Civic Intelligence

Partnership for Philanthropic Planning of Greater Los Angeles

990 • Fiscal year 2014 • EIN 95-4364780

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 30, 2015

Organization ProfileWWW.PPPLA.ORG
301 E Colorado Blvd No 426Pasadena, CA 91101

(714) 278-7071

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

62nd percentile

8.7%

Higher net margin than 62% 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

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

46th percentile

-0.3%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$142,113

Up $8,547 (+6.4%) from 2013

Net Assets

Up

$142,113

Up $8,547 (+6.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin62nd percentile

Revenue

Down

$209,421

Down $548 (-0.3%) from 2013

Expenses

Down

$191,189

Down $1,496 (-0.8%) from 2013

Net Income

Up

$18,232

Up $948 (+5.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2010: $94,143Liabilities 2010: $02010Assets 2011: $109,972Liabilities 2011: $112011Assets 2012: $134,314Liabilities 2012: $351Net Assets 2012: $133,9632012Assets 2013: $133,566Liabilities 2013: $0Net Assets 2013: $133,5662013Assets 2014: $142,113Liabilities 2014: $0Net Assets 2014: $142,1132014Assets 2015: $126,954Liabilities 2015: $0Net Assets 2015: $126,9542015Assets 2016: $133,007Liabilities 2016: $0Net Assets 2016: $133,0072016Assets 2017: $117,785Liabilities 2017: $2,0002017Assets 2018: $111,637Liabilities 2018: $2,000Net Assets 2018: $109,6372018Assets 2019: $116,060Liabilities 2019: $2,0002019Assets 2020: $131,802Liabilities 2020: $2,000Net Assets 2020: $129,8022020Assets 2021: $184,941Liabilities 2021: $0Net Assets 2021: $184,9412021Assets 2022: $229,078Liabilities 2022: $50Net Assets 2022: $229,0282022Assets 2023: $241,230Liabilities 2023: $860Net Assets 2023: $240,3702023Assets 2024: $204,644Liabilities 2024: $0Net Assets 2024: $204,6442024

Highlighted filing

2014

Assets$142,113
Liabilities$0
Net Assets$142,113
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $137,513Expenses 2010: $164,229Net Income 2010: -$26,7162010Revenue 2011: $214,904Expenses 2011: $188,775Net Income 2011: $26,1292011Revenue 2012: $188,596Expenses 2012: $164,617Net Income 2012: $23,9792012Revenue 2013: $209,969Expenses 2013: $192,685Net Income 2013: $17,2842013Revenue 2014: $209,421Expenses 2014: $191,189Net Income 2014: $18,2322014Revenue 2015: $189,215Expenses 2015: $189,470Net Income 2015: -$2552015Revenue 2016: $196,604Expenses 2016: $193,904Net Income 2016: $2,7002016Revenue 2017: $185,353Expenses 2017: $201,709Net Income 2017: -$16,3562017Revenue 2018: $190,758Expenses 2018: $195,556Net Income 2018: -$4,7982018Revenue 2019: $158,367Expenses 2019: $153,944Net Income 2019: $4,4232019Revenue 2020: $127,556Expenses 2020: $111,814Net Income 2020: $15,7422020Revenue 2021: $128,897Expenses 2021: $75,842Net Income 2021: $53,0552021Revenue 2022: $173,763Expenses 2022: $129,676Net Income 2022: $44,0872022Revenue 2023: $192,302Expenses 2023: $180,960Net Income 2023: $11,3422023Revenue 2024: $219,082Expenses 2024: $254,808Net Income 2024: -$35,7262024

Highlighted filing

2014

Revenue$209,421
Expenses$191,189
Net Income$18,232
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$209,421
Mission and Program Overview

Mission

The main purpose of the organization is to encourage the education and training of the charitable planned giving community. In addition, the organization enables the planned giving community to communicate with each other on various planned giving issues.

