Plannerdao

Community development organization based in Spokane, WA.

MissionTO SUPPORT AND PROMOTE FIDUCIARY FINANCIAL PLANNERS IN THE UNITED STATES AND AROUND THE WORLD TO PROVIDE COMPREHENSIVE, EFFICIENT AND LOW-COST FINANCIAL PLANNING SERVICES.

EIN
87-3996397
State
WA
Sector
Community development
Budget band
<$250K
Latest filing
TY 2022
Records
—

Financial snapshot · TY 2022

$121K
Total revenue
$85K
Total expenses
—
Net assets

Financial health · TY 2022

26
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
25
4.5 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
81
Mix of program fees, grants & contributions

No individual compensation data available.

This organization files with the IRS but does not report individual compensation on Form 990 Part VII.

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Plannerdao Executive Compensation | 990 Data | DoubleNine