Civic Intelligence

Plan a Foundation Inc.

990PF • Fiscal year 2018 • EIN 82-3727639

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 29, 2019

Organization Profile
3857 Birch Street No 400Newport Beach, CA 92660

(949) 292-9515

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

209%

Higher net margin than 100% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$936,757

No earlier filing loaded for comparison.

Net Assets

$916,757

No earlier filing loaded for comparison.

Liabilities

$20,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$38,781

No earlier filing loaded for comparison.

Expenses

$42,167

No earlier filing loaded for comparison.

Net Income

-$80,948

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2018: $936,757Liabilities 2018: $20,000Net Assets 2018: $916,7572018Assets 2019: $895,084Liabilities 2019: $0Net Assets 2019: $895,0842019Assets 2020: $875,860Liabilities 2020: $0Net Assets 2020: $875,8602020Assets 2021: $1,061,247Liabilities 2021: $0Net Assets 2021: $1,061,2472021Assets 2022: $1,007,937Liabilities 2022: $0Net Assets 2022: $1,007,9372022Assets 2023: $975,207Liabilities 2023: $1,864Net Assets 2023: $973,3432023Assets 2024: $961,609Liabilities 2024: $0Net Assets 2024: $961,6092024

Highlighted filing

2018

Assets$936,757
Liabilities$20,000
Net Assets$916,757
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2018: -$38,781Expenses 2018: $42,167Net Income 2018: -$80,9482018Revenue 2019: $22,324Expenses 2019: $43,497Net Income 2019: -$21,1732019Revenue 2020: $12,786Expenses 2020: $32,256Net Income 2020: -$19,4702020Revenue 2021: $235,584Expenses 2021: $49,951Net Income 2021: $185,6332021Revenue 2022: -$19,114Expenses 2022: $48,286Net Income 2022: -$67,4002022Revenue 2023: $13,682Expenses 2023: $36,078Net Income 2023: -$22,3962023Revenue 2024: $58,703Expenses 2024: $52,966Net Income 2024: $5,7372024

Highlighted filing

2018

Revenue-$38,781
Expenses$42,167
Net Income-$80,948
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
INNA KASSATKINAPresident-$0--
OLGA SMIRNOVAVice-President & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Plan a Foundation Inc
EIN
82-3727639
Phone
9492929515
Address
3857 BIRCH STREET NO 400, NEWPORT BEACH, CA 92660

Signing Officer

Name
Inna Kassatkina
Title
President
Phone
9492929515
Signed
2019-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Benjamin M Hake CPA
Phone
9133382727
Raw XML Appendix346 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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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0OLGA SMIRNOVA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt028 SEA FAIR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT COAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092657
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492929515
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE MENTORSHIP AND EDUCATION TO EXCEPTIONALLY MOTIVATED INDIVIDUALS TO HELP THEM ACHIEVE SELF SUFFICIENCY AND PERSONAL GROWTH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016370
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0INNA KASSATKINA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1OLGA SMIRNOVA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0889
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0889
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COACHING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EDUCATION PROGRAMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE & FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08347
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt129470
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08347
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt129470
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2101
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03564
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03564
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03564
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0INNA KASSATKINA
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1OLGA SMIRNOVA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0405 HAWTHORN AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt128 SEA FAIR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BOULDER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1NEWPORT COASTC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd080304
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd192657
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0685
TaxesSchedule/TaxesDetail/Amt0685
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0685
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0INNA KASSATKINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492929515
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLAN A FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0823727639
ReturnHeader/Filer/PhoneNum09492929515
ReturnHeader/Filer/USAddress/AddressLine1Txt03857 BIRCH STREET NO 400
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A582A5C888C0380C952AC87DA8926A5437E1A8A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0135.26.244.150
ReturnHeader/FilingSecurityInformation/IPDt02019-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:57:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN M HAKE CPA
ReturnHeader/ReturnTs02019-11-15T14:59:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$936,757
Liabilities
$20,000
Net assets
$916,757
Revenue
-$38,781
Expenses
$42,167
Net income
-$80,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.97$0.01$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.05$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.24$0.05$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.92$0.04$0.04$0.08