To assist the public in making effective philanthropic gifts to nonprofit organizations by encouraging and providing for the education of the charitable gift planning community, setting standards for the practice of charitable planning, and establishing communication and mentoring among charitable planning professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$129,787$137,008▲ $7,221
Prepaid Expenses and Deferred Charges$3,575$5,105▲ $1,530
Accounts Receivable$204$0▼ $204
Total Assets$133,566$142,113▲ $8,547
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$133,566$142,113▲ $8,547
Total Net Assets Fund Balance$133,566$142,113▲ $8,547
Total Liabilities and Net Assets / Fund Balance$133,566$142,113▲ $8,547
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Nicole DunnPresident & Director
Aaron LevinsonDirector
Dana GolandDirector
Debbie LovelandDirector
Francine LisDirector
Janice BurrillDirector
Jennifer CashinDirector
June PenrodDirector
Kimberley ValentineDirector
Michael HeepDirector
Suzanne ZolfoDirector
Tena YatroussisDirector
William H HranchakDirector
Cris LutzSecretary & Director
Debbie BillsTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$31,025
Program Service Revenue
$175,293
Investment Income
$95
Other Revenue
$3,008
Change in Net Assets
$18,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,189
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$123,999--$123,999
Fees for Services Management$38,102$9,524-$47,626
Information Technology$399$3,587-$3,986
All Other Expenses$999$1,500-$2,499
Insurance-$1,845-$1,845
Other Expenses$1,677$900-$900
Fees for Services Legal$100--$100
Total Functional Expenses$172,813$18,376$0$191,189
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 8B

“There are no committees with authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11

“A copy of form 990 was provided to all members of the board of directors before filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statement are available upon request.”

Filing and Contact Details

Filer

Filer Name
Partnership for Philanthropic Planning
EIN
95-4364780
Phone
7142787071
Address
301 E COLORADO BLVD NO 426, PASADENA, CA 91101

Signing Officer

Name
William Hranchak
Title
Treasurer
Phone
7142787071
Signed
2015-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie P Bills
Formed
2009
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
50

