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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 99-2731224

MAKE A PLAN INC

Also known as EDUCATIONAL OPPORTUNITIES TRUST

Tax-exempt · SCARSDALE, NY 10583

Financials

$3K$3K2025
Revenue Expenses · by fiscal year end
Financials of MAKE A PLAN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,148$2,525$623$4,784$0$4,784
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,981
Dividends
$167

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$2,525
Excise tax on investment income
$2

Balance sheet and other

Total assets, start of year
$4,161
Total assets, end of year
$4,784
Total liabilities, end of year
$0
Net assets, end of year
$4,784
Fair market value of assets
$4,784
Qualifying distributions
$2,525
Net investment income
$167

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Michelle Boss
71 Cushman Road, Scarsdale, NY 105833403
Director Executive Director20$0
Susan Yamada
151 Edgemont Road, Scarsdale, NY 10583
Director Secretary1$0
Jennifer Wilcox
22 Haviland Street, South Norwalk, CT 06854
Director Treasurer1$0

Address and contacts

Address (IRS master file)
71 CUSHMAN RD, SCARSDALE, NY 10583-3403
In care of
% MICHELLE BOSS
Signed the 990-PF
Michelle Boss, Executive Director
Phone
(914) 589-4410

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024No data

IRS record

EIN
99-2731224
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,784
Income (IRS master file)
$3,148

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MAKE A PLAN INC

What is the EIN of MAKE A PLAN INC?
The employer identification number (EIN) of MAKE A PLAN INC is 99-2731224.
Is MAKE A PLAN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to MAKE A PLAN INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MAKE A PLAN INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MAKE A PLAN INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MAKE A PLAN INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MAKE A PLAN INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MAKE A PLAN INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,148, expenses of $2,525 and total assets of $4,784 at year end.

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