Nonprofit · EIN 23-7088161
CALIFORNIA PLANNERS FOUNDATION
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $151,650 | $96,481 | $55,169 | $887,920 | $0 | $887,920 |
| December 31, 2024 | 990 | $142,577 | $101,433 | $41,144 | $795,777 | $0 | $795,777 |
| December 31, 2023 | 990 | $77,003 | $98,406 | -$21,403 | $738,759 | $0 | $738,759 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $112,602
- Program service revenue
- $0
- Investment income
- $39,048
- Net gain from sales of assets
- $17,365
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $79,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $105
- Accounting fees
- $8,667
- Program services (functional)
- $79,000
- Management and general (functional)
- $17,481
Balance sheet and other
- Total assets, start of year
- $795,777
- Total assets, end of year
- $887,920
- Total liabilities, end of year
- $0
- Net assets, end of year
- $887,920
- Publicly traded securities
- $803,134
- Gross receipts
- $312,519
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1970
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON PFANNENSTIEL AICP | PRESIDENT Trustee or director, Officer | 4 | $0 |
| CHELSEA RICHER AICP | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| JOUKE PEUTZ | SECRETARY Trustee or director, Officer | 3 | $0 |
| LISA WISE AICP | TREASURER Trustee or director, Officer | 3 | $0 |
| JAVIER AGUILAR | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN HILDEBRAND | BOARD MEMBER Trustee or director | 1 | $0 |
| MIRLE RABINOWITZ-BUSSELL PHD | BOARD MEMBER Trustee or director | 1 | $0 |
| HILARY NIXON PHD | BOARD MEMBER Trustee or director | 3 | $0 |
| ELIZABETH OWEN | BOARD MEMBER Trustee or director | 1 | $0 |
| JORGE PADILLA | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM PRILLHART AICP | BOARD MEMBER Trustee or director | 1 | $0 |
| HING WONG FAICP | PAST PRESIDENT Trustee or director | 1 | $0 |
| MARISSA SULIEMAN KASSISIEH | STUDENT REPRESENTATIVE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HING WONG FAICP | PRESIDENT Trustee or director, Officer | 4 | $0 |
| AARON PFANNENSTIEL AICP | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MIRLE RABINOWITZ-BUSSELL PHD | SECRETARY Trustee or director, Officer | 3 | $0 |
| LISA WISE AICP | TREASURER Trustee or director, Officer | 3 | $0 |
| JAVIER AGUILAR | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREEM H EL-SISI | BOARD MEMBER Trustee or director | 3 | $0 |
| BRIAN MCGINNIS | BOARD MEMBER Trustee or director | 1 | $0 |
| HILARY NIXON PHD | BOARD MEMBER Trustee or director | 3 | $0 |
| KIM PRILLHART AICP | BOARD MEMBER Trustee or director | 2 | $0 |
| JOUKE PEUTZ | BOARD MEMBER Trustee or director | 1 | $0 |
| CHELSEA RICHER AICP | BOARD MEMBER Trustee or director | 2 | $0 |
| CAREY FERNANDES AICP | VP PROF DEVELOPMENT Trustee or director | 1 | $0 |
| JACQUELYN BROADER | STUDENT REPRESENTATIVE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HING WONG FAICP | PRESIDENT Trustee or director, Officer | 4 | $0 |
| AARON PFANNENSTIEL AICP | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MIRLE RABINOWITZ-BUSSELL PHD | SECRETARY Trustee or director, Officer | 3 | $0 |
| LISA WISE AICP | TREASURER Trustee or director, Officer | 3 | $0 |
| JAVIER AGUILAR | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREEM H EL-SISI | BOARD MEMBER Trustee or director | 3 | $0 |
| BRIAN MCGINNIS | BOARD MEMBER Trustee or director | 1 | $0 |
| HILARY NIXON PHD | BOARD MEMBER Trustee or director | 3 | $0 |
| KIM PRILLHART AICP | BOARD MEMBER Trustee or director | 2 | $0 |
| JOUKE PEUTZ | BOARD MEMBER Trustee or director | 1 | $0 |
| CHELSEA RICHER AICP | BOARD MEMBER Trustee or director | 2 | $0 |
| CAREY FERNANDES AICP | VP PROF DEVELOPMENT Trustee or director | 1 | $0 |
| JACQUELYN BROADER | STUDENT REPRESENTATIVE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 983 OSOS ST, SN LUIS OBISP, CA 93401-3212
- Principal officer (990 for 2025)
- LISA WISE, PO BOX 30522, OAKLAND, CA 94604
- Signed the 990
- LISA WISE, TREASURER
- Phone
- (805) 801-4115
- Website
- WWW.CPFAPA.ORG
- Return prepared by
- BOWMAN & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7088161 or by the name CALIFORNIA PLANNERS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- THE ONLY PROGRAM SERVICE FOR 2025 IS THE AWARDING OF 44 SCHOLARSHIPS. THE SCHOLARSHIPS RANGED IN AMOUNT FROM $1,000 TO $7,000 FOR A TOTAL OF $79,000.Expenses $79,000 · grants $79,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7088161
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $887,920
- Income (IRS master file)
- $312,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $151,650 | $96,481 | $887,920 | XML |
| 990 | December 2024 | $142,577 | $101,433 | $795,777 | IRS |
| 990 | December 2023 | $77,003 | $98,406 | $738,759 | XML |
| 990 | December 2022 | $160,509 | $87,886 | $643,301 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7088161).
Questions about CALIFORNIA PLANNERS FOUNDATION
- What is the EIN of CALIFORNIA PLANNERS FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA PLANNERS FOUNDATION is 23-7088161.
- Is CALIFORNIA PLANNERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to CALIFORNIA PLANNERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA PLANNERS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA PLANNERS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA PLANNERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CALIFORNIA PLANNERS FOUNDATION?
- The 990 for the year ended December 31, 2025 names LISA WISE.
- Who are the officers and directors of CALIFORNIA PLANNERS FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA PLANNERS FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $151,650, expenses of $96,481 and total assets of $887,920 at year end.
Other nonprofits in SN LUIS OBISP
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- CUESTA COLLEGE FOUNDATION EIN 23-7225601 · last filed 990 for 2025
- BELLEVUE SANTA FE CHARTER SCHOOL INC EIN 77-0423073 · last filed 990 for 2025
- SAN LUIS COASTAL EDUCATION FOUNDATION EIN 82-4196024 · last filed 990 for 2025
- CHRIST CLASSICAL SCHOOL INC EIN 81-2977572 · last filed 990 for 2025
- SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND EIN 77-0123661 · last filed 990 for 2025
- FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES EIN 77-0460885 · last filed 990 for 2026
- CENTRAL COAST VILLAGE CENTER INC EIN 20-1581302 · last filed 990 for 2025