2024-01-29T10:48:45-08:00 2023-06-30 561793406 Apple Koceja & Associates CPAS PA 445 Dolley Madison Road Ste 202 Greensboro NC 27410 990 2022-07-01 581928259 Life Plan Trust Inc LIFE 9195890017 800 W Williams Street Ste 231-I Apex NC 27502 Deb Smith Treasurer 2024-01-29 true Deb Smith 999009999 true Vicki L Kendrick CPA P00034768 3368544277 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Janita Moody 800 W Williams Street Ste 231-I Apex NC 27502 684152 false X http://lifeplantrustnc.org X 1990 NC 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. 3 3 5 6 0 395206 92840 191577 177947 1859 -2500 31 588642 268318 0 0 291454 288673 0 0 58971 63540 350425 352213 238217 -83895 775360 713388 37875 34267 737485 679121 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. false false 305756 177947 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. 305756 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 5 true false false false false false false false 0 false false false false false false false X 3 3 false false false false false false false true true false false false true true true false true true false false X X Janita Moody 9195890017 800 W Williams Street Ste 231-I Apex NC 27502 Janita Moody Executive Dir. 40.00 0.00 X 84526 0 22674 Jayne Tipton President 5.00 0.00 X X 0 0 0 Gail Till Secretary 5.00 0.00 X X 0 0 0 Deb Smith Treasurer 5.00 0.00 X X 0 0 0 84526 22674 0 false false false 0 92840 92840 Enrollment fees 525920 22742 22742 Service fees 525920 155205 155205 177947 15258 15258 0 0 0 392357 5719 415834 -23477 5719 -17758 -17758 0 0 0 Miscellaneous 900099 31 31 31 268318 177978 -2500 0 0 0 0 112517 101902 10615 0 141438 128094 13344 0 17043 15435 1608 17675 16007 1668 0 0 7200 7200 0 0 0 7594 94 7500 0 16336 14795 1541 0 0 13150 11909 1241 9216 8347 869 0 0 0 0 976 884 92 4087 3701 386 Miscellaneous 3044 2757 287 Beneficiary charitable expense 816 816 Dues 719 651 68 Printing and Publications 402 364 38 0 352213 305756 46457 0 76444 61147 101493 25546 0 996 1208 0 0 0 0 4199 4933 27653 22291 5362 591228 614192 0 0 0 1000 1000 775360 713388 37875 34267 37875 34267 X 737485 679121 737485 679121 775360 713388 -83895 25531 X false true X true false X 12283 267563 77504 395206 92840 845396 0 0 12283 267563 77504 395206 92840 845396 31782 813614 13046 10439 12146 13873 15258 64762 0 261 140 319 31 751 910909 970369 0.89320 0.89570 X 27653 22291 5362 5362 X 293849 25531 25531 268318 268318 352213 352213 352213 Part X : FIN48 Footnote The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business activities. No material uncertain tax positions were identified for the year ended June 30, 2023. Accordingly, no provision for income tax has been recorded in the financial statements. Form 990, Part VI, Section B, Line 11b Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member. Form 990, Part VI, Section B, Line 12c Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board. Form 990, Part VI, Section B, Line 15a Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year. This process was last undertaken in March 2022. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.