Mission
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.
Public Charity
Life Plan Trust Inc
Life Plan Trust Inc is a nonprofit organization categorized as Public Charity based in Apex, NC. Its most recent IRS filing (2025) reports revenue of $257K, expenses of $347K, total assets of $661K. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $5K.
EIN: 581928259
Apex, NC
Latest filing: 2025
Total Revenue$257K
Total Expenses$347K
Total Assets$661K
Grant Records1
Funding Total$5K
Filing Years2021–2025
Sample Grants Received
1 GRANT(S) FOR VARYING PURPOSES
$5,000
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
Treasurer
Deb Smith
Board Member
Dionne Green
Board Member
Dominique Jones
Board Member
Eddie Cox
Secretary
Gail Till
Executive Dir.
Janita Moody
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $257K | $347K | $661K |
| 2024 | $287K | $329K | $712K |
| 2023 | $268K | $352K | $713K |
| 2022 | $589K | $350K | $775K |
| 2021 | $280K | $336K | $612K |
Between 2021 and 2025, reported annual revenue declined from $280K to $257K (-8%), with total assets most recently reported at $661K.
Interactive year-over-year charts and full filing details available with membership.