Nonprofit · EIN 87-3996397
PLANNERDAO
Tax-exempt · SPOKANE, WA 99205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2022 | 990-EZ | $120,769 | $85,047 | $35,722 | $31,971 | – | $31,971 |
Financial details: 990-EZ for the year ended December 31, 2022
Revenue
- Contributions, gifts and grants
- $10,984
- Membership dues
- $22,918
- Program service revenue
- $86,867
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $22,192
- Other expenses
- $62,855
Balance sheet and other
- Total assets, start of year
- $111
- Total assets, end of year
- $31,971
- Total liabilities, end of year
- –
- Net assets, end of year
- $31,971
- Cash, savings and investments
- $28,277
- Gross receipts
- $120,769
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-EZ for the year ended December 31, 2022, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE LARSEN | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3918 N POST ST, SPOKANE, WA 99205-1148
- In care of
- % STEVE LARSEN
- Mailing address (990-N for 2023)
- 3918 North Post Street, Spokane WA 99205
- Principal officer (990-N for 2023)
- Steven Larsen, 3918 North Post Street, Spokane WA 99205
- Signed the 990-EZ
- STEVE LARSEN, PRESIDENT
- Return prepared by
- J KRAMER & ASSOCIATES PLLC
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 accomplishments
- 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.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 87-3996397
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2023 Officer: Steven Larsen | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | $120,769 | $85,047 | $31,971 | XML |
| 990-EZ | December 2021 | – | – | – | 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 87-3996397).
Questions about PLANNERDAO
- What is the EIN of PLANNERDAO?
- The employer identification number (EIN) of PLANNERDAO is 87-3996397.
- Is PLANNERDAO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2024.
- Are donations to PLANNERDAO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLANNERDAO file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PLANNERDAO 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 PLANNERDAO last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2023 for the year ended December 31, 2023.
- Who is the principal officer of PLANNERDAO?
- The 990-N for 2023 names Steven Larsen.
- Who are the officers and directors of PLANNERDAO?
- The 990-EZ for the year ended December 31, 2022 lists 1 person; 0 received compensation from the organization.
- How much revenue does PLANNERDAO have?
- On its 990-EZ for the year ended December 31, 2022 it reported revenue of $120,769, expenses of $85,047 and total assets of $31,971 at year end.
Other nonprofits in SPOKANE
- FIBER BROADBAND ASSOCIATION EIN 16-1608036 · last filed 990 for 2025
- SPOKANE AREA WORKFORCE DEVELOPMENT COUNCIL EIN 46-0684743 · last filed 990 for 2025
- COMMUNITY FRAMEWORKS EIN 91-0933023 · last filed 990 for 2025
- MULTI-ETHNIC BUSINESS ASSOCIATION EIN 84-4858996 · last filed 990 for 2024
- LATINOS EN SPOKANE EIN 85-2725630 · last filed 990 for 2024
- WASHINGTON STATE ASSOCIATION OF FUTURE FARMERS OF AMERICA EIN 30-0810978 · last filed 990 for 2024
- LEAGUE OF WOMEN FOR COMMUNITY ACTION EIN 91-0884545 · last filed 990 for 2024
- WASHINGTON STATE DISPUTE RESOLUTION CENTERS EIN 91-1763414 · last filed 990 for 2025
All nonprofits in SPOKANE · Washington · Community improvement and capacity building