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Nonprofit · EIN 34-1621291

PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO

Tax-exempt · PEPPER PIKE, OH 44122

Financials

$178K$207K2022$193K$216K2023$204K$228K2024
Revenue Expenses · by fiscal year end
Financials of PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$204,471$227,584-$23,113$4,666,335$14,909$4,651,426
June 30, 2024990$193,400$216,487-$23,087$4,355,722$14,784$4,340,938
June 30, 2023990$177,799$206,877-$29,078$3,982,193$16,747$3,965,446
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$74,184
Program service revenue
$106,201
Investment income
$24,086
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$9,945
Other salaries and wages
$113,167
Salaries, compensation and benefits (total)
$180,816
Professional fundraising fees
$0
Accounting fees
$4,100
Occupancy
$12,829
Travel
$6,681
Depreciation
$5,824
Program services (functional)
$213,248
Management and general (functional)
$14,336

Balance sheet and other

Total assets, start of year
$4,355,722
Total assets, end of year
$4,666,335
Total liabilities, end of year
$14,909
Net assets, end of year
$4,651,426
Net assets without donor restrictions
$1,157,126
Net assets with donor restrictions
$3,494,300
Gross receipts
$204,471
Employees
0
Volunteers
77
Year formed
1989
State of legal domicile
OH

