Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 237159632 ✦ Quincy, MA ✦ Designated as a 501(c)(3)

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Overview

What is Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc?

Planned Lifetime Assistance Network of Massachusetts and Rhode Island, or PLAN of MA and RI, is a nonprofit organization based in Quincy, Massachusetts. Their primary mission is to offer planning and trust management services to individuals with special needs, aiming to enhance their quality of life. The organization operates within both Massachusetts and Rhode Island, providing tailored support to help individuals with disabilities navigate their lives more effectively. With a team of 28 dedicated professionals, PLAN of MA and RI works tirelessly to meet the unique needs of each individual, ensuring they live with dignity, independence, and fulfillment.


Official website here: www.planofma-ri.org

What are the reviews and ratings of this charity?

Charity Navigator Rating: 96% (Four-Star out of Four Stars)

Planned Lifetime Assistance Network Of Massachusetts And Rhode Island has received an impressive Four-Star rating from Charity Navigator, indicating a strong performance in accountability and finance. The charity's overall score is based entirely on its exceptional score in this area, reflecting a commitment to transparency and responsible financial management.

The organization boasts a fully independent board, which enhances its governance and decision-making processes, and has maintained a strong focus on its financial health with a program expense ratio of nearly 77%, suggesting that a significant portion of its funds directly supports its mission. Additionally, it has implemented various policies such as conflict of interest, whistleblower, and document retention that reinforce its operational integrity.

While the organization demonstrates significant strengths, the data provided does not mention specific programmatic outcomes or community impact, which are also vital for assessing the overall effectiveness of a nonprofit. Nonetheless, the financial metrics and governance practices are commendable, positioning the organization as a responsible steward of donations.


This AI summary has been generated from information found on Charity Navigator.

Is Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc legitimate?

Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,668,171

For more financial information, click here


Official website here: www.planofma-ri.org

What is the mission statement of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc?

The Planned Lifetime Assistance Network of Massachusetts and Rhode Island, often referred to as PLAN of MA and RI, is a non-profit organization that dedicates its mission to providing planning and trust management services for individuals with special needs. The primary goal of this organization is to enhance the quality of life for these individuals by offering tailored services. By offering comprehensive planning and trust management, PLAN of MA and RI aims to empower individuals with disabilities to navigate their unique challenges and live as independently and fulfilling a life as possible. The organization operates within both Massachusetts and Rhode Island, providing essential resources and support to countless individuals in need.


Official website here: www.planofma-ri.org

Who is the CEO of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc?

Harold Fortna is the President of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc.


Official website here: www.planofma-ri.org

What is the revenue of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc?

Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc's revenue in 2022 was $4,823,642.


Official website here: www.planofma-ri.org

Who are the executives of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc and what are their salaries?

The average compensation at Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc during 2022 was $59,578. There are 28 employees at Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc.


Here are 13 key members and their salaries:


Seth Haber (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Charles Silsby (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Harold Fortna (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lawrence Heimlich (Clerk)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Rozenson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Patricia Freedman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Wizansky (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carol Covell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Loeb (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Todd Spencer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joan Mcgrath (Executive Director)
  • Compensation: $186,723
  • Related: $0
  • Other: $14,483
Kathy Vitello (Director Of Operations)
  • Compensation: $126,586
  • Related: $0
  • Other: $12,482
Clare Keating (Controller)
  • Compensation: $143,269
  • Related: $0
  • Other: $19,306


Official website here: www.planofma-ri.org

Where can I find the form 990 for Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc?

Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.planofma-ri.org

Learn more at the official website: www.planofma-ri.org

Mission Statement of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc

Planned Lifetime Assistance Network of Massachusetts and Rhode Island, often referred to as PLAN of MA and RI, is a non-profit organization with a mission to enhance the quality of life for individuals with disabilities. This mission is achieved through the provision of comprehensive planning and trust management services. The organization operates in both Massachusetts and Rhode Island, aiming to support individuals with special needs in the two states. By offering these services, PLAN of MA and RI empowers these individuals to live independently and with dignity, ensuring that their unique needs are met and their quality of life is improved. The organization's services are tailored to the specific needs of each individual, providing them with the tools and resources necessary to navigate their lives with confidence and independence.

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Impact




October, 2024

Planned Lifetime Assistance Network of Massachusetts and Rhode Island enhances the quality of life for individuals with disabilities by providing essential planning and trust management services. Operating throughout Massachusetts and Rhode Island, the organization focuses on ensuring that those with special needs receive tailored assistance that helps them achieve greater independence and security. Through its dedicated services, it fosters a sense of empowerment and peace of mind for both individuals and their families, facilitating better planning for the future and promoting a more fulfilling life. The impact of these services resonates within the community, improving access to resources and opportunities for individuals with disabilities.




This information is meant to be a general summary of Planned Lifetime Assistance Network Of Massachusetts And Rhode Islandinc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$4,823,642 (2022)
Expenses
$3,644,463 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $798,584
  • Program Service Revenue: $3,956,355
  • Gross Receipts: $4,823,642

Assets and Liabilities:

  • Total Assets: $35,106,173
  • Total Liabilities: $15,277,358
  • Net Assets: $19,828,815

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MANAGEMENT FEE

Revenue

$1,888,772

REMAINDER FEE

Revenue

$1,820,983

FEES FOR SERVICES

Revenue

$246,600

Organization Details

Founding Year

1971

Principal Officer

Harold Fortna

Main Address

859 WILLARD STREET 110, QUINCY, MA, 02169

NTEE Category

Code: P80 - Human services

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