Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
100th percentile
Faster asset growth than 100% of similar nonprofits.
Revenue Growth
100th percentile
Faster revenue growth than 100% of similar nonprofits.
Balance Sheet
Assets
Up$31,971
Up $31,860 (+28703%) from 2021
Net Assets
Up$31,971
Up $35,722 (+952%) from 2021
Liabilities
Down$0
Down $3,862 (-100%) from 2021
Revenue And Expenses
Revenue
Up$120,769
Up $120,069 (+17153%) from 2021
Expenses
Up$85,047
Up $80,596 (+1811%) from 2021
Net Income
Up$35,722
Up $39,473 (+1052%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 14, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $120,769
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
| Description | Grants | Expenses |
|---|---|---|
| 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STEVE LARSEN | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Plannerdao
- EIN
- 87-3996397
- Address
- 3918 N POST STREET, SPOKANE, WA 99205
Signing Officer
- Name
- Steve Larsen
- Title
- President
- Signed
- 2023-11-14
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 advertising and promotion 2,063 computer & software 16,117 bank fees 55 miscellaneous 1,455 contract services 29,031 event fees 12,987 network & protocol fees 1,147 total 62,855”
Form 990-ez, Part II, Line 24
“Prepaid expenses and deferred charges 0 3,694 total 0 3,694”
Form 990-ez, Part II, Line 26
“Unsecured notes and loans payable 3,862 0”
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 Appendix89 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CAP NORTHWEST |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5098223850 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3918 N POST ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SPOKANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 99208 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 111 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 28277 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10984 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 35722 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 22192 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 111 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 31971 |
| IRS990EZ/GrossReceiptsAmt | 0 | 120769 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 22918 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -3751 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 31971 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -3751 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 31971 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEVE LARSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3694 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 62855 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 86867 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3862 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 85047 |
| IRS990EZ/TotalRevenueAmt | 0 | 120769 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 2,063 COMPUTER & SOFTWARE 16,117 BANK FEES 55 MISCELLANEOUS 1,455 CONTRACT SERVICES 29,031 EVENT FEES 12,987 NETWORK & PROTOCOL FEES 1,147 TOTAL 62,855 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PREPAID EXPENSES AND DEFERRED CHARGES 0 3,694 TOTAL 0 3,694 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | UNSECURED NOTES AND LOANS PAYABLE 3,862 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE LARSEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PLANNERDAO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PLAN |
| ReturnHeader/Filer/EIN | 0 | 873996397 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3918 N POST STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SPOKANE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 99205 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 911683683 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | J KRAMER & ASSOCIATES PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1 5TH ST 250 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WENATCHEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98801 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5096656600 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-08-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JERRA KRAMER |
| ReturnHeader/ReturnTs | 0 | 2024-08-22T16:15:11-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| 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 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $31,971
- Liabilities
- $0
- Net assets
- $31,971
- Revenue
- $120,769
- Expenses
- $85,047
- Net income
- $35,722