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 / weekCompensationFrom related orgsOther / benefits
Susan BichselPresident and Chief Executive Officer
Trustee or director, Officer
1$0$366,964$5,137
Barbara CameronVice President and CFO
Officer
1$0$215,163$22,599
Russ KleinChief Strategy Officer
Highest-paid employee
1$0$205,331$3,510
Deana CouturePychiatrist
Highest-paid employee
5$0$121,035$20,938
Mark HoganVice President and Chief Information Officer
Highest-paid employee
1$0$118,835$21,101
Debra ChickeringBusiness Associate
Highest-paid employee
1$0$136,762$2,166
William BodeDirector of Finance-Controller
Highest-paid employee
1$0$122,838$2,066
Patty RubinChair
Trustee or director, Officer
0.5$0$0$0
Michael KleinVice Chair
Trustee or director, Officer
0.1$0$0$0
Idelle WolfVice Chair
Trustee or director, Officer
0.1$0$0$0
Michael GuggenheimTreasurer
Trustee or director, Officer
0.1$0$0$0
Adam WiederAssistant Treasurer
Trustee or director, Officer
0.1$0$0$0
Moish TohnSecretary
Trustee or director, Officer
0.1$0$0$0
Zachary AbramsDirector
Trustee or director
0.25$0$0$0
Trish AdlerDirector
Trustee or director
0.25$0$0$0
62 more people on this return
NameTitleHours / weekCompensation
Marilyn BedolDirector
Trustee or director
0.25$0
Gary BilchikDirector
Trustee or director
0.25$0
Eileen BlattnerDirector
Trustee or director
0.25$0
Robert BlattnerDirector
Trustee or director
0.25$0
Cynthia BrumlDirector
Trustee or director
0.25$0
Ethan CohenDirector
Trustee or director
0.25$0
Philip CohenDirector
Trustee or director
0.25$0
Bonnie ColeDirector
Trustee or director
0.25$0
Mike ColeDirector
Trustee or director
0.25$0
Shoshana Dessler-JacobsDirector
Trustee or director
0.25$0
David GoldbergDirector
Trustee or director
0.25$0
Timothy GoldbergDirector
Trustee or director
0.25$0
Sandra GoldmanDirector
Trustee or director
0.25$0
Allan GoldnerDirector
Trustee or director
0.25$0
Sally GoodDirector
Trustee or director
0.25$0
Sidney GoodDirector
Trustee or director
0.25$0
Herbert GoulderDirector
Trustee or director
0.25$0
Richard HalleDirector
Trustee or director
0.25$0
Kent HayesDirector
Trustee or director
0.25$0
Michelle HirschDirector
Trustee or director
0.25$0
Robert ImmermanDirector
Trustee or director
0.25$0
Suellen KadisDirector
Trustee or director
0.25$0
Dolores KleinmanDirector
Trustee or director
0.25$0
Andrew KohnDirector
Trustee or director
0.25$0
Harvey KotlerDirector
Trustee or director
0.25$0
Marvin LaderDirector
Trustee or director
0.25$0
Mitch LapinDirector
Trustee or director
0.25$0
Susan MeiselDirector
Trustee or director
0.25$0
Joshua MillerDirector
Trustee or director
0.25$0
Roy MinoffDirector
Trustee or director
0.25$0
Charles MintzDirector
Trustee or director
0.25$0
Patricia MintzDirector
Trustee or director
0.25$0
Karen NewbornDirector
Trustee or director
0.25$0
Dianne NewmanDirector
Trustee or director
0.25$0
Wendi PavlofskyDirector
Trustee or director
0.25$0
Allan PearlDirector
Trustee or director
0.25$0
Shari PerlmuterDirector
Trustee or director
0.25$0
Michael PetermanDirector
Trustee or director
0.25$0
Taryn PonskyDirector
Trustee or director
0.25$0
Kevin RobertsonDirector
Trustee or director
0.25$0
Charles RosenbergDirector
Trustee or director
0.25$0
David RosenbergDirector
Trustee or director
0.25$0
Larry RothsteinDirector
Trustee or director
0.25$0
Michele RothsteinDirector
Trustee or director
0.25$0
Eric ShapiroDirector
Trustee or director
0.25$0
James SpiraDirector
Trustee or director
0.25$0
Myrna SpiraDirector until 4-23-2025
Trustee or director
0.25$0
Erica StarrfieldDirector
Trustee or director
0.25$0
Eleanor SteigmanDirector until 10-14-2024
Trustee or director
0.25$0
Evan SteinDirector
Trustee or director
0.25$0
Terri SteindlerDirector
Trustee or director
0.25$0
David StraussDirector
Trustee or director
0.25$0
Will SukenikDirector
Trustee or director
0.25$0
Philip WasserstromDirector until 03-28-2025
Trustee or director
0.25$0
Sally WerthheimDirector
Trustee or director
0.25$0
Judy WillenskyDirector
Trustee or director
0.25$0
John WirtshafterDirector
Trustee or director
0.25$0
Jonathan WiseDirector
Trustee or director
0.25$0
Renny WolfsonImmediate Past Chair
Trustee or director
0.25$0
William WortzmanDirector
Trustee or director
0.25$0
Richard ZelinDirector
Trustee or director
0.25$0
Dan ZelmanDirector
Trustee or director
0.25$0
990 for the year ended June 30, 2024: 80 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Susan BichselPresident and Chief Executive Officer
Trustee or director, Officer
1$0$313,170$39,650
Russ KleinChief Strategy Officer
Highest-paid employee
