Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2014 • EIN 23-7159632

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 29, 2015

Organization ProfileWWW.PLANOFMA.ORG
1340 Centre Street Suite 10202459

(617) 244-5552

Siviq Scores

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

Liabilities / Assets

71st percentile

0.50x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

2.37x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$102,111

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

96th percentile

76%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$11,317,149

Up $4,900,327 (+76%) from 2013

Net Assets

Up

$5,683,031

Up $1,480,630 (+35%) from 2013

Liabilities

Up

$5,634,118

Up $3,419,697 (+154%) from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin91st percentile

Revenue

$2,380,412

No earlier filing loaded for comparison.

Expenses

Up

$1,181,054

Up $323,079 (+38%) from 2013

Net Income

$1,199,358

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$60M$40M$20M$0Assets 2010: $2,413,650Liabilities 2010: $1,019,127Net Assets 2010: $1,394,5232010Assets 2012: $3,947,144Liabilities 2012: $928,495Net Assets 2012: $3,018,6492012Assets 2013: $6,416,822Liabilities 2013: $2,214,421Net Assets 2013: $4,202,4012013Assets 2014: $11,317,149Liabilities 2014: $5,634,118Net Assets 2014: $5,683,0312014Assets 2015: $16,790,686Liabilities 2015: $9,777,542Net Assets 2015: $7,013,1442015Assets 2017: $25,382,259Liabilities 2017: $14,733,090Net Assets 2017: $10,649,1692017Assets 2018: $35,118,458Liabilities 2018: $22,065,141Net Assets 2018: $13,053,3172018Assets 2019: $30,660,167Liabilities 2019: $15,374,029Net Assets 2019: $15,286,1382019Assets 2020: $40,108,997Liabilities 2020: $21,887,268Net Assets 2020: $18,221,7292020Assets 2021: $40,914,398Liabilities 2021: $18,878,113Net Assets 2021: $22,036,2852021Assets 2022: $35,106,173Liabilities 2022: $15,277,358Net Assets 2022: $19,828,8152022Assets 2023: $36,207,374Liabilities 2023: $14,860,397Net Assets 2023: $21,346,9772023Assets 2024: $41,204,765Liabilities 2024: $16,741,461Net Assets 2024: $24,463,3042024

Highlighted filing

2014

Assets$11,317,149
Liabilities$5,634,118
Net Assets$5,683,031
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Expenses 2010: $522,2492010Expenses 2012: $856,8632012Expenses 2013: $857,9752013Revenue 2014: $2,380,412Expenses 2014: $1,181,054Net Income 2014: $1,199,3582014Revenue 2015: $2,913,932Expenses 2015: $1,432,838Net Income 2015: $1,481,0942015Revenue 2017: $3,801,003Expenses 2017: $2,078,794Net Income 2017: $1,722,2092017Revenue 2018: $4,424,393Expenses 2018: $2,219,876Net Income 2018: $2,204,5172018Revenue 2019: $4,476,062Expenses 2019: $2,285,395Net Income 2019: $2,190,6672019Revenue 2020: $5,468,514Expenses 2020: $2,544,373Net Income 2020: $2,924,1412020Revenue 2021: $4,083,286Expenses 2021: $2,953,995Net Income 2021: $1,129,2912021Revenue 2022: $4,823,642Expenses 2022: $3,644,463Net Income 2022: $1,179,1792022Revenue 2023: $4,418,869Expenses 2023: $4,045,769Net Income 2023: $373,1002023Revenue 2024: $5,431,890Expenses 2024: $4,304,574Net Income 2024: $1,127,3162024

Highlighted filing

2014

Revenue$2,380,412
Expenses$1,181,054
Net Income$1,199,358
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 29, 2015
Return Version
2013v4.0
Gross Receipts
$2,380,412
Mission and Program Overview

Mission

Planned lifetime assistance network of massachusetts and rhode island (plan of ma and ri) is a non-profit organization that provides planning and trust management services to individuals with special needs throughout massachusetts and rhode island.

