Civic Intelligence

Life'S Plan Inc

990 • Fiscal year 2022 • EIN 36-4105189

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 21, 2023

Organization ProfileLIFESPLANINC.ORG
901 Warrenville Road 500Lisle, IL 60532

(630) 628-7169

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

49th percentile

5.9%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-3.1%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$936,527

Up $29,674 (+3.3%) from 2021

Net Assets

Up

$936,527

Up $29,674 (+3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin49th percentile

Revenue

Down

$503,615

Down $16,098 (-3.1%) from 2021

Expenses

Up

$473,941

Up $2,377 (+0.5%) from 2021

Net Income

Down

$29,674

Down $18,475 (-38%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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: $906,8532021Assets 2022: $936,527Liabilities 2022: $0Net Assets 2022: $936,5272022

Highlighted filing

2022

Assets$936,527
Liabilities$0
Net Assets$936,527
Open 2022 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: $48,1492021Revenue 2022: $503,615Expenses 2022: $473,941Net Income 2022: $29,6742022

Highlighted filing

2022

Revenue$503,615
Expenses$473,941
Net Income$29,674
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 21, 2023
Return Version
2022v5.0
Gross Receipts
$503,615
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$906,853$936,527▲ $29,674
Total Assets$906,853$936,527▲ $29,674
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$906,853$936,527▲ $29,674
Total Net Assets Fund Balance$906,853$936,527▲ $29,674
Total Liabilities and Net Assets / Fund Balance$906,853$936,527▲ $29,674
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
George BradshawChairman
Mark EssenfeldCo-chair/ Treasurer
Scott NixonExecutive Director
Brian RubinTrustee
Consuelo PuenteTrustee
Hanny Pei-rodirguezTrustee
Jane NesbitTrustee
John DragstremTrustee
Matthew KoupalTrustee
Kim ZoellerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,271
Program Service Revenue
$492,159
Investment Income
$5,185
Other Revenue
$0
All Other Contributions
$6,271
Change in Net Assets
$29,674

Audited Revenue Reconciliation

Revenue per Audited Statements
$503,615
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$503,615
Total Revenue per Form 990
$503,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$473,941
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$319,897--$319,897
Fees for Services Other-$56,305-$56,305
Advertising-$32,840-$32,840
Fees for Services Accounting-$16,526-$16,526
Insurance-$10,938-$10,938
Fees for Services Legal-$8,703-$8,703
Travel$4,053--$4,053
Other Expenses$1,185$1,169-$1,169
All Other Expenses$40$611-$651
Office Expenses-$633-$633
Total Functional Expenses$328,186$145,755$0$473,941

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$473,941
Total Expenses per Audited Statements$473,941
Total Expenses per Form 990$473,941
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 500, LISLE, IL 60532

Signing Officer

Name
George Bradshaw
Title
Chairman
Phone
6306287169
Signed
2023-03-21
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
Megan Angle
Phone
8479561040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other consultant: program service expenses 0. Management and general expenses 56,305. Fundraising expenses 0. Total expenses 56,305.”

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.”

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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/PublicSupportCY509Pct00.98180
IRS990ScheduleA/PublicSupportPY509Pct00.98070
IRS990ScheduleA/PublicSupportTotal509Amt02301292
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0498430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0518322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0479932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0385939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0418669
IRS990ScheduleA/Total509Grp/TotalAmt02301292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0503615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0519713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0487945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0401514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0431190
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02343977
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/ExpensesSubtotalAmt0473941
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0503615
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/TotalExpensesPerForm990Amt0473941
IRS990ScheduleD/TotalRevenuePerForm990Amt0503615
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0503615
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0473941
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 56,305. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,305.
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/TotalAssetsBOYAmt0906853
IRS990/TotalAssetsEOYAmt0936527
IRS990/TotalAssetsGrp/BOYAmt0906853
IRS990/TotalAssetsGrp/EOYAmt0936527
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06271
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0145755
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0328186
IRS990/TotalFunctionalExpensesGrp/TotalAmt0473941
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0906853
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0936527
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0328186
IRS990/TotalProgramServiceRevenueAmt0492159
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05185
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0492159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0503615
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0906853
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0936527
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04053
IRS990/TravelGrp/TotalAmt04053
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD 500
IRS990/USAddress/CityNm0LISLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060532
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://LIFESPLANINC.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BRADSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06306287169
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFESPLAN INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0364105189
ReturnHeader/Filer/PhoneNum06306287169
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD 500
ReturnHeader/Filer/USAddress/CityNm0LISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060532
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362663358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTE BROWN LLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$936,527
Liabilities
$0
Net assets
$936,527
Revenue
$503,615
Expenses
$473,941
Net income
$29,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$5.04$4.74$0.30
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

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