Nonprofit · EIN 23-2547226
PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $781,678 | $717,688 | $63,990 | $769,136 | $23,741 | $745,395 |
| June 30, 2024 | 990 | $725,451 | $883,867 | -$158,416 | $717,032 | $73,351 | $643,681 |
| June 30, 2023 | 990 | $704,301 | $795,864 | -$91,563 | $807,445 | $45,212 | $762,233 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $66,846
- Program service revenue
- $714,117
- Investment income
- $715
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $92,050
- Other salaries and wages
- $360,045
- Salaries, compensation and benefits (total)
- $503,029
- Professional fundraising fees
- $0
- Legal fees
- $1,286
- Accounting fees
- $36,451
- Occupancy
- $57,660
- Depreciation
- $3,276
- Program services (functional)
- $487,912
- Management and general (functional)
- $229,776
Balance sheet and other
- Total assets, start of year
- $717,032
- Total assets, end of year
- $769,136
- Total liabilities, end of year
- $23,741
- Net assets, end of year
- $745,395
- Land, buildings and equipment
- $11,174
- Net assets without donor restrictions
- $295,187
- Net assets with donor restrictions
- $450,208
- Gross receipts
- $781,678
- Employees
- 8
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- PA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINE PONTECORVO | EXECUTIVE DIRECTOR Officer | 40 | $92,050 |
| LINDA D HOUSER PHD | DIRECTOR Trustee or director | 1 | $0 |
| MARIYLN SEIDE MITCHELL ESQ | DIRECTOR Trustee or director | 1 | $0 |
| JOHN C STODDART CFP | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD HOLZWORTH | DIRECTOR Trustee or director | 1 | $0 |
| GREG S CARE CPA CVA | PRESIDENT Officer | 1 | $0 |
| JEANIE GRAHAM CPA | TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABBY GRASSO | FORMER EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $110,365 |
| CHRISTINE PONTECORVO | EXECUTIVE DIRECTOR Officer | 40 | $78,934 |
| LINDA D HOUSER PHD | DIRECTOR Trustee or director | 1 | $0 |
| MARIYLN SEIDE MITCHELL ESQ | DIRECTOR Trustee or director | 1 | $0 |
| JOHN C STODDART CFP | DIRECTOR Trustee or director | 1 | $0 |
| GREG S CARE CPA CVA | TREASURER, ACTING PRESIDEN Officer | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTY HOLLAND | FORMER EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $94,674 |
| LINDA D HOUSER PHD | DIRECTOR Trustee or director | 1 | $0 |
| MARIYLN SEIDE MITCHELL ESQ | DIRECTOR Trustee or director | 1 | $0 |
| JOHN C STODDART CFP | DIRECTOR Trustee or director | 1 | $0 |
| GREG S CARE CPA CVA | TREASURER, ACTING PRESIDENT Officer | 1 | $0 |
| ABBY GRASSO | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 230 SUGARTOWN RD STE 140, WAYNE, PA 19087-6004
- In care of
- % CHRISTY HOLLAND EXEC DIRECT
- Principal officer (990 for 2024)
- CHRISTINE PONTECORVO MSS, 230 SUGARTOWN ROAD SUITE 140, WAYNE, PA 190874081
- Signed the 990
- CHRISTINE PONTECORVO MSS, EXECUTIVE DIRECTOR
- Phone
- (610) 687-4036
- Website
- WWW.PLANOFPA.ORG
- Return prepared by
- WOOLARD KRAJNIK MASCIANGELO LLP
Mission
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.
Program accomplishments
- 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.Expenses $245,768 · revenue $131,861
- 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.Expenses $242,144 · revenue $561,922
- 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.revenue $20,334
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2547226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P82Z)
- Assets (IRS master file)
- $769,136
- Income (IRS master file)
- $781,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $781,678 | $717,688 | $769,136 | IRS |
| 990 | June 2024 | $725,451 | $883,867 | $717,032 | IRS |
| 990 | June 2023 | $704,301 | $795,864 | $807,445 | XML |
| 990 | June 2022 | $836,619 | $788,557 | $903,307 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 23-2547226).
Questions about PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA
- What is the EIN of PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA?
- The employer identification number (EIN) of PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA is 23-2547226.
- Is PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA 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 PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA?
- The 990 for the year ended June 30, 2025 names CHRISTINE PONTECORVO MSS.
- Who are the officers and directors of PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $92,050 (CHRISTINE PONTECORVO, EXECUTIVE DIRECTOR).
- How much revenue does PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $781,678, expenses of $717,688 and total assets of $769,136 at year end.
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