PLANNED LIFETIME ASSISTANCE NETWORK OF NEW JERSEY (EIN 222885785) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JASON MILLER

Phone

9085758300

Tax Period

2024-07-01 to 2025-06-30

PLANNED LIFETIME ASSISTANCE NETWORK OF NEW JERSEY, founded in 1988, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

PLAN NJ'S MISSION IS TO ANSWER THE QUESTION, "WHO WILL CARE FOR MY LOVED ONE WHEN I'M GONE?" OUR STATEWIDE NON-PROFIT ORGANIZATION SERVES PEOPLE WITH DEVELOPMENTAL, PSYCHIATRIC, AND PHYSICAL DISABILITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $405,166

Program Service Revenue $2,188,297

Investment Income $35,382

Other Revenue $19,686

TOTAL REVENUE $2,648,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,989,907

Fundraising Expenses $0

Program Expenses $2,325,162

Other Expenses $629,189

TOTAL EXPENSES $2,619,096

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,648,531	$2,232,838	+0.2%
Expenses	$2,619,096	$2,325,303	+0.1%
Net Income	$29,435	$-92,465	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$212,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH G FARISHIAN	PRESIDENT	0.00	Officer Director	$0	$0	$0
JOSEPH B YOUNG ESQ	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
THOMAS J ZESK	TREASURER	0.00	Officer Director	$0	$0	$0
CARLA PONN	SECRETARY	0.00	Officer Director	$0	$0	$0
PETER A PHILLIPS CPA	IMMEDIATE PAST PRESIDENT	0.00	Director	$0	$0	$0
LINDA BUCH RN BSN	DIRECTOR	0.00	Director	$0	$0	$0
THEODORE R GOYINS JR	DIRECTOR	0.00	Director	$0	$0	$0
GISELLE LASSALLE	DIRECTOR	0.00	Director	$0	$0	$0
BETH C MANES ESQ	DIRECTOR	0.00	Director	$0	$0	$0
KRISTI PHILLIPS M ED	DIRECTOR	0.00	Director	$0	$0	$0
JEREMY ROSENBAUM	DIRECTOR	0.00	Director	$0	$0	$0
BILLY SPIRO	DIRECTOR	0.00	Director	$0	$0	$0
LOUISE A TAGLIARENI RN MSN	DIRECTOR	0.00	Director	$0	$0	$0
ELLEN BALL NALVEN	EXECUTIVE DIRECTOR	40.00	Officer	$204,886	$7,907	$212,793

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,648,531	$2,619,096	$1,633,623	$29,435
2024	$2,232,838	$2,325,303	$1,761,107	$-92,465
2023	$2,073,227	$2,090,232	$1,628,401	$-17,005
2022	$1,968,845	$1,851,041	$1,529,159	$117,804
2021	$1,938,923	$1,712,315	$1,525,542	$226,608
2020	$1,601,009	$1,628,624	$1,345,409	$-27,615
2019	$1,868,483	$1,379,589	$1,143,144	$488,894
2018	$1,424,726	$1,422,868	$688,593	$1,858

PLANNED LIFETIME ASSISTANCE NETWORK OF NEW JERSEY