Civic Intelligence

Planned Lifetime Assistance Network of Connecticut Inc.

990 • Fiscal year 2017 • EIN 06-1268987

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 30, 2017

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

46th percentile

0.07x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.08x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

7.8%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,202,648

Up $257,716 (+27%) from 2016

Net Assets

Up

$1,118,443

Up $242,243 (+28%) from 2016

Liabilities

Up

$84,205

Up $15,473 (+23%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin81st percentile

Revenue

Up

$1,005,297

Up $72,591 (+7.8%) from 2016

Expenses

Up

$763,871

Up $68,999 (+9.9%) from 2016

Net Income

Up

$241,426

Up $3,592 (+1.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2017

Assets$1,202,648
Liabilities$84,205
Net Assets$1,118,443
Open 2017 Filing

Operations Trend

Revenue Growth58th 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

2017

Revenue$1,005,297
Expenses$763,871
Net Income$241,426
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 30, 2017
Return Version
2016v3.0
Gross Receipts
$1,005,297
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$490,438$523,348▲ $32,910
Investments in Publicly Traded Securities-$248,099-
Cash and Non-Interest-Bearing Accounts$261,354$229,155▼ $32,199
Accounts Receivable$148,568$168,128▲ $19,560
Land, Buildings, and Equipment, Net$38,313$27,771▼ $10,542
Prepaid Expenses and Deferred Charges$6,259$6,147▼ $112
Total Assets$944,932$1,202,648▲ $257,716
Liabilities
Accounts Payable and Accrued Expenses$68,732$84,205▲ $15,473
Total Liabilities$68,732$84,205▲ $15,473
Net Assets / Fund Balance
Unrestricted Net Assets$853,598$1,097,901▲ $244,303
Temporarily Rstr Net Assets$22,602$20,542▼ $2,060
Total Net Assets Fund Balance$876,200$1,118,443▲ $242,243
Total Liabilities and Net Assets / Fund Balance$944,932$1,202,648▲ $257,716

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,829$27,666$40,495
Other Land Buildings$14,942$12,531$27,473
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Kerry Tedford-colesExecutive DiFT$127,500$127,500

Board Members and Trustees

NameTitle
Stuart J HawkinsPresident
Amy OrlandoDirector
Bernie PelletierDirector
Diane CovelloDirector
Dorothy BarnasDirector
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
$19,902
Program Service Revenue
$982,895
Investment Income
$1,902
Other Revenue
$598
All Other Contributions
$19,902
Change in Net Assets
$241,426

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,005,297
Revenue Not Reported on Form 990
$2,877
Total Revenue per Audited Statements
$1,008,174
Total Revenue per Form 990
$1,005,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$539,395
Other Expenses$224,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$306,496$50,267-$356,763
Current Officers, Directors, Trustees, and Key Employees$108,375$22,945-$131,320
Payroll Taxes$39,912$7,043-$46,955
Office Expenses$36,479$6,437-$42,916
Occupancy$34,133$6,024-$40,157
Fees for Services Other$10,877$24,840-$35,717
Information Technology$18,691$3,298-$21,989
Conferences and Meetings$11,999$2,117-$14,116
Insurance$9,021$1,592-$10,613
Advertising$9,002$1,589-$10,591
Depreciation Depletion$8,960$1,581-$10,541
Other Employee Benefits$3,703$654-$4,357
Other Expenses$2,421$427-$2,848
All Other Expenses$1,381--$1,381
Total Functional Expenses$631,314$132,557$0$763,871

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$765,931
Expenses per Audited Statements$763,871
Total Expenses per Form 990$763,871
Expenses Not Reported on Form 990$2,060
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
2017-11-30
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 2,060 temporarily restricted net assets released -2,060”

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) of the internal revenue code 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 is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods pending or in progress.”

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

“Temporarily restricted net assets released 2,060”

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

“Temporarily restricted net assets released 2,060”

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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

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,202,648
Liabilities
$84,205
Net assets
$1,118,443
Revenue
$1,005,297
Expenses
$763,871
Net income
$241,426
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
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.08$1.12$1.01$0.76$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2017 filings • 501(c)3 • $1M-$5M nonprofits