Nonprofit · EIN 06-1268987
PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC
Tax-exempt · WETHERSFIELD, CT 06129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,385,432 | $1,288,869 | $96,563 | $2,384,812 | $213,921 | $2,170,891 |
| June 30, 2024 | 990 | $1,367,146 | $1,310,585 | $56,561 | $2,318,245 | $283,782 | $2,034,463 |
| June 30, 2023 | 990 | $1,271,269 | $1,232,736 | $38,533 | $2,319,770 | $351,710 | $1,968,060 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $21,396
- Program service revenue
- $1,310,579
- Investment income
- $53,457
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $364,629
- Other salaries and wages
- $496,901
- Salaries, compensation and benefits (total)
- $1,002,285
- Professional fundraising fees
- $0
- Legal fees
- $4,143
- Accounting fees
- $21,435
- Occupancy
- $69,231
- Travel
- $9,066
- Depreciation
- $17,236
- Program services (functional)
- $975,370
- Management and general (functional)
- $313,499
Balance sheet and other
- Total assets, start of year
- $2,318,245
- Total assets, end of year
- $2,384,812
- Total liabilities, end of year
- $213,921
- Net assets, end of year
- $2,170,891
- Land, buildings and equipment
- $31,453
- Publicly traded securities
- $1,507,868
- Net assets without donor restrictions
- $2,170,891
- Gross receipts
- $1,385,432
- Employees
- 16
- Volunteers
- 15
- Year formed
- 1993
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KERRY TEDFORD-COLES | EXECUTIVE DI Officer | 40 | $249,147 | $5,620 |
| TINA DADDONA | DIR OF FINAN Officer | 35 | $128,856 | $3,801 |
| STUART J HAWKINS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| AMY ORLANDO | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| GUERGANA RANGATCHEVA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARIALTA Z SPARAGNA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOROTHY BARNAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS WRIGHT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES FUNNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICIA KANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL LEONE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFFREY RATNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE M LEVINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DONNA DUFFY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL BOHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY TONUCCI | DIRECTOR Trustee or director | 2 | $0 |
| DR LAWRENCE HABER | DIRECTOR Trustee or director | 2 | $0 |
| DIANE COVELLO | DIRECTOR Trustee or director | 1 | $0 |
| BERNIE PELLETIER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KERRY TEDFORD-COLES | EXECUTIVE DI Officer | 40 | $199,348 | $5,204 |
| TINA DADDONA | DIR OF FINAN Officer | 35 | $122,817 | $3,615 |
| STUART J HAWKINS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| AMY ORLANDO | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| GUERGANA RANGATCHEVA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARIALTA Z SPARAGNA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DIANE COVELLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BERNIE PELLETIER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY TONUCCI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES FUNNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOROTHY BARNAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA KANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONNA DUFFY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL BOHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY RATNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL LEONE | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KERRY TEDFORD-COLES | EXECUTIVE DI Officer | 40 | $187,102 | $5,530 |
| TINA DADDONA | DIR OF FINAN Officer | 35 | $114,596 | $3,900 |
| DIANE COVELLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BERNIE PELLETIER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY TONUCCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES FUNNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIALTA Z SPARAGNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOROTHY BARNAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA KANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONNA DUFFY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL BOHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA WORDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY RATNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STUART J HAWKINS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| AMY ORLANDO | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| FRANCINE DAVIS EARLY | PART YEAR SE Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL LEONE | PART YEAR SE Trustee or director, Officer | 2 | $0 | $0 |
| GUERGANA RANGATCHEVA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 290937, WETHERSFIELD, CT 06129-0937
- Principal officer (990 for 2024)
- KERRY TEDFORD-COLES, PO BOX 290937, WETHERSFIELD, CT 061290937
- Signed the 990
- KERRY TEDFORD-COLES, EXECUTIVE DIRECTOR
- Phone
- (860) 523-4951
- Website
- WWW.PLANOFCT.ORG
- Return prepared by
- GUILMARTIN DIPIRO & SOKOLOWSKI LLC
Mission
TO PROMOTE INDEPENDENCE AND ENHANCE THE QUALITY OF LIFE FOR THE ELDERLY, PEOPLE WITH DISABILITIES AND THEIR FAMILIES THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS. TO PROVIDE SUPPLEMENTARY ASSISTANCE TO THE MOST NEEDY ELDERLY AND PEOPLE WITH DISABILITIES THROUGH THE ADMINISTRATION OF CHARITABLE TRUST FUNDS.
