The Grand Plan Corporation

Nonprofit profile at a glance

EIN
821444645
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2019
Location
Oconomowoc, WI, USA
Phone
4148284893
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Official website

Reported finances

Revenue
$145,950
Expenses
$99,044
Assets
$81,806
Liabilities
$35,563

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • SCOTT PAPADOR (TREASURER / CHIEF OPERATING OFFICER)
  • STAN ENDICOTT (CHAIRMAN OF THE BOARD)
  • MARK THOMAS (VICE CHAIRMAN OF THE BOARD)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 39
  • Transparency & Controls: 100
  • Sustainability: 58
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.9%; rating input score 33
  • Program expense ratio: 48.4%; rating input score 48

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 32.1%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 0.83; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.43; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 20.7%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: -51.1% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: 37.8% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 130.1% per year; rating input score 100; 99th percentile among comparable filings

Details

  • Where the money goes: 32.9% of revenue deployed · 48.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $48K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 48/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.