Life Plan Trust Incorporated
Apex, North Carolina
B-Health Score
46B-
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Average
💰
$268K
Total Revenue
📊
$352K
Total Expenses
🏦
$679K
Net Assets
📋
$34K
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
-54.4%
Year-over-year change (2022 → 2023)
Net Margin
-31.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.93
Net assets divided by total expenses
Liabilities-to-Assets
4.8%
Total liabilities as % of total assets
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $268,318↓54% | $352,213↑1% | $713,388↓8% | |
| 2022 | $588,642↑110% | $350,425↑4% | $775,360↑27% | — |
| 2021 | $280,129↓42% | $336,382↑2% | $611,516↑6% | — |
| 2020 | $482,227↑99% | $330,413↑5% | $575,778↑30% | — |
| 2019 | $242,086↓26% | $313,295↓10% | $441,266↓11% | — |
| 2018 | $326,084↑27% | $347,335↓8% | $497,459↓6% | — |
| 2017 | $257,254↓45% | $377,090↓6% | $527,077↓18% | — |
| 2016 | $468,426↑7% | $401,532↓16% | $642,659↑8% | — |
| 2015 | $438,036↑2% | $478,736↑8% | $595,950↓11% | — |
| 2014 | $428,333↓11% | $444,143↑27% | $666,978↑6% | — |
| 2013 | $483,248↓8% | $349,849↓17% | $626,317↑26% | — |
| 2012 | $522,803↑24% | $423,240↑1% | $495,301↑24% | — |
| 2011 | $421,701 | $420,001 | $398,597 | — |
Frequently Asked Questions
What does Life Plan Trust Incorporated do?▼
Life Plan Trust Incorporated is a health care nonprofit organization based in North Carolina. It is classified under NTEE code E87Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Life Plan Trust Incorporated financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for Life Plan Trust Incorporated.
How much revenue does Life Plan Trust Incorporated generate?▼
Life Plan Trust Incorporated reports $257K in annual revenue and holds $661K in total assets, based on IRS filings.
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