Nonprofit · EIN 58-1928259
LIFE PLAN TRUST INCORPORATED
Tax-exempt · APEX, NC 27502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $256,683 | $346,911 | -$90,228 | $661,273 | $23,481 | $637,792 |
| June 30, 2024 | 990 | $286,666 | $328,898 | -$42,232 | $711,885 | $39,048 | $672,837 |
| June 30, 2023 | 990 | $268,318 | $352,213 | -$83,895 | $713,388 | $34,267 | $679,121 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $79,095
- Program service revenue
- $161,402
- Investment income
- $16,051
- Net gain from sales of assets
- $1,093
- Other revenue
- $135
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $116,738
- Other salaries and wages
- $132,371
- Salaries, compensation and benefits (total)
- $271,487
- Professional fundraising fees
- $0
- Accounting fees
- $14,900
- Occupancy
- $15,523
- Travel
- $14,300
- Depreciation
- $1,743
- Program services (functional)
- $301,081
- Management and general (functional)
- $45,830
Balance sheet and other
- Total assets, start of year
- $711,885
- Total assets, end of year
- $661,273
- Total liabilities, end of year
- $23,481
- Net assets, end of year
- $637,792
- Land, buildings and equipment
- $4,373
- Publicly traded securities
- $574,246
- Net assets without donor restrictions
- $637,792
- Gross receipts
- $366,180
- Employees
- 5
- Volunteers
- 8
- Year formed
- 1990
- State of legal domicile
- NC
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Janita Moody | Executive Dir. Officer | 40 | $93,478 | $18,418 |
| Eddie Cox | Board Member Trustee or director | 5 | $0 | $0 |
| Velma Gaye | Board Member Trustee or director | 5 | $0 | $0 |
| Dionne Green | Board Member Trustee or director | 5 | $0 | $0 |
| Dominique Jones | Board Member Trustee or director | 5 | $0 | $0 |
| Leslee Sharpe | Board Member Trustee or director | 5 | $0 | $0 |
| Jayne Tipton | President Trustee or director, Officer | 5 | $0 | $0 |
| Gail Till | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Deb Smith | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Janita Moody | Executive Dir. Officer | 40 | $87,448 | $18,335 |
| Jayne Tipton | President Trustee or director, Officer | 5 | $0 | $0 |
| Gail Till | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Deb Smith | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Janita Moody | Executive Dir. Officer | 40 | $84,526 | $22,674 |
| Jayne Tipton | President Trustee or director, Officer | 5 | $0 | $0 |
| Gail Till | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Deb Smith | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 WEST WILLIAM STREET SUITE, APEX, NC 27502-5203
- In care of
- % SUSAN HARTLEY
- Principal officer (990 for 2024)
- Janita Moody, 800 W Williams Street Ste 231-I, Apex, NC 27502
- Signed the 990
- Deb Smith, Treasurer
- Phone
- (919) 589-0017
- Website
- https://lifeplantrust.org
- Return prepared by
- Apple Koceja & Associates CPAS PA
Mission
To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.
Program accomplishments
- Provided financial management and personal advocacy services to families and individuals with severe and persistent mental illness and/or developmental disabilities. Provided continuing legal education to North Carolina attorneys on servicing the legal needs and future financial needs of families and individuals with severe and persistent mental illness and/or developmental disabilities.Expenses $301,081 · revenue $161,402
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1928259
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E87Z)
- Assets (IRS master file)
- $661,273
- Income (IRS master file)
- $366,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $256,683 | $346,911 | $661,273 | XML |
| 990 | June 2024 | $286,666 | $328,898 | $711,885 | XML |
| 990 | June 2023 | $268,318 | $352,213 | $713,388 | IRS |
| 990 | June 2022 | $588,642 | $350,425 | $775,360 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 58-1928259).
Questions about LIFE PLAN TRUST INCORPORATED
- What is the EIN of LIFE PLAN TRUST INCORPORATED?
- The employer identification number (EIN) of LIFE PLAN TRUST INCORPORATED is 58-1928259.
- Is LIFE PLAN TRUST INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LIFE PLAN TRUST INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFE PLAN TRUST INCORPORATED 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 LIFE PLAN TRUST INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFE PLAN TRUST INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIFE PLAN TRUST INCORPORATED?
- The 990 for the year ended June 30, 2025 names Janita Moody.
- Who are the officers and directors of LIFE PLAN TRUST INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $93,478 (Janita Moody, Executive Dir.).
- How much revenue does LIFE PLAN TRUST INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $256,683, expenses of $346,911 and total assets of $661,273 at year end.
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