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Life Plan Trust Incorporated

  • Apex, NC
  • Tax-exempt since June 1991
  • EIN: 58-1928259

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Health, General and Financing (E87Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$268k (2023)

Expenses
$352k (2023)

Total Assets
$713k (2023)

Total Liabilities
$34.3k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,318
Expenses
$352,213
Net Income
-$83,895
Net Assets
$679,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,840
34.6%
Program Services $177,947
66.3%
Investment Income $15,258
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$17,758
Net Inventory Sales $0
Other Revenue $31
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $112,517
31.9%
Professional Fundraising Fees $0
Other Salaries and Wages $141,438
40.2%
Assets/Debt
Total Assets $713,388
Total Liabilities $34,267
Net Assets $679,121
Compensation
Key Employees and Officers Compensation Related Other
Janita Moody (Executive Dir.) $84,526 $0 $22,674
Jayne Tipton (President) $0 $0 $0
Gail Till (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
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Document Links

990
Filed on Jan. 29, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$588,642
Expenses
$350,425
Net Income
$238,217
Net Assets
$737,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $395,206
67.1%
Program Services $191,577
32.5%
Investment Income $13,873
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,014
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $104,934
29.9%
Professional Fundraising Fees $0
Other Salaries and Wages $149,489
42.7%
Assets/Debt
Total Assets $775,360
Total Liabilities $37,875
Net Assets $737,485
Compensation
Key Employees and Officers Compensation Related Other
Janita Moody (Executive Dir.) $81,702 $0 $19,163
Jayne Tipton (President) $0 $0 $0
Gail Till (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,129
Expenses
$336,382
Net Income
-$56,253
Net Assets
$576,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,504
27.7%
Program Services $187,958
67.1%
Investment Income $12,146
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,202
0.8%
Net Inventory Sales $0
Other Revenue $319
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $94,658
28.1%
Professional Fundraising Fees $0
Other Salaries and Wages $140,978
41.9%
Assets/Debt
Total Assets $611,516
Total Liabilities $34,518
Net Assets $576,998
Compensation
Key Employees and Officers Compensation Related Other
Janita Moody (Executive Dir.) $77,285 $0 $14,370
Jayne Tipton (President) $0 $0 $0
Gail Till (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$482,227
Expenses
$330,413
Net Income
$151,814
Net Assets
$544,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $267,563
55.5%
Program Services $198,032
41.1%
Investment Income $10,439
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,053
1.3%
Net Inventory Sales $0
Other Revenue $140
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $91,449
27.7%
Professional Fundraising Fees $0
Other Salaries and Wages $135,776
41.1%
Assets/Debt
Total Assets $575,778
Total Liabilities $30,863
Net Assets $544,915
Compensation
Key Employees and Officers Compensation Related Other
Janita Moody (Executive Dir.) $71,806 $0 $14,167
Leslee Sharp (Director) $0 $0 $0
Jayne Tipton (President) $0 $0 $0
Brian A Van Hook (Vice President) $0 $0 $0
Gail Till (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 1, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$242,086
Expenses
$313,295
Net Income
-$71,209
Net Assets
$408,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,283
5.1%
Program Services $214,855
88.8%
Investment Income $13,046
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,641
0.7%
Net Inventory Sales $0
Other Revenue $261
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $81,491
26.0%
Professional Fundraising Fees $0
Other Salaries and Wages $120,146
38.3%
Assets/Debt
Total Assets $441,266
Total Liabilities $33,144
Net Assets $408,122
Compensation
Key Employees and Officers Compensation Related Other
Janita Moody (Executive Dir.) $59,460 $0 $8,740
Jayne Tipton (President) $0 $0 $0
Brian A Van Hook (Vice President) $0 $0 $0
Gail Till (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 30, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$326,084
Expenses
$347,335
Net Income
-$21,251
Net Assets
$474,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,359
25.6%
Program Services $225,023
69.0%
Investment Income $11,032
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,380
2.0%
Net Inventory Sales $0
Other Revenue $290
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $94,477
27.2%
Professional Fundraising Fees $0
Other Salaries and Wages $136,340
39.3%
Assets/Debt
Total Assets $497,459
Total Liabilities $23,405
Net Assets $474,054
Compensation
Key Employees and Officers Compensation Related Other
Rhoda Dompier (Executive Dir.) $84,411 $0 $9,240
Jeanne Lawson (Director) $0 $0 $0
Art Warner (Director) $0 $0 $0
Jayne Tipton (President) $0 $0 $0
Brian A Van Hook (Vice President) $0 $0 $0
Gail Till (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
Janita Moody (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,254
Expenses
$377,090
Net Income
-$119,836
Net Assets
$495,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,144
2.8%
Program Services $226,992
88.2%
Investment Income $13,713
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,969
3.5%
Net Inventory Sales $0
Other Revenue $436
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $87,447
23.2%
Professional Fundraising Fees $0
Other Salaries and Wages $157,649
41.8%
Assets/Debt
Total Assets $527,077
Total Liabilities $31,527
Net Assets $495,550
Compensation
Key Employees and Officers Compensation Related Other
Rhoda Dompier (Executive Dir.) $83,449 $0 $2,302
Gail Till (Director) $0 $0 $0
Art Warner (Director) $0 $0 $0
Jayne Tipton (President) $0 $0 $0
Brian A Van Hook (Vice President) $0 $0 $0
Jeanne Lawson (Secretary) $0 $0 $0
Deb Smith (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 29, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$468,426
Expenses
$401,532
Net Income
$66,894
Net Assets
$602,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $192,831
41.2%
Program Services $247,692
52.9%
Investment Income $14,052
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,210
2.8%
Net Inventory Sales $0
Other Revenue $641
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $81,600
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $183,330
45.7%
Assets/Debt
Total Assets $642,659
Total Liabilities $39,822
Net Assets $602,837
Compensation
Key Employees and Officers Compensation Related Other
Rhoda Dompier (Executive Dir.) $50,565 $0 $0
Tammy Kom (Director) $0 $0 $0
Suzanne Lewis Brown (Director) $0 $0 $0
Fred Waddle (Director) $0 $0 $0
Art Warner (Director) $0 $0 $0
Jayne Tipton (President) $0 $0 $0
Brian A Van Hook (Vice President) $0 $0 $0
Jeanne Lawson (Secretary) $0 $0 $0
Matthew Dressman (Former Treas) $0 $0 $0
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Document Links

