Nonprofit · EIN 36-4105189
LIFES PLAN INC
Tax-exempt · LISLE, IL 60532
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $573,518 | $466,765 | $106,753 | $1,292,581 | $0 | $1,292,581 |
| December 31, 2024 | 990 | $629,584 | $484,337 | $145,247 | $1,185,828 | $0 | $1,185,828 |
| December 31, 2023 | 990 | $542,361 | $438,307 | $104,054 | $1,040,581 | $0 | $1,040,581 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,491
- Program service revenue
- $522,729
- Investment income
- $44,225
- Other revenue
- $73
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,058
- Accounting fees
- $20,453
- Travel
- $6,364
- Program services (functional)
- $334,728
- Management and general (functional)
- $132,037
Balance sheet and other
- Total assets, start of year
- $1,185,828
- Total assets, end of year
- $1,292,581
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,292,581
- Net assets without donor restrictions
- $1,292,581
- Gross receipts
- $573,518
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1999
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK ESSENFELD | CHAIR Trustee or director, Officer | 1 | $0 |
| KIM ZOELLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN DRAGSTREM | TREASURER Trustee or director, Officer | 1 | $0 |
| MATTHEW KOUPAL | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| BRIAN RUBIN | TRUSTEE Trustee or director | 1 | $0 |
| JANE NESBIT | TRUSTEE Trustee or director | 1 | $0 |
| HANNY PEI-RODRIGUEZ | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT NIXON | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE BRADSHAW | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MARK ESSENFELD | CO-CHAIR/ TREASURER Trustee or director, Officer | 1 | $0 |
| KIM ZOELLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN DRAGSTREM | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW KOUPAL | TRUSTEE Trustee or director | 1 | $0 |
| CONSUELO PUENTE | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN RUBIN | TRUSTEE Trustee or director | 1 | $0 |
| JANE NESBIT | TRUSTEE Trustee or director | 1 | $0 |
| HANNY PEI-RODIRGUEZ | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT NIXON | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE BRADSHAW | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MARK ESSENFELD | CO-CHAIR/ TREASURER Trustee or director, Officer | 1 | $0 |
| KIM ZOELLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN DRAGSTREM | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW KOUPAL | TRUSTEE Trustee or director | 1 | $0 |
| CONSUELO PUENTE | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN RUBIN | TRUSTEE Trustee or director | 1 | $0 |
| JANE NESBIT | TRUSTEE Trustee or director | 1 | $0 |
| HANNY PEI-RODIRGUEZ | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT NIXON | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 901 WARRENVILLE RD STE 500, LISLE, IL 60532-4319
- Principal officer (990 for 2025)
- MARK ESSENFELD, 901 WARRENVILLE ROAD 500, LISLE, IL 60532
- Signed the 990
- MARK ESSENFELD, CHAIR
- Phone
- (630) 628-7169
- Website
- HTTP://LIFESPLANINC.ORG/
- Return prepared by
- PORTE BROWN LLC
Mission
TO PROVIDE EDUCATIONAL OPPORTUNITIES REGARDING LIFE CARE PLANNING AND TRUST OPTIONS TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES.
Program accomplishments
- PROVIDE EDUCATIONAL GUIDANCE AND OPPORTUNITIES TO THOSE WITH SPECIAL NEEDSExpenses $334,728 · revenue $522,802
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-4105189
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $1,292,581
- Income (IRS master file)
- $573,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $573,518 | $466,765 | $1,292,581 | IRS |
| 990 | December 2024 | $629,584 | $484,337 | $1,185,828 | XML |
| 990 | December 2023 | $542,361 | $438,307 | $1,040,581 | XML |
| 990 | December 2022 | $503,615 | $473,941 | $936,527 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4105189).
Questions about LIFES PLAN INC
- What is the EIN of LIFES PLAN INC?
- The employer identification number (EIN) of LIFES PLAN INC is 36-4105189.
- Is LIFES PLAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LIFES PLAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFES PLAN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFES PLAN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFES PLAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LIFES PLAN INC?
- The 990 for the year ended December 31, 2025 names MARK ESSENFELD.
- Who are the officers and directors of LIFES PLAN INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LIFES PLAN INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $573,518, expenses of $466,765 and total assets of $1,292,581 at year end.
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