Civic Intelligence

Placentia Library Friends Foundation

990EZ • Fiscal year 2019 • EIN 95-3604659

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 09, 2019

411 E Chapman AvePlacentia, CA 92870

(714) 993-5979

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$385,980

Up $21,683 (+6.0%) from 2018

Net Assets

Up

$385,980

Up $21,683 (+6.0%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$132,980

Up $43,170 (+48%) from 2018

Expenses

Up

$111,297

Up $31,676 (+40%) from 2018

Net Income

Up

$21,683

Up $11,494 (+113%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $203,640Net Assets 2011: $203,6402011Assets 2012: $244,478Net Assets 2012: $244,4782012Assets 2013: $291,895Net Assets 2013: $291,8952013Assets 2014: $196,832Net Assets 2014: $196,8322014Assets 2015: $235,501Net Assets 2015: $235,5012015Assets 2016: $295,343Net Assets 2016: $295,3432016Assets 2017: $354,108Net Assets 2017: $354,1082017Assets 2018: $364,297Net Assets 2018: $364,2972018Assets 2019: $385,980Net Assets 2019: $385,9802019Assets 2020: $192,859Liabilities 2020: $0Net Assets 2020: $192,8592020Assets 2021: $234,505Net Assets 2021: $234,5052021Assets 2022: $263,011Liabilities 2022: $0Net Assets 2022: $263,0112022Assets 2023: $238,350Liabilities 2023: $0Net Assets 2023: $238,3502023Assets 2024: $158,869Liabilities 2024: $0Net Assets 2024: $158,8692024Assets 2025: $213,785Liabilities 2025: $0Net Assets 2025: $213,7852025

Highlighted filing

2019

Assets$385,980
Liabilities-
Net Assets$385,980

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $92,592Expenses 2011: $129,147Net Income 2011: -$36,5552011Revenue 2012: $91,561Expenses 2012: $50,723Net Income 2012: $40,8382012Revenue 2013: $96,840Expenses 2013: $49,423Net Income 2013: $47,4172013Revenue 2014: $103,060Expenses 2014: $198,123Net Income 2014: -$95,0632014Revenue 2015: $94,258Expenses 2015: $55,589Net Income 2015: $38,6692015Revenue 2016: $109,337Expenses 2016: $49,495Net Income 2016: $59,8422016Revenue 2017: $111,899Expenses 2017: $53,134Net Income 2017: $58,7652017Revenue 2018: $89,810Expenses 2018: $79,621Net Income 2018: $10,1892018Revenue 2019: $132,980Expenses 2019: $111,297Net Income 2019: $21,6832019Revenue 2020: $111,986Expenses 2020: $305,107Net Income 2020: -$193,1212020Revenue 2021: $70,016Expenses 2021: $28,370Net Income 2021: $41,6462021Revenue 2022: $72,956Expenses 2022: $44,451Net Income 2022: $28,5052022Revenue 2023: $76,125Expenses 2023: $100,786Net Income 2023: -$24,6612023Revenue 2024: $86,756Expenses 2024: $166,237Net Income 2024: -$79,4812024Revenue 2025: $103,013Expenses 2025: $48,097Net Income 2025: $54,9162025

Highlighted filing

2019

Revenue$132,980
Expenses$111,297
Net Income$21,683
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$178,531
Mission and Program Overview

Mission

Support placentia public library

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO LIBRARY FOR BOOKS, PERIODICALS, AND VARIOUS SERVICES$95,796$45,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN KALMANVice PresidentPT$0--
SHERRI DAHLPresidentPT$0--
ASHLEY NICKMembership Ch-$0--
ANAR PARIKHRec Sec-$0--
MARY STRAZDASBoard Member-$0--
BARBARA HEMMERLINGCorr. Sec.-$0--
MARITA SALAZAR-LIMBoard Member-$0--
BRENDA BENNERBoard Member-$0--
LISA PACHECOTreasurerPT$0--
NAYDIA CHANTARASOMPOTHBoard Member-$0--
GINNY SANATARFinancial Sec-$0--
HEATHER MENDOZABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Placentia Library Friends Foundation
EIN
95-3604659
Phone
7149935979
Address
411 E CHAPMAN AVE, PLACENTIA, CA 92870

