Planned Lifetime Assistance Network of New Jersey Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
SEE SCHEDULE O.
- Income
- $2.6 million
- Spending
- $2.6 million
- Spent on programs
- 89%
- Reserves
- 5.6 months of spending
- Largest source of income
- fees for its services, 83%
- Employees
- 30
- Volunteers
- 0
- Highest pay
- $212,793, executive director
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 78 out of 100. Higher than 58% of charities in its peer group (human services, $1m to $10m).
Reserves
20 of 35Spendable reserves would cover 5.6 months of spending.
Debt
16 of 20It owes 20% of what it owns.
Living within its means
12 of 15Income exceeded spending by 1% of income.
Income trend
15 of 15Income rose 19% on the year before.
Spending floor
15 of 1589% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 65% of charities in its peer group (human services, $1m to $10m).
Independent board
25 of 2513 of 13 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $2.3 million spent. PLANNED LIFETIME ASSISTANCE NETWORK OF NEW JERSEY, INC. (PLAN|NJ) TAILORS SERVICES TO FIT THE DISTINCT NEEDS OF THE INDIVIDUALS WITH DISABILITIES THAT WE SERVE AND TO ACCOMMODATE THE WISHES OF THEIR FAMILY MEMBERS. WHEN IMPORTANT LIFE DECISIONS ARE PENDING-SUCH AS WHERE AN INDIVIDUAL SHOULD LIVE, OR REGARDING THE PROVISION OF HOUSING AND COMMUNITY SUPPORT SERVICES OR MEDICAL CARE-WE OFFER COMPASSIONATE AND COMPREHENSIVE CARE COORDINATION, INCLUDING INDIVIDUALIZED ATTENTION AND PROFESSIONAL EXPERTISE. OUR KEY SERVICE AREAS INCLUDE FIDUCIARY SUPPORT, FUTURE LIFE PLANNING AND FAMILY SUPPORT, CARE COORDINATION, OUR PRO BONO SERVICES PROGRAM, AND EDUCATING FAMILIES, PROVIDERS AND COMMUNITIES ON LEGAL, ESTATE AND INDEPENDENT LIVING PLANNING. I. FIDUCIARY SUPPORT PLAN/NJ FOLLOWS A 'WHOLE PERSON' APPROACH TO ENSURE THAT A LOVED ONE IS NEVER WITHOUT THE SUPPORT, COMFORT, ENJOYMENT, AND ENGAGEMENT IN LIFE THAT IS THEIR RIGHT. WE HAVE HELPED NEARLY 1000 FAMILIES STRUCTURE WELL-DESIGNED PLANS THAT ENSURE THEIR LOVED ONES RECEIVE THE PUBLIC BENEFITS THEY ARE ELIGIBLE FOR AND THAT PROTECT ANY ADDITIONAL FUNDS IN SPECIAL NEEDS TRUSTS TO MEET THEIR COMPLEX NEEDS AND PROVIDE A GOOD LIFE. A. SPECIAL NEEDS TRUST ADMINISTRATION PLAN|NJ SERVES AS TRUSTEE OF THIRD PARTY AND SELF-SETTLED PRIVATE, STAND-ALONE SPECIAL NEEDS TRUSTS (SNTS). WE ALSO OPERATE A COMMUNITY TRUST THAT POOLS FUNDS FOR THIRD PARTY AND SELF-SETTLED SUB-ACCOUNTS. WE WORK WITH ATTORNEYS AND FAMILIES TO DETERMINE AND ADMINISTER THE MOST SUITABLE TYPE OF TRUST FOR A LOVED ONE'S NEEDS. ON BEHALF OF FAMILIES AND INDIVIDUALS WITH DISABILITIES, OUR TRUST SERVICES DEPARTMENT WILL PERFORM THE FOLLOWING DUTIES: -OVERSEE, MONITOR AND INVEST CLIENT FUNDS TO MAINTAIN PUBLIC BENEFITS AND IMPROVE QUALITY OF LIFE -DEVELOP BUDGETS AND SPENDING PLANS -PAY BILLS ACCORDING TO TRUST DOCUMENT AND GOVERNMENT BENEFIT RULES -ASSIST WITH APPLICATIONS AND MAINTENANCE OF PUBLIC BENEFITS AND OTHER SOCIAL SERVICES -MONITOR MEDICAL BILLS AND DISBURSEMENTS -PRODUCE FINANCIAL ACCOUNTING AND REPORTS AS REQUIRED BY PUBLIC BENEFITS AGENCIES, COURTS AND LEGAL REPRESENTATIVES -COMMUNICATE DIRECTLY WITH TRUST BENEFICIARIES AND THEIR REPRESENTATIVES -GUIDE