Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Planning for Seniors Life Inc
EIN 93-1395383 • 501(c)3 • Lorton, VA
Profile
To be the resource of informational/network for all nonprofits that deal with & provide services to the senior community.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
99th percentile
Faster asset growth than 99% of similar nonprofits.
Revenue Growth
99th percentile
Faster revenue growth than 99% of similar nonprofits.
Balance Sheet
Assets
Up$15,444
Up $13,866 (+879%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$15,444
Up $13,866 (+879%) from 2023
Revenue
Up$42,144
Up $40,494 (+2454%) from 2023
Expenses
Up$28,278
Up $28,206 (+39175%) from 2023
Net Income
Up$13,866
Up $12,288 (+779%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $15,444
- Liabilities
- $0
- Net assets
- $15,444
- Revenue
- $42,144
- Expenses
- $28,278
- Net income
- $13,866
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $15.4 | $0.00 | $15.4 | $42.1 | $28.3 | $13.9 |
| 2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending. | $1.58 | $0.00 | $1.58 | $1.65 | $0.07 | $1.58 |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $42,144
Mission and Program Overview
Mission
To be the resource of informational/network for all nonprofits that deal with & provide services to the senior community.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO BE THE RESOURCE OR INFORMATIONAL/NETWORK FOR ALL NONPROFITS THAT DEAL & PROVIDE SERVICES TO THE SENIOR COMMUNITY | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALONSO ZAMORA | President | PT | $0 | - | - |
| LORI KRAUSE | Treasurer | PT | $0 | - | - |
| DELORES CLEARFIELD | Secretary | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Planning for Seniors Life Inc
- EIN
- 93-1395383
- Phone
- 3012608600
- Address
- 7350 LOCKPORT PL STE E, LORTON, VA 22079
Signing Officer
- Name
- Lori Krause
- Title
- Treasurer
- Phone
- 3012608600
- Signed
- 2025-11-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bell Frech & Jacobs LLC
- Address
- 10500 LITTLE PATUXENT PKWY SUITE, 710, COLUMBIA, MD 21044
- Preparer
- Alice Allen CPA
- Phone
- 3012608600
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: head and heart alignment. Grantee address: 3433 agler road ste. 2000 columbus, oh 43119. Property description: cash. Date of gift: 06/24/24. Amount given: 11,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: culpepper garden. Grantee address: 4435 n. Pershing drive arlington, va 22203. Property description: cash. Date of gift: 12/20/24. Amount given: 3,688. Total included on form 990-ez, line 10: 14,688.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: technology and software . Amount: 1,432. Description: advertising & marketing. Amount: 1,323. Description: taxes. Amount: 50. Total to form 990-ez, line 16: 2,805.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: . Beg. Of year amount: 0. End of year amount: 326.”
Raw XML Appendix146 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 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LORI KRAUSE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3012608600 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7350 LOCKPORT PL STE E |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LORTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22079 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 1578 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 15118 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 42144 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13866 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10785 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 1578 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 15444 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 14688 |
| IRS990EZ/GrossReceiptsAmt | 0 | 42144 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 1578 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 15444 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 1578 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 15444 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALONSO ZAMORA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LORI KRAUSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DELORES CLEARFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 326 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 2805 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO BE THE RESOURCE OF INFORMATIONAL/NETWORK FOR ALL NONPROFITS THAT DEAL WITH & PROVIDE SERVICES TO THE SENIOR COMMUNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO BE THE RESOURCE OR INFORMATIONAL/NETWORK FOR ALL NONPROFITS THAT DEAL & PROVIDE SERVICES TO THE SENIOR COMMUNITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | VA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 28278 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 42144 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 42144 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1650 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 43794 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 43794 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 42144 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1650 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 43794 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 42144 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 1650 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 43794 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: HEAD AND HEART ALIGNMENT. GRANTEE ADDRESS: 3433 AGLER ROAD STE. 2000 COLUMBUS, OH 43119. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/24/24. AMOUNT GIVEN: 11,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: CULPEPPER GARDEN. GRANTEE ADDRESS: 4435 N. PERSHING DRIVE ARLINGTON, VA 22203. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/20/24. AMOUNT GIVEN: 3,688. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,688. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TECHNOLOGY AND SOFTWARE . AMOUNT: 1,432. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 1,323. DESCRIPTION: TAXES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 2,805. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 326. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LORI KRAUSE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3012608600 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PLANNING FOR SENIORS LIFE INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PLAN |
| ReturnHeader/Filer/EIN | 0 | 931395383 |
| ReturnHeader/Filer/PhoneNum | 0 | 3012608600 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7350 LOCKPORT PL STE E |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LORTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 22079 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 521877311 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BELL FRECH & JACOBS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10500 LITTLE PATUXENT PKWY SUITE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt | 0 | 710 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | COLUMBIA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 21044 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3012608600 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALICE ALLEN CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T10:02:18-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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