Civic Intelligence

Placentia Founders Society

990EZ • Fiscal year 2014 • EIN 95-2997941

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 23, 2015

136 E Palm CirclePlacentia, CA 92870-2534

(714) 993-9146

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$137,135

Up $898 (+0.7%) from 2013

Net Assets

$136,065

No earlier filing loaded for comparison.

Liabilities

Up

$1,070

Up $170 (+19%) from 2013

Revenue

Down

$24,532

Down $4,231 (-15%) from 2013

Expenses

Up

$23,804

Up $12 (+0.1%) from 2013

Net Income

Down

$728

Down $4,243 (-85%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $131,723Liabilities 2012: $1,357Net Assets 2012: $130,3662012Assets 2013: $136,237Liabilities 2013: $9002013Assets 2014: $137,135Liabilities 2014: $1,070Net Assets 2014: $136,0652014Assets 2015: $143,593Liabilities 2015: $2,070Net Assets 2015: $141,5232015Assets 2016: $150,469Liabilities 2016: $2,070Net Assets 2016: $148,3992016Assets 2017: $142,385Liabilities 2017: $170Net Assets 2017: $142,2152017Assets 2018: $135,149Liabilities 2018: $1,150Net Assets 2018: $133,9992018Assets 2019: $148,220Liabilities 2019: $4,355Net Assets 2019: $143,8652019Assets 2020: $139,414Liabilities 2020: $1,150Net Assets 2020: $138,2642020Assets 2021: $153,407Liabilities 2021: $1,1502021Assets 2022: $150,814Liabilities 2022: $5,0512022Assets 2024: $171,373Liabilities 2024: $2,432Net Assets 2024: $168,9412024

Highlighted filing

2014

Assets$137,135
Liabilities$1,070
Net Assets$136,065

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $36,960Expenses 2012: $48,507Net Income 2012: -$11,5472012Revenue 2013: $28,763Expenses 2013: $23,792Net Income 2013: $4,9712013Revenue 2014: $24,532Expenses 2014: $23,804Net Income 2014: $7282014Revenue 2015: $32,835Expenses 2015: $27,377Net Income 2015: $5,4582015Revenue 2016: $33,195Expenses 2016: $26,319Net Income 2016: $6,8762016Revenue 2017: $22,139Expenses 2017: $28,323Net Income 2017: -$6,1842017Revenue 2018: $20,241Expenses 2018: $28,457Net Income 2018: -$8,2162018Revenue 2019: $38,219Expenses 2019: $28,353Net Income 2019: $9,8662019Revenue 2020: $22,299Expenses 2020: $27,900Net Income 2020: -$5,6012020Revenue 2021: $19,550Expenses 2021: $9,276Net Income 2021: $10,2742021Revenue 2022: $33,683Expenses 2022: $49,519Net Income 2022: -$15,8362022Revenue 2024: $46,473Expenses 2024: $26,077Net Income 2024: $20,3962024

Highlighted filing

2014

Revenue$24,532
Expenses$23,804
Net Income$728
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 23, 2015
Return Version
2013v4.0
Gross Receipts
$26,855
Mission and Program Overview

Mission

To restore, preserve and maintain historical bradford house and to provide venue for community events and to provide education activities

Program Services

DescriptionGrantsExpenses
THE PLACENTIA FOUNDERS SOCIETY OFFERS PUBLIC TOURS OF THE HISTORICAL BRADFORD HOUSE, A MODIFIED QUEEN ANNE VICTORIAN STYLE HOME BUILT IN 1902 IN PLACENITA, CALIFORNIA-$10,666
THE PLACENTIA FOUNDERS SOCIETY SPONSORS FREE CHAMBER MUSIC CONCERTS AND HOSTS HUNDREDS OF CHILDREN ON SCHOOL AND SCOUT TOURS.-$669
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN SABOTreasurer-$0--
JACKIE SHUMWAYDirector-$0--
JAN HENDERSONVP Curator-$0--
KAY PFAFFLEVP Education-$0--
JUDI DEEVP - Activit-$0--
GERI BENNETTSecretary-$0--
PAT GRAHAMDirector-$0--
NANCY MURRAYPresident-$0--
LYNDA BAKERDirector-$0--
ALICE HUSOVSKYParliamentar-$0--
JOHN WALCEKDirector-$0--
ELEANOR RANKINDirector-$0--
TINA MARAJDirector-$0--
MARY CASTNERDirector-$0--
Filing and Contact Details

Filer

EIN
95-2997941
Phone
7149939146

Signing Officer

Name
Jean Sabo
Title
Treasurer
Phone
7149939146
Signed
2015-01-23
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas M Mcginty
Phone
7145367777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

OTHER 10 TOTAL 10

Form 990-ez, Part I, Line 16

Wine tasting wine 1,604 raffle baskets raffle expenses 61 gallerie gallerie 292 outside fundraising other expenses 34 apartment rental insurance 6,960 cleaning/maintenance 2,150 utilities 1,648 gardening 856 pest control 1,473 allocate to facility cost -5,256 security 718 fire protection 213 expenses office expenses 99 insurance 60 event expenses 669 house supplies 11 president expenses 133 vp - currator expenses 2,728 membership - expenses 183 publicity expenses 547 telephone 937 education 50 dues & memberships 159 taxes & licenses 138 non-investment depreciation 2,014 total 18,481