FAMILIES TO REVIEW A DIRECTORY OF ATTORNEYS AS NEEDED -OFFER SPANISH-SPEAKING SERVICES B. LEGAL GUARDIANSHIP THE NEED FOR A LEGAL GUARDIAN IS DETERMINED BY DUE PROCESS IN COURTS OF LAW. AS LEGAL GUARDIAN, PLAN|NJ WILL: -PROMOTE EACH INDIVIDUAL'S CHOICE, SELF-DETERMINATION, DIGNITY AND RESPECT -VISIT AT HOME AT LEAST ONCE PER MONTH, AND PROVIDE ONGOING ADVOCACY AND CASE MANAGEMENT -ENSURE QUALITY OF LIFE IN HEALTH, HOUSING, EDUCATION, EMPLOYMENT, RECREATION, COMMUNITY LIVING AND OTHER AREAS -TAKE RESPONSIBILITY FOR SURROGATE DECISION-MAKING -PROTECT FROM FRAUD OR UNDUE INFLUENCE -PROTECT PERSONAL PROPERTY WE PRIORITIZE SUPPORTED DECISION-MAKING TO ACHIEVE THE STATED GOALS AND HELP TO ENSURE THAT INDIVIDUALS HAVE THE NECESSARY SUPPORTS WHILE RESPECTING THEIR WISHES AND PREFERENCES. WE SERVE WHEN NO FAMILY MEMBERS ARE ABLE TO PROVIDE OVERSIGHT IN THIS CAPACITY. C. REPRESENTATIVE PAYEE FOR SOCIAL SECURITY BENEFITS WHEN AN INDIVIDUAL NEEDS ASSISTANCE WITH BUDGETING AND BILL PAYING, WE MANAGE THEIR SOCIAL SECURITY AND OTHER INCOME TO ENSURE FINANCIAL SOLVENCY AND PROTECT THEM FROM POTENTIAL FINANCIAL EXPLOITATION. AS A REPRESENTATIVE PAYEE, PLAN|NJ WILL: -ENSURE THAT BASIC REQUIREMENTS ARE MET FOR FOOD, CLOTHING AND SHELTER -ASSIST WITH BUDGETING AND OTHER REGULAR FINANCIAL MANAGEMENT -MONITOR AND ASSIST WITH PAYING BILLS -SUBMIT REQUIRED REPORTS TO THE SOCIAL SECURITY ADMINISTRATION AND OTHER GOVERNMENTAL AGENCIES
- II. FUTURE LIFE PLANNING AND FAMILY SUPPORT MANY QUESTIONS AND CONCERNS ARISE WHEN FAMILIES REALIZE THEY WILL NOT ALWAYS BE AROUND TO ADVOCATE FOR THEIR RELATIVE WHO IS LIVING WITH A DISABILITY OR MENTAL ILLNESS. PLAN|NJ WORKS CLOSELY WITH INDIVIDUALS AND FAMILIES TO DESIGN A COMPREHENSIVE LIFEPLAN THAT ADDRESSES ALL ASPECTS OF LIFE. THIS PLANNING PROCESS DEFINES ROLES AND RESPONSIBILITIES FOR INDEPENDENT LIVING, AS WELL AS NECESSARY LEGAL AND FINANCIAL SUPPORTS. DURING THE COLLABORATIVE DEVELOPMENT OF A LIFEPLAN DOCUMENT, SEVERAL CRUCIAL QUESTIONS ASKED BY FAMILIES ARE ANSWERED IN-DEPTH TO ENSURE UNINTERRUPTED SUPPORT. THESE INCLUDE: 1. WHO WILL DO FOR THEM THE MANY THINGS THAT WE DO NOW? 2. HOW WILL THEY CONTINUE TO RECEIVE THE QUALITY CARE AND FEEL THE LIFE SATISFACTION THEY NOW ENJOY AT HOME, AT SCHOOL, AT WORK AND IN THEIR DAY PROGRAM? 3. WHAT DO WE NEED TO PUT IN PLACE TO ENSURE THEY REMAIN FINANCIALLY COMFORTABLE? 4. WILL A TRUSTEE AND/OR REPRESENTATIVE PAYEE BE NEEDED TO MANAGE THEIR FINANCIAL RESPONSIBILITIES? 5. WHERE WILL THEY LIVE AND WITH WHOM? 6. WHO WILL MAKE SURE THEY RECEIVE GOOD HEALTHCARE AND TALK WITH MEDICAL PROFESSIONALS IF THEY CANNOT? 7. WHO WILL HELP THEM PRACTICE THEIR RELIGIOUS FAITH, OBSERVE THEIR BIRTHDAY AND HOLIDAYS, ARRANGE FOR SOCIAL/RECREATIONAL ACTIVITIES, AND ENSURE THAT THEY THRIVE? 8. WHO WILL CONSIDER AND ADHERE TO THEIR PREFERENCES WHEN MAKING FUTURE LIFE DECISIONS? 9. WHO WILL MAKE SURE THE FAMILY'S FUNERAL TRADITIONS AND WISHES ARE CARRIED OUT? 10. WHAT ELSE DO THEY NEED TO FEEL HAPPY AND SECURE? ONCE A LIFEPLAN IS IN PLACE, OUR ROLE IS TO COORDINATE AND IMPLEMENT THAT PLAN ACCORDING TO THE PERSON'S AND FAMILY'S WISHES, KEEPING THEIR LOVED ONE'S CHOICES, DESIRES, NEEDS AND PREFERENCES AT THE FOREFRONT.
