PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC (EIN 860773049) - 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

1994

Legal Domicile

Principal Officer

ELIZABETH KOSLOFF

Phone

6027598180

Tax Period

2023-01-01 to 2023-12-31

PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC, founded in 1994, is a small nonprofit in the Human Services sector that reported $355K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 29% operating margin.

Mission

COORDINATION, MONITORING, IMPLEMENTATION OF SERVICES, AND TRUST ADMINISTRATION FOR CARE OF ADULTS WITH SERIOUS MENTAL ILLNESS AND LIFELONG 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 (2023)

Revenue Breakdown

Contributions & Grants $104,827

Program Service Revenue $250,241

Investment Income $7

Other Revenue $0

TOTAL REVENUE $355,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,633

Fundraising Expenses $0

Program Expenses $223,974

Other Expenses $56,613

TOTAL EXPENSES $252,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,075	$234,620	+0.5%
Expenses	$252,246	$211,793	+0.2%
Net Income	$102,829	$22,827	+3.5%

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

$97,977

Total Directors

$97,977

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH KOSLOFF	EXECUTIVE DIRECTOR - PRESIDENT	40	Officer Director	$97,977	$0	$97,977
CHRIS SAR	CHAIRMAN OF THE BOARD	2	Director	$0	$0	$0
KEVIN ERDMANN	TREASURER	2	Officer	$0	$0	$0
TEDDY HOLZEMER	VICE PRESIDENT	2	Officer	$0	$0	$0
JANET NASH	SECRETARY	2	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
2024	No data	No data	No data	No data
2023	$355,075	$252,246	$174,347	$102,829
2022	$234,620	$211,793	$73,405	$22,827
2021	$178,449	$174,908	$54,759	$3,541
2020	$210,168	$174,743	$74,480	$35,425

PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC