Plan a Foundation Inc.

990PF • Fiscal year 2022 • EIN 82-3727639

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

3857 Birch Street 400Newport Beach, CA 92660

(949) 292-9515

Siviq Scores

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

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

No value available

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

Source year 2022

353%

Higher net margin than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

-5.0%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,007,937

Down $53,310 (-5.0%) from 2021

Net Assets

Down

$1,007,937

Down $53,310 (-5.0%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin99th percentile

Revenue

Down

-$19,114

Down $254,698 (-108%) from 2021

Expenses

Down

$48,286

Down $1,665 (-3.3%) from 2021

Net Income

Down

-$67,400

Down $253,033 (-136%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2022

Assets$1,007,937

Liabilities$0

Net Assets$1,007,937

Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2022

Revenue-$19,114

Expenses$48,286

Net Income-$67,400

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
INNA KASSATKINA	President	-	$0	-	-
OLGA SMIRNOVA	Vice-President & Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Plan a Foundation Inc
EIN: 82-3727639
Phone: 9492929515
Address: 3857 BIRCH STREET 400, NEWPORT BEACH, CA 92660

Signing Officer

Name: Inna Kassatkina
Title: President
Phone: 9492929515
Signed: 2023-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Lido Tax LLC
Address: 1905 NW CORPORATE BLVD STE 110, BOCA RATON, FL 33431
Preparer: William F Coughlan
Phone: 5614531441

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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/LocationOfBooksUSAddress/CityNm	0	NEWPORT COAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92657
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9498427951
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	1
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	TO PROVIDE MENTORSHIP AND EDUCATION TO EXCEPTIONALLY MOTIVATED INDIVIDUALS TO HELP THEM ACHIEVE SELF SUFFICIENCY AND PERSONAL GROWTH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	31625
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	INNA KASSATKINA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	OLGA SMIRNOVA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	854
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECIEVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	854
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	854
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	COACHING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	EDUCATIONAL PROGRAMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	3625
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	28000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	28000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	14090
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PY ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	7174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	6100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ADMIN EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	COMPUTER EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	6100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	75
TaxesSchedule/TaxesDetail/Amt	1	3162
TaxesSchedule/TaxesDetail/CategoryTxt	0	DOJ CA REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt	1	2021 FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	75
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	3162
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	INNA KASSATKINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9492929515
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PLAN A FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	PLAN
ReturnHeader/Filer/EIN	0	823727639
ReturnHeader/Filer/PhoneNum	0	9492929515
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3857 BIRCH STREET 400
ReturnHeader/Filer/USAddress/CityNm	0	NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	853876250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LIDO TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1905 NW CORPORATE BLVD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33431
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5614531441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM F COUGHLAN
ReturnHeader/ReturnTs	0	2023-11-15T13:35:41-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	INNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	KASSATKINA
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,007,937
Liabilities: $0
Net assets: $1,007,937
Revenue: -$19,114
Expenses: $48,286
Net income: -$67,400

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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