Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2017 • EIN 23-7159632

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 14, 2018

Organization ProfileWWW.PLANOFMA-RI.ORG
50 Cabot Street Suite 206Needham, MA 02494

(617) 244-5552

Siviq Scores

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

Liabilities / Assets

76th percentile

0.58x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

3.88x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$122,943

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2017

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$25,382,259

Up $8,591,573 (+51%) from 2015

Net Assets

Up

$10,649,169

Up $3,636,025 (+52%) from 2015

Liabilities

Up

$14,733,090

Up $4,955,548 (+51%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin90th percentile

Revenue

Up

$3,801,003

Up $887,071 (+30%) from 2015

Expenses

Up

$2,078,794

Up $645,956 (+45%) from 2015

Net Income

Up

$1,722,209

Up $241,115 (+16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2017

Assets$25,382,259
Liabilities$14,733,090
Net Assets$10,649,169
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

2017

Revenue$3,801,003
Expenses$2,078,794
Net Income$1,722,209
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 14, 2018
Return Version
2016v3.0
Gross Receipts
$3,801,003
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,103,010$15,340,803▲ $4,237,793
Investments Other Securities$6,186,414$7,754,309▲ $1,567,895
Accounts Receivable$1,525,812$2,200,861▲ $675,049
Land, Buildings, and Equipment, Net$5,791$52,672▲ $46,881
Prepaid Expenses and Deferred Charges$11,980$13,781▲ $1,801
Total Assets$18,845,229$25,382,259▲ $6,537,030
Other Assets Total$12,222$19,833▲ $7,611
Liabilities
Escrow Account Liability$10,271,789$14,689,790▲ $4,418,001
Accounts Payable and Accrued Expenses$37,867$43,300▲ $5,433
Total Liabilities$10,309,656$14,733,090▲ $4,423,434
Net Assets / Fund Balance
Unrestricted Net Assets$8,535,573$10,649,169▲ $2,113,596
Total Net Assets Fund Balance$8,535,573$10,649,169▲ $2,113,596
Total Liabilities and Net Assets / Fund Balance$18,845,229$25,382,259▲ $6,537,030

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,672$9,995$62,667
Other Securities$7,754,309--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pamela TamesExecutive DirectorFT$122,943$122,943

Board Members and Trustees

NameTitle
David WizanskyPresident
Charles SilsbyVice President
Anna Mctigue PhdDirector
Cliff SmithDirector
Karen SmithDirector
Lawrence HeimlichDirector
Libby EdgerlyDirector
Nancy Ames SlabineDirector
Seth HaberDirector
David RozensonClerk
Harold FortnaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wade Horowitz LapointeAttorney1309 BEACON STREET, Brookline, MA 02446$200,539
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,575,268
Investment Income
$225,735
Other Revenue
$0
Change in Net Assets
$1,722,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,801,003
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$391,387
Total Revenue per Audited Statements
$4,192,390
Total Revenue per Form 990
$3,801,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,095,484
Salaries, Compensation, and Employee Benefits$920,241
Grants and Similar Amounts Paid$63,069
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$593,187--$593,187
Other Salaries and Wages$452,624$45,560-$498,184
Current Officers, Directors, Trustees, and Key Employees$147,512$138,457-$285,969
Fees for Services Legal$120,726$62,062-$182,788
Occupancy$93,310$16,467-$109,777
Payroll Taxes$52,161$15,580-$67,741
Grants to Domestic Individuals$63,069--$63,069
Other Employee Benefits$38,554$12,288-$50,842
Office Expenses$29,453$19,603-$49,056
Fees for Services Other$31,191$15,000-$46,191
Advertising$31,652$10,822-$42,474
Pension Plan Contributions$13,479$4,026-$17,505
Travel$12,665$1,610-$14,275
Conferences and Meetings$4,353$7,373-$11,726
Other Expenses$600$6,129-$6,729
Insurance$702$4,536-$5,238
Depreciation Depletion-$2,632-$2,632
Total Functional Expenses$1,700,945$377,849$0$2,078,794

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per 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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
David WizanskyOfficer at Macril and PlanPlan Acquired Macril Resulting in a Gain in the Amount Noted Above in Line CNo$105,012
Governance and Compliance

Governance Checklist

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

“Finance committee, executive director and director of finance review”

