Civic Intelligence

Planned Lifetime Assistance Network of Central Ohio Inc

990EZ • Fiscal year 2023 • EIN 31-1666430

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 04, 2024

2201 Riverside DriveColumbus, OH 43221

(614) 586-4049

Siviq Scores

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

Liabilities / Assets

84th percentile

0.19x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.13x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$40,800

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

87th percentile

57%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

85%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$136,018

Up $49,311 (+57%) from 2022

Net Assets

Up

$110,619

Up $28,438 (+35%) from 2022

Liabilities

Up

$25,399

Up $18,497 (+268%) from 2022

Revenue

Up

$195,961

Up $90,231 (+85%) from 2022

Expenses

Up

$166,620

Up $63,663 (+62%) from 2022

Net Income

Up

$29,341

Up $26,568 (+958%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $41,483Liabilities 2012: $3,315Net Assets 2012: $38,1682012Assets 2013: $39,691Liabilities 2013: $3,620Net Assets 2013: $36,0712013Assets 2014: $37,948Liabilities 2014: $2,058Net Assets 2014: $35,8902014Assets 2015: $37,534Liabilities 2015: $2,515Net Assets 2015: $35,0192015Assets 2016: $28,758Liabilities 2016: $2,471Net Assets 2016: $26,2872016Assets 2017: $42,866Liabilities 2017: $1,855Net Assets 2017: $41,0112017Assets 2018: $60,027Liabilities 2018: $2,325Net Assets 2018: $57,7022018Assets 2019: $71,521Liabilities 2019: $2,034Net Assets 2019: $69,4872019Assets 2020: $79,249Liabilities 2020: $4,014Net Assets 2020: $75,2352020Assets 2021: $82,268Liabilities 2021: $10,360Net Assets 2021: $71,9082021Assets 2022: $86,707Liabilities 2022: $6,902Net Assets 2022: $82,1812022Assets 2023: $136,018Liabilities 2023: $25,399Net Assets 2023: $110,6192023Assets 2024: $92,836Liabilities 2024: $394Net Assets 2024: $92,4422024Assets 2025: $124,371Liabilities 2025: $11,864Net Assets 2025: $112,5072025

Highlighted filing

2023

Assets$136,018
Liabilities$25,399
Net Assets$110,619

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $47,856Expenses 2012: $54,356Net Income 2012: -$6,5002012Revenue 2013: $44,332Expenses 2013: $48,989Net Income 2013: -$4,6572013Revenue 2014: $38,518Expenses 2014: $43,300Net Income 2014: -$4,7822014Revenue 2015: $41,991Expenses 2015: $43,911Net Income 2015: -$1,9202015Revenue 2016: $46,510Expenses 2016: $48,891Net Income 2016: -$2,3812016Revenue 2017: $62,502Expenses 2017: $48,687Net Income 2017: $13,8152017Revenue 2018: $64,159Expenses 2018: $47,218Net Income 2018: $16,9412018Revenue 2019: $60,282Expenses 2019: $48,686Net Income 2019: $11,5962019Revenue 2020: $67,104Expenses 2020: $68,328Net Income 2020: -$1,2242020Revenue 2021: $50,321Expenses 2021: $56,934Net Income 2021: -$6,6132021Revenue 2022: $105,730Expenses 2022: $102,957Net Income 2022: $2,7732022Revenue 2023: $195,961Expenses 2023: $166,620Net Income 2023: $29,3412023Revenue 2024: $170,360Expenses 2024: $190,257Net Income 2024: -$19,8972024Revenue 2025: $74,335Expenses 2025: $70,217Net Income 2025: $4,1182025

Highlighted filing

2023

Revenue$195,961
Expenses$166,620
Net Income$29,341
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 4, 2024
Return Version
2022v5.0
Gross Receipts
$195,961
Mission and Program Overview

