Civic Intelligence

Planned Lifetime Assistance Network of Pennsylvania

990 • Fiscal year 2016 • EIN 23-2547226

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 17, 2016

Organization Profilewww.planofpa.org

View Organization Page

230 Sugartown Road Suite 205Wayne, PA 19087-4081

(610) 687-4036

Siviq Scores

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

Liabilities / Assets

81st percentile

0.43x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.48x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$63,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

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

Asset Growth

39th percentile

-1.2%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

57th percentile

6.6%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$569,489

Down $13,587 (-2.3%) from 2014

Net Assets

Down

$325,441

Down $216,438 (-40%) from 2014

Liabilities

Up

$244,048

Up $202,851 (+492%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin15th percentile

Revenue

Up

$504,584

Up $60,716 (+14%) from 2014

Expenses

Up

$600,456

Up $46,665 (+8.4%) from 2014

Net Income

Up

-$95,872

Up $14,051 (+13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2011: $561,234Liabilities 2011: $886Net Assets 2011: $560,3482011Assets 2012: $586,102Liabilities 2012: $857Net Assets 2012: $585,2452012Assets 2013: $579,233Liabilities 2013: $8,894Net Assets 2013: $570,3392013Assets 2014: $583,076Liabilities 2014: $41,197Net Assets 2014: $541,8792014Assets 2016: $569,489Liabilities 2016: $244,048Net Assets 2016: $325,4412016Assets 2017: $467,420Liabilities 2017: $36,147Net Assets 2017: $431,2732017Assets 2018: $713,399Liabilities 2018: $173,499Net Assets 2018: $539,9002018Assets 2019: $825,583Liabilities 2019: $231,024Net Assets 2019: $594,5592019Assets 2020: $856,691Liabilities 2020: $216,282Net Assets 2020: $640,4092020Assets 2021: $897,490Liabilities 2021: $126,729Net Assets 2021: $770,7612021Assets 2022: $903,307Liabilities 2022: $63,821Net Assets 2022: $839,4862022Assets 2023: $807,445Liabilities 2023: $45,212Net Assets 2023: $762,2332023Assets 2024: $717,032Liabilities 2024: $73,351Net Assets 2024: $643,6812024

Highlighted filing

2016

Assets$569,489
Liabilities$244,048
Net Assets$325,441
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $417,949Expenses 2011: $440,311Net Income 2011: -$22,3622011Revenue 2012: $408,673Expenses 2012: $453,975Net Income 2012: -$45,3022012Revenue 2013: $400,028Expenses 2013: $608,358Net Income 2013: -$208,3302013Revenue 2014: $443,868Expenses 2014: $553,791Net Income 2014: -$109,9232014Revenue 2016: $504,584Expenses 2016: $600,456Net Income 2016: -$95,8722016Revenue 2017: $790,687Expenses 2017: $708,543Net Income 2017: $82,1442017Revenue 2018: $752,352Expenses 2018: $672,212Net Income 2018: $80,1402018Revenue 2019: $789,919Expenses 2019: $746,056Net Income 2019: $43,8632019Revenue 2020: $831,965Expenses 2020: $781,305Net Income 2020: $50,6602020Revenue 2021: $883,240Expenses 2021: $757,725Net Income 2021: $125,5152021Revenue 2022: $836,619Expenses 2022: $788,557Net Income 2022: $48,0622022Revenue 2023: $704,301Expenses 2023: $795,864Net Income 2023: -$91,5632023Revenue 2024: $725,451Expenses 2024: $883,867Net Income 2024: -$158,4162024

Highlighted filing

2016

Revenue$504,584
Expenses$600,456
Net Income-$95,872
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 17, 2016
Return Version
2015v2.1
Gross Receipts
$504,584
Mission and Program Overview

Mission

Plan of pa's mission is to assist people living with a disability to live a meaningful life. We support families as they provide for the current needs of their loved ones in the areas of housing, vocational pursuits, obtaining benefits, increasing social supports, managing personal finances as well as achieving health & wellness goals. In addition, plan of pa partners with families to prepare for a loved one's future and assist the person when the family is no longer able to do so.

