Civic Intelligence

Life'S Plan Inc

990 • Fiscal year 2019 • EIN 36-4105189

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 27, 2020

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

17th percentile

-9.4%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-6.9%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$782,662

Down $80,885 (-9.4%) from 2018

Net Assets

Down

$782,662

Down $80,885 (-9.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin13th percentile

Revenue

Down

$401,514

Down $29,676 (-6.9%) from 2018

Expenses

Up

$482,399

Up $32,283 (+7.2%) from 2018

Net Income

Down

-$80,885

Down $61,959 (-327%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$782,662
Liabilities$0
Net Assets$782,662
Open 2019 Filing

Operations Trend

Revenue Growth28th 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

2019

Revenue$401,514
Expenses$482,399
Net Income-$80,885
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 27, 2020
Return Version
2019v5.0
Gross Receipts
$401,514
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$863,547$782,662▼ $80,885
Total Assets$863,547$782,662▼ $80,885
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$863,547$782,662▼ $80,885
Total Net Assets Fund Balance$863,547$782,662▼ $80,885
Total Liabilities and Net Assets / Fund Balance$863,547$782,662▼ $80,885
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
George BradshawChairman
Scott NixonExecutive Director
Brian RubinTrustee
Consuelo PuenteTrustee
John DragstremTrustee
Matthew KoupalTrustee
Michael McnicholasTrustee
Sandra SchildgenTrustee
Kim ZoellerSecretary
Mark EssenfeldTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ray Graham AssociationManagement901 WARRENVILLE ROAD SUITE 500, Lisle, IL 60532$344,129
Revenue and Support

Revenue Composition

Contributions and Grants
$12,083
Program Service Revenue
$373,856
Investment Income
$15,575
Other Revenue
$0
All Other Contributions
$12,083
Change in Net Assets
$-80,885

Audited Revenue Reconciliation

Revenue per Audited Statements
$401,514
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$401,514
Total Revenue per Form 990
$401,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$482,399
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$344,129--$344,129
Fees for Services Other-$53,681-$53,681
Advertising-$30,540-$30,540
Fees for Services Accounting-$19,294-$19,294
Fees for Services Legal-$12,533-$12,533
Insurance-$12,020-$12,020
Travel$5,878--$5,878
Office Expenses-$805-$805
Other Expenses$269$543-$269
Total Functional Expenses$350,442$131,957$0$482,399

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$482,399
Total Expenses per Audited Statements$482,399
Total Expenses per Form 990$482,399
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 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
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
2020-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Bradshaw
Formed
1999
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

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 53,681. Fundraising expenses 0. Total expenses 53,681.”

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 420 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/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01609
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039816
IRS990ScheduleA/InvestmentIncomeCYPct00.01820
IRS990ScheduleA/InvestmentIncomePYPct00.01230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98180
IRS990ScheduleA/PublicSupportPY509Pct00.98770
IRS990ScheduleA/PublicSupportTotal509Amt02148222
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0418669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0442314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0454691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0446609
IRS990ScheduleA/Total509Grp/TotalAmt02148222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0401514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0431190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0449040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0458076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0448218
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02188038
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
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0401514
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/TotalExpensesPerForm990Amt0482399
IRS990ScheduleD/TotalRevenuePerForm990Amt0401514
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0401514
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0482399
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 53,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,681.
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
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt0782662
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0131957
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0350442
IRS990/TotalFunctionalExpensesGrp/TotalAmt0482399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0401514
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0782662
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/TotalAmt05878
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD NO 500
IRS990/USAddress/CityNm0LISLE
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://LIFESPLANINC.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BRADSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06306287189
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFE'S PLAN INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
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ReturnHeader/Filer/PhoneNum06306287189
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD NO 500
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ReturnHeader/Filer/USAddress/ZIPCd060532

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$782,662
Liabilities
$0
Net assets
$782,662
Revenue
$401,514
Expenses
$482,399
Net income
-$80,885
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
2019Detailed filing. Detailed filing data is available for this year.$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