The organization provides planning and trust management services for individuals with disabilities to enhance their quality of life, support their integration into the community, and provide peace of mind to their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,466,802$6,173,874▲ $3,707,072
Investments Other Securities$2,934,684$3,974,882▲ $1,040,198
Accounts Receivable$984,525$1,138,988▲ $154,463
Prepaid Expenses and Deferred Charges$11,784$12,146▲ $362
Land, Buildings, and Equipment, Net$6,805$5,037▼ $1,768
Total Assets$6,416,822$11,317,149▲ $4,900,327
Other Assets Total$12,222$12,222→ $0
Liabilities
Other Liabilities$2,188,849$5,612,293▲ $3,423,444
Accounts Payable and Accrued Expenses$25,572$21,825▼ $3,747
Total Liabilities$2,214,421$5,634,118▲ $3,419,697
Net Assets / Fund Balance
Unrestricted Net Assets$4,202,401$5,683,031▲ $1,480,630
Total Net Assets Fund Balance$4,202,401$5,683,031▲ $1,480,630
Total Liabilities and Net Assets / Fund Balance$6,416,822$11,317,149▲ $4,900,327

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,314$15,390$19,704
Leasehold Improvements$723$1,207$1,930
Other Securities$3,974,882--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia FreedmanExecutive DirectorPT$102,111$102,111

Board Members and Trustees

NameTitle
David WizanskyPresident
Charles SilsbyVice President
Anna Mctigue PhdDirector
Elizabeth EdgerlyDirector
Elizabeth GoodmanDirector
Nancy Ames SlabineDirector
Phillis SolomonDirector
Seth HaberDirector
Lawrence HeimlichClerk
Harold FortnaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,255,855
Investment Income
$124,557
Other Revenue
$0
Change in Net Assets
$1,199,358

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,380,412
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$281,272
Total Revenue per Audited Statements
$2,661,684
Total Revenue per Form 990
$2,380,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$735,930
Salaries, Compensation, and Employee Benefits$445,124
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$314,613$60,920-$375,533
Fees for Services Management$277,406--$277,406
Fees for Services Legal$186,170$1,750-$187,920
Occupancy$75,702$13,269-$88,971
Fees for Services Accounting$41,300$35,122-$76,422
Payroll Taxes$32,099$6,114-$38,213
Other Employee Benefits$19,896$3,561-$23,457
Office Expenses$16,240$3,840-$20,080
Fees for Services Other$858$15,000-$15,858
Travel$13,276$1,321-$14,597
Advertising$7,258$2,113-$9,371
Pension Plan Contributions$6,654$1,267-$7,921
Conferences and Meetings$2,713$2,559-$5,272
All Other Expenses$2,039$1,881-$3,920
Other Expenses$0$3,544-$3,544
Insurance-$3,463-$3,463
Depreciation Depletion-$1,767-$1,767
Total Functional Expenses$1,016,024$165,030$0$1,181,054

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,181,054
Total Expenses per Audited Statements$1,181,054
Total Expenses per Form 990$1,181,054
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Funds Held in Escrow$5,612,293
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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 B, Line 11

“The treasury board, controller, and executive committee are provided the 990 and review together.”

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

“Periodically monitors compliance with established policy and requires annual sign offs from board members, officers and key employees.bylaws require disclosure to be made whenever a vote is taken at a meeting.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is approved by the board.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
23-7159632
Phone
6172445552

Signing Officer

Name
Hal Fortna
Title
Treasurer
Phone
6172445552
Signed
2015-01-29

Organization Details

Principal Officer
Hal Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
0

Preparer

Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line 2C

“No change from prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“When a beneficiary passes away their funds are moved into an escrow account. The beneficiary's account goes through a closing process, once closed, plan of ma & ri, inc. Issues a check to disburse the funds to the appropriate parties.”

PART X, LINE 2:

“The organization evaluates tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalty thereon would be recorded as an expense in the current year financial statements. At june 30, 2014 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 492 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.