Provides case management and financial services to adults with mental disabilities and their families in the five county philadelphia area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$63,414$113,644▲ $50,230
Cash and Non-Interest-Bearing Accounts$69,824$73,838▲ $4,014
Prepaid Expenses and Deferred Charges$21,548$10,312▼ $11,236
Land, Buildings, and Equipment, Net$13,587$9,353▼ $4,234
Savings and Temporary Cash Investments$4,521$4,873▲ $352
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$437,204$569,489▲ $132,285
Other Assets Total$264,310$357,469▲ $93,159
Liabilities
Other Liabilities$19,208$227,196▲ $207,988
Accounts Payable and Accrued Expenses$13,760$16,852▲ $3,092
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$32,968$244,048▲ $211,080
Net Assets / Fund Balance
Unrestricted Net Assets$139,926$174,704▲ $34,778
Temporarily Rstr Net Assets$264,310$150,737▼ $113,573
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$404,236$325,441▼ $78,795
Total Liabilities and Net Assets / Fund Balance$437,204$569,489▲ $132,285

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,353$52,840-
Other Assets Org$206,732--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$264,310--$113,573$150,737
2014$300,897--$36,587$264,310
2013$321,620-▲ $75,644$96,367$300,897
2012$285,857$179,695▲ $38,791$182,723$321,620
2011$209,191$37,891▲ $65,695$26,920$285,857
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christy HollandExecutive DirectorFT$63,000$63,000

Board Members and Trustees

NameTitle
Richard Jacovini CPACo-chairman
Ron Stuck CPACo-chairman
Craig Lichtman Md MbaDirector
Kellie Twiss Mba Qka Pmi-acpDirector
LEONARD SMILEY BS BBA MSPhDDirector
Susan B Dewis LptDirector
FRANK S HENNESSEY ChFCTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,230
Program Service Revenue
$496,710
Investment Income
$644
Other Revenue
$0
All Other Contributions
$7,230
Change in Net Assets
$-95,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$366,399
Other Expenses$234,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$214,198$54,117$0$268,315
Fees for Services Other$9,505$68,515-$78,020
Current Officers, Directors, Trustees, and Key Employees$31,500$31,500-$63,000
Insurance$15,343$32,810-$48,153
All Other Expenses$8,509$35,773-$44,282
Occupancy-$41,460-$41,460
Payroll Taxes$24,981$8,904-$33,885
Other Expenses$13,941$1,049-$13,941
Depreciation Depletion-$4,234-$4,234
Advertising$1,292$85-$1,377
Pension Plan Contributions$1,199--$1,199
Total Functional Expenses$321,406$279,050$0$600,456
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trust Escrow$206,732
Wages & Payroll Tax Payable$14,439
Accrued Expenses$6,025
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990, Part VI, Line 19

“All of the organizations public documents are available upon request and the 990 is also available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network
EIN
23-2547226
In Care Of
% CHRISTY HOLLAND EXEC DIRECT
Address
230 SUGARTOWN ROAD SUITE 205, WAYNE, PA 19087-4081

Signing Officer

Name
Frank Hennessey
Title
Treasurer
Phone
6106874036
Signed
2016-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Hennesseytreasurer
Formed
1989
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
8

Preparer

Firm
Wkmr Llp
Address
50 WEST WELSH POOL ROAD, EXTON, PA 19341
Preparer
Albert a Masciangelo Jr CPA
Phone
6103635200
Supplemental Narrative

Additional Explanations

Schedule R, Part 5, Page 3

“A separate entity, Plan of PA Foundation, manages investments to be used for PLAN's operations. Since the Organization has the right to receive these funds, the market value of the investments is recognized as temporarily restricted net assets. The market value of the account was $150,737 and $264,310 on June 30, 2016 and June 30, 2015, respectively. The original receipt of these funds was recognized as income on previous 990 returns. When these funds are remitted to PLAN, they are classified as net assets released from restrictions.”

