Civic Intelligence

Life Plan Foundation

EIN 87-3353415 • 501(c)3 • Taylorsville, UT

990-N CoverageNTEE P81

Profile

Providing financial education and security for Life Plan community residents.

3375 W Mt Ellen Way PC 520Taylorsville, UT 84129

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$331,537

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$331,537

No earlier filing loaded for comparison.

Operations

Revenue

$166,494

No earlier filing loaded for comparison.

Expenses

$3,161

No earlier filing loaded for comparison.

Net Income

$163,333

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2024: $331,537Liabilities 2024: $0Net Assets 2024: $331,5372024

Highlighted filing

2024

Assets$331,537
Liabilities$0
Net Assets$331,537
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2024: $166,494Expenses 2024: $3,161Net Income 2024: $163,3332024

Highlighted filing

2024

Revenue$166,494
Expenses$3,161
Net Income$163,333
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$331,537
Liabilities
$0
Net assets
$331,537
Revenue
$166,494
Expenses
$3,161
Net income
$163,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$1.66$0.03$1.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$166,494
Mission and Program Overview

Mission

Providing financial education and security for Life Plan community residents.

Program Services

DescriptionGrantsExpenses
Provide assistance to seniors who reside in Utah Life Plan Communities, when they are in danger of losing their housing either through a catastrophic medical or financial event, or the gradual inflation of rents and health care costs that accumulate over time for seniors with fixed incomes. Based on the experience of other Life Plan Communities around the country that have been in operation for decades, we understand that the need for this kind of assistance usually arises around year ten of a Life Plan Community. So far, after six and one-half years, no need for assistance has arisen.$0$0
Provide education for seniors and their families on financial planning for retirement and financial management in retirement. In 2024 we provided education for 210 people. So far, all of this has been provided to our Foundation in kind by financial and legal professionals and friends of the Foundation. Examples include: Tax strategies in charitable giving, navigating family dynamics in estate planning, questions to ask your financial advisor, costs of high-intensity long term care, and duties and responsibilites of Executors vs. Trustees or Successor Trustees.$0$0
Athough there is only on Life Plan community now operating in Utah, there will very likely be others in the not-too-distant future. As similar communities are built, we are ready to offer our services as an umbrella or consultant for similar for-profit or not-for-profit institutions hoping to accomplish the same goals.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheila MullerDirector-$0--
Don PorterDirector-$0--
Christine SharerDirector-$0--
David HansonPresidentPT$0--
Keith MillerVice President-$0--
Elizabeth WoodsSecretary-$0--
David EricksonTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Life Plan Foundation
EIN
87-3353415
Phone
8013698587
Address
3375 W Mt Ellen Way PC 520, Taylorsville, UT 84129

Signing Officer

Name
David Erickson
Title
Treasurer
Phone
8013698587
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Investment income. Amount: 10,244.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Insurance. Amount: 817. Description: Software licenses. Amount: 775. Description: Mutual fund fees. Amount: 1,569. Total to Form 990-EZ, line 16: 3,161.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Unrealized gains on investments. Amount: 2,150.”

Raw XML Appendix169 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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