Civic Intelligence

Life'S Plan Inc

990 • Fiscal year 2024 • EIN 36-4105189

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 25, 2025

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

18th percentile

0.00x

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

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

Liabilities / Revenue

18th percentile

0.00x

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

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

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,185,828

Up $278,975 (+31%) from 2021

Net Assets

Up

$1,185,828

Up $278,975 (+31%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin76th percentile

Revenue

Up

$629,584

Up $109,871 (+21%) from 2021

Expenses

Up

$484,337

Up $12,773 (+2.7%) from 2021

Net Income

Up

$145,247

Up $97,098 (+202%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$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 2024: $1,185,828Liabilities 2024: $0Net Assets 2024: $1,185,8282024

Highlighted filing

2024

Assets$1,185,828
Liabilities$0
Net Assets$1,185,828
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$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 2024: $629,584Expenses 2024: $484,337Net Income 2024: $145,2472024

Highlighted filing

2024

Revenue$629,584
Expenses$484,337
Net Income$145,247
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 25, 2025
Return Version
2024v5.0
Gross Receipts
$629,584
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$1,040,581$1,185,828▲ $145,247
Total Assets$1,040,581$1,185,828▲ $145,247
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,040,581$1,185,828▲ $145,247
Total Net Assets Fund Balance$1,040,581$1,185,828▲ $145,247
Total Liabilities and Net Assets / Fund Balance$1,040,581$1,185,828▲ $145,247
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
Hanny Pei-rodirguezTrustee
Jane NesbitTrustee
John DragstremTrustee
Matthew KoupalTrustee
Kim ZoellerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Ray Graham AssociationManagement901 WARRENVILLE ROAD SUITE 500, Lisle, IL 60532$310,777
Revenue and Support

Revenue Composition

Contributions and Grants
$32,637
Program Service Revenue
$551,474
Investment Income
$45,378
Other Revenue
$95
All Other Contributions
$32,637
Change in Net Assets
$145,247

Audited Revenue Reconciliation

Revenue per Audited Statements
$629,584
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$629,584
Total Revenue per Form 990
$629,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$484,337
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$328,753--$328,753
Fees for Services Other-$64,791-$64,791
Advertising-$35,089-$35,089
Fees for Services Accounting-$19,078-$19,078
Fees for Services Legal-$13,445-$13,445
Insurance-$11,563-$11,563
Travel$6,165--$6,165
Office Expenses-$575-$575
Other Expenses$192$1,437-$192
All Other Expenses$54$80-$134
Total Functional Expenses$336,425$147,912$0$484,337

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$484,337
Total Expenses per Audited Statements$484,337
Total Expenses per Form 990$484,337
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
Mark Essenfeld
Title
Chairman
Phone
6306287169
Signed
2025-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Essenfeld
Formed
1999
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Porte Brown LLC
Address
9014 HERITAGE PARKWAY SUITE 308, WOODRIDGE, IL 60517
Preparer
Megan Angle
Phone
7084291040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other consultant: program service expenses 0. Management and general expenses 64,791. Fundraising expenses 0. Total expenses 64,791.”

FORM 990, PART XII, LINE 2C:

“Process did not change from prior year”

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 425 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/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0501726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0492159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0510831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0462956
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0100107
IRS990ScheduleA/InvestmentIncomeCYPct00.03730
IRS990ScheduleA/InvestmentIncomePYPct00.02860
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt095
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0495
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0590
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96250
IRS990ScheduleA/PublicSupportPY509Pct00.97120
IRS990ScheduleA/PublicSupportTotal509Amt02582521
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0501726
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0518322
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0542361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0503615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0519713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0487945
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02683218
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0484337
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0629584
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/TotalExpensesPerForm990Amt0484337
IRS990ScheduleD/TotalRevenuePerForm990Amt0629584
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0629584
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0484337
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 64,791. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,791.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESS DID NOT CHANGE FROM PRIOR YEAR
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01040581
IRS990/TotalAssetsGrp/EOYAmt01185828
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032637
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0147912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0336425
IRS990/TotalFunctionalExpensesGrp/TotalAmt0484337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0551474
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045378
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0551569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0629584
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01040581
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01185828
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt06165
IRS990/TravelGrp/TotalAmt06165
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD 500
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IRS990/WebsiteAddressTxt0HTTP://LIFESPLANINC.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ESSENFELD

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,185,828
Liabilities
$0
Net assets
$1,185,828
Revenue
$629,584
Expenses
$484,337
Net income
$145,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.63$0.48$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.52$0.47$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.49$0.41$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.40$0.48$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.43$0.45$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.45$0.46$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.46$0.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.45$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.57$0.41$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.39$0.34$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.25