Civic Intelligence

Life'S Plan Inc

990 • Fiscal year 2017 • EIN 36-4105189

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization ProfileLIFESPLANINC.ORG
901 Warrenville Road No 500Lisle, IL 60532

(630) 628-7189

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

30th percentile

-3.3%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-2.0%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$882,473

Down $14,955 (-1.7%) from 2016

Net Assets

Down

$882,473

Down $14,955 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin30th percentile

Revenue

Down

$449,041

Down $9,035 (-2.0%) from 2016

Expenses

Up

$463,996

Up $48,392 (+12%) from 2016

Net Income

Down

-$14,955

Down $57,427 (-135%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$882,473
Liabilities$0
Net Assets$882,473
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

2017

Revenue$449,041
Expenses$463,996
Net Income-$14,955
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Gross Receipts
$449,041
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$897,428$882,473▼ $14,955
Total Assets$897,428$882,473▼ $14,955
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$897,428$882,473▼ $14,955
Total Net Assets Fund Balance$897,428$882,473▼ $14,955
Total Liabilities and Net Assets / Fund Balance$897,428$882,473▼ $14,955
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
George BradshawChairman
Scott NixonExecutive Director
Bob ZwartzTrustee
DENNIS O'CONNELLTrustee
Matthew KoupalTrustee
Michael McnicholasTrustee
Sandra SchildgenTrustee
Kim ZoellerSecretary
Mark EssenfeldTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ray Graham AssociationManagment901 WARRENVILLE ROAD SUITE 500, Lisle, IL 60532$288,624
Revenue and Support

Revenue Composition

Contributions and Grants
$66,858
Program Service Revenue
$375,456
Investment Income
$6,727
Other Revenue
$0
All Other Contributions
$66,858
Change in Net Assets
$-14,955

Audited Revenue Reconciliation

Revenue per Audited Statements
$449,041
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$449,041
Total Revenue per Form 990
$449,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$463,996
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$288,624--$288,624
Fees for Services Other-$46,325-$46,325
Fees for Services Legal-$44,978-$44,978
Advertising-$31,618-$31,618
Fees for Services Accounting-$23,924-$23,924
Insurance-$11,403-$11,403
Travel$7,121--$7,121
Office Expenses-$4,461-$4,461
Other Expenses$642$941-$642
All Other Expenses$85$33-$118
Total Functional Expenses$298,428$165,568$0$463,996

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$463,996
Total Expenses per Audited Statements$463,996
Total Expenses per Form 990$463,996
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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

“Line 3 explanation - management functions are delegated to ray graham association and is under a formal management agreement contract”

Form 990, Part VI, Section A, Line 4

“The organization updated the bylaws utilizing the newly created trust review committee.”

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

“Line 11b explanation - 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
LIFE'S PLAN INC
EIN
36-4105189
Phone
6306287189
Address
901 WARRENVILLE ROAD NO 500, LISLE, IL 60532

Signing Officer

Name
George Bradshaw
Title
Chairman
Phone
6306287189
Signed
2018-04-30
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
Volunteers
8

Preparer

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

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 income tax 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 406 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.

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0454691
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0563705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0388444
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IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0449041
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0463996
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 3 EXPLANATION - MANAGEMENT FUNCTIONS ARE DELEGATED TO RAY GRAHAM ASSOCIATION AND IS UNDER A FORMAL MANAGEMENT AGREEMENT CONTRACT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION UPDATED THE BYLAWS UTILIZING THE NEWLY CREATED TRUST REVIEW COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11B EXPLANATION - THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO DISSEMINATES TO THE BOARD OF DIRECTORS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS MONITORED ON A REGULAR BASIS AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE UPON REQUEST TO THE LIFE'S PLAN INC OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt066858
IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesBOYAmt00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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ReturnHeader/FilingSecurityInformation/IPTm009:50:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362663358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTE BROWN LLC
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$882,473
Liabilities
$0
Net assets
$882,473
Revenue
$449,041
Expenses
$463,996
Net income
-$14,955
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
2017Detailed filing. Detailed filing data is available for this year.$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