Civic Intelligence

Lifeplan Institute

990 • Fiscal year 2021 • EIN 81-2764814

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

0.0%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$265,523

Up $64,620 (+32%) from 2020

Net Assets

Up

$265,523

Up $64,629 (+32%) from 2020

Liabilities

Down

$0

Down $9 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin99th percentile

Revenue

Flat

$65,000

Flat from 2020

Expenses

Up

$371

Up $20 (+5.7%) from 2020

Net Income

Down

$64,629

Down $20 (-0.0%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$265,523
Liabilities$0
Net Assets$265,523
Open 2021 Filing

Operations Trend

Revenue Growth46th 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

2021

Revenue$65,000
Expenses$371
Net Income$64,629
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$65,000
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$200,894$265,523▲ $64,629
Receivables From Officers Etc$199,904$264,794▲ $64,890
Land, Buildings, and Equipment, Net$999$713▼ $286
Cash and Non-Interest-Bearing Accounts-$16-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$200,903$265,523▲ $64,620
Liabilities
Other Liabilities$9$0▼ $9
Total Liabilities$9$0▼ $9
Net Assets / Fund Balance
Total Net Assets Fund Balance$200,894$265,523▲ $64,629
Total Liabilities and Net Assets / Fund Balance$200,903$265,523▲ $64,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$713$1,287$2,000
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Andrew M MeccaPresident
Lee KoolerVice President
John HoskinsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$65,000
Change in Net Assets
$64,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$286--$286
Other Expenses$85--$85
Total Functional Expenses$371$0$0$371
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$199,904$264,794▲ $64,890
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
2022-11-15
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
0
Volunteers
0

Preparer

Firm
MACIAS GINI & O'CONNELL LLP
Address
145 NORTH REDWOOD DRIVE SUITE C, SAN RAFAEL, CA 94903
Preparer
Eric a Briese CPA
Phone
4154999400
Raw XML Appendix316 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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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.
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ReturnHeader/Filer/USAddress/AddressLine1Txt071 ASHFORD AVE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680300457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACIAS GINI & O'CONNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 NORTH REDWOOD DRIVE SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04154999400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC A BRIESE CPA
ReturnHeader/ReturnTs02022-11-15T17:41:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MECCA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,523
Liabilities
$0
Net assets
$265,523
Revenue
$65,000
Expenses
$371
Net income
$64,629
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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