AUMdb

Lifeplan

EIN 382586309 · 501(c)(3) · Public charity · Niles, MI · recognized 1988

Assets
$609K
Revenue
$530K
Expenses
$536K
Investment income
$1.3K

Form 990 fiscal year ended 06/30/2025

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Lyndon D Azcuna Executive di $74,808 $0
Joanna Beasley Board member $0 $0
Diane Bennett Chairman oft $0 $0
Tim Burkey Vice-preside $0 $0
Randy Kline Board member $0 $0
Stacey Martin Secretary $0 $0
John Mefford Board member $0 $0
Stephanie Moreland Board member $0 $0
Jose Ontiveros Treasurer $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $609K $530K $536K 990 990 · obj 202513459349300626 IRS ↗
06/30/2024 $635K $483K $465K 990 990 · obj 202530209349300218 IRS ↗