Civic Intelligence

Planning 2020 Inc

990EZ • Fiscal year 2016 • EIN 20-4400751

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

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

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.

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

Asset Growth

2nd percentile

-87%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

91st percentile

50%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$140

Down $973 (-87%) from 2015

Net Assets

$140

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th 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

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2016

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

Operations Trend

Revenue Growth91st percentile

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

2016

Revenue$7,500
Expenses$8,473
Net Income-$973
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$7,500
Mission and Program Overview

Mission

Provide support for local ballot measures

Program Services

DescriptionGrantsExpenses
Research local ballot issues--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Franklin LundingPresident-$0--
Hanson ReedTrustee-$0--
Scott DickTrustee-$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
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
CAL Accounting
Address
1010 Cass St Suite B4, Monterey, CA 93940
Preparer
Chris Locke CPA
Phone
8312750084
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $8”

Other Expenses.1

“Website $2250”

Other Expenses.2

“Rent $1000”

Other Expenses.3

“Taxes, FTB $35”

Other Expenses.4

“Bank Service Charge $34”

Raw XML Appendix111 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/PersonNm0FRANK 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/BOYAmt01113
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05146
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01113
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt07500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01113
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01113
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140
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/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03327
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support for local ballot measures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Research local ballot issues
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08473
IRS990EZ/TotalRevenueAmt07500
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website $2250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rent $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes, FTB $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Service Charge $34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Franklin Lunding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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/BusinessNameLine1Txt0CAL Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 Cass St Suite B4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08312750084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS LOCKE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-15T15:02:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140
Liabilities
-
Net assets
$140
Revenue
$7,500
Expenses
$8,473
Net income
-$973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$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