Partnership For Philanthropic Planning- Orange County
Nonprofit profile at a glance
- EIN
- 330216607
- IRS 990-EZ coverage
- 2015–2020
- Forms available
- Form 990-EZ 2020, Form 990-N 2014
- Location
- Orange, CA, USA
- Phone
- 9499814452
- Rating confidence
- Limited
- Sector
- Philanthropy, Charity, Voluntarism Promotion
Reported finances
- Revenue
- $2,222
- Expenses
- $6,924
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Susan Berkman (President)
People named in this filing
- Sharon Buck (Director)
- Susan Berkman (President)
- Roland Ho (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To train, educate and develope planned giving professional in botht he non-profit and commercial professions.
What it reported doing in 2020
Held 6-8 educational meetings for the Planned Giving Community in Orange County, CA.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 11
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -211.6%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 13.8% per year; rating input score 100; 85th percentile among comparable filings
- Revenue growth: -10.5% per year; rating input score 0; 33rd percentile among comparable filings
- Asset growth: 3.6% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 4 of 4 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2015 to 2020
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Sustainability: Operating margin scored 8/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.