Civic Intelligence

The Impact Plan

EIN 47-1131951 • 501(c)3 • Winter Park, CO

Profile

The impact plan seeks to impact healthcare and education in developing regions. We accomplish this through three unique platforms: impact giving, impact shopping, and impact travel.

PO Box 3192Winter Park, CO 80482

theimpactplan.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-90%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$26,488

Up $5,969 (+29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$26,488

Up $5,969 (+29%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Down

$7,505

Down $65,198 (-90%) from 2016

Expenses

Down

$2,580

Down $67,988 (-96%) from 2016

Net Income

Up

$4,925

Up $2,790 (+131%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$40K$30K$20K$10K$0Assets 2014: $34,046Liabilities 2014: $2,803Net Assets 2014: $31,2432014Assets 2015: $18,384Liabilities 2015: $0Net Assets 2015: $18,3842015Assets 2016: $20,519Liabilities 2016: $0Net Assets 2016: $20,5192016Assets 2017: $26,488Liabilities 2017: $0Net Assets 2017: $26,4882017

Highlighted filing

2017

Assets$26,488
Liabilities$0
Net Assets$26,488
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100KRevenue 2014: $195,285Expenses 2014: $164,042Net Income 2014: $31,2432014Revenue 2015: $167,893Expenses 2015: $180,753Net Income 2015: -$12,8602015Revenue 2016: $72,703Expenses 2016: $70,568Net Income 2016: $2,1352016Revenue 2017: $7,505Expenses 2017: $2,580Net Income 2017: $4,9252017

Highlighted filing

2017

Revenue$7,505
Expenses$2,580
Net Income$4,925
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,488
Liabilities
$0
Net assets
$26,488
Revenue
$7,505
Expenses
$2,580
Net income
$4,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.08$0.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.73$0.71$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.68$1.81$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$1.95$1.64$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 2, 2018
Return Version
2017v2.3
Gross Receipts
$7,505
Mission and Program Overview

Mission

The impact plan's mission is to focus on three key areas that will make an immediate impact in the world: healthcare, development, and education.

Program Services

DescriptionGrantsExpenses
CONTINUE TO RAISE MONEY FOR NEPAL TO HELP WITH CLEAN WATER FOR SCHOOL CHILDREN IN THE KUMBU VALLEY IMPACTED BY THE EARTHQUAKE.$940$2,337
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY B HENNBoard Member-$0--
AMANDA BUTERABoard Member-$0--
SHANNON FOLEY HENNBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Impact Plan
EIN
47-1131951
Phone
3039062720
Address
PO BOX 3192, WINTER PARK, CO 80482

Signing Officer

Name
Shannon Henn
Title
Officer
Phone
3039062720
Signed
2018-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Eks&h Lllp
Address
8181 E TUFTS AVENUE SUITE 600, DENVER, CO 80237-2579
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Additional Explanations

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

“Description: payroll expenses. Amount: 593. Description: bank charges. Amount: 243. Total to form 990-ez, line 16: 836.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior-period adjustment. Amount: 1,044.”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEREMY HENN
IRS990EZ/BooksInCareOfDetail/PhoneNum03039062720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3192
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080482
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026488
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07505
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04925
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020519
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026488
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0940
IRS990EZ/GrossReceiptsAmt07505
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020519
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026488
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020519
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026488
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEREMY B HENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA BUTERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON FOLEY HENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01044
IRS990EZ/OtherExpensesTotalAmt0836
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE IMPACT PLAN'S MISSION IS TO FOCUS ON THREE KEY AREAS THAT WILL MAKE AN IMMEDIATE IMPACT IN THE WORLD: HEALTHCARE, DEVELOPMENT, AND EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0304
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUE TO RAISE MONEY FOR NEPAL TO HELP WITH CLEAN WATER FOR SCHOOL CHILDREN IN THE KUMBU VALLEY IMPACTED BY THE EARTHQUAKE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0940
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02337
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02580
IRS990EZ/TotalProgramServiceExpensesAmt02337
IRS990EZ/TotalRevenueAmt07505
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://THEIMPACTPLAN.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0354819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0411224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0195285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0968833
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0968833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0354819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0411224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0195285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0968833
IRS990ScheduleA/TotalSupportAmt0968833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL EXPENSES. AMOUNT: 593. DESCRIPTION: BANK CHARGES. AMOUNT: 243. TOTAL TO FORM 990-EZ, LINE 16: 836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR-PERIOD ADJUSTMENT. AMOUNT: 1,044.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON HENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03039062720
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE IMPACT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0IMPA
ReturnHeader/Filer/EIN0471131951
ReturnHeader/Filer/PhoneNum03039062720
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3192
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078A4C4F87B604C240469A634FCB01368FEDB2C97
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.42.238.142
ReturnHeader/FilingSecurityInformation/IPDt02018-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm009:06:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461497033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EKS&H LLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802372579
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02018-10-04T09:07:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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