Nonprofit · EIN 20-4171965
PLAN OF PA FOUNDATION
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $11,379 | $4,850 | $6,529 | $423,456 | $0 | $423,456 |
| June 30, 2024 | 990-EZ | $17,395 | $92,000 | -$74,605 | $390,997 | $0 | $390,997 |
| June 30, 2023 | 990-EZ | $8,333 | $2,590 | $5,743 | $441,284 | $0 | $441,284 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $11,379
Expenses
- Grants and similar amounts paid
- $2,554
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,295
- Other expenses
- $1
Balance sheet and other
- Total assets, start of year
- $390,997
- Total assets, end of year
- $423,456
- Total liabilities, end of year
- $0
- Net assets, end of year
- $423,456
- Cash, savings and investments
- $141,549
- Gross receipts
- $11,379
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY MURRAY | BOARD MEMBER | 1 | $0 |
| MARK GREIM CFP | BOARD MEMBER | 1 | $0 |
| DANIELLE FRIEDMANESQ | BOARD MEMBER | 1 | $0 |
| MARILYN MITCHELL ESQ | PRESIDENT | 1 | $0 |
| CHRISTINE PONTECORVO MSS | EXECUTIVE DIRECTOR | 1 | $0 |
| KRISTEN RUNGE | TREASURER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY MURRAY | BOARD MEMBER | 1 | $0 |
| MARILYN MITCHELL ESQ | PRESIDENT | 1 | $0 |
| CHRISTINE PONTECORVO | EXECUTIVE DIRECTOR | 1 | $0 |
| MARK GREIM CFP | TREASURER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY MURRAY | BOARD MEMBER | 1 | $0 |
| MARILYN MITCHELL ESQ | PRESIDENT | 1 | $0 |
| ABBY GRASSO | EXECUTIVE DIRECTOR | 1 | $0 |
| MARK GREIM CFP | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 230 SUGARTOWN RD STE 140, WAYNE, PA 19087-6004
- In care of
- % KELLIE TWISS EXEC DIRECTOR
- Signed the 990-EZ
- MARILYN S MITCHELL ESQ, CHAIR
- Phone
- (610) 547-4087
- Website
- WWW.PLANOFPA.ORG
- Return prepared by
- WOOLARD KRAJNIK MASCIANGELO LLP
Mission
THE PLAN OF PA FOUNDATION EXISTS FOR THE DUAL PURPOSE OF ASSISTING PLANNED LIFETIME ASSISTANCE NETWORK (PLAN OF PA) TO REALIZE ITS VISION AS WELL AS ACTING AS STEWARD FOR THE MONETARY DONATIONS MADE TO PLAN OF PA TO ADVANCE ITS MISSION. PLAN OF PA'S MISSION IS AS FOLLOWS: THROUGH TRUST SERVICES AND CARE MANAGEMENT, PLAN OF PA CONNECTS CLIENTS LIVING WITH DISABILITIES TO SECURITY, RESOURCES, AND SUPPORT.IN ITS ROLE TO INCREASE AWARENESS ABOUT THE KEY SERVICES PLAN OF PA PROVIDES, THE FOUNDATION PERIODICALLY SPONSORS EVENTS, SUPPORTS MARKETING EFFORTS AND LEADS GRANT WRITING ACTIVITIES TO RAISE AWARENESS REGARDING THE KEY SERVICES PLAN OF PA OFFERS.
Program accomplishments
- TO FULFILL THE ROLE OF STEWARD OF DONATED RESOURCES, THE FOUNDATION MONITORS INVESTED FUNDS TO BUILD RESOURCES FOR THE FUTURE; EVALUATES DISBURSEMENT REQUESTS FROM PLAN OF PA; FOLLOWS IT'S SPENDING POLICY AND REGULARLY INTERFACES WITH PLAN OF PA'S OPERATIONAL LEADERSHIP AND THE PLAN OF PA BOARD OF DIRECTORS. INTERFACE BETWEEN THE PLAN OF PA BOARD AND FOUNDATION BOARD OF DIRECTORS IS CONTINUOUS AND PRODUCTIVE TO ASSURE PROPER DISBURSEMENT OF FUNDS, INVESTMENT OF ASSETS AND PROMOTION OF THE MISSION TO REALIZE THE VISION OF PLAN OF PA.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-4171965
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $423,456
- Income (IRS master file)
- $11,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $11,379 | $4,850 | $423,456 | IRS |
| 990-EZ | June 2024 | $17,395 | $92,000 | $390,997 | XML |
| 990-EZ | June 2023 | $8,333 | $2,590 | $441,284 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4171965).
Questions about PLAN OF PA FOUNDATION
- What is the EIN of PLAN OF PA FOUNDATION?
- The employer identification number (EIN) of PLAN OF PA FOUNDATION is 20-4171965.
- Is PLAN OF PA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PLAN OF PA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PLAN OF PA FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PLAN OF PA FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLAN OF PA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PLAN OF PA FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PLAN OF PA FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $11,379, expenses of $4,850 and total assets of $423,456 at year end.
Other nonprofits in WAYNE
- AO NORTH AMERICA INC EIN 37-1901892 · last filed 990 for 2024
- RYANS CASE FOR SMILES EIN 86-1173750 · last filed 990 for 2025
- CARE2 FUND AT USLI INC EIN 45-3516159 · last filed 990 for 2025
- PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA EIN 23-2547226 · last filed 990 for 2025
- RADNOR ABC INC EIN 23-7166553 · last filed 990 for 2025
- NDIAN FOUNDATION INC EIN 85-3720690 · last filed 990-EZ for 2025
- 311LITERACYORG INC EIN 99-3527310 · last filed 990-PF for 2024
- TEKNIGIVES FOUNDATION EIN 85-1326476 · last filed 990-EZ for 2025