990
Filed on Jan. 27, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$438,036
Expenses
$478,736
Net Income
-$40,700
Net Assets
$562,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $139,945
31.9%
Program Services $270,183
61.7%
Investment Income $16,861
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,048
2.1%
Net Inventory Sales $0
Other Revenue $1,999
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $94,273
19.7%
Professional Fundraising Fees $0
Other Salaries and Wages $194,427
40.6%
Assets/Debt
Total Assets $595,950
Total Liabilities $33,924
Net Assets $562,026
Compensation
Key Employees and Officers Compensation Related Other
Susan Hartley (Executive Dir.) $82,711 $0 $9,682
Drew Breithaupt (Director) $0 $0 $0
Suzanne Lewis Brown (Director) $0 $0 $0
Jeanne Lawson (Director) $0 $0 $0
Art Warner (Director) $0 $0 $0
Jayne Tipton (Director) $0 $0 $0
Don Thompson (President) $0 $0 $0
Kathy Smith (Vice President) $0 $0 $0
Matthew Dressman (Secretary/Treas) $0 $0 $0
Brian A Van Hook (Past President) $0 $0 $0
John Stewart (Board Attorney) $0 $0 $0
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990
Filed on Dec. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$428,333
Expenses
$444,143
Net Income
-$15,810
Net Assets
$628,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $167,034
39.0%
Program Services $246,083
57.5%
Investment Income $11,429
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,729
0.4%
Net Inventory Sales $0
Other Revenue $2,058
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $92,154
20.7%
Professional Fundraising Fees $0
Other Salaries and Wages $174,191
39.2%
Assets/Debt
Total Assets $666,978
Total Liabilities $38,827
Net Assets $628,151

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$483,248
Expenses
$349,849
Net Income
$133,399
Net Assets
$599,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $196,024
40.6%
Program Services $259,446
53.7%
Investment Income $14,956
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,485
2.4%
Net Inventory Sales $0
Other Revenue $1,337
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $91,084
26.0%
Professional Fundraising Fees $0
Other Salaries and Wages $138,297
39.5%
Assets/Debt
Total Assets $626,317
Total Liabilities $26,853
Net Assets $599,464

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$522,803
Expenses
$423,240
Net Income
$99,563
Net Assets
$465,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $255,075
48.8%
Program Services $257,357
49.2%
Investment Income $11,032
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,382
Net Inventory Sales $0
Other Revenue $2,721
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $87,618
20.7%
Professional Fundraising Fees $0
Other Salaries and Wages $162,268
38.3%
Assets/Debt
Total Assets $495,301
Total Liabilities $29,595
Net Assets $465,706

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$421,701
Expenses
$420,001
Net Income
$1,700
Net Assets
$368,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,706
35.7%
Program Services $248,454
58.9%
Investment Income $10,733
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,695
2.5%
Net Inventory Sales $0
Other Revenue $1,113
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $92,520
22.0%
Professional Fundraising Fees $0
Other Salaries and Wages $169,057
40.3%
Assets/Debt
Total Assets $398,597
Total Liabilities $29,842
Net Assets $368,755

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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