- III. ADVOCACY AND CARE COORDINATION AN IMPORTANT HALLMARK OF PLAN|NJ SERVICES IS OUR COMMITMENT TO MAINTAINING REGULAR CONTACT WITH THOSE INDIVIDUALS WITH DISABILITIES AND MENTAL ILLNESS WHO RECEIVE SERVICES FROM US, AS REQUESTED. OUR EXPERIENCED SERVICE COORDINATORS PROVIDE ONGOING MONITORING FOR PEOPLE WHO HAVE NO LIVING RELATIVES OR WHOSE FAMILY MEMBERS CANNOT MAKE REGULAR VISITS. WE OFFER UNWAVERING CARE COORDINATION, CRUCIAL SOCIAL ENGAGEMENT AND PERSONAL SUPPORT. WE ARE THE FIRST TO RESPOND WHEN CRISES OR EMERGENCIES OCCUR. WE WILL FUNCTION AS THE EYES AND EARS OF DISTANT RELATIVES, MAKE REGULAR HOME AND DAY PROGRAM VISITS, AND COMMUNICATE WITH FAMILIES AFTER EACH VISIT. PLAN|NJ OFFERS THE FOLLOWING CARE COORDINATION SERVICES: A. CASE MANAGEMENT / HOME VISIT MONITORING / ADVOCACY -VISIT INDIVIDUALS IN THEIR HOMES, ACCOMPANY CLIENTS TO MEDICAL AND OTHER APPOINTMENTS AND ADVOCATE ON THEIR BEHALF -COORDINATE THE EFFORTS OF FAMILY MEMBERS AS THEY ADVOCATE FOR THEIR LOVED ONES -NEGOTIATE THE DISABILITY AND MENTAL HEALTH SERVICE SYSTEMS -ADVOCATE FOR APPROPRIATE SERVICES RELATED TO HOUSING, EMPLOYMENT, DAY PROGRAMS, MEDICAL, FINANCIAL, LEGAL AND OTHER PROVIDERS -ORGANIZE PRIVATE HOME HEALTH CARE, NURSING HOME PLACEMENTS AND HOSPICE CARE -REPRESENT FAMILY CONCERNS AND ASSIST IN DEVELOPING PERSON-CENTERED SUPPORTS -ASSIST WITH APPLICATIONS FOR PUBLIC BENEFITS AND OTHER SOCIAL SERVICES -MAINTAIN CONTACT DURING LIFE TRANSITIONS SUCH AS A CHANGE IN HOUSING OR THE LOSS OF A PARENT B. SOCIAL ENGAGEMENT -ACCOMPANY INDIVIDUALS ON OUTINGS, RECREATIONAL ACTIVITIES, SHOPPING TRIPS -CELEBRATE BIRTHDAYS, HOLIDAYS, AND OTHER SPECIAL OCCASIONS -ASSIST CLIENTS TO MAINTAIN RELATIONSHIPS WITH FAMILY, FRIENDS AND NEIGHBORS C. PERSONAL SUPPORT AND EMERGENCY RESPONSE -ACT AS "FIRST RESPONDER" WHEN THE NEED FOR ASSISTANCE ARISES -CONFIRM THEIR FINANCIAL OBLIGATIONS ARE MET AND PERSONAL NEEDS ARE ADDRESSED -INCREASE PERSONAL CONTACT WITH INDIVIDUALS WHEN HEALTH OR OTHER CRISES OCCUR -ESTABLISH THE SUPPORTS NECESSARY WHILE ENCOURAGING AS MUCH INDEPENDENCE AS POSSIBLE -MAINTAIN EACH INDIVIDUAL'S ACCESS TO EMERGENCY OR PLANNED HOUSING, EDUCATION, FOOD, MEDICAL, FINANCIAL AND OTHER SUPPORTS FROM THE SOCIAL SECURITY ADMINISTRATION, MEDICAID, DIVISION OF DEVELOPMENTAL DISABILITIES, HOUSING AUTHORITIES, AND OTHERS -PROTECT THEIR SAFETY AND WELL-BEING DURING NATURAL DISASTERS
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1992.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
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