Plan-It Life Inc

Analysis

Plan-It Life Inc is a registered charity in United States, based in Riverside, CA. It received its IRS tax-exemption ruling in February 2002, 24 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, Plan-It Life Inc reported income of $5.0m and spending of $5.1m, spending 100% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $3.0m to $5.0m (+68%), an average of +14% a year. The sharpest change came in the year to December 2020, when income rose by 25%. Over the whole period it spent 95% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, Plan-It Life Inc sits at the 91st percentile: it is larger than about 90% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 92nd percentile within CA. Charities of a similar size with the same main cause include Family Wellness LLC ($5.0m), TLC Connection ($5.0m) and LA Global Care ($5.0m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. Compensation of current officers, directors and key employees was $398k (7.9% of expenses). Other salaries and wages came to $2.6m. At year end it held assets of $2.7m against liabilities of $1.9m, net assets of $840k. It reported 118 employees.