Plan of Pa Foundation
Nonprofit profile at a glance
- EIN
- 204171965
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Wayne, PA, USA
- Phone
- 6105474087
- Rating
- 38
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $11,379
- Expenses
- $4,850
- Assets
- $423,456
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- MARILYN MITCHELL ESQ (PRESIDENT)
- CHRISTINE PONTECORVO MSS (EXECUTIVE DIRECTOR)
People named in this filing
- BETSY MURRAY (BOARD MEMBER)
- MARK GREIM CFP (BOARD MEMBER)
- DANIELLE FRIEDMANESQ (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The plan of pa foundation exists for the dual purpose of assisting planned lifetime assistance network (plan of pa) to realize its vision as well as acting as steward for the monetary donations made to plan of pa to advance its mission. Plan of pa's mission is as follows: through trust services and care management, plan of pa connects clients living with disabilities to security, resources, and support.in its role to increase awareness about the key services plan of pa provides, the foundation periodically sponsors events, supports marketing efforts and leads grant writing activities to raise awareness regarding the key services plan of pa offers.
What it reported doing in 2024
To fulfill the role of steward of donated resources, the foundation monitors invested funds to build resources for the future; evaluates disbursement requests from plan of pa; follows it's spending policy and regularly interfaces with plan of pa's operational leadership and the plan of pa board of directors. Interface between the plan of pa board and foundation board of directors is continuous and productive to assure proper disbursement of funds, investment of assets and promotion of the mission to realize the vision of plan of pa.
Operating model
- Revenue model
- Investment-supported. 100% of the money available for current operations came from recurring investment income.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 87
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 57.4%; rating input score 93; 93rd percentile among comparable filings
- Total-asset coverage ratio: 87.31; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -27.6% per year; rating input score 0; 14th percentile among comparable filings
- Revenue growth: -21.9% per year; rating input score 0; 13th percentile among comparable filings
- Asset growth: 2.6% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.