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LIFE PLAN FOUNDATION

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Public nonprofit record

LIFE PLAN FOUNDATION

EIN 87-3353415 · Senior Centers (P81)

What they do

Providing Financial Education and Security for Life Plan Community Residents.

Money

Financial picture

Tax year 2025
Revenue$199,156
Expenses$5,512
Assets$538,631
Income$199,156
Contributions$180,952
Management$5,512
Stocks and bonds$504,070
Investing fees$3,319

About this charity

Recognized since
January 2022
Location
3375 W Mt Ellen Way PC 520, Taylorsville, UT 84129
County
Salt Lake
In care of
David Erickson
Primary officer
David Erickson, Treasurer

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990
Tax preparer
SQUIRE & COMPANY
NTEE classification
Senior Centers (P81)
IRS tax category
Senior Centers
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
03
Affiliation
3
Classification
1000
Deductibility
1
Foundation
15
Organization
1
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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