Mission

Planned lifetime assistance network of central ohio is a unique not-for- profit corporation, incorporated under the laws of the state of ohio, which was organized in 1999 to provide supplemental care to persons with mental and other disabilities after their families are gone or have become unable to continue their care giving role. The organization is supported by service fees, membership dues, donations, grants from foundations, and contributions from individiuals and other sources. The organization serves anyone having a mental illness, mental retardation or developmental disability, physical disability, brain injury, chronic medical conditions, or other disability that makes life challenging in franklin, delaware, union, pickaway, fairfield, or licking counties. The organization provides personalized planning and other services to enhance the quality of life for the disabled family member, now and in the future, by developing a representation that includes: personal profile; informa

Program Services

DescriptionGrantsExpenses
PROVIDE CLIENT SERVICES.-$143,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA R DALLASExecutive DiPT$40,800-$40,800
KEVIN SHAWN REDMANPresident-$0--
S BREWSTER RANDALLTreasurer-$0--
SUZANNE MCANN PERRYSecretary-$0--
DIANNE CLAYDirector-$0--
ROBERT DIXDirector-$0--
CURTIS PRINCIPIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network
EIN
31-1666430
Phone
6145864049
Address
2201 RIVERSIDE DRIVE, COLUMBUS, OH 43221

Signing Officer

Name
Kevin Shawn Redman
Title
President
Phone
6145864049
Signed
2024-06-04

Preparer

Firm
Perks Pusateri & Company Cpas
Address
137-B COMMERCE PARK DRIVE, WESTERVILLE, OH 43082
Preparer
Joseph B Gordon
Phone
6143927800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 1,031 1,112 4,095 8,656 meals 914 169 1,748 payroll fees 840 program fees and expenses 40,891 bank fees 156 dues and subscriptions 750 background checks 59 total 60,421

Form 990-ez, Part I, Line 20

UNREALIZED GAINS 1,473

Form 990-ez, Part II, Line 24

Accounts receivable 5,190 15,321 computers 1,650 1,650 less accumulated depreciation 1,650 1,650 total 5,190 15,321

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,367 25,399 grants payable 2,500 0 lien payable 1,035 0

Form 990-ez, Part III

Planned lifetime assistance network of central ohio is a unique not-for- profit corporation, incorporated under the laws of the state of ohio, which was organized in 1999 to provide supplemental care to persons with mental and other disabilities after their families are gone or have become unable to continue their care giving role. The organization is supported by service fees, membership dues, donations, grants from foundations, and contributions from individiuals and other sources. The organization serves anyone having a mental illness, mental retardation or developmental disability, physical disability, brain injury, chronic medical conditions, or other disability that makes life challenging in franklin, delaware, union, pickaway, fairfield, or licking counties. The organization provides personalized planning and other services to enhance the quality of life for the disabled family member, now and in the future, by developing a representation that includes: personal profile; information about parents and other children; existing service providers; qaulity of life information; medical history, care, and medications; housing and residential information; daily and independent living skills; education and employment information; financial information and resource management; legal information; leisure, socialization and recreation; final arrangements. The organization provides a range of services for family members or guardians. Specifically, here are some of the services that can be provided: regulary personal and/or family contact; provide services during the evening hours, weekends, and holidays, times when most other service providers are not available; crisis intervention; assistance with transportation; socialization/recreation/leisure activities; assistance with grocery and other personal shopping; advocacy; life skills assistance; planning a budget and money management; referral and linkage to community resources; locating and obtaining appropriate housing; medication monitoring and reminders; asistance with resume development and job applications; long-term and short-term planning for quality care; applying for public assistance, food stamps, or other programs; maintain contact with and coordinate services with social workers, psychiatrists, medical and hospital personnel, dentists, case managers, attorneys, trustees, banks, and other service providers; provide basic and independent living skills training and assistance; provide information and referral services for legal, financial trust and other planning; liaison with family, disabled individual community agencies; compliment the work of attorneys in their work as guardians for the disabled.

