Civic Intelligence

Placentia Library Friends Foundation

990 • Fiscal year 2020 • EIN 95-3604659

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-172%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$192,859

Down $193,121 (-50%) from 2019

Net Assets

Down

$192,859

Down $193,121 (-50%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$111,986

Down $20,994 (-16%) from 2019

Expenses

Up

$305,107

Up $193,810 (+174%) from 2019

Net Income

Down

-$193,121

Down $214,804 (-991%) from 2019

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

2020

Assets$192,859
Liabilities$0
Net Assets$192,859

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

2020

Revenue$111,986
Expenses$305,107
Net Income-$193,121
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$317,995
Mission and Program Overview

Mission

Support placentia public library

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$313,535$118,215▼ $195,320
Cash and Non-Interest-Bearing Accounts$71,755$74,415▲ $2,660
Land, Buildings, and Equipment, Net$690$229▼ $461
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$385,980$192,859▼ $193,121
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$385,980$192,859▼ $193,121
Total Net Assets Fund Balance$385,980$192,859▼ $193,121
Total Liabilities and Net Assets / Fund Balance$385,980$192,859▼ $193,121

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$229$7,324$7,553
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sherri DahlPresident
Marian KalmanVice President
Brenda BennerBoard Member
Diane MartinezBoard Member
Jules SuhBoard Member
Marita Salazar-limBoard Member
Mary StrazdasBoard Member
Naydia ChantarasompothBoard Member
Ginny SanatarFinancial Sec
Ashley NickMembership Ch
Anar ParikhRec Sec
Dennis DahlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,904
Program Service Revenue
$24,754
Investment Income
$34,450
Other Revenue
$27,878
All Other Contributions
$20,854
Change in Net Assets
$-193,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$264,260
Other Expenses$40,847
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$261,760--$261,760
Grants to Domestic Individuals$2,500--$2,500
Other Expenses$2,086$29,770-$2,086
Fees for Services Other-$1,711-$1,711
All Other Expenses$602$224-$826
Depreciation Depletion-$461-$461
Travel$390--$390
Information Technology-$229-$229
Office Expenses-$148-$148
Total Functional Expenses$272,564$32,543$0$305,107
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,911
Fundraising Direct Expenses$33,603
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$53,504$49,654$16,853$32,801
AUTHOR'S LUNCHEON$11,457$11,257$2,929$8,328
Total Events$64,961$60,911$33,603$27,308
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

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
Dennis Dahl
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Munson Cronick & Assoc LLP
Address
1501 E Orangethorpe Ave Suite 205, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
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IRS990/OtherExpensesGrp/TotalAmt22101
IRS990/OtherExpensesGrp/TotalAmt32086
IRS990/OtherRevenueMiscGrp/Desc0COMMUNITY PARTNERS
IRS990/OtherRevenueMiscGrp/Desc1VENDING MACHINE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0570
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0570
IRS990/OtherRevenueTotalAmt0570
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BOOK SALES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013876
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19846
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013876
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21032
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-193121
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt024754
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0207985
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015707
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067972
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01602
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02043
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt072702
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt050370
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0126717
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51650
IRS990ScheduleA/PublicSupportPY170Pct00.53120
IRS990ScheduleA/PublicSupportTotal170Amt0207985
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053462
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207985
IRS990ScheduleA/TotalSupportAmt0402674
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0229
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07324
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07553
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0229
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033603
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0269
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0869
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUTHOR'S LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08809
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060911
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027308
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019782
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016853
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02929
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04143
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04143
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

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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