PLANNED LIFETIME ASSISTANCE NETWORK OF GEORGIA INC (EIN 581927163) - 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

1992

Legal Domicile

Principal Officer

LAWRENCE GOODMAN

Phone

4046370094

Tax Period

2024-01-01 to 2024-12-31

PLANNED LIFETIME ASSISTANCE NETWORK OF GEORGIA INC, founded in 1992, is a small nonprofit in the Human Services sector that reported $121K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $36K, a strong 30% operating margin.

Mission

PROVIDES SOLUTIONS & CASE MANAGEMENT TO FAMILIES CONCERNED ABOUT PRESENT AND FUTURE CARE OF A RELATIVE WITH A SEVERE DISABILITY. IT IS AN ORGANIZATION DEDICATED TO SERVING PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES - INCLUDING MENTAL ILLNESS, MENTAL RETARDATION, BRAIN INJURY, AUTISM AND AT-RISK ELDERLY.

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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 $6,998

Program Service Revenue $96,618

Investment Income $17,707

Other Revenue $0

TOTAL REVENUE $121,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,593

Other Expenses $85,210

TOTAL EXPENSES $85,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,323	$103,644	+0.2%
Expenses	$85,210	$81,366	+0.0%
Net Income	$36,113	$22,278	+0.6%

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

N/A

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

$44,250

Total Directors

$44,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LOU DELUCIA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANJEL BURGESS	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD ROESEL	TREASURER	2.00	Officer Director	$0	$0	$0
LAWRENCE GOODMAN	CLINICAL DIRECTOR	30.00	Officer Director	$35,930	$0	$35,930
KENYA PHILLIPS	DIRECTOR OF OUTREACH & COM	12.00	Officer Director	$8,320	$0	$8,320

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
2024	$121,323	$85,210	$401,256	$36,113
2023	$103,644	$81,366	$364,712	$22,278
2022	$126,120	$94,805	$340,671	$31,315

PLANNED LIFETIME ASSISTANCE NETWORK OF GEORGIA INC