Civic Intelligence

Prosperity Life Planning

EIN 11-3335008 • 501(c)3 • Delray Beach, FL

Profile

Provide educational workshops

4673 Brady BlvdDelray Beach, FL 33445

www.prosperitylifeplanning.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-24%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,463

Down $787 (-24%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$2,463

Down $620 (-20%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$620

Down $294 (-32%) from 2023

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2010: $4,287Liabilities 2010: $3,150Net Assets 2010: $1,1372010Assets 2011: $2,711Liabilities 2011: $2,149Net Assets 2011: $5622011Assets 2012: $1,967Liabilities 2012: $129Net Assets 2012: $1,8382012Assets 2013: $6,806Liabilities 2013: $532Net Assets 2013: $6,2742013Assets 2014: $3,901Liabilities 2014: $59Net Assets 2014: $3,8422014Assets 2015: $6,023Liabilities 2015: $101Net Assets 2015: $5,9222015Assets 2016: $2,273Liabilities 2016: $761Net Assets 2016: $1,5122016Assets 2017: $1,459Liabilities 2017: $421Net Assets 2017: $1,0382017Assets 2018: $9,227Liabilities 2018: $47Net Assets 2018: $9,1802018Assets 2019: $5,782Liabilities 2019: $626Net Assets 2019: $5,1562019Assets 2020: $6,839Liabilities 2020: $4Net Assets 2020: $6,8352020Assets 2021: $4,639Liabilities 2021: $172Net Assets 2021: $4,4672021Assets 2022: $3,921Liabilities 2022: $4Net Assets 2022: $3,9172022Assets 2023: $3,250Liabilities 2023: $167Net Assets 2023: $3,0832023Assets 2024: $2,463Net Assets 2024: $2,4632024

Highlighted filing

2024

Assets$2,463
Liabilities-
Net Assets$2,463
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2010: $4,960Expenses 2010: $10,522Net Income 2010: -$5,5622010Revenue 2011: $2,764Expenses 2011: $3,339Net Income 2011: -$5752011Revenue 2012: $5,500Expenses 2012: $4,224Net Income 2012: $1,2762012Revenue 2013: $7,103Expenses 2013: $2,667Net Income 2013: $4,4362013Revenue 2014: $3,745Expenses 2014: $6,177Net Income 2014: -$2,4322014Revenue 2015: $6,622Expenses 2015: $4,542Net Income 2015: $2,0802015Revenue 2016: $4,219Expenses 2016: $8,638Net Income 2016: -$4,4192016Revenue 2017: $2,417Expenses 2017: $2,894Net Income 2017: -$4772017Revenue 2018: $11,828Expenses 2018: $3,686Net Income 2018: $8,1422018Revenue 2019: $534Expenses 2019: $4,558Net Income 2019: -$4,0242019Revenue 2020: $2,722Expenses 2020: $1,043Net Income 2020: $1,6792020Revenue 2021: $383Expenses 2021: $2,876Net Income 2021: -$2,4932021Revenue 2022: $1,375Expenses 2022: $1,925Net Income 2022: -$5502022Revenue 2023: $80Expenses 2023: $914Net Income 2023: -$8342023Expenses 2024: $6202024

Highlighted filing

2024

Revenue-
Expenses$620
Net Income-
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,463
Liabilities
-
Net assets
$2,463
Revenue
-
Expenses
$620
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$2.46$0.62
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.17$3.08$0.08$0.91$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$1.38$1.93$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.17$4.47$0.38$2.88$2.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$2.72$1.04$1.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.63$5.16$0.53$4.56$4.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$0.05$9.18$11.8$3.69$8.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.42$1.04$2.42$2.89$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.76$1.51$4.22$8.64$4.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.10$5.92$6.62$4.54$2.08
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.06$3.84$3.75$6.18$2.43
2013Detailed filing. Detailed filing data is available for this year.$6.81$0.53$6.27$7.10$2.67$4.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.13$1.84$5.50$4.22$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$2.15$0.56$2.76$3.34$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$3.15$1.14$4.96$10.5$5.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

Provide educational workshops

Program Services

DescriptionGrantsExpenses
Educate and inform families with a disabled family member about issues of inportance, including writing a will, and creating a special needs trust. Also providde information about gardianship and public benefits and ensure future--
SNAPLS Special needs attorneys providing legal services is a project where legal expenses to create an estate plan including a special needs trust for qualified families is provided to assist the family in creating a special n--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen F GreenbergDirectorPT$0--
Jaret L VogelAssociate DirectorPT$0--
Louis Jerry CohenSecretary-$0--
Benjamin H GreenbergAdvisor-$0--
Teresa BadilloAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Prosperity Life Planning
EIN
11-3335008
Address
4673 Brady Blvd, Delray Beach, FL 33445

Signing Officer

Name
Karen F Greenberg
Title
Director
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
KF Greenberg Inc
Address
4673 Brady Blvd, Delray Beach, FL 33445
Preparer
Karen F Greenberg
Phone
5616386945
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Computer software and web design 526”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues and Fees 94”

Form 990-EZ, Part II, Line 26, Liabilities

“Credit Card Payable Beginning of year 167, End of year 0”

Raw XML Appendix147 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Karen Greenberg
IRS990EZ/BooksInCareOfDetail/PhoneNum05616386945
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04673 Brady Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Delray Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033445
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03250
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02463
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-620
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03250
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02463
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02463
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen F Greenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jaret L Vogel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Louis Jerry Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Benjamin H Greenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Teresa Badillo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Associate Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0620
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide educational workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educate and inform families with a disabled family member about issues of inportance, including writing a will, and creating a special needs trust. Also providde information about gardianship and public benefits and ensure future
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SNAPLS Special needs attorneys providing legal services is a project where legal expenses to create an estate plan including a special needs trust for qualified families is provided to assist the family in creating a special n
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0167
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0620
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.prosperitylifeplanning.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02960
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01600
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02722
IRS990ScheduleA/Total509Grp/TotalAmt04560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02722
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04560
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Computer software and web design 526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues and Fees 94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Payable Beginning of year 167, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen F Greenberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
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ReturnHeader/Filer/BusinessNameControlTxt0PROS
ReturnHeader/Filer/EIN0113335008
ReturnHeader/Filer/USAddress/AddressLine1Txt04673 Brady Blvd
ReturnHeader/Filer/USAddress/CityNm0Delray Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033445
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Delray Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033445
ReturnHeader/PreparerPersonGrp/PhoneNum05616386945
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen F Greenberg
ReturnHeader/ReturnTs02025-05-02T01:47:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits