Civic Intelligence

Planit Kids

990EZ • Fiscal year 2022 • EIN 86-3694331

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 28, 2024

Organization Profileplanitkids.org
32332 Camino Capistrano 102San Juan Capistrano, CA 92675

(760) 231-1045

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin41st percentile

Revenue

$35,625

No earlier filing loaded for comparison.

Expenses

$35,625

No earlier filing loaded for comparison.

Net Income

$0

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.

$2.0K$1.5K$1.0K$500$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Net Assets 2023: $02023Assets 2024: $1,604Net Assets 2024: $1,6042024

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2022: $35,625Expenses 2022: $35,625Net Income 2022: $02022Revenue 2023: $80,661Expenses 2023: $80,661Net Income 2023: $02023Revenue 2024: $19,780Expenses 2024: $18,176Net Income 2024: $1,6042024

Highlighted filing

2022

Revenue$35,625
Expenses$35,625
Net Income$0
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 28, 2024
Return Version
2022v5.0
Gross Receipts
$35,625
Mission and Program Overview

Mission

At PLAN4IT DBA PLANit Kids, we want to help you and your family obtain the knowledge and functional wherewithal to build more peace of mind for the future.

Program Services

DescriptionGrantsExpenses
PLAN4IT (DBA PLANit Kids) was founded on the realization that low to moderate income persons in the founders' communities generally had no exposure to financial planning options such as IRAs and little to no means to access guidance on planning for college, retirement, and general financial peace of mind. So,the organization was created for the purpose of providing youth and families of low to moderate income with access to basic financial planning services and with information about available savings and other investment vehicles.Within the confines of its exempt purpose, the directors and officers of the organization select the particular programs that the organization conductsand/or supports. The organization's directors and officers also oversee and conduct any fundraising activities conducted by the organization.The organization has begun to conduct and/or anticipates that it will conduct the following programs or activities: (1) organize and present seminarsand events with a financial planning theme to bring awareness of financial planning and investment options to youth and families of low to moderateincome, (2) provide free access to individual counseling and learning sessions, and (3) raise and solicit funds from the local community. Each of theseprograms and activities further the organization's exempt purpose in that they benefit those members of the community that would not otherwise haveaccess to such information and services. The organization will also conduct and support other programs, which have as of yet not been determined.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MARYOTTPresidentPT$0--
TOM GARCIASec/CFO/DirectoPT$0--
Filing and Contact Details

Filer

Filer Name
Plan4it
EIN
86-3694331
Phone
7602311045
Address
32332 CAMINO CAPISTRANO 102, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Brian Maryott
Title
President
Signed
2024-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Shuirman & Associates
Address
31351 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675
Preparer
Russell D Shuirman CPA
Phone
9492181500
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $130”

Other Expenses.1003

“Information Technology $4852”

Other Expenses.1012

“Insurance $518”

Other Expenses.1

“COMMUNITY $2225”

Other Expenses.3

“ULTILITIES $397”

Raw XML Appendix134 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt035625
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034925
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034925
IRS990ScheduleA/Total509Grp/TotalAmt034925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034925
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $4852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY $2225
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MARYOTT
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$35,625
Expenses
$35,625
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$1.60$19.8$18.2$1.60
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$80.7$80.7$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$35.6$35.6$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits