Mission
Providing financial education and security for Life Plan community residents.
Public Charity
Life Plan Foundation
Life Plan Foundation is a nonprofit organization categorized as Public Charity based in Taylorsville, UT. Its most recent IRS filing (2025) reports revenue of $199K, expenses of $6K, total assets of $539K.
EIN: 873353415
Taylorsville, UT
Senior Centers
NTEE: P81
Latest filing: 2025
Total Revenue$199K
Total Expenses$6K
Total Assets$539K
Grant Records0
Filing Years2024–2025
Officers & Directors
President
Christine Sharer
Treasurer
David Erickson
Board Member
David Hanson
Board Member
David Zangrilli
Secretary
Kathleen Gaston
Board Member
Marcel Lettre
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $199K | $6K | $539K |
| 2024 | $166K | $3K | $332K |
Between 2024 and 2025, reported annual revenue grew from $166K to $199K (+20%), with total assets most recently reported at $539K.
Interactive year-over-year charts and full filing details available with membership.