Civic Intelligence

Planned Lifetime Assistance Network of Pennsylvania

990 • Fiscal year 2019 • EIN 23-2547226

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 14, 2020

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

77th percentile

0.28x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.29x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$108,795

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

5.0%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$825,583

Up $112,184 (+16%) from 2018

Net Assets

Up

$594,559

Up $54,659 (+10%) from 2018

Liabilities

Up

$231,024

Up $57,525 (+33%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin55th percentile

Revenue

Up

$789,919

Up $37,567 (+5.0%) from 2018

Expenses

Up

$746,056

Up $73,844 (+11%) from 2018

Net Income

Down

$43,863

Down $36,277 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$825,583
Liabilities$231,024
Net Assets$594,559
Open 2019 Filing

Operations Trend

Revenue Growth52nd 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

2019

Revenue$789,919
Expenses$746,056
Net Income$43,863
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 14, 2020
Return Version
2018v3.1
Gross Receipts
$789,919
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.

Plan of pa provides care management and special needs trust administration services to those with a behavioral health and/or developmental disability diagnosis. We partner with the person and his/her support system to assist them in living a happier, healthier, and more meaningful life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$282,846$284,317▲ $1,471
Accounts Receivable$120,079$163,113▲ $43,034
Prepaid Expenses and Deferred Charges$12,511$14,697▲ $2,186
Land, Buildings, and Equipment, Net$5,447$7,164▲ $1,717
Savings and Temporary Cash Investments$5,001$5,456▲ $455
Total Assets$713,399$825,583▲ $112,184
Other Assets Total$287,515$350,836▲ $63,321
Liabilities
Other Liabilities$158,733$215,124▲ $56,391
Accounts Payable and Accrued Expenses$14,766$15,900▲ $1,134
Total Liabilities$173,499$231,024▲ $57,525
Net Assets / Fund Balance
Unrestricted Net Assets$370,271$420,334▲ $50,063
Temporarily Rstr Net Assets$169,629$174,225▲ $4,596
Total Net Assets Fund Balance$539,900$594,559▲ $54,659
Total Liabilities and Net Assets / Fund Balance$713,399$825,583▲ $112,184

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,592$40,432$46,024
Other Land Buildings$1,572$15,190$16,762
Other Assets Org$188,411--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$156,672-▲ $5,753-$162,425
2017$149,635-▲ $7,037-$156,672
2016$150,737--$1,102$149,635
2015$264,310--$113,573$150,737
2014$300,897--$36,587$264,310
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christy HollandExecutive DirectorFT$108,795$108,795

Board Members and Trustees

NameTitle
Richard Jacovini CPABoard President
Betsy MurrayDirector
Craig Lichtman Md MbaDirector
Mariyln Seide Mitchell EsqDirector
Nancy Grycewicz Shrm-scp SphrDirector
Ron Stuck CPADirector
Scott Wolpert EsqDirector
Leonard Smiley PhdSecretary
Frank S Hennessey ChfcTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,009
Program Service Revenue
$749,815
Investment Income
$4,095
Other Revenue
$0
All Other Contributions
$36,009
Change in Net Assets
$43,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$468,430
Other Expenses$277,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$231,190$70,645-$301,835
Current Officers, Directors, Trustees, and Key Employees$54,397$54,398-$108,795
Insurance$23,323$39,467-$62,790
Occupancy-$46,350-$46,350
Payroll Taxes$26,417$12,432-$38,849
Fees for Services Accounting-$38,489-$38,489
All Other Expenses$11,799$11,851-$23,650
Fees for Services Other$11,486$5,400-$16,886
Other Salaries and Wages-$9,996-$9,996
Pension Plan Contributions$8,378$577-$8,955
Other Expenses$1,102$6,462-$7,564
Travel$2,369$3,139-$5,508
Depreciation Depletion-$2,270-$2,270
Total Functional Expenses$438,958$307,098$0$746,056
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trust Escrow$188,411
Wages & Payroll Tax Payable$19,550
Accrued Expenses$7,163
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

Form 990, Part VI, Section A, Line 8B

“The organization had no committees.”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“Management reviews any contracts to ensure compliance with its conflict of interest policy”

Form 990, Part VI, Section C, Line 19

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

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
Phone
6106874036
Address
230 SUGARTOWN ROAD SUITE 205, WAYNE, PA 19087-4081

Signing Officer

Name
Rich Jacovini CPA
Title
Treasurer
Phone
6106874036
Signed
2020-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rich Jacovini CPA
Formed
1989
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
9
Volunteers
0

Preparer

Firm
Woolard Krajnik Masciangelo Llp
Address
50 W WELSH POOL ROAD, EXTON, PA 19341
Preparer
Frank Loughry
Phone
6103635200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in interest of related org 10,341.”