990, Part XI Line 9

“Change in net assets of related organization -4,181 accrual to cash reversals 21,258 _______ 17,077”

Form 990 Part IX Line 11G

“Description:professional fees total fees:78020”

Financial Statement Notes

Change in Interest in Related Organization

“A separate entity, Plan of PA Foundation, manages investments to be used for PLAN's operations. Since the Organization has the right to receive these funds, the net assets of the related organization are recognized as temporarily restricted net assets. The net asset balance of Plan of PA Foundation was $150,737 and $264,310 on June 30, 2016 and June 30, 2015, respectively. The original receipt of these funds was recognized as income on previous 990 returns. When these funds are remitted to PLAN, they are classified as net assets released from restrictions. Management releases these funds at their discretion.”

Raw XML AppendixShowing 400 of 557 raw XML fields

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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013760
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016852
IRS990/AccountsReceivableGrp/BOYAmt063414
IRS990/AccountsReceivableGrp/EOYAmt0113644
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES CASE MANAGEMENT AND FINANCIAL SERVICES TO ADULTS WITH MENTAL DISABILITIES AND THEIR FAMILIES IN THE FIVE COUNTY PHILADELPHIA AREA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt085
IRS990/AdvertisingGrp/ProgramServicesAmt01292
IRS990/AdvertisingGrp/TotalAmt01377
IRS990/AllOtherContributionsAmt07230
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt035773
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08509
IRS990/AllOtherExpensesGrp/TotalAmt044282
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CHRISTY HOLLAND EXEC DIRECT
IRS990/BooksInCareOfDetail/PhoneNum06106874036
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 SUGARTOWN ROAD SUITE 205
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAYNE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019087
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt069824
IRS990/CashNonInterestBearingGrp/EOYAmt073838
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031500
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt031500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt063000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07230
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0644
IRS990/CYOtherExpensesAmt0234057
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0496710
IRS990/CYRevenuesLessExpensesAmt0-95872
IRS990/CYSalariesCompEmpBnftPaidAmt0366399
IRS990/CYTotalExpensesAmt0600456
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0504584
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04234
IRS990/DepreciationDepletionGrp/TotalAmt04234
IRS990/Desc0Care Management Services - PLAN of PA seeks to improve the lives of individuals living with a behavioral health diagnosis and/or intellectual or physical disabilities by working with each person to develop a support network unique to his or her needs encouraging independence, stability, and security while enhancing quality of life. As part of the Personal Care Plan development process, PLAN of PA is able to evaluate current benefits and apply for others that may be available, such as Social Security, food stamps and Medicaid. We assist clients in finding housing, managing their finances, and coordinating transportation and recreation opportunities, as well as monitoring personal needs.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0189292
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt068515
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09505
IRS990/FeesForServicesOtherGrp/TotalAmt078020
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN B DEWIS LPT
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK S HENNESSEY ChFC
IRS990/Form990PartVIISectionAGrp/PersonNm2LEONARD SMILEY BS BBA MSPhD
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG LICHTMAN MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm4RON STUCK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5KELLIE TWISS MBA QKA PMI-ACP
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD JACOVINI CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTY HOLLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt763000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0504584
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt032810
IRS990/InsuranceGrp/ProgramServicesAmt015343
IRS990/InsuranceGrp/TotalAmt048153
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0644
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0644
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt052840
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013587
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09353
IRS990/LandBldgEquipCostOrOtherBssAmt062193
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES CASE MANAGEMENT AND FINANCIAL SERVICES TO ADULTS WITH MENTAL DISABILITIES, INCLUDING BRAIN INJURY, MENTAL ILLNESS, AUTISM OR INTELLECTUAL DISABILITY, AND THEIR FAMILIES IN THE FIVE COUNTY PHILADELPHIA AREA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0404236
IRS990/NetAssetsOrFundBalancesEOYAmt0325441
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt041460
IRS990/OccupancyGrp/TotalAmt041460
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0264310
IRS990/OtherAssetsTotalGrp/EOYAmt0357469
IRS990/OtherChangesInNetAssetsAmt017077
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL MEMBERSHIP
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL EDUCATION
IRS990/OtherExpensesGrp/Desc3CASE MANAGEMENT EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21049
IRS990/OtherExpensesGrp/ProgramServicesAmt040
IRS990/OtherExpensesGrp/ProgramServicesAmt1898
IRS990/OtherExpensesGrp/ProgramServicesAmt213941
IRS990/OtherExpensesGrp/TotalAmt043
IRS990/OtherExpensesGrp/TotalAmt1600
IRS990/OtherExpensesGrp/TotalAmt21947
IRS990/OtherExpensesGrp/TotalAmt313941
IRS990/OtherLiabilitiesGrp/BOYAmt019208
IRS990/OtherLiabilitiesGrp/EOYAmt0227196
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054117
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0214198
