Universal Life Care Planner Certification Board
Legal name: Universal Life Care Planner Certifcation Board
Nonprofit profile at a glance
- EIN
- 264221437
- IRS 990-EZ coverage
- 2011–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2025, Form 990-N 2009
- Location
- Concord, NH, USA
- Phone
- 4153999769
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $18,235
- Expenses
- $19,143
- Assets
- $55,348
- Liabilities
- $945
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
9 people listed
People named in this filing
- Jan Roughan (Chair & Board Director)
- Barbara Bate (Co-Chair & Board Director)
- Shirley Daugherty (Secretary & Board Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Universal Life Care Planner Certification Board (ULCPCB) exists to certify life care planners through the CHLCP® and CNLCP® credentials, ensuring high standards in the field of life care planning for individuals with catastrophic injuries and chronic conditions.
What it reported doing in 2025
Administration and development of testing for the certification of licensed life care planners
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 47
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -5%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 2.89; rating input score 74; 74th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -3.7% per year; rating input score 0; 37th percentile among comparable filings
- Asset growth: 1.1% per year; rating input score 100; 42nd percentile among comparable filings
Details
- What they do: 2 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 34/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.