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 assets managed was $162,425 and $156,672 on june 30, 2019 and june 30, 2018, 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 10,341”

990, Part XII, Line 1

“The organization changed its accounting method to match its financial statement reporting which complies with financial accounting standards board accounting standards codification 958. No adjustment under section 481(a) required.”

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 net assets with donor restrictions. The net assets with donor restrictions balance of plan of pa foundation was $162,425 and $156,672 on june 30, 2019 and june 30, 2018, 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.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0PLAN OF PA PROVIDES CARE MANAGEMENT AND SPECIAL NEEDS TRUST ADMINISTRATION SERVICES TO THOSE WITH A BEHAVIORAL HEALTH AND/OR DEVELOPMENTAL DISABILITY DIAGNOSIS. WE PARTNER WITH THE PERSON AND HIS/HER SUPPORT SYSTEM TO ASSIST THEM IN LIVING A HAPPIER, HEALTHIER, AND MORE MEANINGFUL LIFE.
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IRS990/Desc0CARE MANAGEMENT SERVICES - OUR TEAM WORKS SIDE BY SIDE WITH INDIVIDUALS WITH INTELLECTUAL DISABILITIES AND BEHAVIORAL HEALTH DIAGNOSES AND THEIR FAMILIES/ SUPPORT SYSTEMS TO IMPROVE THE QUALITY OF THEIR LIVES. WE DO THIS THROUGH ASSISTING THOSE WE SUPPORT TO OBTAIN ALL AVAILABLE PUBLIC BENEFITS, IMPROVE HOUSING, MAINTAIN HOUSING, IMPROVE WELLNESS, MANAGE ILLNESS, OBTAIN A VOLUNTEER POSITION OR EMPLOYMENT, CONTINUE EDUCATION, MANAGE PERSONAL FINANCE, AND CONNECT TO HIS OR HER COMMUNITY. WE OFFER 3 DIFFERENT TYPES OF CONTRACT, LONG TERM CONTINUING SUPPORT, SHORT TERM SUPPORT FOCUSED ON ONE GOAL AND CONSULTATIVE SUPPORT. WE ALSO HAVE A GROWING PRO-BONO PROGRAM CALLED CARE ASSIST OFFERING PRIVATE CARE MANAGEMENT TO THOSE THAT WOULD NOT OTHERWISE BE ABLE TO AFFORD IT.
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IRS990/MissionDesc0TO PROVIDE PLANNING AND SUPPORT THROUGH OUR CARE MANAGEMENT AND SPECIAL NEEDS TRUST SERVICES FOR PEOPLE WITH A MENTAL ILLNESS OR INTELLECTUAL DISABILITY SO THAT THEY CAN LIVE A HAPPIER, HEALTHIER, AND MORE MEANINGFUL LIFE. WE DO THIS BY ASSISTING PEOPLE TO SECURE /MAINTAIN SAFE HOUSING, GAIN EMPLOYMENT AND VOLUNTEER POSITIONS, GO BACK TO SCHOOL, MANAGE FINANCES, INCREASE SOCIAL SUPPORTS, OBTAIN/ MAINTAIN PUBLIC BENEFITS AND MANAGE THEIR OWN HEALTH AND WELLNESS.
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt046350
IRS990/OccupancyGrp/TotalAmt046350
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0287515
IRS990/OtherAssetsTotalGrp/EOYAmt0350836
IRS990/OtherChangesInNetAssetsAmt010341
IRS990/OtherExpensesGrp/Desc0TRUST DEPARTMENT SERVIC
IRS990/OtherExpensesGrp/Desc1CASE MANAGEMENT EXPENSE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15587
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26462
IRS990/OtherExpensesGrp/ProgramServicesAmt048506
IRS990/OtherExpensesGrp/ProgramServicesAmt117134
IRS990/OtherExpensesGrp/ProgramServicesAmt22857
IRS990/OtherExpensesGrp/ProgramServicesAmt31102
IRS990/OtherExpensesGrp/TotalAmt048541
IRS990/OtherExpensesGrp/TotalAmt117134
IRS990/OtherExpensesGrp/TotalAmt28444
IRS990/OtherExpensesGrp/TotalAmt37564
IRS990/OtherLiabilitiesGrp/BOYAmt0158733
IRS990/OtherLiabilitiesGrp/EOYAmt0215124
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09996
IRS990/OtherSalariesAndWagesGrp/TotalAmt09996
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012432
IRS990/PayrollTaxesGrp/ProgramServicesAmt026417
IRS990/PayrollTaxesGrp/TotalAmt038849
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0577
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08378
IRS990/PensionPlanContributionsGrp/TotalAmt08955
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012511
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014697
IRS990/PrincipalOfficerNm0RICH JACOVINI CPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1TRUST FEES
IRS990/ProgramServiceRevenueGrp/Desc2REPRESENTATIVE PAYEE F
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0379942
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1357794
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0379942
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1357794
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212079
IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIAL NEEDS TRUST ADMINISTRATION - OUR TEAM PROVIDES FIDUCIARY SERVICES FOR BENEFICIARIES WITH A SNT. WE ARE DIFFERENT THAN A BANK OR TRUST COMPANY AS WE HAVE FIDUCIARY EXPERTISE AS WELL AS DEEP ROOTS IN THE HUMAN SERVICES COMMUNITY. THROUGH PROPER PLANNING, CONTINUED ENGAGEMENT WITH LEGAL AND FINANCIAL PROFESSIONAL COLLEAGUES, POSITIVE ENGAGEMENT WITH SOURCES OF PUBLIC BENEFITS AND ONGOING DIALOGUE WITH BENEFICIARIES AND THEIR SUPPORT SYSTEMS ABOUT WHAT MATTERS MOST, WE SET OURSELVES APART AS A FIDUCIARY OF A SNT. DUE TO CONSISTENT GROWTH, WE EXPANDED OUR TRUST TEAM TO INCLUDE A TRUST OFFICER, TRUST ADMINISTRATOR AND TRUST ACCOUNTANT. THE EXECUTIVE DIRECTOR AND TRUST ADVISORY COMMITTEE PROVIDE OVERSIGHT FOR THIS TEAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0163314
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0357794
IRS990/ProgSrvcAccomActy3Grp/Desc0REPRESENTATIVE PAYEE - PLAN OF PA SERVES AS AN ORGANIZATIONALREPRESENTATIVE PAYEE FOR ADULTS WITH A BEHAVIORAL HEALTH DIAGNOSISAND/OR INTELLECTUAL OR PHYSICAL DISABILITIES RECEIVING SSI & SSD BENEFITS FROM THE SOCIAL SECURITYADMINISTRATION. AS REPRESENTATIVE PAYEE, PLAN OF PA ARRANGES FORAN INDIVIDUAL, INTEREST-BEARING CHECKING ACCOUNT, ASSURES PROMPTPAYMENT OF BILLS FOR BASIC FOOD, SHELTER AND MEDICAL NEEDS ANDTHEN HELPS DEVELOP A REALISTIC, INDIVIDUALIZED BUDGET FOR ANYREMAINING FUNDS. ALL OF THE INDIVIDUALS WE SERVE UNDER THIS PROGRAM MUST HAVE A FUNDED TRUST OR ACTIVE CARE MANAGEMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011730