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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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IRS990EZ/PrimaryExemptPurposeTxt0PLANNED LIFETIME ASSISTANCE NETWORK OF CENTRAL OHIO IS A UNIQUE NOT-FOR- PROFIT CORPORATION, INCORPORATED UNDER THE LAWS OF THE STATE OF OHIO, WHICH WAS ORGANIZED IN 1999 TO PROVIDE SUPPLEMENTAL CARE TO PERSONS WITH MENTAL AND OTHER DISABILITIES AFTER THEIR FAMILIES ARE GONE OR HAVE BECOME UNABLE TO CONTINUE THEIR CARE GIVING ROLE. THE ORGANIZATION IS SUPPORTED BY SERVICE FEES, MEMBERSHIP DUES, DONATIONS, GRANTS FROM FOUNDATIONS, AND CONTRIBUTIONS FROM INDIVIDIUALS AND OTHER SOURCES. THE ORGANIZATION SERVES ANYONE HAVING A MENTAL ILLNESS, MENTAL RETARDATION OR DEVELOPMENTAL DISABILITY, PHYSICAL DISABILITY, BRAIN INJURY, CHRONIC MEDICAL CONDITIONS, OR OTHER DISABILITY THAT MAKES LIFE CHALLENGING IN FRANKLIN, DELAWARE, UNION, PICKAWAY, FAIRFIELD, OR LICKING COUNTIES. THE ORGANIZATION PROVIDES PERSONALIZED PLANNING AND OTHER SERVICES TO ENHANCE THE QUALITY OF LIFE FOR THE DISABLED FAMILY MEMBER, NOW AND IN THE FUTURE, BY DEVELOPING A REPRESENTATION THAT INCLUDES: PERSONAL PROFILE; INFORMA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 1,031 1,112 4,095 8,656 MEALS 914 169 1,748 PAYROLL FEES 840 PROGRAM FEES AND EXPENSES 40,891 BANK FEES 156 DUES AND SUBSCRIPTIONS 750 BACKGROUND CHECKS 59 TOTAL 60,421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS 1,473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 5,190 15,321 COMPUTERS 1,650 1,650 LESS ACCUMULATED DEPRECIATION 1,650 1,650 TOTAL 5,190 15,321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,367 25,399 GRANTS PAYABLE 2,500 0 LIEN PAYABLE 1,035 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLANNED LIFETIME ASSISTANCE NETWORK OF CENTRAL OHIO IS A UNIQUE NOT-FOR- PROFIT CORPORATION, INCORPORATED UNDER THE LAWS OF THE STATE OF OHIO, WHICH WAS ORGANIZED IN 1999 TO PROVIDE SUPPLEMENTAL CARE TO PERSONS WITH MENTAL AND OTHER DISABILITIES AFTER THEIR FAMILIES ARE GONE OR HAVE BECOME UNABLE TO CONTINUE THEIR CARE GIVING ROLE. THE ORGANIZATION IS SUPPORTED BY SERVICE FEES, MEMBERSHIP DUES, DONATIONS, GRANTS FROM FOUNDATIONS, AND CONTRIBUTIONS FROM INDIVIDIUALS AND OTHER SOURCES. THE ORGANIZATION SERVES ANYONE HAVING A MENTAL ILLNESS, MENTAL RETARDATION OR DEVELOPMENTAL DISABILITY, PHYSICAL DISABILITY, BRAIN INJURY, CHRONIC MEDICAL CONDITIONS, OR OTHER DISABILITY THAT MAKES LIFE CHALLENGING IN FRANKLIN, DELAWARE, UNION, PICKAWAY, FAIRFIELD, OR LICKING COUNTIES. THE ORGANIZATION PROVIDES PERSONALIZED PLANNING AND OTHER SERVICES TO ENHANCE THE QUALITY OF LIFE FOR THE DISABLED FAMILY MEMBER, NOW AND IN THE FUTURE, BY DEVELOPING A REPRESENTATION THAT INCLUDES: PERSONAL PROFILE; INFORMATION ABOUT PARENTS AND OTHER CHILDREN; EXISTING SERVICE PROVIDERS; QAULITY OF LIFE INFORMATION; MEDICAL HISTORY, CARE, AND MEDICATIONS; HOUSING AND RESIDENTIAL INFORMATION; DAILY AND INDEPENDENT LIVING SKILLS; EDUCATION AND EMPLOYMENT INFORMATION; FINANCIAL INFORMATION AND RESOURCE MANAGEMENT; LEGAL INFORMATION; LEISURE, SOCIALIZATION AND RECREATION; FINAL ARRANGEMENTS. THE ORGANIZATION PROVIDES A RANGE OF SERVICES