The Grand Plan Corporation
Public records show a registered, tax-exempt organization in good standing.
What it says it does
THE GRAND PLAN IS A PROVEN PROCESS DESIGNED TO HELP INDIVIDUALS ENTERING THE 4TH QUARTER OF LIFE (AGES 52-73) MAKE THIS STAGE THEIR MOST IMPACTFUL. THROUGH THIS JOURNEY, EACH PARTICIPANT DEVELOPS A PERSONALIZED, RENEWABLE 4TH QUARTER DASHBOARD. THIS TOOL NOT ONLY GUIDES THEM THROUGH THIS IMPORTANT TRANSITION BUT ALSO HELPS THEM CONTINUE MAKING MEANINGFUL PROGRESS THROUGHOUT THEIR JOURNEY.
- Income
- $145,950
- Spending
- $99,044
- Reserves
- 5.6 months of spending
- Largest source of income
- donations and private grants, 63%
- Highest pay
- $20,500, treasurer / chief operating officer
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 64 out of 100. Higher than 28% of charities in its peer group (education, under $250k).
Reserves
20 of 35Spendable reserves would cover 5.6 months of spending.
Debt
10 of 20It owes 43% of what it owns.
Living within its means
15 of 15Income exceeded spending by 32% of income.
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $47,954 spent. IN 2025, THE GRAND PLAN PROGRAM AND PLATFORM WAS COMPLETED, AN ONLINE COMMUNITY WAS ESTABLISHED AND THERE ARE 3 CUSTOMERS IMPLEMENTING THE PROGRAM AND ARE PARTICIPATING IN THE ONLINE COMMUNITY. IN 2025 THE GRAND PLAN ANTICIPATES SIGNIFICANT GROWTH IN PROGRAM AND PLATFORM USAGE AND COMMUNITY PARTICIPATION.
Source: Form 990EZ for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on October 15, 2023 for not filing returns for three years, and reinstated on March 15, 2024.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.