Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2022.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
What each dollar paid for.
Form 990 Part IX, line 25. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
7 people listed on the 990.
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
Life Plan Foundation is a human services nonprofit based in Taylorsville, UT, formed in 2022.
Questions for Life Plan Foundation
Your first name shows with your question. Life Plan Foundation answers here, for everyone.
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.
Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 87-3353415) · Dispute this lineProvide 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.
Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 87-3353415) · Dispute this lineAthough there is only one 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.
Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 87-3353415) · Dispute this lineBy the numbers
The FY2025 990, line by line.
Download 990
| Line | Start FY25 | End FY25 |
|---|---|---|
| Cash and savingsLn 1–2 | $35K | |
| InvestmentsLn 11–13 | $332K | $504K |
| Total assetsLn 16 | $332K | $539K |
| LiabilitiesLn 26 | $0 | $0 |
| Net assetsLn 32 | $332K | $539K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Legal feesLn 11b | $243 | $243 | ||
| Investment management feesLn 11f | $3K | $3K | ||
| Office expensesLn 13 | $77 | $77 | ||
| Information technologyLn 14 | $1K | $1K | ||
| InsuranceLn 23 | $747 | $747 | ||
| Total functional expensesLn 25 | $6K | $0 | $6K | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest ViewingFiled with the IRS May 21, 2026 | $199K | $6K | $194K | $539K | 990 PDF |
| FY2024Filed with the IRS May 15, 2025 | $166K | $332K | 990 PDF |
Schedules filed Part IV
See the full FY2025 990
Part I · Summary $199,156 revenue, 12 lines filed
Part VI · Governance 7 of 7 board members independent, 3 to look at
Part VIII · Statement of revenue $199,156 across 4 lines filed
Part IX · Statement of functional expenses $5,512 across 5 lines filed
Part X · Balance sheet $538,631 assets, 8 lines filed
Part XI · Reconciliation of net assets $538,631 net assets at year end
Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File
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