Civic Intelligence

Life'S Plan Inc

990 • Fiscal year 2013 • EIN 36-4105189

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization Profilelifesplaninc.org
901 Warrenville Road60532

(630) 628-7189

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$669,639

Up $117,279 (+21%) from 2011

Net Assets

Up

$669,639

Up $118,057 (+21%) from 2011

Liabilities

Down

$0

Down $778 (-100%) from 2011

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

$394,926

No earlier filing loaded for comparison.

Expenses

Up

$335,605

Up $116,741 (+53%) from 2011

Net Income

$59,321

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$669,639
Liabilities$0
Net Assets$669,639
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$394,926
Expenses$335,605
Net Income$59,321
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Gross Receipts
$394,926
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$571,493$619,639▲ $48,146
Cash and Non-Interest-Bearing Accounts$50,000$50,000→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$621,493$669,639▲ $48,146
Other Assets Total-$0-
Liabilities
Other Liabilities$11,175--
Total Liabilities$11,175$0▼ $11,175
Net Assets / Fund Balance
Unrestricted Net Assets$610,318$669,639▲ $59,321
Total Net Assets Fund Balance$610,318$669,639▲ $59,321
Total Liabilities and Net Assets / Fund Balance$621,493$669,639▲ $48,146
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
George BradshawChairman
Mark EssenfeldVice- Chair
Scott NixonExecutive Director
Bob ZwartzTrustee
DENNIS O'CONNELLTrustee
Leigh Ann ReuscheTrustee
Natalia KabbeTrustee
Kim ZoellerSecretary
Mike BusseTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ray Graham AssociationManagment-$216,648
Revenue and Support

Revenue Composition

Contributions and Grants
$92,404
Program Service Revenue
$296,040
Investment Income
$6,282
Other Revenue
$200
All Other Contributions
$92,404
Change in Net Assets
$59,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,605
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$216,648--$216,648
Fees for Services Other-$55,910-$55,910
Advertising-$34,987-$34,987
Fees for Services Legal-$14,956-$14,956
Insurance-$5,307-$5,307
Travel$4,687--$4,687
Office Expenses-$571-$571
Other Expenses$369$821-$369
Total Functional Expenses$223,053$112,552$0$335,605
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Line 3: Description of Delegated Duties to Management Company

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

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

Filing and Contact Details

Filer

EIN
36-4105189
Phone
6306287189

Signing Officer

Name
George Bradshaw
Title
Chairman
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Bradshaw
Formed
1999
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Preparer
Bruce G Jones
Phone
8479561040
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has adopted the provisions of ASC Topic 740, Income Taxes, relating to the accounting for uncertainty in income taxes. The Organization files income tax returns in the U.S. federal jurisdiction and the State of IL. With few exceptions, the Organization is no longer subject to U.S. federal, state and local income tax examinations by tax authorities for years before 2010.”

Raw XML AppendixShowing 400 of 462 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL OPPORTUNITIES REGARDING LIFE CARE PLANNING AND TRUST OPTIONS TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt034987
IRS990/AdvertisingGrp/TotalAmt034987
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt092404
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CARMEL COOKE
IRS990/BooksInCareOfDetail/PhoneNum06306287189
IRS990/BooksInCareOfDetail/USAddress/AddressLine10901 WARRENVILLE ROAD SUITE 500
IRS990/BooksInCareOfDetail/USAddress/City0LISLE
IRS990/BooksInCareOfDetail/USAddress/State0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode060532
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050000
IRS990/CashNonInterestBearingGrp/EOYAmt050000
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0216648
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10901 WARRENVILLE ROAD SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0LISLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode060532
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10RAY GRAHAM ASSOCIATION
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGMENT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt092404
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06282
IRS990/CYOtherExpensesAmt0335605
IRS990/CYOtherRevenueAmt0200
IRS990/CYProgramServiceRevenueAmt0296040
IRS990/CYRevenuesLessExpensesAmt059321
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0335605
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0394926
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE EDUCATIONAL GUIDANCE AND OPPORTUNITIES TO THOSE WITH SPECIAL NEEDS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0223053
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014956
IRS990/FeesForServicesLegalGrp/TotalAmt014956
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0216648
IRS990/FeesForServicesManagementGrp/TotalAmt0216648
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt055910
IRS990/FeesForServicesOtherGrp/TotalAmt055910
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORGE BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE BUSSE
IRS990/Form990PartVIISectionAGrp/PersonNm2LEIGH ANN REUSCHE
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4NATALIA KABBE
IRS990/Form990PartVIISectionAGrp/PersonNm5KIM ZOELLER
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK ESSENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm7BOB ZWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT 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/ReportableCompFromOrgAmt80
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice- Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0394926
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05307
IRS990/InsuranceGrp/TotalAmt05307
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06282
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06282
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL OPPORTUNITIES REGARDING LIFE CARE PLANNING AND TRUST OPTIONS TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0610318
IRS990/NetAssetsOrFundBalancesEOYAmt0669639
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0571
IRS990/OfficeExpensesGrp/TotalAmt0571
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0STAFF TRAINING
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0821
IRS990/OtherExpensesGrp/ProgramServicesAmt0947
IRS990/OtherExpensesGrp/ProgramServicesAmt1402
IRS990/OtherExpensesGrp/ProgramServicesAmt2369
IRS990/OtherExpensesGrp/TotalAmt0947
IRS990/OtherExpensesGrp/TotalAmt1821
IRS990/OtherExpensesGrp/TotalAmt2402
IRS990/OtherExpensesGrp/TotalAmt3369
IRS990/OtherLiabilitiesGrp/BOYAmt011175
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. CASH RECEIPTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200
IRS990/OtherRevenueTotalAmt0200
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GEORGE BRADSHAW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0296040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0296040
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050905
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05937
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0319979
IRS990/PYOtherRevenueAmt0277
IRS990/PYProgramServiceRevenueAmt0321596
IRS990/PYRevenuesLessExpensesAmt058736
IRS990/PYTotalExpensesAmt0319979
IRS990/PYTotalRevenueAmt0378715
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt059321
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0296040
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0571493
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0619639
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0128664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0103151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0462443
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02884
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04574
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0296040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0321596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0260305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0228227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0215594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01321762
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02884
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023062
IRS990ScheduleA/InvestmentIncomeCYPct00.01270
IRS990ScheduleA/InvestmentIncomePYPct00.01370
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0277
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0665
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0530
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0829
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02501
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98590
IRS990ScheduleA/PublicSupportPY509Pct00.98410
IRS990ScheduleA/PublicSupportTotal509Amt01784205
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0388444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0372501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0347624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0356891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0318745
IRS990ScheduleA/Total509Grp/TotalAmt01784205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0394926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0378715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0351674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0360305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0324148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01809768
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/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
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 income tax returns in the U.S. federal jurisdiction and the State of IL. With few exceptions, the Organization is no longer subject to U.S. federal, state and local income tax examinations by tax authorities for years before 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0621493
IRS990/TotalAssetsEOYAmt0669639
IRS990/TotalAssetsGrp/BOYAmt0621493
IRS990/TotalAssetsGrp/EOYAmt0669639
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$669,639
Liabilities
$0
Net assets
$669,639
Revenue
$394,926
Expenses
$335,605
Net income
$59,321
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits