National Budget Planners of South Florida Inc

Analysis

National Budget Planners of South Florida Inc is a registered charity in United States, based in Livermore, CA. It received its IRS tax-exemption ruling in February 1999, 27 years ago. Its declared purposes cover human services, which this site groups under poverty relief. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, National Budget Planners of South Florida Inc reported income of $642k and spending of $716k, spending 111% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $519k to $642k (+24%), an average of +5.4% a year. The sharpest change came in the year to December 2021, when income rose by 135%. Over the whole period it spent 94% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, National Budget Planners of South Florida Inc sits at the 69th percentile: it is larger than about 69% of them. Against every charity in United States with reported income it ranks in the 74th percentile, and in the 75th percentile within CA. Charities of a similar size with the same main cause include 21st Century Village Community Learning Center ($642k), Cincinnati Pride Inc ($643k) and New Hope of McDowell ($642k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 0.7% and program service revenue 99% of the total. Other salaries and wages came to $49k. At year end it held assets of $965k against liabilities of $207k, net assets of $758k. It reported 5 employees.