FOR FAMILY MEMBERS OR GUARDIANS. SPECIFICALLY, HERE ARE SOME OF THE SERVICES THAT CAN BE PROVIDED: REGULARY PERSONAL AND/OR FAMILY CONTACT; PROVIDE SERVICES DURING THE EVENING HOURS, WEEKENDS, AND HOLIDAYS, TIMES WHEN MOST OTHER SERVICE PROVIDERS ARE NOT AVAILABLE; CRISIS INTERVENTION; ASSISTANCE WITH TRANSPORTATION; SOCIALIZATION/RECREATION/LEISURE ACTIVITIES; ASSISTANCE WITH GROCERY AND OTHER PERSONAL SHOPPING; ADVOCACY; LIFE SKILLS ASSISTANCE; PLANNING A BUDGET AND MONEY MANAGEMENT; REFERRAL AND LINKAGE TO COMMUNITY RESOURCES; LOCATING AND OBTAINING APPROPRIATE HOUSING; MEDICATION MONITORING AND REMINDERS; ASISTANCE WITH RESUME DEVELOPMENT AND JOB APPLICATIONS; LONG-TERM AND SHORT-TERM PLANNING FOR QUALITY CARE; APPLYING FOR PUBLIC ASSISTANCE, FOOD STAMPS, OR OTHER PROGRAMS; MAINTAIN CONTACT WITH AND COORDINATE SERVICES WITH SOCIAL WORKERS, PSYCHIATRISTS, MEDICAL AND HOSPITAL PERSONNEL, DENTISTS, CASE MANAGERS, ATTORNEYS, TRUSTEES, BANKS, AND OTHER SERVICE PROVIDERS; PROVIDE BASIC AND INDEPENDENT LIVING SKILLS TRAINING AND ASSISTANCE; PROVIDE INFORMATION AND REFERRAL SERVICES FOR LEGAL, FINANCIAL TRUST AND OTHER PLANNING; LIAISON WITH FAMILY, DISABLED INDIVIDUAL COMMUNITY AGENCIES; COMPLIMENT THE WORK OF ATTORNEYS IN THEIR WORK AS GUARDIANS FOR THE DISABLED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN SHAWN REDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06145864049
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANNED LIFETIME ASSISTANCE NETWORK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CENTRAL OHIO INC
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0311666430
ReturnHeader/Filer/PhoneNum06145864049
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 RIVERSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814561266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKS PUSATERI & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0137-B COMMERCE PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043082
ReturnHeader/PreparerPersonGrp/PhoneNum06143927800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B GORDON
ReturnHeader/ReturnTs02024-06-17T10:42:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN SHAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REDMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.12$1.13$0.74$0.70$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.92$1.70$1.90$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.25$1.11$1.96$1.67$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.07$0.82$1.06$1.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.10$0.72$0.50$0.57$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.04$0.75$0.67$0.68$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.69$0.60$0.49$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$0.64$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.63$0.49$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.26$0.47$0.49$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$0.42$0.44$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.39$0.43$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.04$0.36$0.44$0.49$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.38$0.48$0.54$0.07