Civic Intelligence

Classic Planning Institute

990 • Fiscal year 2023 • EIN 86-3428097

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profilewww.classicplanning.org
29 Old Blue Point RdScarborough, ME 04074

(202) 394-8644

Siviq Scores

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

Liabilities / Assets

97th percentile

1.93x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$4,675

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-7.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

26%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$13,626

Down $1,086 (-7.4%) from 2022

Net Assets

Down

-$12,679

Down $16,291 (-451%) from 2022

Liabilities

Up

$26,305

Up $15,205 (+137%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin26th percentile

Revenue

Up

$125,867

Up $26,345 (+26%) from 2022

Expenses

Up

$140,617

Up $43,471 (+45%) from 2022

Net Income

Down

-$14,750

Down $17,126 (-721%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$40K$20K$0-$20KAssets 2022: $14,712Liabilities 2022: $11,100Net Assets 2022: $3,6122022Assets 2023: $13,626Liabilities 2023: $26,305Net Assets 2023: -$12,6792023Assets 2024: $34,095Liabilities 2024: $7,122Net Assets 2024: $26,9732024

Highlighted filing

2023

Assets$13,626
Liabilities$26,305
Net Assets-$12,679
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2022: $99,522Expenses 2022: $97,146Net Income 2022: $2,3762022Revenue 2023: $125,867Expenses 2023: $140,617Net Income 2023: -$14,7502023Revenue 2024: $167,461Expenses 2024: $146,809Net Income 2024: $20,6522024

Highlighted filing

2023

Revenue$125,867
Expenses$140,617
Net Income-$14,750
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$125,867
Mission and Program Overview

Mission

To steward the classic planning knowledge bases as described in part in the art of classic planning thru teaching, practice, research, and public engagement

To steward the classic planning knowledge bases as described in part in the art of classic planning thru teaching, practice, research, and public engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$11,100$26,305▲ $15,205
Cash and Non-Interest-Bearing Accounts$14,712$13,626▼ $1,086
Total Assets$14,712$13,626▼ $1,086
Liabilities
Total Liabilities$11,100$26,305▲ $15,205
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,612$-12,679▼ $16,291
Total Liabilities and Net Assets / Fund Balance$14,712$13,626▼ $1,086
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Adrianna BroomeSocial MediaPT$4,675$4,675
Angelina KappSocial MediaPT$2,008$2,008
-Bookkeeper-$955$955

Board Members and Trustees

NameTitle
Nir BurasPrinicple
Revenue and Support

Revenue Composition

Contributions and Grants
$97,701
Program Service Revenue
$28,164
Investment Income
$1
Other Revenue
$1
All Other Contributions
$10,739
Change in Net Assets
$-14,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,617
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
Fees for Services Other$62,135--$62,135
Office Expenses$43,434--$43,434
Advertising$20,438--$20,438
Travel$12,867--$12,867
Fees for Services Accounting$955--$955
Fees for Services Legal$557--$557
Conferences and Meetings$231--$231
Total Functional Expenses$140,617$0$0$140,617
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$11,100$26,305▲ $15,205
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Classic Planning Instit
EIN
86-3428097
Phone
2023948644
Address
29 OLD BLUE POINT RD, Scarborough, ME 04074

Signing Officer

Name
Deana Market
Title
Bookkeeper
Phone
2023948644
Signed
2024-05-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Nir Buras
Formed
2021
Legal Domicile
Dc
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
Hrb Tax Group Inc
Address
125 AUBURN ST, PORTLAND, ME 04103
Preparer
Deana Market
Phone
2078789586
Supplemental Narrative

Additional Explanations

Part IV Line 13

“IS RELATED TO SCHEDULE E”

Part IV Line 33 & 34

“Is related to schedule r part i”

Part IX Line 11G

“359.99 BANK FEES”

Part IX Line 11G

“200.00 TAX FILING”

Part IX Line 11G

“1311.32 books & subscriptions”

Part IX Line 11G

“24.00 MAPS”

Part IX Line 11G

“1175 CERTIFICATIONS”

Part IX Line 11G

“140.00 CPI ASSISTANT”

Part IX Line 11G

“42175.11 CPS TEAM”

Part IX Line 11G

“4987.82 cps outside services”

Part IX Line 11G

“7383.65 CPA HONORARIA”

Part IX Line 11G

“4378.80 cps reimbursements”

Part IX Line 11G

“-1.00 ROUNDING”

Part XI Line 9

“-1.00 ROUNDING”

Part 1 Line 5

“Schedule e responese for no”

Raw XML Appendix349 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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IRS990/GrossReceiptsAmt0125867
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt011100
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/PartialLiquidationInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION
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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E LINE 5A - 6B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41311.32 BOOKS & SUBSCRIPTIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHEDULE E RESPONESE FOR NO
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CLASSIC PLANNING STUDIO
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt029 OLD BLUE POINT RD
IRS990/USAddress/CityNm0Scarborough
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004074
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0https://www.classicplanning.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANA MARKET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOOKKEEPER
ReturnHeader/BusinessOfficerGrp/PhoneNum02023948644
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLASSIC PLANNING INSTIT
ReturnHeader/Filer/BusinessNameControlTxt0CLAS
ReturnHeader/Filer/EIN0863428097
ReturnHeader/Filer/PhoneNum02023948644
ReturnHeader/Filer/USAddress/AddressLine1Txt029 OLD BLUE POINT RD
ReturnHeader/Filer/USAddress/CityNm0Scarborough
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 AUBURN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004103
ReturnHeader/PreparerPersonGrp/PhoneNum02078789586
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deana Market
ReturnHeader/ReturnTs02024-05-16T17:31:12Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARKET
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,626
Liabilities
$26,305
Net assets
-$12,679
Revenue
$125,867
Expenses
$140,617
Net income
-$14,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.07$0.27$1.67$1.47$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.26$0.13$1.26$1.41$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.04$1.00$0.97$0.02