Civic Intelligence

Life'S Plan Inc

990 • Fiscal year 2023 • EIN 36-4105189

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 02, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.7%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,040,581

Up $133,728 (+15%) from 2021

Net Assets

Up

$1,040,581

Up $133,728 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin73rd percentile

Revenue

Up

$542,361

Up $22,648 (+4.4%) from 2021

Expenses

Down

$438,307

Down $33,257 (-7.1%) from 2021

Net Income

Up

$104,054

Up $55,905 (+116%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th 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 2023: $1,040,581Liabilities 2023: $0Net Assets 2023: $1,040,5812023

Highlighted filing

2023

Assets$1,040,581
Liabilities$0
Net Assets$1,040,581
Open 2023 Filing

Operations Trend

Revenue Growth51st 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 2023: $542,361Expenses 2023: $438,307Net Income 2023: $104,0542023

Highlighted filing

2023

Revenue$542,361
Expenses$438,307
Net Income$104,054
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 2, 2024
Return Version
2023v4.0
Gross Receipts
$542,361
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$936,527$1,040,581▲ $104,054
Total Assets$936,527$1,040,581▲ $104,054
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$936,527$1,040,581▲ $104,054
Total Net Assets Fund Balance$936,527$1,040,581▲ $104,054
Total Liabilities and Net Assets / Fund Balance$936,527$1,040,581▲ $104,054
Compensation and Service Providers
Top Officer Pay39th 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
$0
Program Service Revenue
$501,726
Investment Income
$40,140
Other Revenue
$495
Change in Net Assets
$104,054

Audited Revenue Reconciliation

Revenue per Audited Statements
$542,361
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$542,361
Total Revenue per Form 990
$542,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$438,307
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$310,777--$310,777
Fees for Services Other-$55,481-$55,481
Advertising-$27,949-$27,949
Fees for Services Accounting-$15,994-$15,994
Insurance-$11,271-$11,271
Fees for Services Legal-$9,049-$9,049
Travel$3,786--$3,786
Office Expenses-$362-$362
Other Expenses$143$1,060-$143
All Other Expenses$36$40-$76
Total Functional Expenses$315,985$122,322$0$438,307

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$438,307
Total Expenses per Audited Statements$438,307
Total Expenses per Form 990$438,307
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
2024-03-02
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 55,481. Fundraising expenses 0. Total expenses 55,481.”

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 409 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/InvestmentIncomeCYPct00.02860
IRS990ScheduleA/InvestmentIncomePYPct00.01820
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0495
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0495
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0479932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0385939
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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 55,481. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,481.
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
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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/TotalEmployeeCnt00
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,040,581
Liabilities
$0
Net assets
$1,040,581
Revenue
$542,361
Expenses
$438,307
Net income
$104,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.54$0.44$0.10
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