Civic Intelligence

Planned Lifetime Assistance Network of Georgia Inc.

990 • Fiscal year 2023 • EIN 58-1927163

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.PLANOFGEORGIA.ORG
270 Carpenter Drive 200FSandy Springs, GA 30328

(404) 637-0094

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.28x

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

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

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

88th percentile

$31,930

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

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

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Flat

$364,712

Flat from 2023

Net Assets

Flat

$336,015

Flat from 2023

Liabilities

Flat

$28,697

Flat from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin75th percentile

Revenue

Flat

$103,644

Flat from 2023

Expenses

Flat

$81,366

Flat from 2023

Net Income

Flat

$22,278

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2012: $304,514Liabilities 2012: $56,2532012Assets 2013: $391,569Liabilities 2013: $130,8542013Assets 2014: $396,357Liabilities 2014: $123,165Net Assets 2014: $273,1922014Assets 2015: $384,622Liabilities 2015: $110,651Net Assets 2015: $273,9712015Assets 2016: $293,279Liabilities 2016: $20,954Net Assets 2016: $272,3252016Assets 2017: $312,160Liabilities 2017: $17,894Net Assets 2017: $294,2662017Assets 2018: $296,617Liabilities 2018: $25,749Net Assets 2018: $270,8682018Assets 2019: $336,046Liabilities 2019: $25,792Net Assets 2019: $310,2542019Assets 2020: $360,279Liabilities 2020: $50,134Net Assets 2020: $310,1452020Assets 2021: $376,222Liabilities 2021: $50,9122021Assets 2022: $340,671Liabilities 2022: $30,763Net Assets 2022: $309,9082022Assets 2023: $364,712Liabilities 2023: $28,697Net Assets 2023: $336,0152023Assets 2023: $364,712Liabilities 2023: $28,697Net Assets 2023: $336,0152023Assets 2024: $401,256Liabilities 2024: $29,467Net Assets 2024: $371,7892024

Highlighted filing

2023

Assets$364,712
Liabilities$28,697
Net Assets$336,015
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $54,661Expenses 2012: $68,576Net Income 2012: -$13,9152012Revenue 2013: $79,852Expenses 2013: $69,919Net Income 2013: $9,9332013Revenue 2014: $102,563Expenses 2014: $77,345Net Income 2014: $25,2182014Revenue 2015: $95,054Expenses 2015: $84,446Net Income 2015: $10,6082015Revenue 2016: $90,685Expenses 2016: $94,453Net Income 2016: -$3,7682016Revenue 2017: $94,824Expenses 2017: $86,914Net Income 2017: $7,9102017Revenue 2018: $125,140Expenses 2018: $126,591Net Income 2018: -$1,4512018Revenue 2019: $147,964Expenses 2019: $133,456Net Income 2019: $14,5082019Revenue 2020: $84,635Expenses 2020: $103,249Net Income 2020: -$18,6142020Revenue 2021: $128,984Expenses 2021: $113,547Net Income 2021: $15,4372021Revenue 2022: $126,120Expenses 2022: $94,805Net Income 2022: $31,3152022Revenue 2023: $103,644Expenses 2023: $81,366Net Income 2023: $22,2782023Revenue 2023: $103,644Expenses 2023: $81,366Net Income 2023: $22,2782023Revenue 2024: $121,323Expenses 2024: $85,210Net Income 2024: $36,1132024

Highlighted filing

2023

Revenue$103,644
Expenses$81,366
Net Income$22,278
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$335,291
Mission and Program Overview

Mission

Provides solutions & case management to families concerned about present and future care of a relative with a severe disability. It is an organization dedicated to serving people with mental and physical disabilities - including mental illness, mental retardation, brain injury, autism and at-risk elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$245,949$256,635▲ $10,686
Cash and Non-Interest-Bearing Accounts$77,005$89,109▲ $12,104
Accounts Receivable$17,217$18,468▲ $1,251
Prepaid Expenses and Deferred Charges$500$500→ $0
Total Assets$340,671$364,712▲ $24,041
Liabilities
Accounts Payable and Accrued Expenses$30,763$28,697▼ $2,066
Total Liabilities$30,763$28,697▼ $2,066
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$309,908$336,015▲ $26,107
Total Net Assets Fund Balance$309,908$336,015▲ $26,107
Total Liabilities and Net Assets / Fund Balance$340,671$364,712▲ $24,041

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$256,635--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence GoodmanClinical DirectorPT$31,930$31,930

Board Members and Trustees

NameTitle
Mary Lou DeluciaPresident
Kenya PhillipsDirector of Outreach & Communications
Anjel BurgessSecretary
Richard RoeselTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,918
Program Service Revenue
$92,598
Investment Income
$2,128
Other Revenue
$0
All Other Contributions
$8,918
Change in Net Assets
$22,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$49,730$11,440-$61,170
Occupancy$8,250$2,063-$10,313
Office Expenses$3,229--$3,229
Fees for Services Accounting-$1,000-$1,000
Advertising$332$331-$663
Other Expenses$240$239-$479
Interest$255--$255
Total Functional Expenses$65,004$16,362$0$81,366
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

“Copies of the form 990 are made available for the board for the review and approval prior to filing”

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

“All members of the board of directors and senior management provide written annual updates identifying any potential conflicts.”

