Nonprofit · EIN 65-0848095
NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC
Tax-exempt · LIVERMORE, CA 94551
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $422,029 | $481,471 | -$59,442 | $846,776 | $148,189 | $698,587 |
| December 31, 2023 | 990 | $642,260 | $715,745 | -$73,485 | $965,344 | $207,315 | $758,029 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $422,016
- Investment income
- $13
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,791
- Accounting fees
- $28,325
- Depreciation
- $13,133
- Program services (functional)
- $461,763
- Management and general (functional)
- $19,708
Balance sheet and other
- Total assets, start of year
- $965,344
- Total assets, end of year
- $846,776
- Total liabilities, end of year
- $148,189
- Net assets, end of year
- $698,587
- Land, buildings and equipment
- $92,267
- Net assets without donor restrictions
- $698,587
- Gross receipts
- $422,029
- Employees
- 0
- Year formed
- 1998
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANJEEV KANWAR | President Trustee or director, Officer | 2 | $0 |
| LAYNE JENSEN | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANJEEV KANWAR | President Trustee or director, Officer | 2 | $0 |
| LAYNE JENSEN | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 350 SONIC AVENUE 2ND FL, LIVERMORE, CA 94551-9360
- Principal officer (990 for 2024)
- SANJEEV KANWAR, 350 SONIC AVENUE 2ND FL, LIVERMORE, CA 94551
- Signed the 990
- SANJEEV KANWAR, President
- Phone
- (800) 582-8839
- Website
- www.nationalbudget.org
- Return prepared by
- Cunningham Accountancy Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 65-0848095 or by the name NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE FREE CREDIT RELATED FINANCIAL EDUCATION AND COUNSELING TO ALL ITS CLIENTS. NBP ALSO PROVIDES ITS CLIENTS WITH FREE AND LOW-COST DEBT MANAGEMENT SERVICES, FREE FINANCIAL EDUCATION, COUNSELING AND BUDGETING SERVICES, AND FREE COMMUNITY SERVICES AND OUTREACH.
Program accomplishments
- TO PROVIDE FREE CREDIT RELATED FINANCIAL EDUCATION AND COUNSELING TO ALL ITS CLIENTS. NBP ALSO PROVIDES ITS CLIENTS WITH FREE AND LOW-COST DEBT MANAGEMENT SERVICES, FREE FINANCIAL EDUCATION, COUNSELING AND BUDGETING SERVICES, AND FREE COMMUNITY SERVICES AND OUTREACH.Expenses $461,763
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0848095
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $846,776
- Income (IRS master file)
- $422,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $422,029 | $481,471 | $846,776 | IRS |
| 990 | December 2023 | $642,260 | $715,745 | $965,344 | XML |
| 990 | December 2022 | $976,274 | $1,181,807 | $1,349,308 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0848095).
Questions about NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC
- What is the EIN of NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC?
- The employer identification number (EIN) of NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC is 65-0848095.
- Is NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC?
- The 990 for the year ended December 31, 2024 names SANJEEV KANWAR.
- Who are the officers and directors of NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does NATIONAL BUDGET PLANNERS OF SOUTH FLORIDA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $422,029, expenses of $481,471 and total assets of $846,776 at year end.
Other nonprofits in LIVERMORE
- GODS LOVE OUTREACH MINISTRIES EIN 41-2164787 · last filed 990 for 2024
- CONSUMER CREDIT COUNSELING FOUNDATION INC EIN 04-3638828 · last filed 990 for 2024
- BWIT LUXURIOUS FOSTERING EIN 87-4117774 · last filed 990 for 2025
- POPS FOUNDATION EIN 94-3218648 · last filed 990 for 2025
- GOODNESS VILLAGE EIN 85-2812754 · last filed 990 for 2025
- ENJOY LIFE MORE INC EIN 82-2273481 · last filed 990 for 2024
- MONTHLY MIRACLES EIN 37-1769149 · last filed 990 for 2025
- ROOM TO GROW EIN 26-0272038 · last filed 990 for 2026