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Nonprofit · EIN 73-1264836

LIFESTYLE MANAGEMENT INC

Tax-exempt · EDMOND, OK 73025

Financials

$134K$520K2023$267K$922K2024
Revenue Expenses · by fiscal year end
Financials of LIFESTYLE MANAGEMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$266,838$922,099-$655,261$4,853,653$3,338$4,850,315
December 31, 2023990-PF$133,943$520,225-$386,282$5,528,576$23,000$5,505,576
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$179,694
Interest
$55,183
Net gain from sales of assets
$31,961

Expenses

Grants and similar amounts paid
$748,808
Disbursements for charitable purposes
$748,808
Excise tax on investment income
$1,300

Balance sheet and other

Total assets, start of year
$5,528,576
Total assets, end of year
$4,853,653
Total liabilities, end of year
$3,338
Net assets, end of year
$4,850,315
Fair market value of assets
$4,200
Qualifying distributions
$748,808
Net investment income
$266,838

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

NameTitleHours / weekCompensation
DONALD E SMITH
6501 OAK HERITAGE TRAIL, EDMOND, OK 73025
CHAIRMAN5$0
TIFFANY SMITH
6501 OAK HERITAGE TRAIL, EDMOND, OK 73025
DIRECTOR5$0
DENVER SMITH
350 S RACE STREET, DENVER, CO 80209
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DONALD E SMITH
6501 OAK HERITAGE TRAIL, EDMOND, OK 73025
CHAIRMAN5$0
TIFFANY SMITH
6501 OAK HERITAGE TRAIL, EDMOND, OK 73025
DIRECTOR5$0
DENVER SMITH
350 S RACE STREET, DENVER, CO 80209
DIRECTOR5$0

Address and contacts

Address (IRS master file)
6501 OAK HERITAGE TRL, EDMOND, OK 73025-2771
Mailing address (990-N for 2008)
13401 Railway Dr, Oklahoma City OK 73114
Principal officer (990-N for 2008)
Donald E Smith, 13401 Railway Dr, Oklahoma City OK 73114
Signed the 990-PF
DONALD SMITH, MANAGER
Phone
(405) 826-8000
Return prepared by
WRIGHT MCAFEE CO CPA'S

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-1264836
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1986
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Animal-related (D20)
Assets (IRS master file)
$4,853,653
Income (IRS master file)
$281,146

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$266,838$922,099$4,853,653XML
990-PFDecember 2023$133,943$520,225$5,528,576XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS
990-N for 2008
Officer: Donald E Smith
December 31, 2008≤ $50,000 receipts––e-Postcard

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 73-1264836).

Questions about LIFESTYLE MANAGEMENT INC

What is the EIN of LIFESTYLE MANAGEMENT INC?
The employer identification number (EIN) of LIFESTYLE MANAGEMENT INC is 73-1264836.
Is LIFESTYLE MANAGEMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to LIFESTYLE MANAGEMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does LIFESTYLE MANAGEMENT INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LIFESTYLE MANAGEMENT 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 LIFESTYLE MANAGEMENT INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who is the principal officer of LIFESTYLE MANAGEMENT INC?
The 990-N for 2008 names Donald E Smith.
Who are the officers and directors of LIFESTYLE MANAGEMENT INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does LIFESTYLE MANAGEMENT INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $266,838, expenses of $922,099 and total assets of $4,853,653 at year end.

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