Civic Intelligence

Planit Kids

990EZ • Fiscal year 2024 • EIN 86-3694331

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

59th percentile

8.1%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,604

Up $1,604 from 2023

Net Assets

Up

$1,604

Up $1,604 from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$19,780

Down $60,881 (-75%) from 2023

Expenses

Down

$18,176

Down $62,485 (-77%) from 2023

Net Income

Up

$1,604

Up $1,604 from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$1,604
Liabilities-
Net Assets$1,604

Operations Trend

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

2024

Revenue$19,780
Expenses$18,176
Net Income$1,604
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$19,780
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.

PLAN4IT DBA PLANit Kids helps families obtain the knowledge and functional wherewithal to build more peace of mind for the future.

Program Services

DescriptionGrantsExpenses
Scholarship awarded to Makena Hamilton, a student of Cal Poly State University, located at 2625 Davis Ave., Carlsbad CA 92008$1,000-
Scholarship awarded to Irie Jones, a student of California State University San Marcos, located at 4062 Lonnie St., Oceanside CA 92056$1,000-
Scholarship awarded to Nina Radovich, a student of Cal Poly State University, located at 1470 Clarke St., Vista, CA 92081$500-
Compensation and Service Providers

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
2025-11-03
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.1

Email and signage vendor $734

Other Expenses.2

MOVING EXPENSES $240

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN MARYOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum09493002254
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032332 CAMINO CAPISTRANO STE 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019780
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01604
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03261
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01604
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt019780
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01604
IRS990EZ/OccupancyRentUtltsAndMaintAmt011302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN MARYOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SEC/CFO/DIRECTO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0974
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PLAN4IT DBA PLANit Kids helps families obtain the knowledge and functional wherewithal to build more peace of mind for the future.
IRS990EZ/PrintingPublicationsPostageAmt0139
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship awarded to Nina Radovich, a student of Cal Poly State University, located at 1470 Clarke St., Vista, CA 92081
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarship awarded to Makena Hamilton, a student of Cal Poly State University, located at 2625 Davis Ave., Carlsbad CA 92008
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarship awarded to Irie Jones, a student of California State University San Marcos, located at 4062 Lonnie St., Oceanside CA 92056
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018176
IRS990EZ/TotalRevenueAmt019780
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0planitkids.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140206
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0140206
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034925
IRS990ScheduleA/Total509Grp/TotalAmt0140206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMAIL AND SIGNAGE VENDOR $734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MOVING EXPENSES $240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MARYOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLAN4IT
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0863694331
ReturnHeader/Filer/PhoneNum07602311045
ReturnHeader/Filer/USAddress/AddressLine1Txt032332 CAMINO CAPISTRANO 102
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884261483
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Juan Capistrano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092675
ReturnHeader/PreparerPersonGrp/PhoneNum09492181500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell D Shuirman CPA
ReturnHeader/ReturnTs02025-11-03T11:43:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings