PLANNED LIFETIME ASSISTANCE NETWORK CA DBA Proxy Parent Foundation (EIN 954299110) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Phone

7149973310

Tax Period

2024-07-01 to 2025-06-30

PLANNED LIFETIME ASSISTANCE NETWORK CA DBA Proxy Parent Foundation, founded in 1990, is a small nonprofit in the Mental Health sector that reported $517K in total revenue in fiscal year 2024. Expenses of $641K exceeded revenue, resulting in a 24% operating deficit.

Mission

Program Services for the Mentally Ill and other Disabled Persons

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $91,037

Program Service Revenue $320,205

Investment Income $105,498

Other Revenue $0

TOTAL REVENUE $516,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,057

Fundraising Expenses $0

Program Expenses $124,712

Other Expenses $301,462

TOTAL EXPENSES $640,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$516,740	$506,925	+0.0%
Expenses	$640,519	$518,107	+0.2%
Net Income	$-123,779	$-11,182	+10.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$80,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN CLARK	Secretary	21.00	Director	$80,000	$0	$80,000
SHEREE LOWE	member at large	0.00	Director	$0	$0	$0
RANDALL HAGAR	Member at Large	0.00	Director	$0	$0	$0
DEBORAH STARKEY	Treasurer	0.00	Officer	$0	$0	$0
JOSEPH W DECARLO	President	0.00	Officer	$0	$0	$0
MARVIN SOUTHARD	Vice President	0.00	Officer	$0	$0	$0
THOMAS D STEVENS	Vice President	2.00	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	$516,740	$640,519	$1,952,728	$-123,779
2024	$506,925	$518,107	$2,021,886	$-11,182
2023	$603,234	$528,105	$2,006,553	$75,129
2022	$1,019,035	$476,379	$1,926,052	$542,656
2021	$499,704	$377,192	$1,473,094	$122,512
2020	$342,734	$378,924	$1,348,415	$-36,190
2019	$469,687	$500,684	$1,403,186	$-30,997

PLANNED LIFETIME ASSISTANCE NETWORK CA DBA Proxy Parent Foundation