AUMdb

Lifes Plan Inc

EIN 364105189 · 501(c)(3) · Public charity · Lisle, IL · recognized 1999

Assets
$1.2M
Revenue
$630K
Expenses
$484K
Investment income
$45.4K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Ray Graham Association Management $310,777

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
George Bradshaw Chairman $0 $0
Mark Essenfeld Co-chair/ treasurer $0 $0
Kim Zoeller Secretary $0 $0
John Dragstrem Trustee $0 $0
Matthew Koupal Trustee $0 $0
Consuelo Puente Trustee $0 $0
Brian Rubin Trustee $0 $0
Jane Nesbit Trustee $0 $0
Hanny Pei Rodirguez Trustee $0 $0
Scott Nixon Executive director $0 $0