Civic Intelligence

Lifes Plan Inc

EIN 36-4105189 • 501(c)3 • Lisle, IL

Profile

To provide educational opportunities regarding life care planning and trust options to individuals with disabilities and their families.

901 Warrenville Road No 500Lisle, IL 60532

lifesplaninc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$906,853

Up $48,149 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$906,853

Up $48,149 (+5.6%) from 2020

Operations
Liabilities / Revenue20th percentileNet Margin76th percentile

Revenue

Up

$519,713

Up $31,768 (+6.5%) from 2020

Expenses

Up

$471,564

Up $59,661 (+14%) from 2020

Net Income

Down

$48,149

Down $27,893 (-37%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $418,772Liabilities 2010: $0Net Assets 2010: $418,7722010Assets 2011: $552,360Liabilities 2011: $778Net Assets 2011: $551,5822011Assets 2013: $669,639Liabilities 2013: $0Net Assets 2013: $669,6392013Assets 2014: $827,721Liabilities 2014: $0Net Assets 2014: $827,7212014Assets 2015: $854,956Liabilities 2015: $0Net Assets 2015: $854,9562015Assets 2016: $897,428Liabilities 2016: $0Net Assets 2016: $897,4282016Assets 2017: $882,473Liabilities 2017: $0Net Assets 2017: $882,4732017Assets 2018: $863,547Liabilities 2018: $0Net Assets 2018: $863,5472018Assets 2019: $782,662Liabilities 2019: $0Net Assets 2019: $782,6622019Assets 2020: $858,704Liabilities 2020: $0Net Assets 2020: $858,7042020Assets 2021: $906,853Liabilities 2021: $0Net Assets 2021: $906,8532021

Highlighted filing

2021

Assets$906,853
Liabilities$0
Net Assets$906,853
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $254,7052010Expenses 2011: $218,8642011Revenue 2013: $394,926Expenses 2013: $335,605Net Income 2013: $59,3212013Revenue 2014: $568,339Expenses 2014: $410,257Net Income 2014: $158,0822014Revenue 2015: $448,218Expenses 2015: $420,983Net Income 2015: $27,2352015Revenue 2016: $458,076Expenses 2016: $415,604Net Income 2016: $42,4722016Revenue 2017: $449,041Expenses 2017: $463,996Net Income 2017: -$14,9552017Revenue 2018: $431,190Expenses 2018: $450,116Net Income 2018: -$18,9262018Revenue 2019: $401,514Expenses 2019: $482,399Net Income 2019: -$80,8852019Revenue 2020: $487,945Expenses 2020: $411,903Net Income 2020: $76,0422020Revenue 2021: $519,713Expenses 2021: $471,564Net Income 2021: $48,1492021

Highlighted filing

2021

Revenue$519,713
Expenses$471,564
Net Income$48,149
Open 2021 Filing

Filings

Most recent year

2021 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$906,853
Liabilities
$0
Net assets
$906,853
Revenue
$519,713
Expenses
$471,564
Net income
$48,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.00$9.07$5.20$4.72$0.48
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$0.00$8.59$4.88$4.12$0.76
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$0.00$7.83$4.02$4.82$0.81
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.00$8.64$4.31$4.50$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$4.49$4.64$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.00$8.97$4.58$4.16$0.42
2015Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$4.48$4.21$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$5.68$4.10$1.58
2013Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$3.95$3.36$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.01$5.52$2.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.00$4.19$2.55
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 8, 2021
Return Version
2020v4.0
Gross Receipts
$487,945
Mission and Program Overview

Mission

To provide educational opportunities regarding life care planning and trust options to individuals with disabilities and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$782,662$858,704▲ $76,042
Total Assets$782,662$858,704▲ $76,042
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$782,662$858,704▲ $76,042
Total Net Assets Fund Balance$782,662$858,704▲ $76,042
Total Liabilities and Net Assets / Fund Balance$782,662$858,704▲ $76,042
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
George BradshawChairman
Mark EssenfeldCo-chair/ Treasurer
Scott NixonExecutive Director
Brian RubinTrustee
Consuelo PuenteTrustee
John DragstremTrustee
Matthew KoupalTrustee
Kim ZoellerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Ray Graham AssociationManagement901 WARRENVILLE ROAD SUITE 500, Lisle, IL 60532$294,118
Revenue and Support

Revenue Composition

Contributions and Grants
$16,976
Program Service Revenue
$462,956
Investment Income
$8,013
Other Revenue
$0
All Other Contributions
$16,976
Change in Net Assets
$76,042

Audited Revenue Reconciliation

Revenue per Audited Statements
$487,945
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$487,945
Total Revenue per Form 990
$487,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$411,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$294,118--$294,118
Fees for Services Other-$51,945-$51,945
Advertising-$19,811-$19,811
Fees for Services Accounting-$17,495-$17,495
Insurance-$12,149-$12,149
Fees for Services Legal-$10,755-$10,755
Other Expenses$1,523$1,025-$1,025
Travel$320--$320
Office Expenses-$234-$234
All Other Expenses$217--$217
Total Functional Expenses$296,178$115,725$0$411,903

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$411,903
Total Expenses per Audited Statements$411,903
Total Expenses per Form 990$411,903
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management functions are delegated to ray graham association and is under a formal management agreement contract”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the executive director who disseminates to the board of directors for review”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is monitored on a regular basis at board meetings”

Form 990, Part VI, Section C, Line 19

“Documents, policies and financial statements may be made available upon request to the life's plan inc office”

Filing and Contact Details

Filer

Filer Name
Lifesplan Inc
EIN
36-4105189
Phone
6306287169
Address
901 WARRENVILLE ROAD NO 500, LISLE, IL 60532

Signing Officer

Name
George Bradshaw
Title
Chairman
Phone
6306287169
Signed
2021-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Bradshaw
Formed
1999
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Porte Brown LLC
Address
845 OAKTON STREET, ELK GROVE VILLAGE, IL 60007
Preparer
Bruce G Jones
Phone
8479561040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other consultant: program service expenses 0. Management and general expenses 51,945. Fundraising expenses 0. Total expenses 51,945.”