Form 990-ez, Part II, Line 24

Accounts receivable 6,900 50 machinery & equipment 31,487 31,487 less accumulated depreciation 14,593 16,607 antique furnishing 29,160 29,160 shop inventories 898 898 total 53,852 44,988

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 170 apartment tenant deposit 900 900

Form 990-ez, Part III

To restore, preserve and maintain historical bradford house and to provide venue for community events and to provide education activities

Raw XML Appendix207 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JEAN SABO
CompensationExplanation/CompensationExplanationGrp/PersonNm1JACKIE SHUMWAY
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAN HENDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3KAY PFAFFLE
CompensationExplanation/CompensationExplanationGrp/PersonNm4JUDI DEE
CompensationExplanation/CompensationExplanationGrp/PersonNm5GERI BENNETT
CompensationExplanation/CompensationExplanationGrp/PersonNm6PAT GRAHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm7NANCY MURRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm8LYNDA BAKER
CompensationExplanation/CompensationExplanationGrp/PersonNm9ALICE HUSOVSKY
CompensationExplanation/CompensationExplanationGrp/PersonNm10JOHN WALCEK
CompensationExplanation/CompensationExplanationGrp/PersonNm11ELEANOR RANKIN
CompensationExplanation/CompensationExplanationGrp/PersonNm12TINA MARAJ
CompensationExplanation/CompensationExplanationGrp/PersonNm13MARY CASTNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEAN SABO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOHN WALCEK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - ACTIVIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt053852
IRS990EZ/OtherAssetsTotalDetail/EOYAmt044988
IRS990EZ/OtherExpensesTotalAmt018481
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RESTORE, PRESERVE AND MAINTAIN HISTORICAL BRADFORD HOUSE AND TO PROVIDE VENUE FOR COMMUNITY EVENTS AND TO PROVIDE EDUCATION ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt067
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PLACENTIA FOUNDERS SOCIETY OFFERS PUBLIC TOURS OF THE HISTORICAL BRADFORD HOUSE, A MODIFIED QUEEN ANNE VICTORIAN STYLE HOME BUILT IN 1902 IN PLACENITA, CALIFORNIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PLACENTIA FOUNDERS SOCIETY SPONSORS FREE CHAMBER MUSIC CONCERTS AND HOSTS HUNDREDS OF CHILDREN ON SCHOOL AND SCOUT TOURS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010666
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1669
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt04257
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01070
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023804
IRS990EZ/TotalProgramServiceExpensesAmt011335
IRS990EZ/TotalRevenueAmt024532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://THEBRADFORDHOUSE.INFO/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06708
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020167
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020167
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0107126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 10 TOTAL 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WINE TASTING WINE 1,604 RAFFLE BASKETS RAFFLE EXPENSES 61 GALLERIE GALLERIE 292 OUTSIDE FUNDRAISING OTHER EXPENSES 34 APARTMENT RENTAL INSURANCE 6,960 CLEANING/MAINTENANCE 2,150 UTILITIES 1,648 GARDENING 856 PEST CONTROL 1,473 ALLOCATE TO FACILITY COST -5,256 SECURITY 718 FIRE PROTECTION 213 EXPENSES OFFICE EXPENSES 99 INSURANCE 60 EVENT EXPENSES 669 HOUSE SUPPLIES 11 PRESIDENT EXPENSES 133 VP - CURRATOR EXPENSES 2,728 MEMBERSHIP - EXPENSES 183 PUBLICITY EXPENSES 547 TELEPHONE 937 EDUCATION 50 DUES & MEMBERSHIPS 159 TAXES & LICENSES 138 NON-INVESTMENT DEPRECIATION 2,014 TOTAL 18,481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 6,900 50 MACHINERY & EQUIPMENT 31,487 31,487 LESS ACCUMULATED DEPRECIATION 14,593 16,607 ANTIQUE FURNISHING 29,160 29,160 SHOP INVENTORIES 898 898 TOTAL 53,852 44,988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 170 APARTMENT TENANT DEPOSIT 900 900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO RESTORE, PRESERVE AND MAINTAIN HISTORICAL BRADFORD HOUSE AND TO PROVIDE VENUE FOR COMMUNITY EVENTS AND TO PROVIDE EDUCATION ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN SABO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07149939146
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10PLACENTIA FOUNDERS SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0952997941
ReturnHeader/Filer/PhoneNum07149939146
ReturnHeader/Filer/USAddress/AddressLine10136 E PALM CIRCLE
ReturnHeader/Filer/USAddress/City0PLACENTIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0928702534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271848365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGINTY KNUDTSON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020422 BEACH BLVD SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092648
ReturnHeader/PreparerPersonGrp/PhoneNum07145367777
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M MCGINTY
ReturnHeader/ReturnTs02015-02-12T15:33:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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