Prosperity Life Planning

990EZ • Fiscal year 2011 • EIN 11-3335008

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

Organization Profile www.prosperitylifeplanning.org

4673 Brady Blvd33445

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.79x

Higher debt load relative to assets than 92% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

0.78x

Higher debt load relative to revenue than 94% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

-21%

Higher net margin than 16% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

-37%

Faster asset growth than 14% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

-44%

Faster revenue growth than 12% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet

Liabilities / Assets92nd percentile

Assets

Down

$2,711

Down $1,576 (-37%) from 2010

Net Assets

Down

$562

Down $575 (-51%) from 2010

Liabilities

Down

$2,149

Down $1,001 (-32%) from 2010

Revenue And Expenses

Liabilities / Revenue94th percentile Net Margin16th percentile

Revenue

Down

$2,764

Down $2,196 (-44%) from 2010

Expenses

Down

$3,339

Down $7,183 (-68%) from 2010

Net Income

-$575

Up $4,987 (+90%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$2,711

Liabilities$2,149

Net Assets$562

Open 2011 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue$2,764

Expenses$3,339

Net Income-$575

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Apr 30, 2012
Return Version: 2011v1.2

Mission and Program Overview

Mission

Provide educational workshops

Filing and Contact Details

Filer

EIN: 11-3335008

Raw XML Appendix174 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.

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IRS990EZ/CashSavingsAndInvestments/EOY	0	1963
IRS990EZ/ContributionsGiftsGrantsEtc	0	964
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-575
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrossReceipts	0	2764
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
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IRS990EZ/MadeLoansToFromOfficers	0	true
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	1137
IRS990EZ/NetAssetsOrFundBalancesBOY	0	1137
IRS990EZ/NetAssetsOrFundBalances/EOY	0	562
IRS990EZ/NetAssetsOrFundBalancesEOY	0	562
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	4673 Brady Blvd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	4673 Brady Blvd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	Delray Beach
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	Delray Beach
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	33445
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	33445
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	020.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	005.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine1	0	Karen F Greenberg
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Jaret Vogel
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Asst Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	1454
IRS990EZ/OtherAssetsTotal/EOY	0	748
IRS990EZ/OtherExpensesTotal	0	2155
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Provide educational workshops
IRS990EZ/PrintingPublicationsPostage	0	1184
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	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
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	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
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	2531
IRS990EZ/ProgramServiceRevenue	0	1800
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	FL
IRS990EZ/StatesWhereCopyOfReturnIsFiled	1	NY
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	3150
IRS990EZ/SumOfTotalLiabilities/EOY	0	2149
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	4673 Brady Blvd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Delray Beach
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	33445
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Karen Greenberg
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5616386945
IRS990EZ/TotalAssets/BOY	0	4287
IRS990EZ/TotalAssets/EOY	0	2711
IRS990EZ/TotalExpenses	0	3339
IRS990EZ/TotalProgramServiceExpenses	0	2531
IRS990EZ/TotalRevenue	0	2764
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	www.prosperitylifeplanning.org
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	964
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	1659
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	8275
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	4015
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	18215
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	33128
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	1
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	217
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	40
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	114
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	372
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	1800
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	3300
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	4100
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	5413
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	3800
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	18413
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	1
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	217
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	40
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	114
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	372
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00720
IRS990ScheduleA/NetIncomeFromOtherUBI/Total	0	0
IRS990ScheduleA/OtherIncome509/Total	0	0
IRS990ScheduleA/Post1975UBTI/Total	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	0.99240
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00760
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.99280
IRS990ScheduleA/PublicSupportPertcentage170	0	0.00000
IRS990ScheduleA/PublicSupportTotal170	0	0
IRS990ScheduleA/PublicSupportTotal509	0	51541
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	2764
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	4959
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	12375
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	9428
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	22015
IRS990ScheduleA/Total509/Total	0	51541
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	2764
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	4960
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	12592
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	9468
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	22129
IRS990ScheduleA/TotalSupportTotal/Total	0	51913
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleL/LoanTable/ApprovedByBoard	0	true
IRS990ScheduleL/LoanTable/BalanceDue	0	2073
IRS990ScheduleL/LoanTable/Default	0	false
IRS990ScheduleL/LoanTable/LoanToOrganization	0	X
IRS990ScheduleL/LoanTable/NamePerson	0	Karen Greenberg
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount	0	2073
IRS990ScheduleL/LoanTable/PurposeOfLoan	0	Operating expenses
IRS990ScheduleL/LoanTable/WrittenAgreement	0	false
IRS990ScheduleL/TotalBalanceDue	0	2073
IRS990ScheduleO/GeneralExplanation/Explanation	0	Form 990-EZ, Part I, Line 16, Other Expenses Travel 599 Form 990-EZ, Part I, Line 16, Other Expenses Meals and entertainment 34 Form 990-EZ, Part I, Line 16, Other Expenses Depreciation 696 Form 990-EZ, Part I, Line 16, Other Expenses Supplies 119 Form 990-EZ, Part I, Line 16, Other Expenses Auto Expense 168 Form 990-EZ, Part I, Line 16, Other Expenses Computer software and web design 360 Form 990-EZ, Part I, Line 16, Other Expenses Payroll taxes 4 Form 990-EZ, Part I, Line 16, Other Expenses Filing Fees 33 Form 990-EZ, Part I, Line 16, Other Expenses Fin Chg 25 Form 990-EZ, Part I, Line 16, Other Expenses Office Supplies 106 Form 990-EZ, Part I, Line 16, Other Expenses Miscel Adj 11 Form 990-EZ, Part II, Line 24, Other Assets Computer and Equipment Net of depreciation Beginning of year 1,454, End of year 748 Form 990-EZ, Part II, Line 26, Liabilities Payable to Karen Greenberg Beginning of year 2,073, End of year 2,073 Form 990-EZ, Part II, Line 26, Liabilities Credit Card Payable Beginning of year 969, End of year 76 Form 990-EZ, Part II, Line 26, Liabilities Payroll taxes Beginning of year 108, End of year 0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	113335008
ReturnHeader/Filer/Name/BusinessNameLine1	0	Prosperity Life Planning
ReturnHeader/Filer/NameControl	0	PROS
ReturnHeader/Filer/Phone	0	5616386945
ReturnHeader/Filer/USAddress/AddressLine1	0	4673 Brady Blvd
ReturnHeader/Filer/USAddress/City	0	Delray Beach
ReturnHeader/Filer/USAddress/State	0	FL
ReturnHeader/Filer/USAddress/ZIPCode	0	33445
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2012-04-30
ReturnHeader/Officer/Name	0	Karen F Greenberg
ReturnHeader/Officer/Title	0	Director
ReturnHeader/Preparer/DatePrepared	0	2012-04-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	K F Greenberg Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	4673 Brady Blvd
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Delray Beach
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	33445
ReturnHeader/Preparer/Name	0	Karen Greenberg
ReturnHeader/Preparer/Phone	0	5616386945
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-04-30T12:38:45-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $2,711
Liabilities: $2,149
Net assets: $562
Revenue: $2,764
Expenses: $3,339
Net income: -$575

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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