Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
990 • Fiscal year 2019 • EIN 06-1268987
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Liabilities / Revenue
42nd percentile
Higher debt load relative to revenue than 42% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 12.9% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Assets
Up$1,710,426
Up $250,850 (+17%) from 2018
Net Assets
Up$1,642,189
Up $237,777 (+17%) from 2018
Liabilities
Up$68,237
Up $13,073 (+24%) from 2018
Revenue
Up$1,167,401
Up $50,833 (+4.6%) from 2018
Expenses
Up$943,045
Up $117,589 (+14%) from 2018
Net Income
Down$224,356
Down $66,756 (-23%) from 2018
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $742,956 | $989,437 | ▲ $246,481 |
| Savings and Temporary Cash Investments | $287,614 | $288,848 | ▲ $1,234 |
| Cash and Non-Interest-Bearing Accounts | $210,275 | $209,030 | ▼ $1,245 |
| Accounts Receivable | $194,789 | $204,930 | ▲ $10,141 |
| Land, Buildings, and Equipment, Net | $17,644 | $11,799 | ▼ $5,845 |
| Prepaid Expenses and Deferred Charges | $6,298 | $6,382 | ▲ $84 |
| Total Assets | $1,459,576 | $1,710,426 | ▲ $250,850 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $55,164 | $68,237 | ▲ $13,073 |
| Total Liabilities | $55,164 | $68,237 | ▲ $13,073 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,404,412 | $1,642,189 | ▲ $237,777 |
| Total Net Assets Fund Balance | $1,404,412 | $1,642,189 | ▲ $237,777 |
| Total Liabilities and Net Assets / Fund Balance | $1,459,576 | $1,710,426 | ▲ $250,850 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $7,095 | $40,378 | $47,473 |
| Equipment | $4,704 | $15,791 | $20,495 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kerry Tedford-coles | Executive Di | FT | $146,923 | $3,092 | $150,015 |
| Kerry Tedford-coles | Executive Director | - | $131,923 | $18,092 | $150,015 |
| Name | Title |
|---|---|
| Stuart J Hawkins | President |
| Amy Orlando | Director |
| Bernie Pelletier | Director |
| Diane Covello | Director |
| Donna Duffy | Director |
| Dorothy Barnas | Director |
| James Funnell | Director |
| Linda Feldman | Director |
| Marialta Z Sparagna | Director |
| Michael Leone | Director |
| Patricia Kane | Director |
| Portia Wise Bachman | Director |
| William Payne | Director |
| Francine Davis Early | Secretary |
| Guergana Rangatcheva | Treasurer |
| James Lyman | Vice Preside |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $732,050 |
| Other Expenses | $210,995 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $414,817 | $73,203 | - | $488,020 |
| Current Officers, Directors, Trustees, and Key Employees | $136,292 | $24,052 | - | $160,344 |
| Payroll Taxes | $51,719 | $9,127 | - | $60,846 |
| Office Expenses | $37,252 | $6,574 | - | $43,826 |
| Occupancy | $34,133 | $6,024 | - | $40,157 |
| Information Technology | $29,432 | $5,194 | - | $34,626 |
| Travel | $15,227 | $2,687 | - | $17,914 |
| Fees for Services Accounting | $15,172 | $2,678 | - | $17,850 |
| Other Employee Benefits | $10,066 | $1,776 | - | $11,842 |
| Insurance | $9,759 | $1,722 | - | $11,481 |
| Pension Plan Contributions | $9,348 | $1,650 | - | $10,998 |
| Advertising | $8,718 | $1,538 | - | $10,256 |
| Depreciation Depletion | $4,968 | $877 | - | $5,845 |
| Fees for Services Other | $4,025 | $710 | - | $4,735 |
| Other Expenses | $602 | $244 | - | $602 |
| Total Functional Expenses | $802,107 | $140,938 | $0 | $943,045 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $943,045 |
| Total Expenses per Audited Statements | $943,045 |
| Total Expenses per Form 990 | $943,045 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Each member of the board receives a copy of the 990 to review before filing.”
