Civic Intelligence

Planning 2020 Inc

990EZ • Fiscal year 2014 • EIN 20-4400751

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 23, 2015

Organization ProfileN/A
215 W Franklin StMonterey, CA 93940

(831) 655-0970

Siviq Scores

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

Liabilities / Assets

99th percentile

12.66x

Higher debt load relative to assets than 99% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.50x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

343%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$1,195

Up $925 (+343%) from 2013

Net Assets

Up

-$13,937

Up $869 (+5.9%) from 2013

Liabilities

Up

$15,132

Up $56 (+0.4%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin49th percentile

Revenue

$30,000

No earlier filing loaded for comparison.

Expenses

Up

$29,131

Up $12,177 (+72%) from 2013

Net Income

$869

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$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

2014

Assets$1,195
Liabilities$15,132
Net Assets-$13,937
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$30,000
Expenses$29,131
Net Income$869
Open 2014 Filing
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 Pay85th 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.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,195
Liabilities
$15,132
Net assets
-$13,937
Revenue
$30,000
Expenses
$29,131
Net income
$869
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits