Life Plan Trust Incorporated
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 421,701 | 420,001 | 1,700 | 10.5 | 62% |
| 2012 | 522,803 | 423,240 | 99,563 | 13.2 | 59% |
| 2013 | 483,248 | 349,849 | 133,399 | 20.6 | 66% |
| 2014 | 428,333 | 444,143 | −15,810 | 17.0 | 60% |
| 2015 | 438,036 | 478,736 | −40,700 | 14.1 | 60% |
| 2016 | 468,426 | 401,532 | 66,894 | 18.0 | 66% |
| 2017 | 257,254 | 377,090 | −119,836 | 15.8 | 65% |
| 2018 | 326,084 | 347,335 | −21,251 | 16.4 | 66% |
| 2019 | 242,086 | 313,295 | −71,209 | 15.6 | 64% |
| 2020 | 482,227 | 330,413 | 151,814 | 19.8 | 69% |
| 2021 | 280,129 | 336,382 | −56,253 | 20.6 | 70% |
| 2022 | 588,642 | 350,425 | 238,217 | 25.3 | 73% |
| 2023 | 268,318 | 352,213 | −83,895 | 23.1 | 72% |
In its most recent public year (2023), this organization spent $83,895 more than it brought in. Its reserves stood at about 23.1 months of spending, up from 10.5 in 2011. Staff pay was 72% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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