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Planned Lifetime Assistance Network of Pennsylvania

EIN 23-2547226 · Wayne, PA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood85 out of 100GovernanceStrong92 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$781,678
Spending
$717,688
Spent on programs
68%
Reserves
4.7 months of spending
Largest source of income
fees for its services, 91%
Employees
8
Volunteers
0
Highest pay
$92,050, 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: 85 out of 100. Higher than 64% of charities in its peer group (human services, $250k to $1m).

  • Reserves

    20 of 35

    Spendable reserves would cover 4.7 months of spending.

  • Debt

    20 of 20

    It owes 3% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 8% of income.

  • Income trend

    15 of 15

    Income rose 8% on the year before.

  • Spending floor

    15 of 15

    68% 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: 92 out of 100. Higher than 86% of charities in its peer group (human services, $250k to $1m).

  • Independent board

    25 of 25

    6 of 6 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    12 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports 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)
  1. $245,768 spent. 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.
  2. $242,144 spent. 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.
  3. 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.

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

  1. 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.

  2. 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 November 6, 2026.

  3. 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.

  4. 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.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 1989.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. 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 November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.