Nonprofit · EIN 86-0773049
PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC
Tax-exempt · PHOENIX, AZ 85034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $376,481 | $294,642 | $81,839 | $251,609 | $38,461 | $213,148 |
| December 31, 2023 | 990 | $355,075 | $252,246 | $102,829 | $174,347 | $43,038 | $131,309 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $53,285
- Program service revenue
- $323,002
- Investment income
- $194
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $107,699
- Other salaries and wages
- $89,858
- Salaries, compensation and benefits (total)
- $227,873
- Professional fundraising fees
- $0
- Legal fees
- $489
- Accounting fees
- $2,180
- Occupancy
- $9,792
- Depreciation
- $334
- Program services (functional)
- $264,878
- Management and general (functional)
- $29,764
Balance sheet and other
- Total assets, start of year
- $174,347
- Total assets, end of year
- $251,609
- Total liabilities, end of year
- $38,461
- Net assets, end of year
- $213,148
- Land, buildings and equipment
- $528
- Net assets without donor restrictions
- $213,148
- Gross receipts
- $376,481
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- AZ
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH KOSLOFF | EXECUTIVE DIRECTOR - PRESIDENT Trustee or director, Officer | 40 | $107,699 |
| CHRIS SAR | CHAIRMAN OF THE BOARD Trustee or director | 2 | $0 |
| TEDDY HOLZEMER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SAM HEWSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KEVIN ERDMANN | TREASURER Officer | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH KOSLOFF | EXECUTIVE DIRECTOR - PRESIDENT Trustee or director, Officer | 40 | $97,977 |
| CHRIS SAR | CHAIRMAN OF THE BOARD Trustee or director | 2 | $0 |
| KEVIN ERDMANN | TREASURER Officer | 2 | $0 |
| TEDDY HOLZEMER | VICE PRESIDENT Officer | 2 | $0 |
| JANET NASH | SECRETARY Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5025 E WASHINGTON ST STE 112, PHOENIX, AZ 85034-7438
- In care of
- % ARIZONA ALLIANCE FOR MENTALLY ILL
- Principal officer (990 for 2024)
- ELIZABETH KOSLOFF, 5025 E WASHINGTON ST STE 112, PHOENIX, AZ 85034
- Signed the 990
- ELIZABETH KOSLOFF, EXECUTIVE DIRECTOR
- Phone
- (602) 759-8180
- Website
- WWW.PLANOFAZ.ORG
- Return prepared by
- Becker Accounting LLC
Mission
COORDINATION MONITORING IMPLEMENTATION OF SERVICES AND TRUST ADMINISTRATION FOR CARE OF ADULTS WITH SERIOUS MENTAL ILLNESS AND LIFELONG DISABILITIES.
Program accomplishments
- PLAN OF ARIZONA HAS TRIPLED THE NUMBER OF CLIENTS SERVED OVER THE PAST FIVE YEARS. WE CONTINUE TO EDUCATE FAMILIES WITH A DISABLED CHILD OR FAMILY MEMBER OF THE IMPORTANCE OF PLANNING FOR THE FUTURE OF THEIR LOVED ONE. WE DO THIS THROUGH OUTREACH AND WORKING WITH PROVIDER GROUPS SO FAMILIES KNOW THAT THERE ARE OPTIONS AVAILABLE FOR SETTING UP SPECIAL NEEDS TRUSTS AND PROVIDING CONTINUING CARE AFTER THE PRIMARY CARETAKER IS NO LONGER ABLE TO DO SO. ONCE FAMILIES HAVE SET UP A SPECIAL NEEDS TRUST WITH PLAN OF ARIZONA, WE CAN PROVIDE SERVICE COORDINATION, MONITORING, AND OTHER SUPPLEMENTAL NEEDS ABOVE AND BEYOND WHAT THEIR PUBLIC BENEFITS COVER.Expenses $264,878 · revenue $38,636
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0773049
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $251,609
- Income (IRS master file)
- $376,481
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $376,481 | $294,642 | $251,609 | IRS |
| 990 | December 2023 | $355,075 | $252,246 | $174,347 | XML |
| 990 | December 2022 | $234,620 | $211,793 | $73,405 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 86-0773049).
Questions about PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC
- What is the EIN of PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC?
- The employer identification number (EIN) of PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC is 86-0773049.
- Is PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC 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 ARIZONA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC?
- The 990 for the year ended December 31, 2024 names ELIZABETH KOSLOFF.
- Who are the officers and directors of PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $107,699 (ELIZABETH KOSLOFF, EXECUTIVE DIRECTOR - PRESIDENT).
- How much revenue does PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $376,481, expenses of $294,642 and total assets of $251,609 at year end.
Other nonprofits in PHOENIX
- HOSPICE OF THE VALLEY EIN 86-0338886 · last filed 990 for 2025
- CHICANOS POR LA CAUSA INC EIN 86-0227210 · last filed 990 for 2025
- ARIZONA AUTISM UNITED INC EIN 16-1738730 · last filed 990 for 2025
- ABILITY360 INC EIN 86-0486447 · last filed 990 for 2025
- CATHOLIC CHARITIES COMMUNITY SERVICES INC EIN 86-0223999 · last filed 990 for 2025
- VALLEY OF THE SUN YOUNG MENS CHRISTIAN ASSOCIATION EIN 86-0096799 · last filed 990 for 2025
- CIRCLE THE CITY EIN 26-2420730 · last filed 990 for 2025
- AREA AGENCY ON AGING REGION ONE INCORPORATED EIN 74-2371957 · last filed 990 for 2025