PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO

EIN: 341621291 501(c)(3)

Pepper Pike, OH

Total Revenue
$204,471
Total Expenses
$227,584
Total Assets
$4,666,335
Net Assets
$4,651,426
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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
OH
Principal Officer
Susan Bichsel
Phone
2165042600
Tax Period
2024-07-01 to 2025-06-30

PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO, founded in 1989, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. Expenses of $228K exceeded revenue, resulting in a 11% operating deficit.

Mission

To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals.

Program Service Accomplishments

Program 1
Expenses: $213,248 Revenue: $106,201

The organization provides support and advocacy services to persons suffering from serious mental illness and other disabling conditions and to families of those persons, including developing...

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The organization provides support and advocacy services to persons suffering from serious mental illness and other disabling conditions and to families of those persons, including developing socialization and independence skills on the part of the clients. Services include individual, family and group work as well as family education. Additionally, the organization provides alternative housing options to those benefiting from an assisted living environment. The organization works with individuals to improve physical health, eliminate unhealthy habits, enjoy social activities and develop employment related skills. Members participate in programming which includes wellness education, water aerobics, basketball, art therapy, lunch and dinner club, and other socialization activities.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $74,184
Program Service Revenue $106,201
Investment Income $24,086
Other Revenue $0
TOTAL REVENUE $204,471

Expense Breakdown

Grants Paid $0
Salaries & Benefits $180,816
Fundraising Expenses $0
Program Expenses $213,248
Other Expenses $46,768
TOTAL EXPENSES $227,584

Year-over-Year Comparison

2024 2023 Change
Revenue $204,471 $193,400 +0.1%
Expenses $227,584 $216,487 +0.1%
Net Income $-23,113 $-23,087 +0.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
68
Independent Members
67
Employees
N/A
Volunteers
77

