Civic Intelligence

Plannerdao

990EZ • Fiscal year 2021 • EIN 87-3996397

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

Organization ProfileN/A
802 E Whiting StTampa, FL 33602

(509) 822-3850

Siviq Scores

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

Liabilities / Assets

100th percentile

34.79x

Higher debt load relative to assets than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

5.52x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-536%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets100th percentile

Assets

$111

No earlier filing loaded for comparison.

Net Assets

-$3,751

No earlier filing loaded for comparison.

Liabilities

$3,862

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

$700

No earlier filing loaded for comparison.

Expenses

$4,451

No earlier filing loaded for comparison.

Net Income

-$3,751

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.

$40K$30K$20K$10K$0-$10KAssets 2021: $111Liabilities 2021: $3,862Net Assets 2021: -$3,7512021Assets 2022: $31,971Liabilities 2022: $0Net Assets 2022: $31,9712022

Highlighted filing

2021

Assets$111
Liabilities$3,862
Net Assets-$3,751
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2021: $700Expenses 2021: $4,451Net Income 2021: -$3,7512021Revenue 2022: $120,769Expenses 2022: $85,047Net Income 2022: $35,7222022

Highlighted filing

2021

Revenue$700
Expenses$4,451
Net Income-$3,751
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.0
Gross Receipts
$700
Mission and Program Overview

Mission

To support and promote fiduciary financial planners in the united states and around the world to provide comprehensive, efficient and low-cost financial planning services.

Program Services

DescriptionGrantsExpenses
TO SUPPORT AND PROMOTE FIDUCIARY FINANCIAL PLANNERS IN THE UNITED STATES AND AROUND THE WORLD TO PROVIDE COMPREHENSIVE, EFFICIENT, AND LOW-COST FINANCIAL PLANNING SERVICES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE LARSENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Plannerdao
EIN
87-3996397
Address
802 E WHITING ST, TAMPA, FL 33602

Signing Officer

Name
Steve Larsen
Title
President
Signed
2022-10-26

Preparer

Firm
J Kramer & Associates Pllc
Address
1 5TH ST 250, WENATCHEE, WA 98801
Preparer
Jerra Kramer
Phone
5096656600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses computer & software 913 travel 3,488 licenses & permits 50 total 4,451”

Form 990-ez, Part II, Line 26

“Unsecured notes and loans payable 0 3,862”

Form 990-ez, Part III

“To support and promote fiduciary financial planners in the united states and around the world to provide comprehensive, efficient and low-cost financial planning services.”

Raw XML Appendix103 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAP NORTHWEST
IRS990EZ/BooksInCareOfDetail/PhoneNum05098223850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03918 N POST ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0700
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3751
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111
IRS990EZ/GrossReceiptsAmt0700
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-3751
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-3751
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04451
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND PROMOTE FIDUCIARY FINANCIAL PLANNERS IN THE UNITED STATES AND AROUND THE WORLD TO PROVIDE COMPREHENSIVE, EFFICIENT AND LOW-COST FINANCIAL PLANNING SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT AND PROMOTE FIDUCIARY FINANCIAL PLANNERS IN THE UNITED STATES AND AROUND THE WORLD TO PROVIDE COMPREHENSIVE, EFFICIENT, AND LOW-COST FINANCIAL PLANNING SERVICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03862
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04451
IRS990EZ/TotalRevenueAmt0700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0700
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0700
IRS990ScheduleA/Total509Grp/TotalAmt0700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMPUTER & SOFTWARE 913 TRAVEL 3,488 LICENSES & PERMITS 50 TOTAL 4,451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNSECURED NOTES AND LOANS PAYABLE 0 3,862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT AND PROMOTE FIDUCIARY FINANCIAL PLANNERS IN THE UNITED STATES AND AROUND THE WORLD TO PROVIDE COMPREHENSIVE, EFFICIENT AND LOW-COST FINANCIAL PLANNING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LARSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANNERDAO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EMBARC COLLECTIVE
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0873996397
ReturnHeader/Filer/USAddress/AddressLine1Txt0802 E WHITING ST
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911683683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J KRAMER & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 5TH ST 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WENATCHEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098801
ReturnHeader/PreparerPersonGrp/PhoneNum05096656600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRA KRAMER
ReturnHeader/ReturnTs02022-11-11T13:29:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LARSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111
Liabilities
$3,862
Net assets
-$3,751
Revenue
$700
Expenses
$4,451
Net income
-$3,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.21$0.85$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.04$0.04$0.01$0.04$0.04