Nonprofit · EIN 95-4299110
PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA
Tax-exempt · PACIFIC PALISADES, CA 90272
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $516,740 | $640,519 | -$123,779 | $1,952,728 | $156,363 | $1,796,365 |
| June 30, 2024 | 990 | $506,925 | $518,107 | -$11,182 | $2,021,886 | $101,274 | $1,920,612 |
| June 30, 2023 | 990 | $603,234 | $528,105 | $75,129 | $2,006,553 | $108,606 | $1,897,947 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $91,037
- Program service revenue
- $320,205
- Investment income
- $105,498
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $129,846
- Other salaries and wages
- $183,216
- Salaries, compensation and benefits (total)
- $339,057
- Professional fundraising fees
- $0
- Accounting fees
- $14,300
- Travel
- $1,296
- Program services (functional)
- $124,712
- Management and general (functional)
- $515,807
Balance sheet and other
- Total assets, start of year
- $2,021,886
- Total assets, end of year
- $1,952,728
- Total liabilities, end of year
- $156,363
- Net assets, end of year
- $1,796,365
- Publicly traded securities
- $1,529,457
- Net assets without donor restrictions
- $619,036
- Net assets with donor restrictions
- $1,177,329
- Gross receipts
- $516,740
- Employees
- 4
- Year formed
- 1990
- State of legal domicile
- CA
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 |
|---|---|---|---|
| KAREN CLARK | Secretary Trustee or director | 21 | $80,000 |
| SHEREE LOWE | member at large Trustee or director | 0 | $0 |
| RANDALL HAGAR | Member at Large Trustee or director | 0 | $0 |
| DEBORAH STARKEY | Treasurer Officer | 0 | $0 |
| JOSEPH W DECARLO | President Officer | 0 | $0 |
| MARVIN SOUTHARD | Vice President Officer | 0 | $0 |
| THOMAS D STEVENS | Vice President Officer | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE LEWITT | Secretary Officer | 40 | $139,138 |
| KERRY DEAN KRAVITZ | Board Member Trustee or director | 0 | $0 |
| SHEREE LOWE | Vice President Trustee or director | 0 | $0 |
| STEVE PITMAN | MEMBER AT LARGE Trustee or director | 0 | $0 |
| JOHN BUCK | Board Member Trustee or director | 0 | $0 |
| NAOMI LEVI | Clinical Dir, Trustee or director | 0 | $0 |
| ELIZABETH GALTON | BOARD MEMBER Trustee or director | 0 | $0 |
| Armida Colmenares-Stafford | Board members Trustee or director | 0 | $0 |
| BARON MILLER | BOARD MEMBER Trustee or director | 0 | $0 |
| Jennifer Wellenstein | Board member Trustee or director | 0 | $0 |
| GARY M CHANGEsq | Board Member Trustee or director | 0 | $0 |
| RANDALL HAGAR | Board Member Trustee or director | 0 | $0 |
| DEBORAH STARKEY | Treasurer Officer | 0 | $0 |
| JOSEPH DECARLO | President Officer | 0 | $0 |
| MARVIN SOUTHARD | Vice President Officer | 0 | $0 |
| THOMAS D STEVENS | Vice President Officer | 0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE LEWITT | Secretary Officer | 40 | $132,775 |
| KERRY DEAN KRAVITZ | Board Member Trustee or director | 0 | $0 |
| SHEREE LOWE | Vice President Trustee or director | 0 | $0 |
| STEVE PITMAN | MEMBER AT LARGE Trustee or director | 0 | $0 |
| JOHN BUCK | Board Member Trustee or director | 0 | $0 |
| NAOMI LEVI | Clinical Dir, Trustee or director | 0 | $0 |
| ELIZABETH GALTON | BOARD MEMBER Trustee or director | 0 | $0 |
| Armida Colmenares-Stafford | Board members Trustee or director | 0 | $0 |
| BARON MILLER | BOARD MEMBER Trustee or director | 0 | $0 |
| Jennifer Wellenstein | Board member Trustee or director | 0 | $0 |
| GARY M CHANGEsq | Board Member Trustee or director | 0 | $0 |
| RANDALL HAGAR | Board Member Trustee or director | 0 | $0 |
| DEBORAH STARKEY | Treasurer Officer | 0 | $0 |
| JOSEPH DECARLO | President Officer | 0 | $0 |
| MARVIN SOUTHARD | Vice President Officer | 0 | $0 |
| THOMAS D STEVENS | Vice President Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 15243 LA CRUZ DRIVE, PACIFIC PALISADES, CA 90272-3616
- Signed the 990
- KAREN CLARK, Secretary
- Phone
- (714) 997-3310
- Website
- proxyparentfoundation.org
- Return prepared by
- WIEGEL SZEKEL AND FRISBY
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4299110 or by the name PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Program Services for the Mentally Ill and other Disabled Persons
Program accomplishments
- PROVIDED SERVICES FOR MENTALLY ILL CLIENTS AND ALSO SERVED AS A TRUSTEE TO A MASTER POOLED SPECIAL NEEDS TRUST.Expenses $124,712 · revenue $516,740
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
- 95-4299110
- 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
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F300)
- Assets (IRS master file)
- $1,952,728
- Income (IRS master file)
- $516,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $516,740 | $640,519 | $1,952,728 | XML |
| 990 | June 2024 | $506,925 | $518,107 | $2,021,886 | XML |
| 990 | June 2023 | $603,234 | $528,105 | $2,006,553 | XML |
| 990 | June 2022 | $1,019,035 | $476,379 | $1,926,052 | IRS |
| 990 | June 2021 | – | – | – | 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 95-4299110).
Questions about PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA
- What is the EIN of PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA?
- The employer identification number (EIN) of PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA is 95-4299110.
- Is PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA 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 CALIFORNIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA 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 CALIFORNIA 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 CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $80,000 (KAREN CLARK, Secretary).
- How much revenue does PLANNED LIFETIME ASSISTANCE NETWORK OF CALIFORNIA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $516,740, expenses of $640,519 and total assets of $1,952,728 at year end.
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All nonprofits in PACIFIC PALISADES · California · Mental health and crisis intervention