Civic Intelligence

Life Plan Trust Incorporated

990 • Fiscal year 2015 • EIN 58-1928259

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 11, 2015

Organization Profilelifeplantrustnc.org
122 Salem Towne CtApex, NC 27502

(919) 589-0017

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.06x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.08x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Net Margin

22nd percentile

-9.3%

Higher net margin than 22% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$92,393

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

2.3%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$595,950

Down $71,028 (-11%) from 2014

Net Assets

Down

$562,026

Down $66,125 (-11%) from 2014

Liabilities

Down

$33,924

Down $4,903 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin22nd percentile

Revenue

Up

$438,036

Up $9,703 (+2.3%) from 2014

Expenses

Up

$478,736

Up $34,593 (+7.8%) from 2014

Net Income

Down

-$40,700

Down $24,890 (-157%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0Assets 2011: $398,597Liabilities 2011: $29,842Net Assets 2011: $368,7552011Assets 2012: $495,301Liabilities 2012: $29,595Net Assets 2012: $465,7062012Assets 2013: $626,317Liabilities 2013: $26,853Net Assets 2013: $599,4642013Assets 2014: $666,978Liabilities 2014: $38,827Net Assets 2014: $628,1512014Assets 2015: $595,950Liabilities 2015: $33,924Net Assets 2015: $562,0262015Assets 2016: $642,659Liabilities 2016: $39,822Net Assets 2016: $602,8372016Assets 2017: $527,077Liabilities 2017: $31,527Net Assets 2017: $495,5502017Assets 2018: $497,459Liabilities 2018: $23,405Net Assets 2018: $474,0542018Assets 2019: $441,266Liabilities 2019: $33,144Net Assets 2019: $408,1222019Assets 2020: $575,778Liabilities 2020: $30,863Net Assets 2020: $544,9152020Assets 2021: $611,516Liabilities 2021: $34,518Net Assets 2021: $576,9982021Assets 2022: $775,360Liabilities 2022: $37,875Net Assets 2022: $737,4852022Assets 2023: $713,388Liabilities 2023: $34,267Net Assets 2023: $679,1212023Assets 2025: $661,273Liabilities 2025: $23,481Net Assets 2025: $637,7922025

Highlighted filing

2015

Assets$595,950
Liabilities$33,924
Net Assets$562,026
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $421,701Expenses 2011: $420,001Net Income 2011: $1,7002011Revenue 2012: $522,803Expenses 2012: $423,240Net Income 2012: $99,5632012Revenue 2013: $483,248Expenses 2013: $349,849Net Income 2013: $133,3992013Revenue 2014: $428,333Expenses 2014: $444,143Net Income 2014: -$15,8102014Revenue 2015: $438,036Expenses 2015: $478,736Net Income 2015: -$40,7002015Revenue 2016: $468,426Expenses 2016: $401,532Net Income 2016: $66,8942016Revenue 2017: $257,254Expenses 2017: $377,090Net Income 2017: -$119,8362017Revenue 2018: $326,084Expenses 2018: $347,335Net Income 2018: -$21,2512018Revenue 2019: $242,086Expenses 2019: $313,295Net Income 2019: -$71,2092019Revenue 2020: $482,227Expenses 2020: $330,413Net Income 2020: $151,8142020Revenue 2021: $280,129Expenses 2021: $336,382Net Income 2021: -$56,2532021Revenue 2022: $588,642Expenses 2022: $350,425Net Income 2022: $238,2172022Revenue 2023: $268,318Expenses 2023: $352,213Net Income 2023: -$83,8952023Revenue 2025: $256,683Expenses 2025: $346,911Net Income 2025: -$90,2282025

Highlighted filing

2015

Revenue$438,036
Expenses$478,736
Net Income-$40,700
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 11, 2015
Return Version
2014v5.0
Gross Receipts
$481,154
Mission and Program Overview

Mission

To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$616,189$542,047▼ $74,142
Savings and Temporary Cash Investments$19,470$23,712▲ $4,242
Cash and Non-Interest-Bearing Accounts$19,627$13,146▼ $6,481
Accounts Receivable$4,154$6,890▲ $2,736
Prepaid Expenses and Deferred Charges$4,604$5,602▲ $998
Land, Buildings, and Equipment, Net$1,824$2,453▲ $629
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$666,978$595,950▼ $71,028
Other Assets Total$1,110$2,100▲ $990
Liabilities
Accounts Payable and Accrued Expenses$38,827$33,924▼ $4,903
Total Liabilities$38,827$33,924▼ $4,903
Net Assets / Fund Balance
Unrestricted Net Assets$619,250$553,125▼ $66,125
Temporarily Rstr Net Assets$8,901$8,901→ $0
Total Net Assets Fund Balance$628,151$562,026▼ $66,125
Total Liabilities and Net Assets / Fund Balance$666,978$595,950▼ $71,028

