EIN 23-2547226

Planned Lifetime Assistance Network of Pennsylvania

IRS 501(c) type
501(c)(3)
Num. employees
10
City
Year formed
1989
Most recent tax filings
2022-06-01
Description
PLAN of PA supports people with disabilities through care management and trust services to live meaningful lives with preserved benefits.
Total revenues
$836,619
2022
Total expenses
$788,557
2022
Total assets
$903,307
2022
Num. employees
10
2022

Program areas at Planned Lifetime Assistance Network of Pennsylvania

Care management services - we achieve outcomes in critical life areas such as housing, maintaining wellness, acquiring benefits, obtaining paid work or a volunteer position, building social supports and maintaining personal finances. Our emphasis is to fill the gaps in public benefits to assure happiness, health and meaning in everyone's life. Sometimes we work with a person over a specific period of time and they end services more stable and connected. Other people have longer engagements that span years or even their Lifetime. Some are life clients, but utilize service intermittently in accordance with needs that may present in their lives.
Representative payee - plan of pa serves as an organizationalrepresentative payee for adults with a behavioral health diagnosisand/or intellectual or physical disabilities receiving ssi & ssd benefits from the social securityadministration. As representative payee, plan of pa arranges foran individual, interest-bearing checking account, assures promptpayment of bills for basic food, shelter and medical needs andthen helps develop a realistic, individualized budget for anyremaining funds. All of the individuals we serve under this program must have a funded trust or active care management.
Special needs trust administration - we serve as a fiduciary of special needs trusts so that people with a disability can preserve their benefits and set aside assets to supplement those benefits. As a corporate fiduciary, we manage all assets in the trust for the sole benefit of the beneficiary. We assist the person or family with understanding how to set up a special needs trust, deepening their understanding of options and possibilities. If named as the fiduciary, we work with the person and support system to understand how the trust operates and establish goals. We determine a budget, develop an investment strategy and establish a shared understanding of how trust assets intend to be used. The trust may hold investments, liquid assets or real property. Our fiduciary services focus on assisting the beneficiary to stabilize after a traumatic life circumstance, gain long term stability and achieve ongoing health, happiness and meaning in their lives. We engage financial and legal advisors as well as community contractors and professionals to preserve the assets in the trust for the benefit of the person with a disability. Plan of pa is able to serve as the corporate fiduciary of a first party or third party trust as well as a first or third party pooled trust.

Who funds Planned Lifetime Assistance Network of Pennsylvania

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Thrivent Financial for LutheransGeneral Support$12,710
AmazonSmile FoundationGeneral Support$33

Personnel at Planned Lifetime Assistance Network of Pennsylvania

NameTitleCompensation
Christy HollandExecutive Director$110,735
Eileen HedrickCare Manager
Julie CaseyBa Care Manager
Patrick CaseyCare Manager
Gregory S Care CvaPast Treasurer
...and 5 more key personnel

Financials for Planned Lifetime Assistance Network of Pennsylvania

RevenuesFYE 06/2022
Total grants, contributions, etc.$19,696
Program services$811,374
Investment income and dividends$549
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$5,000
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$836,619

Form 990s for Planned Lifetime Assistance Network of Pennsylvania

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-15990View PDF
2020-062021-05-18990View PDF
2019-062020-08-10990View PDF
2018-062019-06-19990View PDF
2017-062018-03-14990View PDF
...and 6 more Form 990s

Organizations like Planned Lifetime Assistance Network of Pennsylvania

OrganizationLocationRevenue
The Arc of MassachusettsWaltham, MA$1,339,146
The Arc of Northern VirginiaFalls Church, VA$2,296,989
The Arc of TennesseNashville, TN$2,442,426
Valley Haven SchoolValley, AL$1,882,936
The Arc of Texas / State OfficeAustin, TX$2,349,940
The Arc of PennsylvaniaLemoyne, PA$2,736,757
St Louis LifeClayton, MO$1,163,811
Developmental Education Services of Monroe CountyStroudsburg, PA$1,605,637
Arc Foundation of Somerset CountyManville, NJ$578,710
Walton Options for Independent LivingAugusta, GA$3,784,539
Data update history
May 23, 2023
Received grants
Identified 1 new grant, including a grant for $12,710 from Thrivent Financial for Lutherans
May 21, 2023
Updated personnel
Identified 3 new personnel
September 8, 2022
Used new vendors
Identified 3 new vendors, including , , and
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
July 5, 2021
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Human service organizationsDevelopmentally disabled centersHeadquarter / parent organizationsCharities
Issues
Human servicesDevelopmentally disabled
Characteristics
Fundraising eventsState / local levelEndowed supportManagement and technical assistanceCommunity engagement / volunteeringTax deductible donations
General information
Address
230 Sugartown Rd Suite 205
Wayne, PA 19087
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Delaware County, PA
Website URL
planofpa.org/ 
Phone
(610) 687-4036
IRS details
EIN
23-2547226
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1989
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P82: Developmentally Disabled Centers and Services
NAICS code, primary
624120: Services for the Elderly and People with Disabilities
Parent/child status
Central organization
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