2024-07-05T11:55:23-05:00 2023-12-31 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2023-01-01 237088161 CALIFORNIA PLANNING FOUNDATION CALI 8058014115 983 OSOS STREET SAN LUIS OBISPO CA 93401 LISA WISE TREASURER 8058014115 2024-06-27 1 LISA WISE 999009999 0 JEANNE M RUSSICK P00590462 2094731040 2024-06-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z HING WONG PO BOX 30522 OAKLAND CA 94604 609368 0 X WWW.CPFAPA.ORG X 1970 CA PROVIDE SCHOLARSHIPS TO STUDENTS TO FURTHER THE PROFESSION PRACTICE OF PLANNING IN CALIFORNIA. 13 13 0 25 0 0 151359 130411 0 0 9150 -53408 0 0 160509 77003 81500 85000 0 0 0 0 0 0 0 6386 13406 87886 98406 72623 -21403 643301 738759 0 0 643301 738759 THE PURPOSE OF THE CALIFORNIA PLANNING FOUNDATION IS TO FURTHER THE PROFESSION PRACTICE OF PLANNING IN CALIFORNIA. THE PRINCIPAL ACTIVITY IS PROVIDING SCHOLARSHIP SUPPORT FOR STUDENTS PREPARING FOR CAREERS IN THE PLANNING PROFESSION IN CALIFORNIA. 0 0 85000 85000 THE ONLY PROGRAM SERVICE FOR 2023 IS THE AWARDING OF 51 SCHOLARSHIPS. THE SCHOLARSHIPS RANGED IN AMOUNT FROM $1,000 TO $6,000 FOR A TOTAL OF $85,000. 85000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 CA X LISA WISE 8058014115 983 OSOS STREET SAN LUIS OBISPO CA 93401 X HING WONG FAICP PRESIDENT 4.00 X X 0 0 0 AARON PFANNENSTIEL AICP VICE PRESIDENT 2.00 X X 0 0 0 MIRLE RABINOWITZ-BUSSELL PHD SECRETARY 3.00 X X 0 0 0 LISA WISE AICP TREASURER 3.00 X X 0 0 0 JAVIER AGUILAR BOARD MEMBER 1.00 X 0 0 0 KAREEM H EL-SISI BOARD MEMBER 3.00 X 0 0 0 BRIAN MCGINNIS BOARD MEMBER 1.00 X 0 0 0 HILARY NIXON PHD BOARD MEMBER 3.00 X 0 0 0 KIM PRILLHART AICP BOARD MEMBER 2.00 X 0 0 0 JOUKE PEUTZ BOARD MEMBER 1.00 X 0 0 0 CHELSEA RICHER AICP BOARD MEMBER 2.00 X 0 0 0 CAREY FERNANDES AICP VP PROF DEVELOPMENT 1.00 X 0 0 0 JACQUELYN BROADER STUDENT REPRESENTATIVE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 130411 130411 13488 13488 465469 532365 -66896 -66896 -66896 77003 0 0 -53408 85000 85000 7016 7016 4038 4038 99 99 410 410 BANK AND PAYPAL CHARGES 1294 1294 MISCELLANEOUS 549 549 98406 85000 13406 0 181319 12960 4083 61501 457899 664298 643301 738759 0 0 X 0 0 0 0 643301 738759 643301 738759 643301 738759 -21403 116861 0 X 0 0 0 X 51948 96568 98500 151359 130411 528786 16540 16540 68488 96568 98500 151359 130411 545326 0 20000 28000 48000 20000 28000 48000 497326 22369 16140 27796 9150 13488 88943 22369 16140 27796 9150 13488 88943 90857 112708 126296 160509 143899 634269 0.78410 0.77440 0.14020 0.14550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SCHOLARSHIPS 51 85000 PART I, LINE 2: THE CPF SCHOLARSHIP PROGRAM AWARDS SCHOLARSHIPS TO OUTSTANDING PLANNING STUDENTS ENROLLED AT ELIGIBLE PROFESSIONAL PLANNING DEGREE PROGRAMS IN CALIFORNIA, AND SEEKING TO ENTER THE PLANNING PROFESSION BASED ON AN APPLICATION AND SELECTION PROCESS. CRITERIA FOR THE SCHOLARSHIPS INCLUDE ACADEMIC PERFORMANCE, FINANCIAL NEED, INCREASING DIVERSITY IN THE PLANNING PROFESSION, AND A COMMITMENT TO SERVE THE PLANNING PROFESSION IN CALIFORNIA AFTER GRADUATION. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE REVISED AND ADOPTED IN FEBRUARY 2023. THE BOARD OF DIRECTORS SHOULD CONSIST OF FOURTEEN MEMBERS - TWELVE DIRECTORS ELECTED DIRECTLY BY ITS MEMBERS, ONE APPOINTED CPF STUDENT REPRESENTATIVE; AND ONE APA CALIFORNIA VICE PRESIDENT FOR PROFESSIONAL DEVELOPMENT. HOWEVER, IN 2023, THERE WERE NOT ENOUGH PEOPLE TO RUN FOR THE BOARD, SO THE ORGANIZATION HAS ONLY 13 MEMBERS IN THE CURRENT YEAR. FORM 990, PART VI, SECTION A, LINE 6 CALIFORNIA PLANNING FOUNDATION IS GOVERNED BY A 13-MEMBER BOARD OF DIRECTORS, 11 OF WHICH ARE ELECTED BY THE FOUNDATION MEMBERS TO A FOUR-YEAR TERM. THE OTHER 2 MEMBERS ARE THE APA CALIFORNIA VICE PRESIDENT FOR PROFESSIONAL DEVELOPMENT AND THE APPOINTED CPF STUDENT REPRESENTATIVE. AT THE BEGINNING OF EACH YEAR, THE BOARD ELECTS THE 4 OFFICERS FROM THE ELECTED MEMBERS. THE CPF BOARD IS RESPONSIBLE FOR ALL ACTIVITIES OF THE FOUNDATION AND DOES NOT REQUIRE THE APPROVAL OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE TREASURER TO REVIEW AND APPROVE. THE FORM 990 IS AVAILABLE TO BOTH THE PRESIDENT FOR THE YEAR BEING FILED AND THE CURRENT YEAR PRESIDENT. THE TREASURER WILL CONSULT WITH THE OTHER OFFICER, IF NECESSARY, PRIOR TO APPROVING THE TAX RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS OF THE CALIFORNIA PLANNING FOUNDATION ARE AVAILABLE ONLINE ON THE FOUNDATION'S WEBSITE.