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,453$2,129$4,582
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan HartleyExecutive DirectorFT$82,711$9,682$92,393

Board Members and Trustees

NameTitle
Brian A VanHookPast President
Don ThompsonPresident
Kathy SmithVice President
John StewartBoard Attorney
Art WarnerDirector
Drew BreithauptDirector
Jayne TiptonDirector
Jeanne LawsonDirector
Suzanne Lewis BrownDirector
Matthew DressmanSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$139,945
Program Service Revenue
$270,183
Investment Income
$25,909
Other Revenue
$1,999
All Other Contributions
$139,945
Change in Net Assets
$-40,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$438,036
Revenue Not Reported on Form 990
$-25,425
Total Revenue per Audited Statements
$412,611
Total Revenue per Form 990
$438,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$342,049
Other Expenses$136,687
Total Fundraising Expense$8,416
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$174,984$15,554$3,889$194,427
Current Officers, Directors, Trustees, and Key Employees$84,846$7,542$1,885$94,273
Fees for Services Other$44,043--$44,043
Travel$27,267$2,424$606$30,297
Other Employee Benefits$26,886$2,390$598$29,874
Office Expenses$23,052$2,049$513$25,614
Payroll Taxes$21,127$1,878$470$23,475
Occupancy$13,076$1,162$291$14,529
Fees for Services Accounting-$12,250-$12,250
Other Expenses$1,149$192$48$1,149
Insurance$930$83$21$1,034
Depreciation Depletion$191$446-$637
Total Functional Expenses$423,971$46,349$8,416$478,736

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$478,736
Total Expenses per Audited Statements$478,736
Total Expenses per Form 990$478,736
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the February meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year: last time, February 2014.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Plan Trust Inc
EIN
58-1928259
Phone
9195890017
Address
122 Salem Towne Ct, Apex, NC 27502

Signing Officer

Name
Matthew Dressman
Title
Secretary/Treas
Signed
2015-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Hartley
Formed
1990
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
12

Preparer

Firm
Apple Koceja & Associates PA
Address
445 Dolley Madison RdSte202, Greensboro, NC 27410
Preparer
Jonathan L Apple CPA
Phone
3368544277
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business activities. For the year ended June 30, 2015, the Organization has determined that no income taxes are due for its activities. Accordingly, no provision for income tax has been recorded in the financial statements. The statute of limitations remains open subsequent to and including 2012.”

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25425
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IRS990/OfficeExpensesGrp/TotalAmt025614
IRS990/OfficerMailingAddressInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt01110
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0598
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02390
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026886
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029874
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Miscellaneous
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IRS990/OtherExpensesGrp/FundraisingAmt095
IRS990/OtherExpensesGrp/FundraisingAmt148
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IRS990/OtherExpensesGrp/ProgramServicesAmt12156
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IRS990/OtherRevenueTotalAmt01999
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03889
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015554
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0194427
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0470
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01878
IRS990/PayrollTaxesGrp/ProgramServicesAmt021127
IRS990/PayrollTaxesGrp/TotalAmt023475
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04604
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05602
IRS990/PrincipalOfficerNm0Susan Hartley
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1225477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1225477
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0167034
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013158
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0128931
IRS990/PYOtherRevenueAmt02058
IRS990/PYProgramServiceRevenueAmt0246083
IRS990/PYRevenuesLessExpensesAmt0-15810
IRS990/PYSalariesCompEmpBnftPaidAmt0315212
IRS990/PYTotalExpensesAmt0444143
IRS990/PYTotalRevenueAmt0428333
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-40700
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0289043
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019470
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0139945
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0196024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0255075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0150706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0908784
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02721
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01113
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09228
IRS990ScheduleA/PublicOrganization170Ind0X
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$595,950
Liabilities
$33,924
Net assets
$562,026
Revenue
$438,036
Expenses
$478,736
Net income
-$40,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.23$6.38$2.57$3.47$0.90
2023Summary only. Only limited summary data is available for this year.$7.13$0.34$6.79$2.68$3.52$0.84
2022Summary only. Only limited summary data is available for this year.$7.75$0.38$7.37$5.89$3.50$2.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.35$5.77$2.80$3.36$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.31$5.45$4.82$3.30$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.33$4.08$2.42$3.13$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.23$4.74$3.26$3.47$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.32$4.96$2.57$3.77$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.40$6.03$4.68$4.02$0.67
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.34$5.62$4.38$4.79$0.41
2014Summary only. Only limited summary data is available for this year.$6.67$0.39$6.28$4.28$4.44$0.16
2013Summary only. Only limited summary data is available for this year.$6.26$0.27$5.99$4.83$3.50$1.33
2012Summary only. Only limited summary data is available for this year.$4.95$0.30$4.66$5.23$4.23$1.00
2011Summary only. Only limited summary data is available for this year.$3.99$0.30$3.69$4.22$4.20$0.02