Form 990 for tax year 2023
Filed by PLANNED LIFETIME ASSISTANCE NETWORK OF NEW JERSEY INC.
Totals
- Total revenue
- $2,232,838
- Total expenses
- $2,325,303
- Contributions and grants received
- $316,889
- Grants paid
- $0
- Program service revenue
- $1,859,194
- Investment income
- $37,556
- Other revenue
- $19,199
- Total assets, end of year
- $1,761,107
- Total liabilities, end of year
- $481,078
- Net assets or fund balances, end of year
- $1,280,029
- Program services expenses (Part IX)
- $2,019,446
- Management and general expenses
- $305,857
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,019,446
Program services were 86.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$32,248
-
1f · All other contributions, gifts and grants
$284,641
-
2a · Program service revenue: COMMUNITY & IND. TRUST
total $1,376,211 · related or exempt $1,376,211
-
2b · Program service revenue: SERVICE FEES
total $442,983 · related or exempt $442,983
-
2c · Program service revenue: LIFE PLAN
total $40,000 · related or exempt $40,000
-
3 · Investment income
total $32,008 · excluded $32,008
-
7a · Gross sales of assets other than inventory
securities $206,766 · other assets $16,425
-
7b · Less cost or other basis and sales expenses
securities $206,000 · other assets $11,643
-
7c · Gain or loss
securities $766 · other assets $4,782
-
7d · Net gain or loss
total $5,548 · excluded $5,548
-
8a · Fundraising events: gross income
$67,425
-
8a · Fundraising events: contributions included on line 1c
$32,248
-
8b · Fundraising events: direct expenses
$67,425
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $19,199 · related or exempt $19,199
-
11e · Other revenue, total
$19,199
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $201,943 · program services $177,710 · management and general $24,233
-
7 · Other salaries and wages
total $1,243,445 · program services $1,094,087 · management and general $149,358
-
8 · Pension plan contributions
total $22,677 · program services $19,953 · management and general $2,724
-
9 · Other employee benefits
total $142,033 · program services $124,975 · management and general $17,058
-
10 · Payroll taxes
total $124,428 · program services $109,484 · management and general $14,944
-
11g · Fees: other
total $81,109 · program services $71,368 · management and general $9,741
-
13 · Office expenses
total $87,913 · program services $77,355 · management and general $10,558
-
14 · Information technology
total $11,949 · program services $10,514 · management and general $1,435
-
16 · Occupancy
total $121,609 · program services $107,004 · management and general $14,605
-
17 · Travel
total $34,807 · program services $30,627 · management and general $4,180
-
19 · Conferences, conventions and meetings
total $38,281 · program services $33,683 · management and general $4,598
-
22 · Depreciation, depletion and amortization
total $31,159 · program services $27,417 · management and general $3,742
-
23 · Insurance
total $44,920 · program services $39,525 · management and general $5,395
-
24a · Other expenses: CHARITABLE REMAINDER DI
total $109,659 · program services $69,901 · management and general $39,758
-
24b · Other expenses: EQUIPMENT AND MAINTENAN
total $24,077 · program services $21,185 · management and general $2,892
-
24c · Other expenses: MISCELLANEOUS
total $5,294 · program services $4,658 · management and general $636
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50,152 · end of year $221,859
-
2 · Savings and temporary cash investments
beginning of year $409,558 · end of year $579,144
-
3 · Pledges and grants receivable
end of year $750
-
4 · Accounts receivable
beginning of year $654,465 · end of year $572,776
-
9 · Prepaid expenses and deferred charges
beginning of year $36,506 · end of year $19,494
-
10a · Land, buildings and equipment: cost or other basis
$217,120
-
10b · Land, buildings and equipment: accumulated depreciation
$173,369
-
10c · Land, buildings and equipment, net
beginning of year $62,553 · end of year $43,751
-
11 · Investments: publicly traded securities
beginning of year $299,234
-
15 · Other assets
beginning of year $115,933 · end of year $323,333
-
17 · Accounts payable and accrued expenses
beginning of year $129,264 · end of year $153,735
-
19 · Deferred revenue
beginning of year $10,710
-
25 · Other liabilities
beginning of year $115,933 · end of year $327,343
-
27 · Net assets without donor restrictions
beginning of year $1,372,494 · end of year $1,265,042
-
28 · Net assets with donor restrictions
end of year $14,987
Mission and programs · 2023
Mission
SEE SCHEDULE O.
-
SEE SCHEDULE O.
Expenses $2,019,446 · Revenue $1,878,393
-
SEE SCHEDULE O.
-
SEE SCHEDULE O.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JOSEPH B YOUNG ESQ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
ELIZABETH G FARISHIAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
PETER A PHILLIPS CPA
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
BETH C MANES ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
LINDA BUCH RN BSN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
ELLIE BYRA
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
MICHAEL P MCGARRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
THOMAS J ZESK
TREASURER
- Total calculated
- $0
- Hours/week
- 0
-
THEODORE R GOYINS JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
LOUISE A TAGLIARENI RN MSN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
F GARY KNAPP CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
KRISTI PHILLIPS M ED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
GISELLE LASSALLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
HAZELINE PILGRIM MSW LSW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
CARLA PONN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
BILLY SPIRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
ELLEN BALL NALVEN
EXECUTIVE DIRECTOR
- Total calculated
- $201,943
- From this org
- $194,636
- From related orgs
- $0
- Other
- $7,307
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,636
- Bonus
- $0
- Other
- $0
- Deferred
- $5,798
- Nontaxable benefits
- $1,509
- Filer's total
- $201,943
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403589349301035
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