1$0$197,699$25,624
Barbara CameronVice President and Chief Financial Officer
Officer
1$0$186,352$35,380
Deana CouturePsychiatrist
Highest-paid employee
0$0$117,255$30,014
Mark HoganVice President and Chief Information Officer
Highest-paid employee
1$0$112,111$28,517
Eric MathenyExecutive Director of Achieving Potential
Highest-paid employee
1$0$102,283$37,981
William BodeDirector of Finance - Controller
Highest-paid employee
1$0$113,843$15,250
Renny WolfsonBoard Chair
Trustee or director, Officer
2$0$0$0
Michael KleinVice Chair
Trustee or director, Officer
1$0$0$0
Patty RubinTreasurer
Trustee or director, Officer
1$0$0$0
Idelle WolfAssistant Treasurer
Trustee or director, Officer
1$0$0$0
Moish TohnSecretary
Trustee or director, Officer
1$0$0$0
Trish AdlerDirector
Trustee or director
0.25$0$0$0
Marilyn BedolDirector
Trustee or director
0.25$0$0$0
Gary BilchikDirector
Trustee or director
0.25$0$0$0
Eileen BlattnerDirector
Trustee or director
0.25$0$0$0
Robert BlattnerDirector
Trustee or director
0.25$0$0$0
Daniel BrennerDirector until 5/6/24
Trustee or director
0.25$0$0$0
Cynthia BrumlDirector
Trustee or director
0.25$0$0$0
Ethan CohenDirector
Trustee or director
0.25$0$0$0
Philip CohenDirector
Trustee or director
0.25$0$0$0
Bonnie ColeDirector
Trustee or director
0.25$0$0$0
Mike ColeDirector
Trustee or director
0.25$0$0$0
Shoshana Dessler-JacobsDirector
Trustee or director
0.25$0$0$0
Boris GlinerDirector
Trustee or director
0.25$0$0$0
David GoldbergDirector
Trustee or director
0.25$0$0$0
Timothy GoldbergDirector
Trustee or director
0.25$0$0$0
Sandra GoldmanDirector
Trustee or director
0.25$0$0$0
Allan GoldnerDirector
Trustee or director
0.25$0$0$0
Sally GoodDirector
Trustee or director
0.25$0$0$0
Sidney GoodDirector
Trustee or director
0.25$0$0$0
Herbert GoulderDirector
Trustee or director
0.25$0$0$0
Michael GuggenheimDirector
Trustee or director
0.25$0$0$0
Richard HalleDirector
Trustee or director
0.25$0$0$0
G Kent HayesDirector
Trustee or director
0.25$0$0$0
Michelle HirschDirector
Trustee or director
0.25$0$0$0
Robert ImmermanDirector
Trustee or director
0.25$0$0$0
Suellen KadisDirector
Trustee or director
0.25$0$0$0
Dolores KleinmanDirector
Trustee or director
0.25$0$0$0
Andrew KohnDirector
Trustee or director
0.25$0$0$0
Harvey KotlerDirector
Trustee or director
0.25$0$0$0
Marvin LaderDirector
Trustee or director
0.25$0$0$0
Mitch LapinDirector
Trustee or director
0.25$0$0$0
Susan MeiselDirector
Trustee or director
0.25$0$0$0
Daniel MesseloffDirector until 1/9/24
Trustee or director
0.25$0$0$0
Joshua MillerDirector
Trustee or director
0.25$0$0$0
Roy MinoffDirector
Trustee or director
0.25$0$0$0
Charles MintzDirector
Trustee or director
0.25$0$0$0
Patricia MintzDirector
Trustee or director
0.25$0$0$0
Karen NewbornDirector
Trustee or director
0.25$0$0$0
Dianne NewmanDirector
Trustee or director
0.25$0$0$0
Wendi PavlofskyDirector
Trustee or director
0.25$0$0$0
Allan PearlDirector
Trustee or director
0.25$0$0$0
Heidi PerlaDirector
Trustee or director
0.25$0$0$0
Shari PerlmuterDirector
Trustee or director
0.25$0$0$0
Michael PetermanDirector
Trustee or director
0.25$0$0$0
Taryn PonskyDirector
Trustee or director
0.25$0$0$0
Kevin RobertsonDirector
Trustee or director
0.25$0$0$0
Charles RosenbergDirector
Trustee or director
0.25$0$0$0
David RosenbergDirector
Trustee or director
0.25$0$0$0
Larry RothsteinDirector
Trustee or director
0.25$0$0$0
Michele RothsteinDirector
Trustee or director
0.25$0$0$0
Eric ShapiroDirector
Trustee or director
0.25$0$0$0
James SpiraDirector
Trustee or director
0.25$0$0$0
Myrna SpiraDirector
Trustee or director
0.25$0$0$0
Erica StarrfieldDirector
Trustee or director
0.25$0$0$0
Eleanor SteigmanDirector
Trustee or director
0.25$0$0$0
Evan SteinDirector
Trustee or director
0.25$0$0$0
Terri SteindlerDirector
Trustee or director
0.25$0$0$0
David StraussDirector
Trustee or director
0.25$0$0$0
Will SukenikDirector
Trustee or director
0.25$0$0$0
Eric SynenbergDirector
Trustee or director
0.25$0$0$0
Philip WasserstromDirector
Trustee or director
0.25$0$0$0
Michael WeinerDirector
Trustee or director
0.25$0$0$0
Sally WertheimDirector
Trustee or director
0.25$0$0$0
John WirtshafterDirector
Trustee or director
0.25$0$0$0
Jonathan WiseDirector
Trustee or director
0.25$0$0$0
William WortzmanDirector
Trustee or director
0.25$0$0$0
Richard ZelinDirector
Trustee or director
0.25$0$0$0
Dan ZelmanImmediate Past Chair
Trustee or director
0.25$0$0$0
990 for the year ended June 30, 2023: 81 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Susan BichselPresident and Chief Executive Officer
