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PLANNING TO WIN FOUNDATION

CHARLOTTE, North Carolina, 28226

EIN: 82-1751982

Community Improvement, Capacity Building

MISSION

BARRY OZER

 FORM 1023-EZ for PLANNING TO WIN FOUNDATION

WWW.PLANNINGTOWINFOUNDATION.COM

DEMOGRAPHIC

ADDRESS
4409 FOREST HILLS DR
28226
COUNTY
mecklenburg county, NC
IN CARE OF NAME
BARRY OZER

ORGANIZATIONAL OVERVIEW & RANKINGS

PLANNING TO WIN FOUNDATION is a based in CHARLOTTE, NC, focused on Community Improvement, Capacity Building causes , specifically Alliance/Advocacy Organizations. Established in June 2017, it operates as an independent corporation and contributions to this organization are tax-deductible .

With total assets of $0.00, this ranks 1,715,326 among 2,656,690 nonprofits nationally (Top 65%), demonstrating developing financial capacity relative to its peers. At the state level, it stands at 54,618 out of 80,207 organizations in NC (Top 69%).

In mecklenburg county, NC, the organization ranks 3,551 out of 10,149 nonprofits by assets (Top 35%), while locally in charlotte, it stands at 4,008 among 8,464 organizations (Top 48%).

The organization reported no revenue in the most recent filing period, placing it at 895,448 nationally and 45,735 in NC.

Within its specific NTEE classification (S01 - S: Community Improvement, Capacity Building), which includes 1,750 similar organizations, PLANNING TO WIN FOUNDATION ranks 1,055 in assets (Top 60%) and 1,007 in revenue (Top 57%).

Note: This organization's tax-exempt status was temporarily revoked on May 15, 2022 .

The organization files a 990 - Required to file Form 990-N - Income less than $25,000 per year and operates on a November fiscal year. Additional information can be found at WWW.PLANNINGTOWINFOUNDATION.COM.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
S: Community Improvement, Capacity Building
NTEE CODE
S01: Alliance/Advocacy Organizations
FOUNDATION CODE
15: Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

Note: A current revocation appears on the IRS revocation list
Revoked: Sunday, May 15, 2022;

IRS STATEMENT:
"Important note: Just because an organization appears on this list, it does not
mean the organization is currently revoked, as they may have been reinstated."
You may confirm an organization's status by calling the IRS (toll-free) at 1-877-829-5500.

Data current as of Jul. 2022
TAX PERIOD
12/2018
ACCOUNTING PERIOD
12
INCOME CODE
N/A
INCOME AMOUNT
$0.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
06/2017
ASSET CODE
N/A
ASSET AMOUNT
$0.00
FILING REQUIREMENT CODE
990 - Required to file Form 990-N - Income less than $25,000 per year
PF FILING REQUIREMENT CODE
No 990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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