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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 47-2721525

LIFE PLANNING NETWORK INC

Tax-exempt · SHARON, MA 02067

Financials

$8K$10K2023$797$12K2024
Revenue Expenses · by fiscal year end
Financials of LIFE PLANNING NETWORK INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$797$12,001-$11,204$11,222$0$11,222
December 31, 2023990-EZ$7,907$10,474-$2,567$22,426$0$22,426
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$750
Program service revenue
$47

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$4,620
Printing, publications and postage
$12
Other expenses
$7,369
Program services (functional)
$3,912

Balance sheet and other

Total assets, start of year
$22,426
Total assets, end of year
$11,222
Total liabilities, end of year
$0
Net assets, end of year
$11,222
Cash, savings and investments
$11,222
Gross receipts
$797

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOYCE COHENPRESIDENT EMERITA1$0
BRUCE FRANKELPRESIDENT10$0
KENDALL DUDLEYDIRECTOR1$0
JAN ZACHARJASZCHAPTER AFFAIRS/DIRECTOR1$0
JULIE NORDATRANDMEMBERSHIP/DIRECTOR1$0
SHARON ROSECOMMUNICATIONS/DIRECTOR1$0
TIM RODIGUERATREASURER10$0
JOY LOVERDEDIRECTOR1$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
JOYCE COHENPRESIDENT EMERITA1$0
BRUCE FRANKELPRESIDENT10$0
KENDALL DUDLEYDIRECTOR1$0
JAN ZACHARJASZCHAPTER AFFAIRS/DIRECTOR1$0
JULIE NORDATRANDMEMBERSHIP/DIRECTOR1$0
SHARON ROSECOMMUNICATIONS/DIRECTOR1$0
TIM RODIGUERATREASURER10$0
JOY LOVERDEDIRECTOR1$0

Address and contacts

Address (IRS master file)
15 BRIGGS POND WAY, SHARON, MA 02067-3009
Signed the 990-EZ
JOYCE COHEN, PRESIDENT
Phone
(510) 684-9528
Return prepared by
DANIEL DENNIS & COMPANY LLP

Mission

TO CREATE AND COMMUNICATE KNOWLEDGE AND RESOURCES THAT SUPPORT PROFESSIONALS IN THEIR WORK TO ENHANCE PEOPLE'S LATER LIVES AND THUS BENEFIT SOCIETY.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • CONFERENCES AND QUARTERLY MEETINGS AT WHICH KEYNOTE SPEAKERS OR PANELS PRESENT CUTTING-EDGE KNOWLEDGE, RESEARCH, WRITING AND OTHER PROGRAMS OF INTEREST TO SECOND-HALF-OF-LIFE PLANNING PROFESSIONALS.
    Expenses $3,912

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-N for LIFE PLANNING NETWORK INC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
47-2721525
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
2015
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B03)
Assets (IRS master file)
$11,222
Income (IRS master file)
$797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$797$12,001$11,222XML
990-EZDecember 2023$7,907$10,474$22,426XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LIFE PLANNING NETWORK INC

What is the EIN of LIFE PLANNING NETWORK INC?
The employer identification number (EIN) of LIFE PLANNING NETWORK INC is 47-2721525.
Is LIFE PLANNING NETWORK INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to LIFE PLANNING NETWORK INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LIFE PLANNING NETWORK INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of LIFE PLANNING NETWORK INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LIFE PLANNING NETWORK INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of LIFE PLANNING NETWORK INC?
The 990-EZ for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does LIFE PLANNING NETWORK INC have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $797, expenses of $12,001 and total assets of $11,222 at year end.

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