Civic Intelligence

Placentia Founders Society

990EZ • Fiscal year 2015 • EIN 95-2997941

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 08, 2016

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

64th percentile

0.01x

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

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

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

73rd percentile

17%

Higher net margin than 73% 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

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$143,593

Up $6,458 (+4.7%) from 2014

Net Assets

Up

$141,523

Up $5,458 (+4.0%) from 2014

Liabilities

Up

$2,070

Up $1,000 (+93%) from 2014

Revenue

Up

$32,835

Up $8,303 (+34%) from 2014

Expenses

Up

$27,377

Up $3,573 (+15%) from 2014

Net Income

Up

$5,458

Up $4,730 (+650%) from 2014

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

2015

Assets$143,593
Liabilities$2,070
Net Assets$141,523

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

2015

Revenue$32,835
Expenses$27,377
Net Income$5,458
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 8, 2016
Return Version
2014v6.0
Gross Receipts
$35,741
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-$13,887
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

Filer Name
Placentia Founders Society
EIN
95-2997941
Phone
7149939146
Address
136 E PALM CIRCLE, PLACENTIA, CA 92870-2534

Signing Officer

Name
Jean Sabo
Title
Treasurer
Phone
7149939146
Signed
2016-01-08
Discuss with paid preparer
Yes

Preparer

Firm
Mcginty Knudtson & Associates Llp
Address
20422 BEACH BLVD SUITE 450, HUNTINGTON BEACH, CA 92648
Preparer
Thomas M Mcginty
Phone
7145367777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

OTHER 3,980 TOTAL 3,980

Form 990-ez, Part I, Line 16

Wine tasting wine 1,488 raffle baskets raffle expenses 86 gallerie gallerie 364 apartment rental insurance 6,857 cleaning/maintenance 2,159 utilities 2,884 gardening 728 pest control 1,249 allocate to facility cost -4,916 expenses office expenses 510 school grant 1,859 event expenses 669 house supplies 424 vp - currator expenses 4,053 membership - expenses 137 publicity expenses 37 telephone 976 education 15 dues & memberships 129 taxes & licenses 78 website 100 non-investment depreciation 1,953 total 21,839

Form 990-ez, Part II, Line 24

Accounts receivable 50 50 machinery & equipment 31,487 31,487 less accumulated depreciation 16,607 18,497 antique furnishing 29,160 29,160 shop inventories 898 898 total 44,988 43,098

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 170 170 apartment tenant deposit 900 1,900

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 Appendix194 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEAN SABO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt043098
IRS990EZ/OtherExpensesTotalAmt021839
IRS990EZ/OtherRevenueTotalAmt03980
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO RESTORE, PRESERVE AND MAINTAIN HISTORICAL BRADFORD HOUSE AND TO PROVIDE VENUE FOR COMMUNITY EVENTS AND TO PROVIDE EDUCATION ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt092
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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 3,980 TOTAL 3,980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WINE TASTING WINE 1,488 RAFFLE BASKETS RAFFLE EXPENSES 86 GALLERIE GALLERIE 364 APARTMENT RENTAL INSURANCE 6,857 CLEANING/MAINTENANCE 2,159 UTILITIES 2,884 GARDENING 728 PEST CONTROL 1,249 ALLOCATE TO FACILITY COST -4,916 EXPENSES OFFICE EXPENSES 510 SCHOOL GRANT 1,859 EVENT EXPENSES 669 HOUSE SUPPLIES 424 VP - CURRATOR EXPENSES 4,053 MEMBERSHIP - EXPENSES 137 PUBLICITY EXPENSES 37 TELEPHONE 976 EDUCATION 15 DUES & MEMBERSHIPS 129 TAXES & LICENSES 78 WEBSITE 100 NON-INVESTMENT DEPRECIATION 1,953 TOTAL 21,839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 50 50 MACHINERY & EQUIPMENT 31,487 31,487 LESS ACCUMULATED DEPRECIATION 16,607 18,497 ANTIQUE FURNISHING 29,160 29,160 SHOP INVENTORIES 898 898 TOTAL 44,988 43,098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 170 170 APARTMENT TENANT DEPOSIT 900 1,900
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/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACENTIA FOUNDERS SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0952997941
ReturnHeader/Filer/PhoneNum07149939146
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 E PALM CIRCLE
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0928702534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271848365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGINTY KNUDTSON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020422 BEACH BLVD SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum07145367777
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M MCGINTY
ReturnHeader/ReturnTs02016-01-15T19:21:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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