WE PLAN FINANCIAL
WALNUT CREEK,
California,
94596
EIN: 84-2877704
Educational Institutions and Related Activities
MISSION
Our purpose is to educate underprivileged youth about the importance of Financial Planning. In result this will change their trajectory and start them on a path to a healthy relationship with their finances.
DEMOGRAPHIC
ADDRESS
1756 CARMEL DR APT 304
94596
COUNTY
contra costa county, CA
IN CARE OF NAME
JASMINE COUSSINAT
ORGANIZATIONAL OVERVIEW & RANKINGS
WE PLAN FINANCIAL is a based in WALNUT CREEK, CA, focused on Educational Institutions and Related Activities causes , specifically Educational Services and Schools - Other. Established in January 2020, it operates as an independent corporation and contributions to this organization are tax-deductible .
With total assets of $0.00, this ranks 1,796,592 among 2,656,690 nonprofits nationally (Top 68%), demonstrating developing financial capacity relative to its peers. At the state level, it stands at 95,920 out of 275,729 organizations in CA (Top 35%).
In contra costa county, CA, the organization ranks 5,120 out of 8,123 nonprofits by assets (Top 63%), while locally in walnut creek, it stands at 622 among 956 organizations (Top 63%).
The organization reported no revenue in the most recent filing period, placing it at 701,991 nationally and 162,028 in CA.
Within its specific NTEE classification (B90 - B: Educational Institutions and Related Activities), which includes 26,661 similar organizations, WE PLAN FINANCIAL ranks 10,645 in assets (Top 40%) and 12,351 in revenue (Top 47%).
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.
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
B: Educational Institutions and Related Activities
NTEE CODE
B90: Educational Services and Schools - Other
FOUNDATION CODE
16: Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2021
ACCOUNTING PERIOD
12
INCOME CODE
N/A
INCOME AMOUNT
$0.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
01/2020
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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