Nonprofit · EIN 23-7159632
PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC
Tax-exempt · BRAINTREE, MA 02184
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,223,760 | $4,825,315 | $1,398,445 | $44,188,850 | $16,579,370 | $27,609,480 |
| June 30, 2024 | 990 | $5,431,890 | $4,304,574 | $1,127,316 | $41,204,765 | $16,741,461 | $24,463,304 |
| June 30, 2023 | 990 | $4,418,869 | $4,045,769 | $373,100 | $36,207,374 | $14,860,397 | $21,346,977 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,616,410
- Investment income
- $1,607,350
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $695,670
- Compensation of officers, directors and key employees
- $621,044
- Other salaries and wages
- $1,546,947
- Salaries, compensation and benefits (total)
- $2,626,248
- Professional fundraising fees
- $0
- Legal fees
- $175,085
- Occupancy
- $41,841
- Travel
- $52,782
- Depreciation
- $147,329
- Program services (functional)
- $3,714,687
- Management and general (functional)
- $1,110,628
Balance sheet and other
- Total assets, start of year
- $41,204,765
- Total assets, end of year
- $44,188,850
- Total liabilities, end of year
- $16,579,370
- Net assets, end of year
- $27,609,480
- Land, buildings and equipment
- $370,239
- Net assets without donor restrictions
- $27,609,480
- Gross receipts
- $6,223,760
- Employees
- 25
- Volunteers
- 0
- Year formed
- 1971
- State of legal domicile
- MA
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 |
|---|---|---|---|---|
| JOAN MCGRATH | CHIEF EXECUTIVE OFFICER Officer | 35 | $240,961 | $18,979 |
| CLARE KEATING | CONTROLLER Highest-paid employee | 35 | $173,770 | $23,859 |
| ELLEN HARNEN | SERVICE COORDINATOR MANAGER Highest-paid employee | 35 | $100,719 | $14,180 |
| LISA MAY | TRUST OFFICER Highest-paid employee | 35 | $105,594 | $4,340 |
| CHARLES SILSBY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SETH HABER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| HAROLD FORTNA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT LOEB | CLERK Trustee or director, Officer | 2 | $0 | $0 |
| DAVID ROZENSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNA BAUER-MCTIGUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID WIZANSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL COVELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAMELA BOOTH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD SPENCER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANIEL J GALLI | DIRECTOR Trustee or director | 2 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN PRULL MOONAN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOAN MCGRATH | EXECUTIVE DIRECTOR Officer | 35 | $223,711 | $16,602 |
| CLARE KEATING | CONTROLLER Highest-paid employee | 35 | $163,403 | $17,319 |
| KATHY VITELLO | DIRECTOR OF OPERATIONS Highest-paid employee | 35 | $140,255 | $13,239 |
| CHARLES SILSBY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SETH HABER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| HAROLD FORTNA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT LOEB | CLERK Trustee or director, Officer | 2 | $0 | $0 |
| DAVID ROZENSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNA BAUER-MCTIGUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID WIZANSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL COVELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAMELA BOOTH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD SPENCER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANIEL J GALLI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM H HULSEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRISTEN PRULL MOONAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOAN MCGRATH | EXECUTIVE DIRECTOR Officer | 35 | $210,221 | $17,151 |
| CLARE KEATING | CONTROLLER Highest-paid employee | 35 | $157,154 | $21,163 |
| KATHY VITELLO | DIRECTOR OF OPERATIONS Highest-paid employee | 35 | $134,890 | $14,146 |
| SETH HABER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHARLES SILSBY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| HAROLD FORTNA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LAWRENCE HEIMLICH | CLERK Trustee or director, Officer | 2 | $0 | $0 |
| DAVID ROZENSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNA BAUER-MCTIGUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID WIZANSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL COVELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT LOEB | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD SPENCER | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 50 BRAINTREE HILL OFF PARK STE 110, BRAINTREE, MA 02184-0000
- Principal officer (990 for 2024)
- HAROLD FORTNA, 859 WILLARD STREET 110, QUINCY, MA 02169
- Signed the 990
- HAROLD FORTNA, TREASURER
- Phone
- (617) 244-5552
- Website
- WWW.PLANOFMA-RI.ORG
- Return prepared by
- DANIEL DENNIS & COMPANY LLP
Mission
PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLAND (PLAN OF MA AND RI) IS A NON-PROFIT ORGANIZATION THAT PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.
Program accomplishments
- PROVIDE PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.Expenses $3,714,687 · grants $695,670 · revenue $6,223,760
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
- 23-7159632
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $44,188,850
- Income (IRS master file)
- $6,223,760
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,223,760 | $4,825,315 | $44,188,850 | IRS |
| 990 | June 2024 | $5,431,890 | $4,304,574 | $41,204,765 | XML |
| 990 | June 2023 | $4,418,869 | $4,045,769 | $36,207,374 | XML |
| 990 | June 2022 | $4,823,642 | $3,644,463 | $35,106,173 | 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 23-7159632).
Questions about PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC
- What is the EIN of PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC?
- The employer identification number (EIN) of PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC is 23-7159632.
- Is PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS 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 MASSACHUSETTS 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 MASSACHUSETTS 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 MASSACHUSETTS 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 MASSACHUSETTS INC?
- The 990 for the year ended June 30, 2025 names HAROLD FORTNA.
- Who are the officers and directors of PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 4 received compensation from the organization, the highest $240,961 (JOAN MCGRATH, CHIEF EXECUTIVE OFFICER).
- How much revenue does PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,223,760, expenses of $4,825,315 and total assets of $44,188,850 at year end.
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