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019896
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023457
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1COMPUTER AND TELEPHONE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PAYROLL SERVICE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01631
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1608
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33544
IRS990/OtherExpensesGrp/ProgramServicesAmt013880
IRS990/OtherExpensesGrp/ProgramServicesAmt15920
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt015511
IRS990/OtherExpensesGrp/TotalAmt16528
IRS990/OtherExpensesGrp/TotalAmt25300
IRS990/OtherExpensesGrp/TotalAmt33544
IRS990/OtherLiabilitiesGrp/BOYAmt02188849
IRS990/OtherLiabilitiesGrp/EOYAmt05612293
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060920
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0314613
IRS990/OtherSalariesAndWagesGrp/TotalAmt0375533
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06114
IRS990/PayrollTaxesGrp/ProgramServicesAmt032099
IRS990/PayrollTaxesGrp/TotalAmt038213
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01267
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06654
IRS990/PensionPlanContributionsGrp/TotalAmt07921
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011784
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012146
IRS990/PrincipalOfficerNm0HAL FORTNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1REMAINDER FEE
IRS990/ProgramServiceRevenueGrp/Desc2FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01067809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1871646
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2316400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01067809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1871646
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2316400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt065364
IRS990/PYOtherExpensesAmt0470797
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01876223
IRS990/PYRevenuesLessExpensesAmt01083612
IRS990/PYSalariesCompEmpBnftPaidAmt0387178
IRS990/PYTotalExpensesAmt0857975
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01941587
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01199358
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02380412
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0871646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0934507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0622095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0842182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0430972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03701402
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt02255855
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt01844496
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt01481304
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt01524643
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt0986752
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt08093050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0124557
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt065364
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033641
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01491
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0244451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01384209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0941716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0859209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0682433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0555780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04423347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0124557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt065364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033641
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0244451
IRS990ScheduleA/InvestmentIncomeCYPct00.01480
IRS990ScheduleA/InvestmentIncomePYPct00.01010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98520
IRS990ScheduleA/PublicSupportPY509Pct00.98990
IRS990ScheduleA/PublicSupportTotal509Amt016217799
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04511710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03720719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02962608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03049258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01973504
IRS990ScheduleA/Total509Grp/TotalAmt016217799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04636267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03786083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02996249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03068656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01974995
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016462250
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt06807278
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt02188849
IRS990ScheduleD/DistributionsDuringYearAmt03383926
IRS990ScheduleD/EndingBalanceAmt05612201
IRS990ScheduleD/EquipmentGrp/BookValueAmt04314
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015390
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019704
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01181054
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0723
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01207
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01930
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0281272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05612293
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN ESCROW
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03974882
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0281272
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02380412
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WHEN A BENEFICIARY PASSES AWAY THEIR FUNDS ARE MOVED INTO AN ESCROW ACCOUNT. THE BENEFICIARY'S ACCOUNT GOES THROUGH A CLOSING PROCESS, ONCE CLOSED, PLAN OF MA & RI, INC. ISSUES A CHECK TO DISBURSE THE FUNDS TO THE APPROPRIATE PARTIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2014 THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05037
IRS990ScheduleD/TotalBookValueSecuritiesAmt03974882
IRS990ScheduleD/TotalExpensesPerForm990Amt01181054
IRS990ScheduleD/TotalLiabilityAmt05612293
IRS990ScheduleD/TotalRevenuePerForm990Amt02380412
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02661684
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01181054
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURY BOARD, CONTROLLER, AND EXECUTIVE COMMITTEE ARE PROVIDED THE 990 AND REVIEW TOGETHER.

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,317,149
Liabilities
$5,634,118
Net assets
$5,683,031
Revenue
$2,380,412
Expenses
$1,181,054
Net income
$1,199,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.2$16.7$24.5$5.43$4.30$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$14.9$21.3$4.42$4.05$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$15.3$19.8$4.82$3.64$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$18.9$22.0$4.08$2.95$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$21.9$18.2$5.47$2.54$2.92
2019Detailed filing. Detailed filing data is available for this year.$30.7$15.4$15.3$4.48$2.29$2.19
2018Detailed filing. Detailed filing data is available for this year.$35.1$22.1$13.1$4.42$2.22$2.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$14.7$10.6$3.80$2.08$1.72
2015Detailed filing. Detailed filing data is available for this year.$16.8$9.78$7.01$2.91$1.43$1.48
2014Detailed filing. Detailed filing data is available for this year.$11.3$5.63$5.68$2.38$1.18$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$2.21$4.20$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.93$3.02$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$1.02$1.39$0.52