Form 990 for tax year 2024
Filed by PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO.
Totals
- Total revenue
- $204,471
- Total expenses
- $227,584
- Contributions and grants received
- $74,184
- Grants paid
- $0
- Program service revenue
- $106,201
- Investment income
- $24,086
- Other revenue
- $0
- Total assets, end of year
- $4,666,335
- Total liabilities, end of year
- $14,909
- Net assets or fund balances, end of year
- $4,651,426
- Program services expenses (Part IX)
- $213,248
- Management and general expenses
- $14,336
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $213,248
Program services were 93.7% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$74,184
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Social Service Revenue
total $106,201 · related or exempt $106,201 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $24,086 · related or exempt $0 · unrelated business $0 · excluded $24,086
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $9,945 · program services $0 · management and general $9,945
-
7 · Other salaries and wages
total $113,167 · program services $113,167
-
8 · Pension plan contributions
total $2,190 · program services $2,190
-
9 · Other employee benefits
total $46,010 · program services $45,719 · management and general $291
-
10 · Payroll taxes
total $9,504 · program services $9,504
-
11a · Fees: management
total $1,395 · program services $1,395
-
11c · Fees: accounting
total $4,100 · management and general $4,100
-
11g · Fees: other
total $10,271 · program services $10,271
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $2,484 · program services $2,484
-
14 · Information technology
total $2,289 · program services $2,289
-
16 · Occupancy
total $12,829 · program services $12,829
-
17 · Travel
total $6,681 · program services $6,681
-
22 · Depreciation, depletion and amortization
total $5,824 · program services $5,824
-
23 · Insurance
total $500 · program services $500
-
24a · Other expenses: Staff Development
total $25 · program services $25 · management and general $0 · fundraising $0
-
24b · Other expenses: Food
total $22 · program services $22 · management and general $0 · fundraising $0
-
24c · Other expenses: Bad Debt Recoveries
total -$440 · program services -$440 · management and general $0 · fundraising $0
-
24e · All other expenses
total $788 · program services $788 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0
-
2 · Savings and temporary cash investments
beginning of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $5,000
-
4 · Accounts receivable
beginning of year $8,215 · end of year $10,166
-
5 · Loans and receivables from officers and key people
beginning of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0
-
7 · Other notes and loans receivable
beginning of year $0
-
8 · Inventories for sale or use
beginning of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0
-
11 · Investments: publicly traded securities
beginning of year $0
-
12 · Investments: other securities
beginning of year $3,194,887 · end of year $3,409,211
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $0
-
15 · Other assets
beginning of year $1,152,620 · end of year $1,241,958
-
17 · Accounts payable and accrued expenses
beginning of year $14,784 · end of year $14,909
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,098,963 · end of year $1,157,126
-
28 · Net assets with donor restrictions
beginning of year $3,241,975 · end of year $3,494,300
Mission and programs · 2024
Mission
To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals.
-
The organization provides support and advocacy services to persons suffering from serious mental illness and other disabling conditions and to families of those persons, including developing socialization and independence skills on the part of the clients. Services include individual, family and group work as well as family education. Additionally, the organization provides alternative housing options to those benefiting from an assisted living environment. The organization works with individuals to improve physical health, eliminate unhealthy habits, enjoy social activities and develop employment related skills. Members participate in programming which includes wellness education, water aerobics, basketball, art therapy, lunch and dinner club, and other socialization activities.
Expenses $213,248 · Revenue $106,201
As filed on the 2024 return.
