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EIN 86-3694331

Plan4it

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
San Juan Capistrano
State
California
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
P50: Personal Social Services
Description
Plan4it empowers families by providing the knowledge and skills needed to enhance their financial peace of mind for the future. Recognizing the lack of financial planning exposure among low to moderate income individuals, Plan4it addresses this gap by offering accessible guidance on options like IRAs and college planning.
Also known as...
Planit Kids
Total revenues
$80,661
2023
Total expenses
$80,661
2023
Total assets
$0
2023
Num. employees
n/a

Personnel at Plan4it

NameTitleCompensation
Tom GarciaSecretary and Chief Financial Officer and Director$0

Financials for Plan4it

RevenuesFYE 12/2023
Total grants, contributions, etc.$80,661
Program services$0
Membership dues$0
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$80,661

Form 990s for Plan4it

Fiscal year endingDate received by IRSFormPDF link
2023-122025-02-04990EZView PDF
2022-122024-06-28990EZView PDF
Data update history
August 27, 2024
Posted financials
Added Form 990EZ for fiscal year 2022
August 26, 2024
Updated personnel
Identified 1 new personnel
August 25, 2024
Used new vendors
Identified 1 new vendor, including
July 8, 2024
Updated personnel
Identified 1 new personnel
July 3, 2024
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
Tax deductible donationsNo full-time employeesAccepts online donations
General information
Address
32332 Camino Capistrano 102
San Juan Capistrano, CA 92675
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
planitkids.org/ 
Phone
(760) 231-1045
IRS details
EIN
86-3694331
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
CT0280128
FTB Entity ID
4717535
AB 488 data last updated ("as-of") date
2025-03-19
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