2024-05-15T13:43:58-05:00 2023-06-30 232194268 WOOLARD KRAJNIK MASCIANGELO LLP 50 W WELSH POOL ROAD EXTON PA 19341 990 2022-07-01 232547226 PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA PLAN 6106874036 230 SUGARTOWN ROAD SUITE 205 WAYNE PA 190874081 GREGORY S CARE CPA CVA TREASURER, ACTING PRESIDENT 6106874036 2024-05-15 1 GREGORY CARE CPA CVA 999009999 0 FRANK LOUGHRY P01444525 6103635200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY S CARE CPA CVA 230 SUGARTOWN ROAD SUITE 205 WAYNE PA 190874081 704301 0 X WWW.PLANOFPA.ORG X 1989 PA THROUGH CARE MANAGEMENT AND TRUST SERVICES, WE SUPPORT INDIVIDUALS WITH A MENTAL ILLNESS, INTELLECTUAL DISABILITY &/ OR PHYSICAL CHALLENGES TO LIVE HAPPIER, HEALTHIER, MORE MEANINGFUL LIVES. 6 6 0 0 0 0 19696 46988 811374 654880 549 2433 5000 0 836619 704301 0 0 0 0 544698 546894 0 0 0 243859 248970 788557 795864 48062 -91563 903307 807445 63821 45212 839486 762233 X PLAN OF PA'S MISSION IS TO ASSIST PEOPLE LIVING WITH A DISABILITY TO LIVE A MEANINGFUL LIFE. WE SUPPORT FAMILIES AS THEY PROVIDE FOR THE CURRENT NEEDS OF THEIR LOVED ONES IN THE AREAS OF HOUSING, VOCATIONAL PURSUITS, OBTAINING BENEFITS, INCREASING SOCIAL SUPPORTS, MANAGING PERSONAL FINANCES AS WELL AS ACHIEVING HEALTH & WELLNESS GOALS. IN ADDITION, PLAN OF PA PARTNERS WITH FAMILIES TO PREPARE FOR A LOVED ONE'S FUTURE AND ASSIST THE PERSON WHEN THE FAMILY IS NO LONGER ABLE TO DO SO. 0 0 242538 238277 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. 254055 399506 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. 410 17097 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. 497003 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X CHRISTY HOLLAND EXEC DIRECTOR 6106874036 230 SUGARTOWN ROAD SUITE 205 WAYNE PA 19087 LINDA D HOUSER PHD DIRECTOR 1.00 X 0 0 0 MARIYLN SEIDE MITCHELL ESQ DIRECTOR 1.00 X 0 0 0 CHRISTY HOLLAND FORMER EXECUTIVE DIRECTOR 40.00 X X 94674 0 0 JOHN C STODDART CFP DIRECTOR 1.00 X 0 0 0 GREG S CARE CPA CVA TREASURER, ACTING PRESIDENT 1.00 X 0 0 0 ABBY GRASSO EXECUTIVE DIRECTOR 40.00 X 0 0 0 94674 0 0 0 0 0 0 0 10097 36891 46988 TRUST FEES 624100 399506 399506 CASE MANAGEMENT 624100 238277 238277 REPRESENTATIVE PAYEE F 624100 17097 17097 654880 2433 2433 0 10097 0 0 704301 657313 0 0 492779 349861 142918 8322 5908 2414 45793 32512 13281 42173 16140 26033 1190 1190 47569 35676 11893 3276 2457 819 67367 21855 45512 MISCELLANEOUS 46370 893 45477 CASE MANAGEMENT EXPENSE 15316 13619 1697 SUPPLIES 11685 2007 9678 TELEPHONE 7605 7605 6419 14885 -8466 795864 497003 298861 0 307492 188200 5784 5839 133185 121067 5182 22569 77512 64391 10953 13121 440711 456649 903307 807445 8703 3643 55118 41569 63821 45212 X 410617 318807 428869 443426 839486 762233 903307 807445 X -91563 -246 14557 X 0 0 0 X 36009 65120 34748 19696 46988 202561 749815 764234 718699 811374 654880 3699002 785824 829354 753447 831070 701868 3901563 0 0 0 3901563 4095 2611 1193 549 2433 10881 4095 2611 1193 549 2433 10881 789919 831965 754640 831619 704301 3912444 0.99720 0.99720 0.00280 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 428869 14557 443426 157741 250000 21128 428869 153301 4440 157741 162425 9124 153301 156672 5753 162425 0 1 1 55306 47956 7350 22206 16435 5771 13121 INTEREST IN ASSET RELATED ORG. 443426 TRUST ESCROW 13223 456649 WAGES & PAYROLL TAX PAYABLE 20483 ACCRUED EXPENSES 7863 TRUST ESCROW 13223 41569 CHANGE IN INTEREST IN RELATED ORGANIZATION A SEPARATE ENTITY, PLAN OF PA FOUNDATION, MANAGES INVESTMENTS TO BE USED FOR PLAN'S OPERATIONS. SINCE THE ORGANIZATION HAS THE RIGHT TO RECEIVE THESE FUNDS, THE NET ASSETS OF THE RELATED ORGANIZATION ARE RECOGNIZED AS NET ASSETS WITH DONOR RESTRICTIONS. THE NET ASSETS WITH DONOR RESTRICTIONS BALANCE OF PLAN OF PA FOUNDATION WAS $443,426 AND $428,869 ON JUNE 30, 2023 AND JUNE 30, 2020, RESPECTIVELY. THE ORIGINAL RECEIPT OF THESE FUNDS WAS RECOGNIZED AS INCOME ON PREVIOUS 990 RETURNS. WHEN THESE FUNDS ARE REMITTED TO PLAN, THEY ARE CLASSIFIED AS NET ASSETS RELEASED FROM RESTRICTIONS. MANAGEMENT RELEASES THESE FUNDS AT THEIR DISCRETION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B ALL OF THE ORGANIZATIONS PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT REVIEWS ANY CONTRACTS TO ENSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATIONS PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF RELATED ORG 14,557. SCHEDULE R, PART 5, PAGE 3 A SEPARATE ENTITY, PLAN OF PA FOUNDATION, MANAGES INVESTMENTS TO BE USED FOR PLAN'S OPERATIONS. SINCE THE ORGANIZATION HAS THE RIGHT TO RECEIVE THESE FUNDS, THE MARKET VALUE OF THE INVESTMENTS IS RECOGNIZED AS TEMPORARILY RESTRICTED NET ASSETS. THE MARKET VALUE OF THE ASSETS MANAGED WAS $428,869 AND $157,741 ON JUNE 30, 2022 AND JUNE 30, 2021, RESPECTIVELY. THE ORIGINAL RECEIPT OF THESE FUNDS WAS RECOGNIZED AS INCOME ON PREVIOUS 990 RETURNS. WHEN THESE FUNDS ARE REMITTED TO PLAN, THEY ARE CLASSIFIED AS NET ASSETS RELEASED FROM RESTRICTIONS. 990, PART VI, LINE 19 ALL OF THE ORGANIZATIONS PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST AND THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. 990, PART XI LINE 9 CHANGE IN NET ASSETS OF RELATED ORGANIZATION: $21,128 PLAN OF PA FOUNDATION 230 SUGARTOWN ROAD SUITE 205 WAYNE PA 19087 204171965 MENTAL HEALTH PA 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PLAN OF PA FOUNDATION S