/TotalAssetsGrp/BOYAmt01696598
IRS990/TotalAssetsGrp/EOYAmt02003415
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01939131
IRS990/TotalGrossUBIAmt082023
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0685
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0685
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03450
IRS990/TotalProgramServiceRevenueAmt02191772
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02128652
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02233927
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt082023
IRS990/TotalVolunteersCnt0425
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01696598
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02003415
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02443 FAIR OAKS BOULEVARD 1177
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095825
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0APACALIFORNIA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHER EKASALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09166347287
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13

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