Civic Intelligence

Lifeplan Institute

990 • Fiscal year 2018 • EIN 81-2764814

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 06, 2019

Organization ProfileN/A
71 Ashford AveMill Valley, CA 94941

(415) 367-5177

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$106,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 53.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

191%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$98,137

Up $64,435 (+191%) from 2017

Net Assets

Up

$98,046

Up $64,678 (+194%) from 2017

Liabilities

Down

$91

Down $243 (-73%) from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$199,622

Up $93,612 (+88%) from 2017

Expenses

Up

$134,944

Up $54,632 (+68%) from 2017

Net Income

Up

$64,678

Up $38,980 (+152%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$600K$400K$200K$0Assets 2016: $10,847Liabilities 2016: $3,177Net Assets 2016: $7,6702016Assets 2017: $33,702Liabilities 2017: $334Net Assets 2017: $33,3682017Assets 2018: $98,137Liabilities 2018: $91Net Assets 2018: $98,0462018Assets 2019: $136,245Liabilities 2019: $0Net Assets 2019: $136,2452019Assets 2020: $200,903Liabilities 2020: $9Net Assets 2020: $200,8942020Assets 2021: $265,523Liabilities 2021: $0Net Assets 2021: $265,5232021Assets 2022: $329,585Liabilities 2022: $0Net Assets 2022: $329,5852022Assets 2023: $393,144Liabilities 2023: $0Net Assets 2023: $393,1442023Assets 2024: $457,188Liabilities 2024: $0Net Assets 2024: $457,1882024

Highlighted filing

2018

Assets$98,137
Liabilities$91
Net Assets$98,046
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$150K$100K$50K$0Revenue 2016: $34,229Expenses 2016: $26,559Net Income 2016: $7,6702016Revenue 2017: $106,010Expenses 2017: $80,312Net Income 2017: $25,6982017Revenue 2018: $199,622Expenses 2018: $134,944Net Income 2018: $64,6782018Revenue 2019: $85,000Expenses 2019: $46,801Net Income 2019: $38,1992019Revenue 2020: $65,000Expenses 2020: $351Net Income 2020: $64,6492020Revenue 2021: $65,000Expenses 2021: $371Net Income 2021: $64,6292021Revenue 2022: $65,000Expenses 2022: $938Net Income 2022: $64,0622022Revenue 2023: $65,000Expenses 2023: $1,441Net Income 2023: $63,5592023Revenue 2024: $65,310Expenses 2024: $1,266Net Income 2024: $64,0442024

Highlighted filing

2018

Revenue$199,622
Expenses$134,944
Net Income$64,678
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 6, 2019
Return Version
2018v3.1
Gross Receipts
$199,622
Mission and Program Overview

Mission

To touch the lives of 10 million teenagers in 10 years by mentoring them in the skills and tools necessary to build a sustainable personal lifeplan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,368$98,046▲ $64,678
Cash and Non-Interest-Bearing Accounts$31,835$50,966▲ $19,131
Receivables From Officers Etc-$45,600-
Land, Buildings, and Equipment, Net$1,857$1,571▼ $286
Loans From Officers Directors$50$0▼ $50
Prepaid Expenses and Deferred Charges$10$0▼ $10
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,702$98,137▲ $64,435
Liabilities
Accounts Payable and Accrued Expenses$284$91▼ $193
Total Liabilities$334$91▼ $243
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,368$98,046▲ $64,678
Total Liabilities and Net Assets / Fund Balance$33,702$98,137▲ $64,435

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,571$429$2,000
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Andrew M MeccaPresidentFT$106,000$106,000

Board Members and Trustees

NameTitle
Lee KoolerVice President
John HoskinsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,000
Program Service Revenue
$134,622
Investment Income
$0
Other Revenue
$0
All Other Contributions
$65,000
Change in Net Assets
$64,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$114,284
Other Expenses$20,660
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$106,000--$106,000
Fees for Services Accounting$9,237--$9,237
Payroll Taxes$8,284--$8,284
Occupancy$2,500--$2,500
All Other Expenses$181$494-$675
Other Expenses$347$1,157-$347
Depreciation Depletion$286--$286
Insurance$261--$261
Total Functional Expenses$132,098$2,846$0$134,944
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$45,600-
Loans from Officers, Directors, Trustees, and Key Employees$50$0▼ $50
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A hard copy of form 990 was sent to the board for reviewing before it was filed with the irs.”

Form 990, Part VI, Section B, Line 15

“The board of directors approves the compensation of the executive director taking into consideration comparability data.”

Form 990, Part VI, Section C, Line 19

“Documents are kept at the organization's office, and are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Lifeplan Institute
EIN
81-2764814
Phone
4153675177
Address
71 ASHFORD AVE, MILL VALLEY, CA 94941

Signing Officer

Name
Andrew M Mecca
Title
President
Phone
4153675177
Signed
2019-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew M Mecca
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Eckhoff and Company
Address
145 NORTH REDWOOD DRIVE, SAN RAFAEL, CA 94903-1974
Preparer
Eric a Briese CPA
Phone
4154999400
Raw XML Appendix348 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.

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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0VERBAL AGREEEMENT WITH THE BOARD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A HARD COPY OF FORM 990 WAS SENT TO THE BOARD FOR REVIEWING BEFORE IT WAS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR TAKING INTO CONSIDERATION COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE KEPT AT THE ORGANIZATION'S OFFICE, AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesGrp/BOYAmt0334
IRS990/TotalLiabilitiesGrp/EOYAmt091
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033368
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098046
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0132098
IRS990/TotalProgramServiceRevenueAmt0134622
IRS990/TotalReportableCompFromOrgAmt0106000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134622
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199622
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033702
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098137
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt071 ASHFORD AVE
IRS990/USAddress/CityNm0MILL VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094941
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW M MECCA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04153675177
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEPLAN INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0812764814
ReturnHeader/Filer/PhoneNum04153675177
ReturnHeader/Filer/USAddress/AddressLine1Txt071 ASHFORD AVE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9FFADD372713835C825CA47A37729877A0E1360
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CA2D37FF029A349E521F2D5771055089E2303F91
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:26:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680006364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ECKHOFF AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 NORTH REDWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949031974
ReturnHeader/PreparerPersonGrp/PhoneNum04154999400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC A BRIESE CPA
ReturnHeader/ReturnTs02019-08-27T13:07:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,137
Liabilities
$91
Net assets
$98,046
Revenue
$199,622
Expenses
$134,944
Net income
$64,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.00$4.57$0.65$0.01$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.65$0.01$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.65$0.01$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.65$0.00$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.65$0.00$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.85$0.47$0.38
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.00$1.35$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.33$1.06$0.80$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.03$0.08$0.34$0.27$0.08