Signing Officer

Name
Lisa Pacheco
Title
Vice President
Signed
2019-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Munson Cronick & Assoc LLP
Address
1501 E Orangethorpe Ave Suite 205, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

Other Revenue.1

VENDING MACHINE $4040

Other Revenue.2

MISC $1965

Other Revenue.3

COMMUNITY PARTNERS $379

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: CONTRIBUTIONS | Donee's Name: PLACENTIA LIBRARY DISTRICT | Donee's Address: 411 E CHAPMAN AVENUE PLACENTIA CA 92870 | Relationship of Donee: RELATED ENTITY | Cash Amount Given: $45885

Other Expenses.1002

Office Expenses $245

Other Expenses.1005

Travel $1750

Other Expenses.1009

Depreciation $461

Other Expenses.1012

Insurance $550

Other Expenses.1

PROGRAM EXPENSE $38510

Other Expenses.2

UNRECOGNIZED LOSS $11332

Other Expenses.3

MISC / OTHER $3541

Other Expenses.4

PRINTING $3393

Other Expenses.5

VENDING MACHINE $3367

Other Expenses.6

MEMBERSHIP $580

Other Expenses.7

WEBSITE $225

Other Expenses.8

VOLUNTEER RECEPTION $170

Other Expenses.9

GRAPHIC DESIGN $125

Other Expenses.10

TAXES AND FEES $25

Other Expenses.11

BANK CHARGES $11

Other Assets.1003

Machinery and Equipment - Beginning $1151 Machinery and Equipment - Ending $690

Raw XML Appendix223 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/PersonNm0MARIAN KALMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRENDA BENNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NAYDIA CHANTARASOMPOTH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3REC SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01151
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IRS990EZ/OtherExpensesTotalAmt064285
IRS990EZ/OtherRevenueTotalAmt06384
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PLACENTIA PUBLIC LIBRARY
IRS990EZ/ProgramServiceRevenueAmt019370
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO LIBRARY FOR BOOKS, PERIODICALS, AND VARIOUS SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt095796
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045885
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt049940
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010576
IRS990EZ/SpecialEventsNetIncomeLossAmt02075
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111297
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IRS990EZ/TotalRevenueAmt0132980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0231010
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018876
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02043
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07694
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0132809
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53120
IRS990ScheduleA/PublicSupportPY170Pct00.53830
IRS990ScheduleA/PublicSupportTotal170Amt0231010
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063547
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IRS990ScheduleA/TotalSupportAmt0434897
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VENDING MACHINE $4040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC $1965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY PARTNERS $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: CONTRIBUTIONS | Donee's Name: PLACENTIA LIBRARY DISTRICT | Donee's Address: 411 E CHAPMAN AVENUE PLACENTIA CA 92870 | Relationship of Donee: RELATED ENTITY | Cash Amount Given: $45885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation $461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM EXPENSE $38510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UNRECOGNIZED LOSS $11332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISC / OTHER $3541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PRINTING $3393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12VENDING MACHINE $3367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MEMBERSHIP $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WEBSITE $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15VOLUNTEER RECEPTION $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16GRAPHIC DESIGN $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TAXES AND FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BANK CHARGES $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Machinery and Equipment - Beginning $1151 Machinery and Equipment - Ending $690
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1003
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PACHECO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACENTIA LIBRARY FRIENDS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0953604659
ReturnHeader/Filer/PhoneNum07149935979
ReturnHeader/Filer/USAddress/AddressLine1Txt0411 E CHAPMAN AVE
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Cronick & Assoc LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02019-10-09T16:25:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.03$0.48$0.55
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.87$1.66$0.79
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.76$1.01$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.73$0.44$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.70$0.28$0.42
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.12$3.05$1.93
2019Detailed filing. Detailed filing data is available for this year.$3.86$3.86$1.33$1.11$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.64$3.64$0.90$0.80$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.54$3.54$1.12$0.53$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.95$2.95$1.09$0.49$0.60
2015Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.94$0.56$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.97$1.97$1.03$1.98$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$2.92$0.97$0.49$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.44$0.92$0.51$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$2.04$0.93$1.29$0.37