IRS990/OtherSalariesAndWagesGrp/TotalAmt0268315
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08904
IRS990/PayrollTaxesGrp/ProgramServicesAmt024981
IRS990/PayrollTaxesGrp/TotalAmt033885
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01199
IRS990/PensionPlanContributionsGrp/TotalAmt01199
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010312
IRS990/PrincipalOfficerNm0FRANK HENNESSEYTREASURER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1REPRESENTATIVE PAYEE FEES
IRS990/ProgramServiceRevenueGrp/Desc2TRUST FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0319209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114613
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2162888
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0319209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2162888
IRS990/ProgSrvcAccomActy2Grp/Desc0Special Needs Trust Administration - The PLAN of PA Special Needs Trust for individuals with a behavioral health diagnosis and/or intellectual or physical disabilities allows the establishment of an account for the benefit of a the individual. This trust account can pay for supplemental needs while at the same time protecting government benefits such as SSI (Supplemental Security Income) and Medicaid.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0115288
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0162888
IRS990/ProgSrvcAccomActy3Grp/Desc0Representative Payee - PLAN of PA serves as an Organizational Representative Payee for adults with a behavioral health diagnosis and/or intellectual or physical disabilities (18+ years of age) receiving SSI & SSD benefits from the Social Security Administration. As Representative Payee, PLAN of PA arranges for the clients Social Security check to be deposited directly into an individual, interest-bearing checking account, assures prompt payment of bills for basic food, shelter and medical needs and then helps develop a realistic, individualized budget for any remaining funds.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016826
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014613
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033125
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0376196
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0447826
IRS990/PYRevenuesLessExpensesAmt0-156423
IRS990/PYSalariesCompEmpBnftPaidAmt0262188
IRS990/PYTotalExpensesAmt0638384
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0481961
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-95872
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0319209
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04521
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04873
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153483
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0644
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014491
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0496710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0427534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0414262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0365510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0344331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02048347
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0644
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01312
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020278
IRS990ScheduleA/InvestmentIncomeCYPct00.00913
IRS990ScheduleA/InvestmentIncomePYPct00.01553
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99087
IRS990ScheduleA/PublicSupportPY509Pct00.98447
IRS990ScheduleA/PublicSupportTotal509Amt02201830
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0503940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0460659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0443358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0399691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0394182
IRS990ScheduleA/Total509Grp/TotalAmt02201830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0504584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0461669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0444670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0402512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0408673
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02222108
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0264310
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0150737
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0113573
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0300897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0264310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt036587
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0321620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0300897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt096367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0285857

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$569,489
Liabilities
$244,048
Net assets
$325,441
Revenue
$504,584
Expenses
$600,456
Net income
-$95,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.73$6.44$7.25$8.84$1.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$0.45$7.62$7.04$7.96$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.64$8.39$8.37$7.89$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$1.27$7.71$8.83$7.58$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$2.16$6.40$8.32$7.81$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$2.31$5.95$7.90$7.46$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$1.73$5.40$7.52$6.72$0.80
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.36$4.31$7.91$7.09$0.82
2016Detailed filing. Detailed filing data is available for this year.$5.69$2.44$3.25$5.05$6.00$0.96
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.41$5.42$4.44$5.54$1.10
2013Summary only. Only limited summary data is available for this year.$5.79$0.09$5.70$4.00$6.08$2.08
2012Summary only. Only limited summary data is available for this year.$5.86$0.01$5.85$4.09$4.54$0.45
2011Summary only. Only limited summary data is available for this year.$5.61$0.01$5.60$4.18$4.40$0.22