Lifes Plan INC

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To provide educational opportunities regarding life care planning and trust options to individuals with disabilities and their families.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-4105189) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
Run by 7 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $85K a year · 16% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
72% of spending went to programs.
Pt IX · Ln 25 · col B
33.2 mo
of spending, in cash
33.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$574K
-9% vs prior year
Spent
$467K
To programs
72%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$574K
FY2025▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$488K
FY2021$520K
FY2022$504K
FY2023$542K
FY2024$630K
FY2025$574K
Expenses
$467K
FY2025▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$412K
FY2021$472K
FY2022$474K
FY2023$438K
FY2024$484K
FY2025$467K
Net assets
$1.3M
FY2025▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$859K
FY2021$907K
FY2022$937K
FY2023$1.0M
FY2024$1.2M
FY2025$1.3M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $335K Management & general 28% · $132K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
See Lifes Plan INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates individuals with disabilities and families on life care planning and trust options.

Questions for Lifes Plan INC

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1 program · $335K · in their own filed words · FY2025
01

Provide educational guidance and opportunities to those with special needs

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-4105189) · Dispute this line
$335Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$574K
Ln 12
Fees for servicesLn 2g$523K
Investment incomeLn 3$44K
Gifts and grantsLn 1h$6K
Money outPt IX
$467K
Ln 25
Programscol B$335K
Managementcol C$132K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6K
Fees for servicesLn 2g$523K
Investment incomeLn 3$44K
Other incomeLn 4–11$73
Total revenueLn 12$574K
Assets in detailPt X, end of year
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.3M
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.2M$1.3M
Total assetsLn 16$1.2M$1.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$328K$328K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$49K$49K
Advertising and promotionLn 12$42K$42K
Office expensesLn 13$472$472
TravelLn 17$6K$6K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$3K$253$3K
All other expensesLn 24e$31$31
Total functional expensesLn 25$467K$335K$132K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 15, 2026 $574K$467K$107K$1.3M 990 PDF
FY2024Filed with the IRS Feb 27, 2025 $630K$484K$145K$1.2M 990 PDF
FY2023Filed with the IRS Mar 12, 2024 $542K$438K$104K$1.0M 990 PDF
FY2022Filed with the IRS Apr 21, 2023 $504K$474K$30K$937K 990 PDF
FY2021Filed with the IRS Apr 26, 2022 $520K$472K$48K$907K 990 PDF
FY2020Filed with the IRS May 3, 2021 $488K$412K$76K$859K 990 PDF

Schedules filed Part IV

A · Public support B · Donors D · Assets and endowments O · Explanations
See the full FY2025 990
Part I · Summary $573,518 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $32,637$6,491
I-9 Program service revenuePrior year $551,474$522,729
I-10 Investment incomePrior year $45,378$44,225
I-11 Other revenuePrior year $95$73
I-12 Total revenuePrior year $629,584$573,518
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $484,337$466,765
I-18 Total expensesPrior year $484,337$466,765
I-19 Revenue less expensesPrior year $145,247$106,753
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $573,518 across 6 lines filed
VIII-1f All other contributions, gifts and grants$6,491
VIII-1h Total contributions, gifts and grants$6,491
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $522,729$522,729
VIII-3 Investment incomeExcluded from tax $44,225$44,225
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $73$73
VIII-12 Total revenueRelated to mission $522,802 · Unrelated business $0 · Excluded from tax $44,225$573,518
Part IX · Statement of functional expenses $466,765 across 10 lines filed
IX-11a Management feesPrograms $328,080$328,080
IX-11b Legal feesManagement $6,058$6,058
IX-11c Accounting feesManagement $20,453$20,453
IX-11g Other fees for servicesManagement $49,236$49,236
IX-12 Advertising and promotionManagement $42,193$42,193
IX-13 Office expensesManagement $472$472
IX-17 TravelPrograms $6,364$6,364
IX-23 InsuranceManagement $10,611$10,611
IX-24 Other expenses (24a–d)Programs $253 · Management $3,014$3,267
IX-24e All other expensesPrograms $31$31
IX-25 Total functional expensesPrograms $334,728 · Management $132,037 · Fundraising $0$466,765
Part X · Balance sheet $1,292,581 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,185,828$1,292,581
X-16 Total assetsStart of year $1,185,828$1,292,581
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,185,828$1,292,581
X-32 Total net assets or fund balancesStart of year $1,185,828$1,292,581
X-33 Total liabilities and net assetsStart of year $1,185,828$1,292,581
Part XI · Reconciliation of net assets $1,292,581 net assets at year end
XI-1 Total revenue$573,518
XI-2 Total expenses$466,765
XI-3 Revenue less expenses$106,753
XI-4 Net assets at start of year$1,185,828
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,292,581

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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