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

Filer Name
Planned Lifetime Assistance Network
EIN
23-7159632
Phone
6172445552
Address
50 CABOT STREET SUITE 206, NEEDHAM, MA 02494

Signing Officer

Name
Hal Fortna
Title
Treasurer
Phone
6172445552
Signed
2018-03-14

Organization Details

Principal Officer
Hal Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
14
Volunteers
0

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET SUITE 308A, DEDHAM, MA 02026
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 his or her 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, 2017 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 519 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/LandBldgEquipBasisNetGrp/EOYAmt052672
IRS990/LandBldgEquipCostOrOtherBssAmt062667
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PLANNED 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08535573
IRS990/NetAssetsOrFundBalancesEOYAmt010649169
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0391387
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016467
IRS990/OccupancyGrp/ProgramServicesAmt093310
IRS990/OccupancyGrp/TotalAmt0109777
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019603
IRS990/OfficeExpensesGrp/ProgramServicesAmt029453
IRS990/OfficeExpensesGrp/TotalAmt049056
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012222
IRS990/OtherAssetsTotalGrp/EOYAmt019833
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012288
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt050842
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05918
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19786
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26129
IRS990/OtherExpensesGrp/ProgramServicesAmt010725
IRS990/OtherExpensesGrp/ProgramServicesAmt14982
IRS990/OtherExpensesGrp/ProgramServicesAmt2600
IRS990/OtherExpensesGrp/TotalAmt016643
IRS990/OtherExpensesGrp/TotalAmt114768
IRS990/OtherExpensesGrp/TotalAmt26729
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045560
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0452624
IRS990/OtherSalariesAndWagesGrp/TotalAmt0498184
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015580
IRS990/PayrollTaxesGrp/ProgramServicesAmt052161
IRS990/PayrollTaxesGrp/TotalAmt067741
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04026
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013479
IRS990/PensionPlanContributionsGrp/TotalAmt017505
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011980
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013781
IRS990/PrincipalOfficerNm0HAL FORTNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1REMAINDER FEE
IRS990/ProgramServiceRevenueGrp/Desc2FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01698449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11495657
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2276150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3105012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01698449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11495657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2276150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3105012
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035319
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012458
IRS990/PYInvestmentIncomeAmt0214674
IRS990/PYOtherExpensesAmt01066286
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03088814
IRS990/PYRevenuesLessExpensesAmt01666169
IRS990/PYSalariesCompEmpBnftPaidAmt0593894
IRS990/PYTotalExpensesAmt01672638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03338807
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01722209
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03470256
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01495657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01282678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01126456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0871646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0934507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05710944
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt03460550
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt03124133
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt02679899
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt02255855
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt01844496
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt013364933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0225735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0214674
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0234033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0124557
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065364
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0864363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01974599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01841577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01553443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01384209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0941716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07695544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0225735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0214674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0234033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0124557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0864363
IRS990ScheduleA/InvestmentIncomeCYPct00.03130
IRS990ScheduleA/InvestmentIncomePYPct00.02860
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96870
IRS990ScheduleA/PublicSupportPY509Pct00.97140
IRS990ScheduleA/PublicSupportTotal509Amt026771421
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06930806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06248388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05359798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04511710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03720719
IRS990ScheduleA/Total509Grp/TotalAmt026771421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07156541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06463062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05593831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04636267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03786083
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027635784
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt011217640
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt010271674
IRS990ScheduleD/DistributionsDuringYearAmt06799524
IRS990ScheduleD/EndingBalanceAmt014689790
IRS990ScheduleD/EquipmentGrp/BookValueAmt052672
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09995
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062667
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0391387
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07754309
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0391387
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03801003
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WHEN A BENEFICIARY PASSES AWAY HIS OR HER 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, 2017 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/TotalBookValueLandBuildingsAmt052672
IRS990ScheduleD/TotalBookValueSecuritiesAmt07754309
IRS990ScheduleD/TotalExpensesPerForm990Amt00

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Filings

Displayed year

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

Open filing
Assets
$25,382,259
Liabilities
$14,733,090
Net assets
$10,649,169
Revenue
$3,801,003
Expenses
$2,078,794
Net income
$1,722,209
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
2017Detailed filing. Detailed filing data is available for this year.$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