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
8
$609,863
Total Directors
71
$372,101
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan Bichsel President and Chief Executive Officer 1
Officer Director
$0 $5,137 $372,101
Barbara Cameron Vice President and CFO 1
Officer
$0 $22,599 $237,762
Russ Klein Chief Strategy Officer 1
Highest
$0 $3,510 $208,841
Deana Couture Pychiatrist 5
Highest
$0 $20,938 $141,973
Mark Hogan Vice President and Chief Information Officer 1
Highest
$0 $21,101 $139,936
Debra Chickering Business Associate 1
Highest
$0 $2,166 $138,928
William Bode Director of Finance-Controller 1
Highest
$0 $2,066 $124,904
Patty Rubin Chair 0.5
Officer Director
$0 $0 $0
Michael Klein Vice Chair 0.1
Officer Director
$0 $0 $0
Idelle Wolf Vice Chair 0.1
Officer Director
$0 $0 $0
Michael Guggenheim Treasurer 0.1
Officer Director
$0 $0 $0
Adam Wieder Assistant Treasurer 0.1
Officer Director
$0 $0 $0
Moish Tohn Secretary 0.1
Officer Director
$0 $0 $0
Zachary Abrams Director 0.25
Director
$0 $0 $0
Trish Adler Director 0.25
Director
$0 $0 $0
Marilyn Bedol Director 0.25
Director
$0 $0 $0
Gary Bilchik Director 0.25
Director
$0 $0 $0
Eileen Blattner Director 0.25
Director
$0 $0 $0
Robert Blattner Director 0.25
Director
$0 $0 $0
Cynthia Bruml Director 0.25
Director
$0 $0 $0
Ethan Cohen Director 0.25
Director
$0 $0 $0
Philip Cohen Director 0.25
Director
$0 $0 $0
Bonnie Cole Director 0.25
Director
$0 $0 $0
Mike Cole Director 0.25
Director
$0 $0 $0
Shoshana Dessler-Jacobs Director 0.25
Director
$0 $0 $0
David Goldberg Director 0.25
Director
$0 $0 $0
Timothy Goldberg Director 0.25
Director
$0 $0 $0
Sandra Goldman Director 0.25
Director
$0 $0 $0
Allan Goldner Director 0.25
Director
$0 $0 $0
Sally Good Director 0.25
Director
$0 $0 $0
Sidney Good Director 0.25
Director
$0 $0 $0
Herbert Goulder Director 0.25
Director
$0 $0 $0
Richard Halle Director 0.25
Director
$0 $0 $0
Kent Hayes Director 0.25
Director
$0 $0 $0
Michelle Hirsch Director 0.25
Director
$0 $0 $0
Robert Immerman Director 0.25
Director
$0 $0 $0
Suellen Kadis Director 0.25
Director
$0 $0 $0
Dolores Kleinman Director 0.25
Director
$0 $0 $0
Andrew Kohn Director 0.25
Director
$0 $0 $0
Harvey Kotler Director 0.25
Director
$0 $0 $0
Marvin Lader Director 0.25
Director
$0 $0 $0
Mitch Lapin Director 0.25
Director
$0 $0 $0
Susan Meisel Director 0.25
Director
$0 $0 $0
Joshua Miller Director 0.25
Director
$0 $0 $0
Roy Minoff Director 0.25
Director
$0 $0 $0
Charles Mintz Director 0.25
Director
$0 $0 $0
Patricia Mintz Director 0.25
Director
$0 $0 $0
Karen Newborn Director 0.25
Director
$0 $0 $0
Dianne Newman Director 0.25
Director
$0 $0 $0
Wendi Pavlofsky Director 0.25
Director
$0 $0 $0
Allan Pearl Director 0.25
Director
$0 $0 $0
Shari Perlmuter Director 0.25
Director
$0 $0 $0
Michael Peterman Director 0.25
Director
$0 $0 $0
Taryn Ponsky Director 0.25
Director
$0 $0 $0
Kevin Robertson Director 0.25
Director
$0 $0 $0
Charles Rosenberg Director 0.25
Director
$0 $0 $0
David Rosenberg Director 0.25
Director
$0 $0 $0
Larry Rothstein Director 0.25
Director
$0 $0 $0
Michele Rothstein Director 0.25
Director
$0 $0 $0
Eric Shapiro Director 0.25
Director
$0 $0 $0
James Spira Director 0.25
Director
$0 $0 $0
Myrna Spira Director until 4-23-2025 0.25
Director
$0 $0 $0
Erica Starrfield Director 0.25
Director
$0 $0 $0
Eleanor Steigman Director until 10-14-2024 0.25
Director
$0 $0 $0
Evan Stein Director 0.25
Director
$0 $0 $0
Terri Steindler Director 0.25
Director
$0 $0 $0
David Strauss Director 0.25
Director
$0 $0 $0
Will Sukenik Director 0.25
Director
$0 $0 $0
Philip Wasserstrom Director until 03-28-2025 0.25
Director
$0 $0 $0
Sally Werthheim Director 0.25
Director
$0 $0 $0
Judy Willensky Director 0.25
Director
$0 $0 $0
John Wirtshafter Director 0.25
Director
$0 $0 $0
Jonathan Wise Director 0.25
Director
$0 $0 $0
Renny Wolfson Immediate Past Chair 0.25
Director
$0 $0 $0
William Wortzman Director 0.25
Director
$0 $0 $0
Richard Zelin Director 0.25
Director
$0 $0 $0
Dan Zelman Director 0.25
Director
$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 $204,471 $227,584 $4,666,335 $-23,113
2024 No data No data No data No data
2023 $177,799 $206,877 $3,982,193 $-29,078
2022 $174,553 $191,411 $3,918,881 $-16,858
2021 $187,562 $187,718 $4,431,191 $-156
2020 $271,901 $218,267 $3,552,668 $53,634
2019 $213,337 $227,065 $3,551,441 $-13,728
2018 $200,338 $240,446 $3,504,183 $-40,108
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