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PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC

EIN 23-7159632 BRAINTREE, MA

Browse the largest nonprofits in Massachusetts

Revenue 2023
$5,431,890
Expenses 2023
$4,304,574

Program services were 76.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1200
Street
50 BRAINTREE HILL OFF PARK STE 110

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

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 $3,288,929 · Grants $488,295 · Revenue $5,431,890

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Charles Silsby

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Seth Haber

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Harold Fortna

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Robert Loeb

    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
  • Pamela Booth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Todd Spencer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Daniel J Galli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • William H Hulsey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kristen Prull Moonan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Joan McGrath

    EXECUTIVE DIRECTOR

    Total calculated
    $240,313
    From this org
    $223,711
    From related orgs
    $0
    Other
    $16,602
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $223,711
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $223,711
  • Kathy Vitello

    DIRECTOR OF OPERATIONS

    Total calculated
    $153,494
    From this org
    $140,255
    From related orgs
    $0
    Other
    $13,239
    Hours/week
    35
  • Clare Keating

    CONTROLLER

    Total calculated
    $180,722
    From this org
    $163,403
    From related orgs
    $0
    Other
    $17,319
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $163,403
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $163,403

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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $5,431,890
    Expenses
    $4,304,574
    Contributions
    $0
    Grants paid
    $488,295
  • 2022
    Revenue
    $4,418,869
    Expenses
    $4,045,769
    Contributions
    $0
    Grants paid
    $495,131

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $4,823,642
    Expenses
    $3,644,463
    Assets (EOY)
    $35,106,173
  • 2020 · 990

    Revenue
    $4,083,286
    Expenses
    $2,953,995
    Assets (EOY)
    $40,914,398
  • 2019 · 990

    Revenue
    $5,468,514
    Expenses
    $2,544,373
    Assets (EOY)
    $40,108,997
  • 2018 · 990

    Revenue
    $4,476,062
    Expenses
    $2,285,395
    Assets (EOY)
    $30,660,167
  • 2017 · 990

    Revenue
    $4,424,393
    Expenses
    $2,219,876
    Assets (EOY)
    $35,118,458
  • 2016 · 990

    Revenue
    $3,801,003
    Expenses
    $2,078,794
    Assets (EOY)
    $25,382,259
  • 2014 · 990

    Revenue
    $2,913,932
    Expenses
    $1,432,838
    Assets (EOY)
    $16,790,686
  • 2013 · 990

    Revenue
    $2,380,412
    Expenses
    $1,181,054
    Assets (EOY)
    $11,317,149
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $857,975
    Assets (EOY)
    $6,416,822
  • 2011 · 990

    Revenue
    not reported
    Expenses
    $856,863
    Assets (EOY)
    $3,947,144

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • 2022 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.

  • 2022 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.

  • 2023 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.

  • 2023 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.

  • 2023 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.

  • 2022 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

    2022 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.

  • 2022 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.

  • 2022 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.

  • 2022 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 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.