Listed in Part VII
-
Susan Bichsel
President and Chief Executive Officer
- Total calculated
- $372,101
- From this org
- $0
- From related orgs
- $366,964
- Other
- $5,137
- Hours/week
- 1 + 64 related
Schedule J breakdown matched by us
- Base
- $0 + $305,647 related
- Bonus
- $0 + $37,885 related
- Other
- $0 + $23,432 related
- Deferred
- $0 + $4,633 related
- Nontaxable benefits
- $0 + $504 related
- Filer's total
- $0 + $372,101 related
-
Barbara Cameron
Vice President and CFO
- Total calculated
- $237,762
- From this org
- $0
- From related orgs
- $215,163
- Other
- $22,599
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $209,993 related
- Bonus
- $0 + $4,843 related
- Other
- $0 + $327 related
- Deferred
- $0 + $1,645 related
- Nontaxable benefits
- $0 + $20,954 related
- Filer's total
- $0 + $237,762 related
-
Russ Klein
Chief Strategy Officer
- Total calculated
- $208,841
- From this org
- $0
- From related orgs
- $205,331
- Other
- $3,510
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $200,521 related
- Bonus
- $0 + $4,493 related
- Other
- $0 + $317 related
- Deferred
- $0 + $3,006 related
- Nontaxable benefits
- $0 + $504 related
- Filer's total
- $0 + $208,841 related
-
Deana Couture
Pychiatrist
- Total calculated
- $141,973
- From this org
- $0
- From related orgs
- $121,035
- Other
- $20,938
- Hours/week
- 5 + 35 related
-
Mark Hogan
Vice President and Chief Information Officer
- Total calculated
- $139,936
- From this org
- $0
- From related orgs
- $118,835
- Other
- $21,101
- Hours/week
- 1 + 44 related
-
Debra Chickering
Business Associate
- Total calculated
- $138,928
- From this org
- $0
- From related orgs
- $136,762
- Other
- $2,166
- Hours/week
- 1 + 29 related
-
William Bode
Director of Finance-Controller
- Total calculated
- $124,904
- From this org
- $0
- From related orgs
- $122,838
- Other
- $2,066
- Hours/week
- 1 + 59 related
-
Patty Rubin
Chair
- Total calculated
- $0
- Hours/week
- 0.5 + 5.5 related
-
Michael Klein
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.1 + 1.9 related
-
Idelle Wolf
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.1 + 1.9 related
-
Michael Guggenheim
Treasurer
- Total calculated
- $0
- Hours/week
- 0.1 + 1.9 related
-
Adam Wieder
Assistant Treasurer
- Total calculated
- $0
- Hours/week
- 0.1 + 1.9 related
-
Moish Tohn
Secretary
- Total calculated
- $0
- Hours/week
- 0.1 + 1.9 related
-
Zachary Abrams
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Trish Adler
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Marilyn Bedol
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Gary Bilchik
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Eileen Blattner
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Robert Blattner
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Cynthia Bruml
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Ethan Cohen
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Philip Cohen
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Bonnie Cole
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Mike Cole
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Shoshana Dessler-Jacobs
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
David Goldberg
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Timothy Goldberg
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Sandra Goldman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Allan Goldner
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Sally Good
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Sidney Good
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Herbert Goulder
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Richard Halle
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Kent Hayes
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Michelle Hirsch
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Robert Immerman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Suellen Kadis
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Dolores Kleinman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Andrew Kohn
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Harvey Kotler
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Marvin Lader
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Mitch Lapin
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Susan Meisel
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Joshua Miller
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Roy Minoff
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Charles Mintz
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Patricia Mintz
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Karen Newborn
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Dianne Newman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Wendi Pavlofsky
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Allan Pearl
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Shari Perlmuter
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Michael Peterman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Taryn Ponsky
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Kevin Robertson
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Charles Rosenberg
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
David Rosenberg
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Larry Rothstein
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Michele Rothstein
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Eric Shapiro
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
James Spira
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Myrna Spira
Director until 4-23-2025
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Erica Starrfield
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Eleanor Steigman
Director until 10-14-2024
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Evan Stein
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Terri Steindler
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
David Strauss
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Will Sukenik
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Philip Wasserstrom
Director until 03-28-2025
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Sally Werthheim
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Judy Willensky
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
John Wirtshafter
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Jonathan Wise
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Renny Wolfson
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
William Wortzman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Richard Zelin
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
-
Dan Zelman
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1.25 related
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
None.
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
The filer's explanations (Part III)
- Schedule J, Part I, Line 3
- See Form 990-Schedule O, Part VI, section B, line 15
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Jewish Family Service Association of Cleveland Ohio
501(c)(3) · Provides services to individuals and families to enhance their abilities to thrive in the community · OH
-
501(c)(3) · Provides in home services · OH · controlled entity
Directly controlled by Jewish Family Service Association of Cleveland Ohio
-
Independent Montefiore Shelter Home
501(c)(3) · Provide emergency and temporary housing with on-site client services to Jewish homeless · OH · controlled entity
Directly controlled by Jewish Family Service Association of Cleveland Ohio
-
Jewish Family Service of Akron
501(c)(3) · Enhance the mental, emotional, and social well being of individual and families · OH · controlled entity
Directly controlled by Jewish Family Service Association of Cleveland Ohio
-
501(c)(3) · Distribution of kosher food and household items to families in need · OH · controlled entity
Directly controlled by Jewish Family Service Association of Cleveland Ohio
-
501(c)(3) · Support Jewish Family Service Association of Cleveland Ohio · OH · controlled entity
Directly controlled by Jewish Family Service Association of Cleveland Ohio
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 May 2026
- IRS schema version
- 2024v5.0
- Source object
- 202601349349308930
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.