Program accomplishments
- PLAN OF CT IS THE ONLY ORGANIZATION IN CONNECTICUT THAT ADMINISTERS A SPECIAL NEEDS POOLED TRUST. THIS TRUST HAS ALLOWED HUNDREDS OF CONNECTICUT RESIDENTS WITH DISABILITIES, MOSTLY THOSE OVER THE AGE OF 65, TO LIVE IN THEIR OWN HOME WITH ASSISTANCE RATHER THAN IN A NURSING HOME. THIS NOT ONLY ALLOWS PEOPLE WITH DISABILITIES TO LIVE IN THE COMMUNITY, IT RELIEVES AN ENORMOUS STRAIN ON THE MEDICAID SYSTEM. PLAN HAS ALSO DISTRIBUTED THOUSANDS OF DOLLARS FROM ITS CHARITABLE ACCOUNTS TO HELP CONNECTICUT RESIDENTS WITH DISABILITIES LIVE MORE INDEPENDENT AND ENRICHED LIVES. THE DISTRIBUTIONS HAVE MADE HOMES MORE ACCESSIBLE, PROVIDED EDUCATION AND SAFE ENVIRONMENTS FOR THOSE WHO NEED IT MOST. PLAN OF CT CONTINUES TO PROVIDE COMMUNITY EDUCATION ABOUT THE IMPORTANCE OF SPECIAL NEEDS TRUSTS IN THE DISABILITY COMMUNITY. WORKSHOPS, ONE-ONE MEETINGS AND SUPPORT GROUP PRESENTATIONS HAVE HELPED EDUCATE FAMILIES AND PROFESSIONALS ON HOW TO ENSURE ALL PEOPLE WITH DISABILITIES ARE PROVIDED WITH A FULL AND DIGNIFIED LIFE.Expenses $975,370 · revenue $1,310,579
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1268987
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,384,812
- Income (IRS master file)
- $1,385,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,385,432 | $1,288,869 | $2,384,812 | IRS |
| 990 | June 2024 | $1,367,146 | $1,310,585 | $2,318,245 | IRS |
| 990 | June 2023 | $1,271,269 | $1,232,736 | $2,319,770 | XML |
| 990 | June 2022 | $1,227,596 | $1,126,552 | $2,048,887 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1268987).
Questions about PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC
- What is the EIN of PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC?
- The employer identification number (EIN) of PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC is 06-1268987.
- Is PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC?
- The 990 for the year ended June 30, 2025 names KERRY TEDFORD-COLES.
- Who are the officers and directors of PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 2 received compensation from the organization, the highest $249,147 (KERRY TEDFORD-COLES, EXECUTIVE DI).
- How much revenue does PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,385,432, expenses of $1,288,869 and total assets of $2,384,812 at year end.
Other nonprofits in WETHERSFIELD
- HARTFORD HEALTHCARE MEDICAL GROUP SPECIALISTS PLLC EIN 37-1911194 · last filed 990 for 2025
- HARTFORD HEALTHCARE MEDICAL GROUP INC EIN 45-4456939 · last filed 990 for 2025
- HARTFORD HEALTHCARE AT HOME INC EIN 06-0646938 · last filed 990 for 2025
- CONNECTICUT PIPETRADES HEALTH FUND EIN 06-0660430 · last filed 990 for 2025
- DUTCH POINT CREDIT UNION INC EIN 06-6039973 · last filed 990 for 2025
- HARTFORD HEALTHCARE INDEPENDENCE AT HOME INC EIN 06-1161422 · last filed 990 for 2025
- CONNECTICUT NETWORK FOR CHILDREN AND YOUTH INC EIN 06-1319872 · last filed 990 for 2025
- STATEWIDE LEGAL SERVICES OF CONNECTICUT INC EIN 06-1445097 · last filed 990 for 2025