Financial Statement Notes

PART X, LINE 2:

“The organization has adopted the provisions of asc topic 740, income taxes, relating to the accounting for uncertainty in income taxes. The organization files information returns in the u.s. Federal jurisdiction and the state of illinois. Management is not aware of any uncertain tax positions.”

Raw XML AppendixShowing 400 of 404 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL OPPORTUNITIES REGARDING LIFE CARE PLANNING AND TRUST OPTIONS TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt019811
IRS990/AdvertisingGrp/TotalAmt019811
IRS990/AllOtherContributionsAmt016976
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0217
IRS990/AllOtherExpensesGrp/TotalAmt0217
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARMEL COOKE
IRS990/BooksInCareOfDetail/PhoneNum06306287189
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0LISLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060532
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0294118
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LISLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060532
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RAY GRAHAM ASSOCIATION
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016976
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08013
IRS990/CYOtherExpensesAmt0411903
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0462956
IRS990/CYRevenuesLessExpensesAmt076042
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0411903
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0487945
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDE EDUCATIONAL GUIDANCE AND OPPORTUNITIES TO THOSE WITH SPECIAL NEEDS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0296178
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017495
IRS990/FeesForServicesAccountingGrp/TotalAmt017495
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010755
IRS990/FeesForServicesLegalGrp/TotalAmt010755
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0294118
IRS990/FeesForServicesManagementGrp/TotalAmt0294118
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt051945
IRS990/FeesForServicesOtherGrp/TotalAmt051945
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORGE BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK ESSENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm2KIM ZOELLER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DRAGSTREM
IRS990/Form990PartVIISectionAGrp/PersonNm4MATTHEW KOUPAL
IRS990/Form990PartVIISectionAGrp/PersonNm5CONSUELO PUENTE
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm7SCOTT NIXON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR/ TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0487945
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012149
IRS990/InsuranceGrp/TotalAmt012149
IRS990/InvestmentIncomeGrp/ExclusionAmt08013
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08013
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL OPPORTUNITIES REGARDING LIFE CARE PLANNING AND TRUST OPTIONS TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0782662
IRS990/NetAssetsOrFundBalancesEOYAmt0858704
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0782662
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0858704
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0234
IRS990/OfficeExpensesGrp/TotalAmt0234
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STAFF TRAINING
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21025
IRS990/OtherExpensesGrp/ProgramServicesAmt01523
IRS990/OtherExpensesGrp/TotalAmt01523
IRS990/OtherExpensesGrp/TotalAmt11245
IRS990/OtherExpensesGrp/TotalAmt21066
IRS990/OtherExpensesGrp/TotalAmt31025
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGE BRADSHAW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0462956
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0462956
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012083
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015575
IRS990/PYOtherExpensesAmt0482399
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0373856
IRS990/PYRevenuesLessExpensesAmt0-80885
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0482399
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0401514
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt076042
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0462956
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0782662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0858704
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0223768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015575
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03385
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0462956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0373856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0396500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0375456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0349009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01957777
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046220
IRS990ScheduleA/InvestmentIncomeCYPct00.02070
IRS990ScheduleA/InvestmentIncomePYPct00.01820
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97930
IRS990ScheduleA/PublicSupportPY509Pct00.98180
IRS990ScheduleA/PublicSupportTotal509Amt02181545
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0479932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0385939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0418669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0442314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0454691
IRS990ScheduleA/Total509Grp/TotalAmt02181545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0487945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0401514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0431190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0449040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0458076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02227765
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0411903
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0487945
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0411903
IRS990ScheduleD/TotalRevenuePerForm990Amt0487945
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0487945
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0411903
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FUNCTIONS ARE DELEGATED TO RAY GRAHAM ASSOCIATION AND IS UNDER A FORMAL MANAGEMENT AGREEMENT CONTRACT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO DISSEMINATES TO THE BOARD OF DIRECTORS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS MONITORED ON A REGULAR BASIS AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE UPON REQUEST TO THE LIFE'S PLAN INC OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,945. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,945.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0782662
IRS990/TotalAssetsEOYAmt0858704
IRS990/TotalAssetsGrp/BOYAmt0782662
IRS990/TotalAssetsGrp/EOYAmt0858704
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016976
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0115725
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0296178
IRS990/TotalFunctionalExpensesGrp/TotalAmt0411903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0782662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0858704
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0296178
IRS990/TotalProgramServiceRevenueAmt0462956
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0462956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0487945
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0782662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0858704
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0320
IRS990/TravelGrp/TotalAmt0320
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD NO 500
IRS990/USAddress/CityNm0LISLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060532
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://LIFESPLANINC.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BRADSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06306287169
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFESPLAN INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0364105189
ReturnHeader/Filer/PhoneNum06306287169
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD NO 500
ReturnHeader/Filer/USAddress/CityNm0LISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060532
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362663358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTE BROWN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0845 OAKTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELK GROVE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060007
ReturnHeader/PreparerPersonGrp/PhoneNum08479561040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE G JONES
ReturnHeader/ReturnTs02021-05-03T09:57:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.