Form 990, Part VI, Section B, Line 15

“The board reviews and approves all compensation”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available for the public upon request.”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network
EIN
58-1927163
Phone
4046370094
Address
270 CARPENTER DRIVE 200F, SANDY SPRINGS, GA 30328

Signing Officer

Name
Lawrence Goodman
Title
Program Director
Phone
4046370094
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Goodman
Formed
1992
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
HERMAN SILVER & ASSOCIATES CPA'S LLC
Address
6455 POWERS FERRY ROAD STE 185, ATLANTA, GA 30339
Preparer
Glenn Germaine
Phone
7709169910
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net unrealized change on investments 3,798. Prior period adjustmemt 31.”

Raw XML Appendix366 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/ActivityOrMissionDesc0PROVIDES SOLUTIONS & CASE MANAGEMENT TO FAMILIES CONCERNED ABOUT PRESENT AND FUTURE CARE OF A RELATIVE WITH A SEVERE DISABILITY. IT IS AN ORGANIZATION DEDICATED TO SERVING PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES - INCLUDING MENTAL ILLNESS, MENTAL RETARDATION, BRAIN INJURY, AUTISM AND AT-RISK ELDERLY.
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE FORM 990 ARE MADE AVAILABLE FOR THE BOARD FOR THE REVIEW AND APPROVAL PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT PROVIDE WRITTEN ANNUAL UPDATES IDENTIFYING ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES ALL COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET UNREALIZED CHANGE ON INVESTMENTS 3,798. PRIOR PERIOD ADJUSTMEMT 31.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0340671
IRS990/TotalAssetsEOYAmt0364712
IRS990/TotalAssetsGrp/BOYAmt0340671
IRS990/TotalAssetsGrp/EOYAmt0364712
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08918
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016362
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065004
IRS990/TotalFunctionalExpensesGrp/TotalAmt081366
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030763
IRS990/TotalLiabilitiesEOYAmt028697
IRS990/TotalLiabilitiesGrp/BOYAmt030763
IRS990/TotalLiabilitiesGrp/EOYAmt028697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0309908
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0336015
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt092598
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt092598
IRS990/TotalProgramServiceExpensesAmt065004
IRS990/TotalProgramServiceRevenueAmt092598
IRS990/TotalReportableCompFromOrgAmt031930
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094726
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0103644
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0340671
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0364712
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0270 CARPENTER DRIVE SUITE F
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030328
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PLANOFGEORGIA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE GOODMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PROGRAM DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04046370094
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANNED LIFETIME ASSISTANCE NETWORK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF GEORGIA INC
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0581927163
ReturnHeader/Filer/PhoneNum04046370094
ReturnHeader/Filer/USAddress/AddressLine1Txt0270 CARPENTER DRIVE 200F
ReturnHeader/Filer/USAddress/CityNm0SANDY SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030328
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582433553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERMAN SILVER & ASSOCIATES CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06455 POWERS FERRY ROAD STE 185
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030339
ReturnHeader/PreparerPersonGrp/PhoneNum07709169910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN GERMAINE
ReturnHeader/ReturnTs02024-11-15T14:51:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,712
Liabilities
$28,697
Net assets
$336,015
Revenue
$103,644
Expenses
$81,366
Net income
$22,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.29$3.72$1.21$0.85$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.29$3.36$1.04$0.81$0.22
2023Summary only. Only limited summary data is available for this year.$3.65$0.29$3.36$1.04$0.81$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.31$3.10$1.26$0.95$0.31
2021Summary only. Only limited summary data is available for this year.$3.76$0.51$1.29$1.14$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.50$3.10$0.85$1.03$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.26$3.10$1.48$1.33$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.26$2.71$1.25$1.27$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.18$2.94$0.95$0.87$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.21$2.72$0.91$0.94$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.85$1.11$2.74$0.95$0.84$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.96$1.23$2.73$1.03$0.77$0.25
2013Summary only. Only limited summary data is available for this year.$3.92$1.31$0.80$0.70$0.10
2012Summary only. Only limited summary data is available for this year.$3.05$0.56$0.55$0.69$0.14