Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2024 • EIN 23-7159632

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 22, 2025

Organization ProfileWWW.PLANOFMA-RI.ORG
859 Willard Street 110Quincy, MA 02169

(617) 244-5552

Siviq Scores

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

Liabilities / Assets

67th percentile

0.41x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

3.08x

Higher debt load relative to revenue than 91% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$240,313

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$41,204,765

Up $4,997,391 (+14%) from 2023

Net Assets

Up

$24,463,304

Up $3,116,327 (+15%) from 2023

Liabilities

Up

$16,741,461

Up $1,881,064 (+13%) from 2023

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin76th percentile

Revenue

Up

$5,431,890

Up $1,013,021 (+23%) from 2023

Expenses

Up

$4,304,574

Up $258,805 (+6.4%) from 2023

Net Income

Up

$1,127,316

Up $754,216 (+202%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2024

Assets$41,204,765
Liabilities$16,741,461
Net Assets$24,463,304
Open 2024 Filing

Operations Trend

Revenue Growth73rd 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

2024

Revenue$5,431,890
Expenses$4,304,574
Net Income$1,127,316
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Gross Receipts
$5,431,890
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
Investments Other Securities$18,538,552$21,029,473▲ $2,490,921
Cash and Non-Interest-Bearing Accounts$14,468,590$16,889,542▲ $2,420,952
Accounts Receivable$2,481,049$2,698,605▲ $217,556
Land, Buildings, and Equipment, Net$658,026$517,568▼ $140,458
Prepaid Expenses and Deferred Charges$24,456$32,876▲ $8,420
Total Assets$36,207,374$41,204,765▲ $4,997,391
Other Assets Total$36,701$36,701→ $0
Liabilities
Escrow Account Liability$14,084,187$16,071,855▲ $1,987,668
Other Liabilities$645,787$513,610▼ $132,177
Accounts Payable and Accrued Expenses$130,423$155,996▲ $25,573
Total Liabilities$14,860,397$16,741,461▲ $1,881,064
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,346,977$24,463,304▲ $3,116,327
Total Net Assets Fund Balance$21,346,977$24,463,304▲ $3,116,327
Total Liabilities and Net Assets / Fund Balance$36,207,374$41,204,765▲ $4,997,391

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$448,145$262,321$710,466
Equipment$69,423$94,438$163,861
Other Securities$21,029,473--
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan McgrathExecutive DirectorFT$223,711$16,602$223,711
Clare KeatingControllerFT$163,403$17,319$163,403
Kathy VitelloDirector of OperationsFT$140,255$13,239$153,494

Board Members and Trustees

NameTitle
Seth HaberPresident
Charles SilsbyVice President
Anna Bauer-mctigueDirector
Carol CovellDirector
Daniel J GalliDirector
David RozensonDirector
David WizanskyDirector
Kristen Prull MoonanDirector
Pamela BoothDirector
Todd SpencerDirector
William H HulseyDirector
Robert LoebClerk
Harold FortnaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wade Horowtz & LapointeAttorney1309 BEACON ST 2ND FLOOR, Brookline, MA 02446$137,240
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,452,826
Investment Income
$979,064
Other Revenue
$0
Change in Net Assets
$1,127,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,431,890
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,989,011
Total Revenue per Audited Statements
$7,420,901
Total Revenue per Form 990
$5,431,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,337,167
Other Expenses$1,479,112
Grants and Similar Amounts Paid$488,295
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$958,851$459,738-$1,418,589
Fees for Services Management$596,186--$596,186
Current Officers, Directors, Trustees, and Key Employees$356,459$170,910-$527,369
Grants to Domestic Orgs$474,808--$474,808
Other Employee Benefits$117,256$56,220-$173,476
Fees for Services Other$115,854$55,285-$171,139
Payroll Taxes$110,622$53,039-$163,661
Depreciation Depletion$100,502$48,187-$148,689
Fees for Services Legal$131,080$13,049-$144,129
Information Technology$44,201$21,193-$65,394
Travel$40,913$19,617-$60,530
Office Expenses$39,167$18,780-$57,947
Pension Plan Contributions$36,548$17,524-$54,072
Occupancy$30,703$14,722-$45,425
Advertising$27,796$13,327-$41,123
Insurance$18,291$8,770-$27,061
Conferences and Meetings$16,461$7,893-$24,354
Grants to Domestic Individuals$13,487--$13,487
Other Expenses$1,467$703-$2,170
Total Functional Expenses$3,288,929$1,015,645$0$4,304,574

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,304,574
Total Expenses per Audited Statements$4,304,574
Total Expenses per Form 990$4,304,574
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Best Buddies of Ma and RiBoston, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$100,000
Northeast ArcDanvers, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$100,000
Special Olympics MassachusettsMarlborogh, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$100,000
Central Ma Agency on AgingWorcester, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly$25,000
Nami MassWoburn, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$25,000
Road to ResponsibilityMarshfield, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$25,000
The Arc of the South ShoreHingham, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly$25,000
Association for Autism and NeurodiversityWatertown, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$10,000
The Carroll Center for the BlindNewton, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$10,000
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
Lease Liability$513,610
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 35% controlled entity
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
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 controller 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
859 WILLARD STREET 110, QUINCY, MA 02169

Signing Officer

Name
Harold Fortna
Title
Treasurer
Phone
6172445552
Signed
2025-01-22

Organization Details

Principal Officer
Harold Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
24
Volunteers
0

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET SUITE 203, DEDHAM, MA 02026
Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Process has not changed year to 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 checks 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, 2024 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 684 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/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15CONTROLLER
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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.
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IRS990/OfficeExpensesGrp/TotalAmt057947
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,204,765
Liabilities
$16,741,461
Net assets
$24,463,304
Revenue
$5,431,890
Expenses
$4,304,574
Net income
$1,127,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $25M-$50M nonprofits