California Planners Foundation

Analysis

California Planners Foundation is a registered charity in United States, based in SN Luis Obisp, CA. It received its IRS tax-exemption ruling in November 1970, 56 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, California Planners Foundation reported income of $77k and spending of $98k, spending 128% of what it took in. Across the 4 years on record, from December 2020 to December 2023, income fell from $113k to $77k (-32%), an average of -12% a year. The sharpest change came in the year to December 2021, when income rose by 149%. Over the whole period it spent 52% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, California Planners Foundation sits at the 33rd percentile: it is larger than about 33% of them. Against every charity in United States with reported income it ranks in the 30th percentile, and in the 32nd percentile within CA. Charities of a similar size with the same main cause include Eleanor Roosevelt Elementary PTO ($77k), Logos Tutoring Program ($77k) and Gull Lake All Sports Booster Club ($77k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 169% of the total. At year end it held assets of $739k against liabilities of $0, net assets of $739k.