Civic Intelligence

Planning 2020 Inc

EIN 20-4400751 • 501(c)4 • Monterey, CA

Profile

Provide support for local ballot measures

215 W Franklin StMonterey, CA 93940

n/A

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

27th percentile

-13%

Higher net margin than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

11th percentile

-87%

Faster asset growth than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$140

Down $973 (-87%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$140

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$7,500

Up $2,500 (+50%) from 2015

Expenses

Up

$8,473

Up $3,392 (+67%) from 2015

Net Income

Down

-$973

Down $892 (-1101%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$20K$10K$0-$10K-$20KAssets 2011: $310Liabilities 2011: $3,000Net Assets 2011: -$2,6902011Assets 2012: $2,148Liabilities 2012: $0Net Assets 2012: $2,1482012Assets 2013: $270Liabilities 2013: $15,076Net Assets 2013: -$14,8062013Assets 2014: $1,195Liabilities 2014: $15,132Net Assets 2014: -$13,9372014Assets 2015: $1,113Liabilities 2015: $15,1312015Assets 2016: $140Net Assets 2016: $1402016

Highlighted filing

2016

Assets$140
Liabilities-
Net Assets$140
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $3,4892011Expenses 2012: $142,7612012Expenses 2013: $16,9542013Revenue 2014: $30,000Expenses 2014: $29,131Net Income 2014: $8692014Revenue 2015: $5,000Expenses 2015: $5,081Net Income 2015: -$812015Revenue 2016: $7,500Expenses 2016: $8,473Net Income 2016: -$9732016

Highlighted filing

2016

Revenue$7,500
Expenses$8,473
Net Income-$973
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$140
Liabilities
-
Net assets
$140
Revenue
$7,500
Expenses
$8,473
Net income
-$973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.08$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$0.01$0.15$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.15$0.14$0.30$0.29$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.15$0.15$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$1.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.03$0.03$0.03
Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 23, 2015
Return Version
2014v5.0
Gross Receipts
$30,000
Mission and Program Overview

Mission

Provide support for local ballot measures

Program Services

DescriptionGrantsExpenses
Research local ballot issues$29,130-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Franklin LundingPresident-$0--
Hanson ReedBoard Member-$0--
Scott DickBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Planning 2020 Inc
EIN
20-4400751
Phone
8316550970
Address
215 W Franklin St, Monterey, CA 93940

Signing Officer

Name
Franklin Lunding
Title
President
Signed
2015-04-23
Discuss with paid preparer
Yes

Preparer

Firm
HRB Tax Group Inc
Address
203 Calle Del Oaks, Del Rey Oaks, CA 93940-7802
Preparer
Elizabeth A Williams EA
Phone
8313920584
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $207”

Other Expenses.1005

“Travel $3536”

Other Expenses.1

“Professional Consultant $16750”

Other Expenses.2

“BAnk charges $70”

Other Expenses.3

“Taxes $45”

Other Expenses.4

“Postage $21”

Total Liabilities.1

“- Beginning $15000 - Ending $15000”

Total Liabilities.2

“LOANS - Beginning $76 LOANS - Ending $132”

Raw XML Appendix133 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Franklin Lunding
IRS990EZ/BooksInCareOfDetail/PhoneNum08316550970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 W Franklin St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0270
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0869
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08302
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01195
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt030000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LoansToFromOfficersAmt0131
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-14806
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-13937
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-14806
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-13937
IRS990EZ/OccupancyRentUtltsAndMaintAmt0200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Franklin Lunding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hanson Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Scott Dick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020629
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support for local ballot measures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Research local ballot issues
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029130
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015076
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015132
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029131
IRS990EZ/TotalProgramServiceExpensesAmt029130
IRS990EZ/TotalRevenueAmt030000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0131
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Maintain
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0131
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Franklin Lunding
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Presiden
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt0131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Professional Consultant $16750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAnk charges $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Taxes $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Postage $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6- Beginning $15000 - Ending $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LOANS - Beginning $76 LOANS - Ending $132
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.2
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Franklin Lunding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Planning 2020 Inc
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0204400751
ReturnHeader/Filer/PhoneNum08316550970
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 W Franklin St
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0203 Calle Del Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Del Rey Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939407802
ReturnHeader/PreparerPersonGrp/PhoneNum08313920584
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Williams EA
ReturnHeader/ReturnTs02015-04-23T16:22:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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)4 • <$500k nonprofits