Civic Intelligence

Planned Lifetime Assistance Network of Connecticut Inc.

990 • Fiscal year 2016 • EIN 06-1268987

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 13, 2016

Organization ProfileWWW.PLANOFCT.ORG
PO Box 4280Hartford, CT 06147-4280

(860) 523-4951

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.07x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

90th percentile

$113,962

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

7.6%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$944,932

Up $250,175 (+36%) from 2015

Net Assets

Up

$876,200

Up $237,834 (+37%) from 2015

Liabilities

Up

$68,732

Up $12,341 (+22%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin82nd percentile

Revenue

Up

$932,706

Up $65,615 (+7.6%) from 2015

Expenses

Down

$694,872

Down $35,664 (-4.9%) from 2015

Net Income

Up

$237,834

Up $101,279 (+74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $377,275Liabilities 2011: $46,732Net Assets 2011: $330,5432011Assets 2012: $381,093Liabilities 2012: $63,085Net Assets 2012: $318,0082012Assets 2013: $343,173Liabilities 2013: $41,728Net Assets 2013: $301,4452013Assets 2014: $544,476Liabilities 2014: $42,665Net Assets 2014: $501,8112014Assets 2015: $694,757Liabilities 2015: $56,391Net Assets 2015: $638,3662015Assets 2016: $944,932Liabilities 2016: $68,732Net Assets 2016: $876,2002016Assets 2017: $1,202,648Liabilities 2017: $84,205Net Assets 2017: $1,118,4432017Assets 2018: $1,459,576Liabilities 2018: $55,164Net Assets 2018: $1,404,4122018Assets 2019: $1,710,426Liabilities 2019: $68,237Net Assets 2019: $1,642,1892019Assets 2020: $1,946,096Liabilities 2020: $106,811Net Assets 2020: $1,839,2852020Assets 2021: $2,069,852Liabilities 2021: $100,887Net Assets 2021: $1,968,9652021Assets 2022: $2,048,887Liabilities 2022: $79,304Net Assets 2022: $1,969,5832022Assets 2023: $2,319,770Liabilities 2023: $351,710Net Assets 2023: $1,968,0602023Assets 2024: $2,318,245Liabilities 2024: $283,782Net Assets 2024: $2,034,4632024

Highlighted filing

2016

Assets$944,932
Liabilities$68,732
Net Assets$876,200
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $387,2172011Expenses 2012: $532,8742012Revenue 2013: $607,932Expenses 2013: $624,495Net Income 2013: -$16,5632013Revenue 2014: $786,904Expenses 2014: $586,538Net Income 2014: $200,3662014Revenue 2015: $867,091Expenses 2015: $730,536Net Income 2015: $136,5552015Revenue 2016: $932,706Expenses 2016: $694,872Net Income 2016: $237,8342016Revenue 2017: $1,005,297Expenses 2017: $763,871Net Income 2017: $241,4262017Revenue 2018: $1,116,568Expenses 2018: $825,456Net Income 2018: $291,1122018Revenue 2019: $1,167,401Expenses 2019: $943,045Net Income 2019: $224,3562019Revenue 2020: $1,279,423Expenses 2020: $1,108,913Net Income 2020: $170,5102020Revenue 2021: $1,222,487Expenses 2021: $1,073,321Net Income 2021: $149,1662021Revenue 2022: $1,227,596Expenses 2022: $1,126,552Net Income 2022: $101,0442022Revenue 2023: $1,271,269Expenses 2023: $1,232,736Net Income 2023: $38,5332023Revenue 2024: $1,367,146Expenses 2024: $1,310,585Net Income 2024: $56,5612024

Highlighted filing

2016

Revenue$932,706
Expenses$694,872
Net Income$237,834
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 13, 2016
Return Version
2015v2.1
Gross Receipts
$932,706
Mission and Program Overview

Mission

To promote independence and enhance the quality of life for the elderly, people with disabilities and their families through the management of special needs trusts. To provide supplementary assistance to the most needy elderly and people with disabilities through the administration of charitable trust funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$387,063$490,438▲ $103,375
Cash and Non-Interest-Bearing Accounts$120,271$261,354▲ $141,083
Accounts Receivable$141,806$148,568▲ $6,762
Land, Buildings, and Equipment, Net$41,208$38,313▼ $2,895
Prepaid Expenses and Deferred Charges$4,409$6,259▲ $1,850
Total Assets$694,757$944,932▲ $250,175
Liabilities
Accounts Payable and Accrued Expenses$56,391$68,732▲ $12,341
Total Liabilities$56,391$68,732▲ $12,341
Net Assets / Fund Balance
Unrestricted Net Assets$605,038$853,598▲ $248,560
Temporarily Rstr Net Assets$33,328$22,602▼ $10,726
Total Net Assets Fund Balance$638,366$876,200▲ $237,834
Total Liabilities and Net Assets / Fund Balance$694,757$944,932▲ $250,175

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,444$21,051$40,495
Other Land Buildings$18,869$8,604$27,473
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kerry Tedford-colesExecutive DiFT$113,962$113,962

Board Members and Trustees

NameTitle
Stuart J HawkinsPresident
Amy OrlandoDirector
Bernie PelletierDirector
Diane CovelloDirector
Elizabeth MilardoDirector
James FunnellDirector
Linda FeldmanDirector
Marialta Z SparagnaDirector
Michael LeoneDirector
Patricia KaneDirector
Portia Wise BachmanDirector
Steven EssexDirector
Francine Davis EarlySecretary
Andrew SciarraTreasurer
James LymanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$22,420
Program Service Revenue
$902,116
Investment Income
$272
Other Revenue
$7,898
All Other Contributions
$22,420
Change in Net Assets
$237,834