Trustee or director, Officer
1$0$336,757$42,707
Russ KleinChief Strategy Officer
Highest-paid employee
1$0$194,440$36,466
Sean JoyceVice President and CFO until 10/26/22
Officer
1$0$167,568$25,810
Deana CouturePsychiatrist
Highest-paid employee
0$0$115,568$37,016
Debbie ChickeringExecutive Director - Achieving Potential
Highest-paid employee
1$0$128,800$17,254
William BodeDirector of Finance - Controller
Highest-paid employee
1$0$108,696$14,557
Karen TindelDirector of Revenue Cycle Management
Highest-paid employee
1$0$107,155$14,036
Ethan CohenDirector
Trustee or director
0.25$0$43,845$0
Renny WolfsonBoard Chair
Trustee or director, Officer
2$0$0$0
Michael KleinVice Chair
Trustee or director, Officer
1$0$0$0
Michael GuggenheimTreasurer
Trustee or director, Officer
1$0$0$0
Patty RubinAssistand Treasurer
Trustee or director, Officer
1$0$0$0
Alan GoldnerSecretary
Trustee or director, Officer
1$0$0$0
Trish AdlerDirector
Trustee or director
0.25$0$0$0
Marilyn BedolDirector
Trustee or director
0.25$0$0$0
Gary BilchikDirector
Trustee or director
0.25$0$0$0
Eileen BlattnerDirector
Trustee or director
0.25$0$0$0
Robert BlattnerDirector
Trustee or director
0.25$0$0$0
Daniel BrennerDirector
Trustee or director
0.25$0$0$0
Cynthia BrumlDirector
Trustee or director
0.25$0$0$0
Philip CohenDirector
Trustee or director
0.25$0$0$0
Bonnie ColeDirector
Trustee or director
0.25$0$0$0
Mike ColeDirector
Trustee or director
0.25$0$0$0
Shoshana Dessler-JacobsDirector
Trustee or director
0.25$0$0$0
Boris GlinerDirector
Trustee or director
0.25$0$0$0
David GoldbergDirector
Trustee or director
0.25$0$0$0
Sandy GoldmanDirector
Trustee or director
0.25$0$0$0
Sally GoodDirector
Trustee or director
0.25$0$0$0
Sidney GoodDirector
Trustee or director
0.25$0$0$0
Herbert GoulderDirector
Trustee or director
0.25$0$0$0
Richard HalleDirector
Trustee or director
0.25$0$0$0
Kent HayesDirector
Trustee or director
0.25$0$0$0
Michelle HirschDirector
Trustee or director
0.25$0$0$0
Robert ImmermanDirector
Trustee or director
0.25$0$0$0
Donald JacobsonDirector
Trustee or director
0.25$0$0$0
Suellen KadisDirector
Trustee or director
0.25$0$0$0
Dolores KleinmanDirector
Trustee or director
0.25$0$0$0
Andrew KohnDirector
Trustee or director
0.25$0$0$0
Harvey KotlerDirector
Trustee or director
0.25$0$0$0
Marvin LaderDirector
Trustee or director
0.25$0$0$0
Mitch LapinDirector
Trustee or director
0.25$0$0$0
Arthur MayersDirector
Trustee or director
0.25$0$0$0
Susan MeiselDirector
Trustee or director
0.25$0$0$0
Daniel MesseloffDirector
Trustee or director
0.25$0$0$0
Joshua MillerDirector
Trustee or director
0.25$0$0$0
Roy MinoffDirector
Trustee or director
0.25$0$0$0
Charles MintzDirector
Trustee or director
0.25$0$0$0
Patricia MintzDirector
Trustee or director
0.25$0$0$0
Karen NewbornDirector
Trustee or director
0.25$0$0$0
Dianne NewmanDirector
Trustee or director
0.25$0$0$0
Wendi PavlofskyDirector
Trustee or director
0.25$0$0$0
Allan PearlDirector
Trustee or director
0.25$0$0$0
Heidi PerlaDirector
Trustee or director
0.25$0$0$0
Shari PerlmuterDirector
Trustee or director
0.25$0$0$0
Michael PetermanDirector
Trustee or director
0.25$0$0$0
Kevin RobertsonDirector
Trustee or director
0.25$0$0$0
Charles RosenbergDirector
Trustee or director
0.25$0$0$0
David RosenbergDirector
Trustee or director
0.25$0$0$0
Larry RothsteinDirector
Trustee or director
0.25$0$0$0
Michele RothsteinDirector
Trustee or director
0.25$0$0$0
Eric ShapiroDirector
Trustee or director
0.25$0$0$0
James SpiraDirector
Trustee or director
0.25$0$0$0
Myrna SpiraDirector
Trustee or director
0.25$0$0$0
Erica StarrfieldDirector
Trustee or director
0.25$0$0$0
Eleanor SteigmanDirector
Trustee or director
0.25$0$0$0
Evan SteinDirector
Trustee or director
0.25$0$0$0
Terri SteindlerDirector
Trustee or director
0.25$0$0$0
David StraussDirector
Trustee or director
0.25$0$0$0
Will SukenikDirector
Trustee or director
0.25$0$0$0
Eric SynenbergDirector
Trustee or director
0.25$0$0$0
Moish TohnDirector
Trustee or director
0.25$0$0$0
Philip WasserstromDirector
Trustee or director
0.25$0$0$0
Michael WeinerDirector
Trustee or director
0.25$0$0$0
Sally WertheimDirector
Trustee or director
0.25$0$0$0
John WirtshafterDirector
Trustee or director
0.25$0$0$0
Jonathon WiseDirector
Trustee or director
0.25$0$0$0
William WortzmanDirector
Trustee or director
0.25$0$0$0
Richard ZelinDirector
Trustee or director
0.25$0$0$0
Dan ZelmanImmediate Past Chair
Trustee or director
0.25$0$0$0
Chad ZimmermanDirector
Trustee or director
0.25$0$0$0
Barbara CameronVice President and Chief Financial Officer
Officer
1$0$0$0

