Civic Intelligence

The Life Planning Network Inc

990EZ • Fiscal year 2017 • EIN 47-2721525

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 30, 2018

Organization ProfileLIFEPLANNINGNETWORK.ORG
15 Briggs Pond WaySharon, MA 02067

(510) 684-9528

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$18,372

Down $5,249 (-22%) from 2016

Net Assets

$18,372

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$17,595

Down $3,347 (-16%) from 2016

Expenses

Down

$22,844

Down $4,465 (-16%) from 2016

Net Income

Up

-$5,249

Up $1,118 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2015: $29,988Liabilities 2015: $02015Assets 2016: $23,621Liabilities 2016: $02016Assets 2017: $18,372Liabilities 2017: $0Net Assets 2017: $18,3722017Assets 2018: $20,251Liabilities 2018: $0Net Assets 2018: $20,2512018Assets 2019: $20,729Liabilities 2019: $0Net Assets 2019: $20,7292019Assets 2020: $23,278Liabilities 2020: $0Net Assets 2020: $23,2782020Assets 2021: $24,205Liabilities 2021: $02021Assets 2022: $24,993Liabilities 2022: $02022Assets 2023: $22,426Liabilities 2023: $02023Assets 2024: $11,222Liabilities 2024: $0Net Assets 2024: $11,2222024

Highlighted filing

2017

Assets$18,372
Liabilities$0
Net Assets$18,372
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$40K$20K$0-$20KRevenue 2015: $31,874Expenses 2015: $6,252Net Income 2015: $25,6222015Revenue 2016: $20,942Expenses 2016: $27,309Net Income 2016: -$6,3672016Revenue 2017: $17,595Expenses 2017: $22,844Net Income 2017: -$5,2492017Revenue 2018: $17,740Expenses 2018: $15,861Net Income 2018: $1,8792018Revenue 2019: $13,933Expenses 2019: $13,455Net Income 2019: $4782019Revenue 2020: $12,809Expenses 2020: $10,260Net Income 2020: $2,5492020Revenue 2021: $11,823Expenses 2021: $10,896Net Income 2021: $9272021Revenue 2022: $12,275Expenses 2022: $11,487Net Income 2022: $7882022Revenue 2023: $7,907Expenses 2023: $10,474Net Income 2023: -$2,5672023Revenue 2024: $797Expenses 2024: $12,001Net Income 2024: -$11,2042024

Highlighted filing

2017

Revenue$17,595
Expenses$22,844
Net Income-$5,249
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 30, 2018
Return Version
2017v2.3
Gross Receipts
$17,595
Mission and Program Overview

Mission

To create and communicate knowledge and resources that support professionals in their work to enhance people's later lives and thus benefit society.

Program Services

DescriptionGrantsExpenses
CONFERENCES AND QUARTERLY MEETINGS AT WHICH KEYNOTE SPEAKERS OR PANELS PRESENT CUTTING-EDGE KNOWLEDGE, RESEARCH, WRITING AND OTHER PROGRAMS OF INTEREST TO SECOND-HALF-OF-LIFE PLANNING PROFESSIONALS.$0$4,274
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE COHENCo-PresidentPT$0--
BRUCE FRANKELCo-President/TreasurerPT$0--
KENDALL DUDLEYDirector-$0--
AMY LAMPERTDirector-$0--
JAN ZACHARJASZDirector-$0--
BARBARA SHAIMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Life Planning Network Inc
EIN
47-2721525
Phone
5106849528
Address
15 BRIGGS POND WAY, SHARON, MA 02067

Signing Officer

Name
Bruce Frankel
Title
Treasurer
Phone
5106849528
Signed
2018-07-30

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET STE 308A, DEDHAM, MA 02026
Preparer
Michael Driscoll
Phone
6172629898
Supplemental Narrative

Additional Explanations

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

“Description: conference and chapter meeting expenses. Amount: 1,723. Description: miscellaneous. Amount: 1,167. Total to form 990-ez, line 16: 2,890.”

Raw XML Appendix165 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/BusinessNameLine1Txt0BRUCE FRANKEL
IRS990EZ/BooksInCareOfDetail/PhoneNum09173631460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015 BRIGGS POND WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHARON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018372
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5249
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019803
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018372
IRS990EZ/GrossReceiptsAmt017595
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018372
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOYCE COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE FRANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENDALL DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY LAMPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAN ZACHARJASZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA SHAIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE AND COMMUNICATE KNOWLEDGE AND RESOURCES THAT SUPPORT PROFESSIONALS IN THEIR WORK TO ENHANCE PEOPLE'S LATER LIVES AND THUS BENEFIT SOCIETY.
IRS990EZ/PrintingPublicationsPostageAmt0151
IRS990EZ/ProgramServiceRevenueAmt01920
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES AND QUARTERLY MEETINGS AT WHICH KEYNOTE SPEAKERS OR PANELS PRESENT CUTTING-EDGE KNOWLEDGE, RESEARCH, WRITING AND OTHER PROGRAMS OF INTEREST TO SECOND-HALF-OF-LIFE PLANNING PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04274
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022844
IRS990EZ/TotalProgramServiceExpensesAmt04274
IRS990EZ/TotalRevenueAmt017595
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LIFEPLANNINGNETWORK.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LIFE PLANNING NETWORK, INC. RECEIVED ITS STATUS AS A 501(C)(3) ORGANIZATION EFFECTIVE MARCH 5, 2015. THE FINANCIAL INFORMATION REPORTED FOR 2015 IN PART III OF SCHEDULE A COVERS THE SHORT YEAR PERIOD FROM MARCH 5, 2015 THROUGH DECEMBER 31, 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012562
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt057092
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018555
IRS990ScheduleA/Total509Grp/TotalAmt057092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCE AND CHAPTER MEETING EXPENSES. AMOUNT: 1,723. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,167. TOTAL TO FORM 990-EZ, LINE 16: 2,890.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE FRANKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05106849528
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LIFE PLANNING NETWORK INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0472721525
ReturnHeader/Filer/PhoneNum05106849528
ReturnHeader/Filer/USAddress/AddressLine1Txt015 BRIGGS POND WAY
ReturnHeader/Filer/USAddress/CityNm0SHARON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE172717639EBA20691543921D10F06B6743D90D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE172717639EBA20691543921D10F06B6743D90D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.247.61.254
ReturnHeader/FilingSecurityInformation/IPDt02018-07-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:17:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042734675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL DENNIS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 WASHINGTON STREET STE 308A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
ReturnHeader/PreparerPersonGrp/PhoneNum06172629898
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL DRISCOLL
ReturnHeader/ReturnTs02018-07-30T07:18:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,372
Liabilities
$0
Net assets
$18,372
Revenue
$17,595
Expenses
$22,844
Net income
-$5,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.80$12.0$11.2
2023Summary only. Only limited summary data is available for this year.$22.4$0.00$7.91$10.5$2.57
2022Summary only. Only limited summary data is available for this year.$25.0$0.00$12.3$11.5$0.79
2021Summary only. Only limited summary data is available for this year.$24.2$0.00$11.8$10.9$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$12.8$10.3$2.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.00$20.7$13.9$13.5$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$17.7$15.9$1.88
2017Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$17.6$22.8$5.25
2016Summary only. Only limited summary data is available for this year.$23.6$0.00$20.9$27.3$6.37
2015Summary only. Only limited summary data is available for this year.$30.0$0.00$31.9$6.25$25.6