Plannerdao
- Assets
- $32.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Spokane, WA
- Founding
- Data as of
- 12/2022
- EIN
- 87-3996397
Organization Overview
Plannerdao is located in Spokane, WA. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Plannerdao is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Plannerdao generated $120.8k in total revenue. All expenses for the organization totaled $85.0k during the year ending 12/2022. While expenses have increased by 337.1% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 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.
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PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $10,984 |
| Total Program Service Revenue | $86,867 |
| Membership dues | $22,918 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $120,769 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $22,192 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $62,855 |
| Total expenses | $85,047 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $28,277 |
| Other assets | $0 |
| Total assets | $31,971 |
| Total liabilities | $0 |
| Net assets or fund balances | $31,971 |