Address and contacts

Address (IRS master file)
29125 CHAGRIN BLVD, PEPPER PIKE, OH 44122-4609
In care of
% JEWISH FAMILY SERVICES ASSOCIAT
Principal officer (990 for 2024)
Susan Bichsel, 29125 Chagrin Blvd, Pepper Pike, OH 44122
Signed the 990
Barbara Cameron, Vice President and CFO
Phone
(216) 504-2600
Return prepared by
RSM US LLP

Mission

To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals.

990 for the year ended June 30, 2025

Program accomplishments

  • The organization provides support and advocacy services to persons suffering from serious mental illness and other disabling conditions and to families of those persons, including developing socialization and independence skills on the part of the clients. Services include individual, family and group work as well as family education. Additionally, the organization provides alternative housing options to those benefiting from an assisted living environment. The organization works with individuals to improve physical health, eliminate unhealthy habits, enjoy social activities and develop employment related skills. Members participate in programming which includes wellness education, water aerobics, basketball, art therapy, lunch and dinner club, and other socialization activities.
    Expenses $213,248 · revenue $106,201

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
34-1621291
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1989
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,666,335
Income (IRS master file)
$204,471

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$204,471$227,584$4,666,335IRS
990June 2024$193,400$216,487$4,355,722IRS
990June 2023$177,799$206,877$3,982,193XML
990June 2022$174,553$191,411$3,918,881IRS
990June 2021–––IRS
990June 2020–––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 34-1621291).

Questions about PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO

What is the EIN of PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO?
The employer identification number (EIN) of PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO is 34-1621291.
Is PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO 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 NORTHEAST OHIO 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 NORTHEAST OHIO 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 NORTHEAST OHIO?
The 990 for the year ended June 30, 2025 names Susan Bichsel.
Who are the officers and directors of PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO?
The 990 for the year ended June 30, 2025 lists 77 people; 0 received compensation from the organization.
How much revenue does PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO have?
On its 990 for the year ended June 30, 2025 it reported revenue of $204,471, expenses of $227,584 and total assets of $4,666,335 at year end.

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