LIFEPLAN INSTITUTE (EIN 812764814) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

ANDREW M MECCA

Phone

4153675177

Tax Period

2023-01-01 to 2023-12-31

LIFEPLAN INSTITUTE, founded in 2016, is a micro nonprofit in the Youth Development sector that reported $65K in total revenue in fiscal year 2023. The organization ran a surplus of $64K, a strong 98% operating margin.

Mission

TO TOUCH THE LIVES OF 10 MILLION TEENAGERS IN 10 YEARS BY MENTORING THEM IN THE SKILLS AND TOOLS NECESSARY TO BUILD A SUSTAINABLE PERSONAL LIFEPLAN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $65,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,441

Other Expenses $1,441

TOTAL EXPENSES $1,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,000	$65,000	N/A
Expenses	$1,441	$938	+0.5%
Net Income	$63,559	$64,062	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW M MECCA	PRESIDENT	40.00	Officer	$0	$0	$0
LEE KOOLER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOHN HOSKINS	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$65,000	$1,441	$393,144	$63,559
2022	$65,000	$938	$329,585	$64,062
2021	$65,000	$371	$265,523	$64,629
2020	$65,000	$351	$200,903	$64,649
2019	$85,000	$46,801	$136,245	$38,199
2018	$199,622	$134,944	$98,137	$64,678

LIFEPLAN INSTITUTE