“Board members/key employees will disclose any conflict of interest to the executive director during the year.”
“The board of directors researches comparable data and votes on compensation for top management officials.”
“Top managment officials research comparable data to determine compensation for key employees. The compensation is then voted on by the board.”
“Governing documents are made available upon request within a reasonable amount of time.”
“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.”
“Plan 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. 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.”
“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 enity 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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 55164 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 68237 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 194789 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 204930 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1538 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 8718 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 10256 |
| IRS990/AllOtherContributionsAmt | 0 | 10539 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | KERRY TEDFORD-COLES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8605234951 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 75 CHARTER OAK AVENUE BLDG 1 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | HARTFORD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06106 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 210275 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 209030 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 24052 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 136292 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 160344 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 10539 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 28316 |
| IRS990/CYOtherExpensesAmt | 0 | 210995 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1128546 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 224356 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 732050 |
| IRS990/CYTotalExpensesAmt | 0 | 943045 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1167401 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 877 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 4968 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 5845 |
| IRS990/Desc | 0 | PLAN 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. 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. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 13 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 802107 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2678 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 15172 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17850 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 710 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 4025 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 4735 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 0.05 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 3092 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | STUART J HAWKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JAMES LYMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | FRANCINE DAVIS EARLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GUERGANA RANGATCHEVA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DIANE COVELLO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BERNIE PELLETIER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | DONNA DUFFY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LINDA FELDMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JAMES FUNNELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MICHAEL LEONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | PORTIA WISE BACHMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARIALTA Z SPARAGNA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | AMY ORLANDO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | DOROTHY BARNAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | PATRICIA KANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | WILLIAM PAYNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | KERRY TEDFORD-COLES |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 146923 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1167401 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 5194 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 29432 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 34626 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1722 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 9759 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 11481 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 28316 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 28316 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 742956 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 989437 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 56169 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 17644 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 11799 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 67968 |
| IRS990/LegalDomicileStateCd | 0 | CT |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1404412 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1642189 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 13421 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 6024 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 34133 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 40157 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 6574 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 37252 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 43826 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 1776 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 10066 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 11842 |
| IRS990/OtherExpensesGrp/Desc | 0 | STAFF TRAINING |
| IRS990/OtherExpensesGrp/Desc | 1 | BAD DEBT EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | EQUIPMENT RENTAL/MAINT |
| IRS990/OtherExpensesGrp/Desc | 3 | PROGRAM EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2882 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 244 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 16334 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2859 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1384 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 602 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 19216 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2859 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1628 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 602 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 73203 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 414817 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 488020 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 9127 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 51719 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 60846 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 1650 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 9348 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 10998 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 6298 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 6382 |
| IRS990/PrincipalOfficerNm | 0 | KERRY TEDFORD-COLES |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 561000 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525920 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 561000 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TRUST ADMINISTRATIVE FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | TRUST ENROLLMENT FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OTHER PROGRAM FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 731846 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 373950 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 22750 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 731846 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 373950 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 22750 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 26133 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 10933 |
| IRS990/PYOtherExpensesAmt | 0 | 222470 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1079502 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 291112 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 602986 |
| IRS990/PYTotalExpensesAmt | 0 | 825456 |
| IRS990/PYTotalRevenueAmt | 0 | 1116568 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 224356 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 1128546 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 287614 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 288848 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 10539 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 26133 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 19902 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22420 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 55090 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 134084 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 28316 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10933 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1902 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 272 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 165 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 41588 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 1128546 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1079502 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 983493 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 910014 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 811836 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 4913391 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 28316 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 10933 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1902 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 272 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 165 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 41588 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99180 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99710 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 5047475 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 1139085 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1105635 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1003395 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 932434 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 866926 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 5047475 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 1167401 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 1116568 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1005297 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 932706 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 867091 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 5089063 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
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