Skip to content
Nonprofiteer
← PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC

Form 990 for tax year 2022

Filed by PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC.

Totals

Total revenue
$4,418,869
Total expenses
$4,045,769
Contributions and grants received
$0
Grants paid
$495,131
Program service revenue
$3,809,193
Investment income
$609,676
Other revenue
$0
Total assets, end of year
$36,207,374
Total liabilities, end of year
$14,860,397
Net assets or fund balances, end of year
$21,346,977
Program services expenses (Part IX)
$3,081,886
Management and general expenses
$963,883
Fundraising expenses
$0
Program service expenses (Part III)
$3,081,886

Program services were 76.2% 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.

  • 2a · Program service revenue: MANAGEMENT FEE

    total $1,838,289 · related or exempt $1,838,289

  • 2b · Program service revenue: REMAINDER FEE

    total $1,708,254 · related or exempt $1,708,254

  • 2c · Program service revenue: FEES FOR SERVICES

    total $262,650 · related or exempt $262,650

  • 3 · Investment income

    total $609,676 · related or exempt $609,676

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $475,752 · program services $475,752

  • 2 · Grants to domestic individuals

    total $19,379 · program services $19,379

  • 5 · Compensation of officers, directors and key employees

    total $502,265 · program services $339,490 · management and general $162,775

  • 7 · Other salaries and wages

    total $1,377,316 · program services $930,954 · management and general $446,362

  • 8 · Pension plan contributions

    total $53,963 · program services $36,475 · management and general $17,488

  • 9 · Other employee benefits

    total $158,834 · program services $107,359 · management and general $51,475

  • 10 · Payroll taxes

    total $153,615 · program services $103,831 · management and general $49,784

  • 11a · Fees: management

    total $506,479 · program services $506,479

  • 11b · Fees: legal

    total $126,071 · program services $117,261 · management and general $8,810

  • 11g · Fees: other

    total $157,870 · program services $106,289 · management and general $51,581

  • 12 · Advertising and promotion

    total $48,867 · program services $33,030 · management and general $15,837

  • 13 · Office expenses

    total $52,732 · program services $35,642 · management and general $17,090

  • 14 · Information technology

    total $59,187 · program services $40,006 · management and general $19,181

  • 16 · Occupancy

    total $43,601 · program services $29,592 · management and general $14,009

  • 17 · Travel

    total $39,771 · program services $26,882 · management and general $12,889

  • 19 · Conferences, conventions and meetings

    total $21,278 · program services $14,382 · management and general $6,896

  • 22 · Depreciation, depletion and amortization

    total $146,386 · program services $98,825 · management and general $47,561

  • 23 · Insurance

    total $24,463 · program services $16,535 · management and general $7,928

  • 24a · Other expenses: TELEPHONE AND INTERNET

    total $31,170 · program services $21,068 · management and general $10,102

  • 24b · Other expenses: CONSULTING SERVICES

    total $27,133 · program services $18,340 · management and general $8,793

  • 24c · Other expenses: MISCELLANEOUS

    total $16,324 · program services $2,076 · management and general $14,248

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $3,313 · program services $2,239 · management and general $1,074

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,552,546 · end of year $14,468,590

  • 4 · Accounts receivable

    beginning of year $2,367,195 · end of year $2,481,049

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,718 · end of year $24,456

  • 10a · Land, buildings and equipment: cost or other basis

    $866,095

  • 10b · Land, buildings and equipment: accumulated depreciation

    $208,069

  • 10c · Land, buildings and equipment, net

    beginning of year $81,522 · end of year $658,026

  • 12 · Investments: other securities

    beginning of year $17,039,658 · end of year $18,538,552

  • 15 · Other assets

    beginning of year $56,534 · end of year $36,701

  • 17 · Accounts payable and accrued expenses

    beginning of year $126,349 · end of year $130,423

  • 21 · Escrow or custodial account liability

    beginning of year $15,151,009 · end of year $14,084,187

  • 25 · Other liabilities

    beginning of year $0 · end of year $645,787

  • 27 · Net assets without donor restrictions

    beginning of year $19,828,815 · end of year $21,346,977

Mission and programs · 2022

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.

Activities or mission (Part I)

THE ORGANIZATION PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES TO ENHANCE THEIR QUALITY OF LIFE.

  • PROVIDE PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.

    Expenses $3,081,886 · Grants $495,131 · Revenue $4,418,869

As filed on the 2022 return.

Listed in Part VII

  • Seth Haber

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Charles Silsby

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Harold Fortna

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Lawrence Heimlich

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • David Rozenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anna Bauer-McTigue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Wizansky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carol Covell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robert Loeb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Todd Spencer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joan McGrath

    EXECUTIVE DIRECTOR

    Total calculated
    $227,372
    From this org
    $210,221
    From related orgs
    $0
    Other
    $17,151
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $210,221
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $210,221

  • Kathy Vitello

    DIRECTOR OF OPERATIONS

    Total calculated
    $149,036
    From this org
    $134,890
    From related orgs
    $0
    Other
    $14,146
    Hours/week
    35

  • Clare Keating

    CONTROLLER

    Total calculated
    $178,317
    From this org
    $157,154
    From related orgs
    $0
    Other
    $21,163
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $157,154
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $157,154

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 · 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

The filer's explanations (Part III)

PART I, LINE 3
THE BOARD REVIEWS ON AN ANNUAL BASIS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND RECOMMENDS ANY SALARY CHANGES TO THAT POSITION AT THAT TIME.

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

  • SPECIAL OLYMPICS MASSACHUSETTS

    $100,000

    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.

  • NORTHEAST ARC

    $100,000

    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.

  • BEST BUDDIES OF MA AND RI

    $75,000

    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.

  • NAMI MASS

    $50,000

    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.

  • ASSOCIATION FOR AUTISM AND NEURODIVERSITY

    $25,000

    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.

  • THE CARROLL CENTER FOR THE BLIND

    $25,000

    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.

  • CARDINAL CUSHING CENTERS

    $25,000

    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.

  • THE ARC OF THE SOUTH SHORE

    $10,000

    COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY

  • CENTRAL MA AGENCY ON AGING

    $10,000

    COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY

Provenance

Return type
form_990
Tax year
2022
Filed
5 April 2024
IRS schema version
2022v5.0
Source object
202400969349300930

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.