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012079
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047901
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02582
IRS990/PYOtherExpensesAmt0210316
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0701869
IRS990/PYRevenuesLessExpensesAmt080140
IRS990/PYSalariesCompEmpBnftPaidAmt0461896
IRS990/PYTotalExpensesAmt0672212
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0752352
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043863
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0379942
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05001
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05456
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0175006
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02582
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01327
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0644
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0749815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0701869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0738619
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0496710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0427534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03114547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02582
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0644
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09658
IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt03289553
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0785824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0749770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0789360
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0503940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0460659
IRS990ScheduleA/Total509Grp/TotalAmt03289553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0789919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0752352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0790687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0504584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0461669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03299211
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0156672
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0162425
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0149635
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0156672
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07037
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0150737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0149635
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0264310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0150737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0113573
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0300897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0264310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt036587
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05592
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040432
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046024
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0162425
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1188411
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN ASSET RELATED ORG.
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TRUST ESCROW
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01572
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015190
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016762
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17163
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2188411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0WAGES & PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TRUST ESCROW
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A 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 NET ASSETS WITH DONOR RESTRICTIONS. THE NET ASSETS WITH DONOR RESTRICTIONS BALANCE OF PLAN OF PA FOUNDATION WAS $162,425 AND $156,672 ON JUNE 30, 2019 AND JUNE 30, 2018, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0CHANGE IN INTEREST IN RELATED ORGANIZATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07164
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0350836
IRS990ScheduleD/TotalLiabilityAmt0215124
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OF THE ORGANIZATIONS PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT REVIEWS ANY CONTRACTS TO ENSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE ORGANIZATIONS PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN INTEREST OF RELATED ORG 10,341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A 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 ASSETS MANAGED WAS $162,425 AND $156,672 ON JUNE 30, 2019 AND JUNE 30, 2018, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL OF THE ORGANIZATIONS PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHANGE IN NET ASSETS OF RELATED ORGANIZATION 10,341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION CHANGED ITS ACCOUNTING METHOD TO MATCH ITS FINANCIAL STATEMENT REPORTING WHICH COMPLIES WITH FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 958. NO ADJUSTMENT UNDER SECTION 481(A) REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$825,583
Liabilities
$231,024
Net assets
$594,559
Revenue
$789,919
Expenses
$746,056
Net income
$43,863
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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