Preparer

Firm
Temo Arjani Llp
Address
301 EAST COLORADO BLVD 426, PASADENA, CA 91101
Preparer
William H Hranchak
Phone
6265781978
Raw XML AppendixShowing 400 of 407 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt0204
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01500
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0999
IRS990/AllOtherExpensesGrp/TotalAmt02499
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STERLING STRATEGIC MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum09497156932
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0906 GLENNEYRE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAGUNA BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0129787
IRS990/CashNonInterestBearingGrp/EOYAmt0137008
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0123999
IRS990/ConferencesMeetingsGrp/TotalAmt0123999
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt031025
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt095
IRS990/CYOtherExpensesAmt0191189
IRS990/CYOtherRevenueAmt03008
IRS990/CYProgramServiceRevenueAmt0175293
IRS990/CYRevenuesLessExpensesAmt018232
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0191189
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0209421
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE WESTERN REGION PLANNED GIVING CONFERENCE ON PHILANTHROPIC PLANNING EMPHASIZES CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION AND PROMOTES DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt085528
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0100
IRS990/FeesForServicesLegalGrp/TotalAmt0100
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt09524
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt038102
IRS990/FeesForServicesManagementGrp/TotalAmt047626
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0AARON LEVINSON
IRS990/Form990PartVIISectionAGrp/PersonNm1NICOLE DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm2TENA YATROUSSIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CRIS LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBBIE BILLS
IRS990/Form990PartVIISectionAGrp/PersonNm5JUNE PENROD
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM H HRANCHAK
IRS990/Form990PartVIISectionAGrp/PersonNm7DEBBIE LOVELAND
IRS990/Form990PartVIISectionAGrp/PersonNm8DANA GOLAND
IRS990/Form990PartVIISectionAGrp/PersonNm9JANICE BURRILL
IRS990/Form990PartVIISectionAGrp/PersonNm10KIMBERLEY VALENTINE
IRS990/Form990PartVIISectionAGrp/PersonNm11SUZANNE ZOLFO
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL HEEP
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANCINE LIS
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER CASHIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0209421
IRS990/GroupExemptionNum05159
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03587
IRS990/InformationTechnologyGrp/ProgramServicesAmt0399
IRS990/InformationTechnologyGrp/TotalAmt03986
IRS990/InsuranceGrp/ManagementAndGeneralAmt01845
IRS990/InsuranceGrp/TotalAmt01845
IRS990/InvestmentIncomeGrp/ExclusionAmt095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt031025
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST THE PUBLIC IN MAKING EFFECTIVE PHILANTHROPIC GIFTS TO NONPROFIT ORGANIZATIONS BY ENCOURAGING AND PROVIDING FOR THE EDUCATION OF THE CHARITABLE GIFT PLANNING COMMUNITY, SETTING STANDARDS FOR THE PRACTICE OF CHARITABLE PLANNING, AND ESTABLISHING COMMUNICATION AND MENTORING AMONG CHARITABLE PLANNING PROFESSIONALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0133566
IRS990/NetAssetsOrFundBalancesEOYAmt0142113
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1NATIONAL REGISTRATION
IRS990/OtherExpensesGrp/Desc2PHONE
IRS990/OtherExpensesGrp/Desc3STORAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01020
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1900
IRS990/OtherExpensesGrp/ProgramServicesAmt07537
IRS990/OtherExpensesGrp/ProgramServicesAmt11677
IRS990/OtherExpensesGrp/TotalAmt07537
IRS990/OtherExpensesGrp/TotalAmt11677
IRS990/OtherExpensesGrp/TotalAmt21020
IRS990/OtherExpensesGrp/TotalAmt3900
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03008
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03008
IRS990/OtherRevenueTotalAmt03008
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05105
IRS990/PrincipalOfficerNm0DEBBIE P BILLS
IRS990/PriorPeriodAdjustmentsAmt0-9685
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE AND SEMINAR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0175293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0175293
IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP SERVICES AND ADVOCACY : THE PARTNERSHIP FOR PHILANTHROPIC PLANNING PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING TO THOSE IN THE CHARITABLE GIFT PLANNING COMMUNITY IN THE GREATER LOS ANGELES AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt087285
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt031025
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt034730
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0113
IRS990/PYOtherExpensesAmt0192685
IRS990/PYOtherRevenueAmt03779
IRS990/PYProgramServiceRevenueAmt0171347
IRS990/PYRevenuesLessExpensesAmt017284
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0192685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0209969
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt018232
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0175293
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REIMBURSEMENTS AND MISCELLANEOUS INCOME - 2010 AMOUNT: $ 3,754. 2011 AMOUNT: $ 3,315. 2012 AMOUNT: $ 1,480. 2013 AMOUNT: $ 3,779. DONATIONS - 2014 AMOUNT: $ 500. JOB POSTINGS - 2014 AMOUNT: $ 2,051. REIMBURSEMENTS - 2014 AMOUNT: $ 457.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0126555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0588
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0951535
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03008
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03315
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03754
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015336
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88820
IRS990ScheduleA/PublicSupportPY170Pct00.83740
IRS990ScheduleA/PublicSupportTotal170Amt0126555
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013382
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126555
IRS990ScheduleA/TotalSupportAmt0142479
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENT ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0133566
IRS990/TotalAssetsEOYAmt0142113
IRS990/TotalAssetsGrp/BOYAmt0133566
IRS990/TotalAssetsGrp/EOYAmt0142113
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt031025
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018376
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0172813
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191189
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0133566
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0142113
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0172813
IRS990/TotalProgramServiceRevenueAmt0175293
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03103
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0175293
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0209421
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0133566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0142113
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0133566
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0142113
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.PPPLA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HRANCHAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142787071
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARTNERSHIP FOR PHILANTHROPIC PLANNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF GREATER LOS ANGELES
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0954364780
ReturnHeader/Filer/PhoneNum07142787071
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 E COLORADO BLVD NO 426
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954149172
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TEMO ARJANI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 EAST COLORADO BLVD 426
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265781978

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,113
Liabilities
$0
Net assets
$142,113
Revenue
$209,421
Expenses
$191,189
Net income
$18,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.05$2.19$2.55$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.01$2.40$1.92$1.81$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$1.74$1.30$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.29$0.76$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.02$1.30$1.28$1.12$0.16
2019Summary only. Only limited summary data is available for this year.$1.16$0.02$1.58$1.54$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$1.91$1.96$0.05
2017Summary only. Only limited summary data is available for this year.$1.18$0.02$1.85$2.02$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$1.97$1.94$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.89$1.89$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.09$1.91$0.18
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$2.10$1.93$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$1.89$1.65$0.24
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$2.15$1.89$0.26
2010Summary only. Only limited summary data is available for this year.$0.94$0.00$1.38$1.64$0.27