PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA (EIN 232547226) - 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

1989

Legal Domicile

Principal Officer

CHRISTINE PONTECORVO MSS

Phone

6106874036

Tax Period

2024-07-01 to 2025-06-30

PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA, founded in 1989, is a small nonprofit in the Human Services sector that reported $782K in total revenue in fiscal year 2024. Expenses of $718K left a modest 8% surplus.

Mission

THROUGH TRUST SERVICES AND CARE MANAGEMENT, PLAN OF PA CONNECTS CLIENTS LIVING WITH DISABILITIES TO SECURITY, RESOURCES, AND SUPPORT.

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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 $66,846

Program Service Revenue $714,117

Investment Income $715

Other Revenue $0

TOTAL REVENUE $781,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $503,029

Fundraising Expenses $0

Program Expenses $487,912

Other Expenses $214,659

TOTAL EXPENSES $717,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$781,678	$725,451	+0.1%
Expenses	$717,688	$883,867	-0.2%
Net Income	$63,990	$-158,416	-1.4%

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

$92,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA D HOUSER PHD	DIRECTOR	1.00	Director	$0	$0	$0
MARIYLN SEIDE MITCHELL ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN C STODDART CFP	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HOLZWORTH	DIRECTOR	1.00	Director	$0	$0	$0
GREG S CARE CPA CVA	PRESIDENT	1.00	Officer	$0	$0	$0
CHRISTINE PONTECORVO	EXECUTIVE DIRECTOR	40.00	Officer	$92,050	$0	$92,050
JEANIE GRAHAM CPA	TREASURER	1.00	Officer	$0	$0	$0

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	$781,678	$717,688	$769,136	$63,990
2024	$725,451	$883,867	$717,032	$-158,416
2023	$704,301	$795,864	$807,445	$-91,563
2022	$836,619	$788,557	$903,307	$48,062
2021	$883,240	$757,725	$897,490	$125,515
2020	$831,965	$781,305	$856,691	$50,660
2019	$789,919	$746,056	$825,583	$43,863
2018	$752,352	$672,212	$713,399	$80,140

PLANNED LIFETIME ASSISTANCE NETWORK OF PENNSYLVANIA