Skip to main content

Nonprofit · EIN 06-1268987

PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC

Tax-exempt · WETHERSFIELD, CT 06129

Financials

$1.3M$1.2M2022$1.4M$1.3M2023$1.4M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,385,432$1,288,869$96,563$2,384,812$213,921$2,170,891
June 30, 2024990$1,367,146$1,310,585$56,561$2,318,245$283,782$2,034,463
June 30, 2023990$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.

NameTitleHours / weekCompensationOther / benefits
KERRY TEDFORD-COLESEXECUTIVE DI
Officer
40$249,147$5,620
TINA DADDONADIR OF FINAN
Officer
35$128,856$3,801
STUART J HAWKINSPRESIDENT
Trustee or director, Officer
2$0$0
AMY ORLANDOVICE PRESIDE
Trustee or director, Officer
2$0$0
GUERGANA RANGATCHEVATREASURER
Trustee or director, Officer
1$0$0
MARIALTA Z SPARAGNASECRETARY
Trustee or director, Officer
1$0$0
DOROTHY BARNASDIRECTOR
Trustee or director
1$0$0
THOMAS WRIGHTDIRECTOR
Trustee or director
2$0$0
JAMES FUNNELLDIRECTOR
Trustee or director
2$0$0
PATRICIA KANEDIRECTOR
Trustee or director
1$0$0
MICHAEL LEONEDIRECTOR
Trustee or director
2$0$0
JEFFREY RATNERDIRECTOR
Trustee or director
1$0$0
GEORGE M LEVINEDIRECTOR
Trustee or director
2$0$0
DONNA DUFFYDIRECTOR
Trustee or director
2$0$0
MICHAEL BOHNDIRECTOR
Trustee or director
1$0$0
4 more people on this return
NameTitleHours / weekCompensation
NANCY TONUCCIDIRECTOR
Trustee or director
2$0
DR LAWRENCE HABERDIRECTOR
Trustee or director
2$0
DIANE COVELLODIRECTOR
Trustee or director
1$0
BERNIE PELLETIERDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensationOther / benefits
KERRY TEDFORD-COLESEXECUTIVE DI
Officer
40$199,348$5,204
TINA DADDONADIR OF FINAN
Officer
35$122,817$3,615
STUART J HAWKINSPRESIDENT
Trustee or director, Officer
2$0$0
AMY ORLANDOVICE PRESIDE
Trustee or director, Officer
2$0$0
GUERGANA RANGATCHEVATREASURER
Trustee or director, Officer
1$0$0
MARIALTA Z SPARAGNASECRETARY
Trustee or director, Officer
1$0$0
DIANE COVELLODIRECTOR
Trustee or director
1$0$0
BERNIE PELLETIERDIRECTOR
Trustee or director
1$0$0
NANCY TONUCCIDIRECTOR
Trustee or director
2$0$0
JAMES FUNNELLDIRECTOR
Trustee or director
2$0$0
DOROTHY BARNASDIRECTOR
Trustee or director
1$0$0
PATRICIA KANEDIRECTOR
Trustee or director
1$0$0
DONNA DUFFYDIRECTOR
Trustee or director
2$0$0
MICHAEL BOHNDIRECTOR
Trustee or director
1$0$0
JEFFREY RATNERDIRECTOR
Trustee or director
1$0$0
MICHAEL LEONEDIRECTOR
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
KERRY TEDFORD-COLESEXECUTIVE DI
Officer
40$187,102$5,530
TINA DADDONADIR OF FINAN
Officer
35$114,596$3,900
DIANE COVELLODIRECTOR
Trustee or director
1$0$0
BERNIE PELLETIERDIRECTOR
Trustee or director
1$0$0
NANCY TONUCCIDIRECTOR
Trustee or director
1$0$0
JAMES FUNNELLDIRECTOR
Trustee or director
1$0$0
MARIALTA Z SPARAGNADIRECTOR
Trustee or director
1$0$0
DOROTHY BARNASDIRECTOR
Trustee or director
1$0$0
PATRICIA KANEDIRECTOR
Trustee or director
1$0$0
DONNA DUFFYDIRECTOR
Trustee or director
1$0$0
MICHAEL BOHNDIRECTOR
Trustee or director
1$0$0
LINDA WORDENDIRECTOR
Trustee or director
1$0$0
JEFFREY RATNERDIRECTOR
Trustee or director
1$0$0
STUART J HAWKINSPRESIDENT
Trustee or director, Officer
2$0$0
AMY ORLANDOVICE PRESIDE
Trustee or director, Officer
2$0$0
FRANCINE DAVIS EARLYPART YEAR SE
Trustee or director, Officer
2$0$0
MICHAEL LEONEPART YEAR SE
Trustee or director, Officer
2$0$0
GUERGANA RANGATCHEVATREASURER
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
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.

990 for the year ended June 30, 2025

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 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

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,385,432$1,288,869$2,384,812IRS
990June 2024$1,367,146$1,310,585$2,318,245IRS
990June 2023$1,271,269$1,232,736$2,319,770XML
990June 2022$1,227,596$1,126,552$2,048,887IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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

All nonprofits in WETHERSFIELD · Connecticut