Audited Revenue Reconciliation

Revenue per Audited Statements
$932,706
Revenue Not Reported on Form 990
$10,726
Total Revenue per Audited Statements
$943,432
Total Revenue per Form 990
$932,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$488,187
Other Expenses$206,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$280,122$49,433-$329,555
Current Officers, Directors, Trustees, and Key Employees$96,867$17,094-$113,961
Payroll Taxes$36,875$6,507-$43,382
Occupancy$34,134$6,023-$40,157
Office Expenses$33,052$5,833-$38,885
Fees for Services Other$30,782$5,431-$36,213
Information Technology$19,894$3,505-$23,399
Advertising$10,935$1,929-$12,864
Depreciation Depletion$8,717$1,538-$10,255
Insurance$7,201$1,269-$8,470
Conferences and Meetings$4,216$743-$4,959
Other Expenses$3,774$665-$4,439
Other Employee Benefits$1,096$193-$1,289
All Other Expenses$817$144-$961
Total Functional Expenses$592,442$102,430$0$694,872

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$705,598
Expenses per Audited Statements$694,872
Total Expenses per Form 990$694,872
Expenses Not Reported on Form 990$10,726
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Each member of the board receives a copy of the 990 to review before filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members/key employees will disclose any conflict of interest to the executive director during the year.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors researches comparable data and votes on compensation for top management officials.”

Form 990, Page 6, Part VI, Line 15B

“Top managment officials research comparable data to determine compensation for key employees. The compensation is then voted on by the board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request within a reasonable amount of time.”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network
EIN
06-1268987
Phone
8605234951
Address
PO BOX 4280, HARTFORD, CT 06147-4280

Signing Officer

Name
Kerry Tedford-coles
Title
Executive Director
Phone
8605234951
Signed
2016-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Tedford-coles
Formed
1993
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
13

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote independence and enhance the quality of life for the elderly, people with disabilities and their families through the management of special needs trusts. To provide supplementary assistance to the most needy elderly and people with disabilities through the administration of charitable trust funds.”

Form 990, Page 2, Part III, Line 4A

“Continued from part iii plan of ct continues to provide community education about the importance of special needs trusts in the disability community. Workshops, one-one meetings and support group presentations have helped educate families and professionals on how to ensure all people with disabilities are provided with a full and dignified life.”

Form 990, Part XI, Line 9

“Temporarily restricted net assets released 10,726 temporarily restricted net assets released -10,726”

Financial Statement Notes

Schedule D, Page 3, Part X

“Plan has received exemption from federal income tax under section 501(c)(3) of the internal revenue code. Plan has also been classified as an entity that is not a private foundation within the meaning of section 509(a) and qualifies for deductible contributions as provided in section 170(b)(1)(a) (vi). Management has reviewed plan's reporting and believe they have not taken tax positions that are more likely than not to be determined to be incorrect by the internal revenue service and therefore no adjustments or disclosures are required. Plan's informational returns for fiscal years ended after june 30, 2012 remain open to inspection by the internal revenue service.”

Schedule D, Page 4, Part XI, Line 2D

“Temporarily restricted net assets released 10,726”

Schedule D, Page 4, Part XII, Line 2D

“Temporarily restricted net assets released 10,726”

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IRS990/Desc0PLAN OF CT IS THE ONLY ORGANIZATION IN CONNECTICUT THAT ADMINISTERS A SPECIAL NEEDS POOLED TRUST. THIS TRUST HAS ALLOWED HUNDREDS OF CONNECTICUT RESIDENTS WITH DISABILITIES, MOSTLY THOSE OVER THE AGE OF 65, TO LIVE IN THEIR OWN HOME WITH ASSISTANCE RATHER THAN IN A NURSING HOME. THIS NOT ONLY ALLOWS PEOPLE WITH DISABILITIES TO LIVE IN THE COMMUNITY, IT RELIEVES AN ENORMOUS STRAIN ON THE MEDICAID SYSTEM. PLAN HAS ALSO DISTRIBUTED THOUSANDS OF DOLLARS FROM ITS CHARITABLE ACCOUNTS TO HELP CONNECTICUT RESIDENTS WITH DISABILITIES LIVE MORE INDEPENDENT AND ENRICHED LIVES. THE DISTRIBUTIONS HAVE MADE HOMES MORE ACCESSIBLE, PROVIDED EDUCATION AND SAFE ENVIRONMENTS FOR THOSE WHO NEED IT MOST. (SEE SCHEDULE O) CONTINUED FROM PART III PLAN OF CT CONTINUES TO PROVIDE COMMUNITY EDUCATION ABOUT THE IMPORTANCE OF SPECIAL NEEDS TRUSTS IN THE DISABILITY COMMUNITY. WORKSHOPS, ONE-ONE MEETINGS AND SUPPORT GROUP PRESENTATIONS HAVE HELPED EDUCATE FAMILIES AND PROFESSIONALS ON HOW TO ENSURE ALL PEOPLE WITH DISABILITIES ARE PROVIDED WITH A FULL AND DIGNIFIED LIFE.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$944,932
Liabilities
$68,732
Net assets
$876,200
Revenue
$932,706
Expenses
$694,872
Net income
$237,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.28$2.03$1.37$1.31$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.35$1.97$1.27$1.23$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.08$1.97$1.23$1.13$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.10$1.97$1.22$1.07$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.11$1.84$1.28$1.11$0.17
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.71$0.07$1.64$1.17$0.94$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.06$1.40$1.12$0.83$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.08$1.12$1.01$0.76$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.07$0.88$0.93$0.69$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.06$0.64$0.87$0.73$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.04$0.50$0.79$0.59$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.04$0.30$0.61$0.62$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.06$0.32$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.05$0.33$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits