Civic Intelligence

Life Plan Foundation

990EZ • Fiscal year 2024 • EIN 87-3353415

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization ProfileN/A
3375 W Mt Ellen Way PC 520Taylorsville, UT 84129

(801) 369-8587

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

$331,537

No earlier filing loaded for comparison.

Net Assets

$331,537

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin97th percentile

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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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 GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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
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
Top Officer Pay81st percentile

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt02150
IRS990EZ/OtherExpensesTotalAmt03161
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Providing financial education and security for Life Plan community residents.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Athough 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Investment income. Amount: 10,244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Insurance. Amount: 817. Description: Software licenses. Amount: 775. Description: Mutual fund fees. Amount: 1,569. Total to Form 990-EZ, line 16: 3,161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Unrealized gains on investments. Amount: 2,150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Erickson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08013698587
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Life Plan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0873353415
ReturnHeader/Filer/PhoneNum08013698587
ReturnHeader/Filer/USAddress/AddressLine1Txt03375 W Mt Ellen Way PC 520
ReturnHeader/Filer/USAddress/CityNm0Taylorsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Squire & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 S 800 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084097
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Paul Winward
ReturnHeader/ReturnTs02025-05-15T16:23:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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