PLATINUM2023

Planned Lifetime Assistance Network of New Jersey Inc

Lifetime Advocacy for People with Disabilities

aka PLAN|NJ   |   Somerville, NJ   |  https://www.plannj.org
GuideStar Charity Check

Planned Lifetime Assistance Network of New Jersey Inc

EIN: 22-2885785


Mission

PLAN|NJ is a statewide non-profit organization serving individuals who live with intellectual, developmental and/or physical disabilities, mental health challenges, or a combination of several. Our mission is to help the families of people with disabilities answer the question, "Who will care for my loved one when I’m gone?"

Ruling year info

1992

Principal Officer

Ms. Ellen Ball Nalven M. Ed.

Main address

PO Box 547

Somerville, NJ 08876 USA

Show more contact info

EIN

22-2885785

Subject area info

Family disability resources

Special population support

Developmental disability services

Independent living for people with disabilities

Population served info

Families

Parents

Economically disadvantaged people

People with disabilities

NTEE code info

Services to Promote the Independence of Specific Populations (P80)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

What we aim to solve

SOURCE: Self-reported by organization

PLAN|NJ helps the families of individuals with developmental disabilities and mental health challenges in New Jersey answer the question, "Who will care for my loved one when I'm gone?" A person with significant disabilities needs a bedrock of individually designed, person-centered support. When planning for the future, a parent may ask: What home environment is best? Who will visit when I cannot? How will medical costs be covered? What activities and supports are needed to thrive? We offer exemplary care coordination, guided oversight of financial affairs, and compassionate actions to enhance quality of life. We partner with families to provide their loved ones a lifetime of assistance. Whether services are needed now or in the future, we initiate assistance whenever a family is ready and help to maintain continuity and peace of mind for all concerned.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Family Support Program: Promoting Independent Living for People with Disabilities

The Family Support Program: Promoting Independent Living for People with Disabilities program supports individuals who live with intellectual, developmental and physical disabilities, and/or mental health challenges, and who are in need of the vital services we provide. We help them live in safe, well-suited homes, have someone to call in an emergency, participate in the community, receive comprehensive medical care coordination, and be supported with advocacy to protect their interests, thus preventing abuse, neglect and exploitation. We help people maintain financial solvency, meet basic requirements to remain in their homes, purchase food, and pay bills through their government-funded benefits. Others receive technical assistance consultations for themselves and family members on legal, estate and independent living matters, and document these in a LifePLAN to ensure proper support in the future.

Population(s) Served

The purpose of this program is to educate the families of people with disabilities, and the professionals that serve them, about the legal and justice-related topics and trends that impact them. Complex, technical information is presented through more than one delivery system. Staff members present webinars, in-person seminars, and educational exhibits to targeted audiences; we develop print and digital materials for distribution at these events to support greater retention of the information presented; we hold private life planning consultations for families; and we reinforce key topics through a podcast series, a twice-annual newsletter, and an annual report. In 2022 we provided 27 educational webinars for nearly 1,000 families and stakeholders, partners, human service and related agency staff. We provided 1,400 hours of in depth technical assistance through life planning consultation services with 341 families and professionals at no cost to them.

Population(s) Served
Families
Parents
Economically disadvantaged people
People with disabilities
Families
Parents
Economically disadvantaged people
People with disabilities

At PLAN|NJ, we emphasize personal life planning along with financial strategies for people with disabilities in order to be inclusive of the whole person’s goals and preferences when planning for the future. PLAN|NJ serves in a fiduciary role as Trustee, providing oversight and monitoring of either individual Special Needs Trusts or sub-accounts in our Pooled Trust, the PLAN|NJ Community Trust. PLAN||NJ offers families a combination of financial support and social services uniquely developed to meet our mission to serve people with disabilities. Our expertise in this area, along with our extensive experience as Trustee, makes PLAN|NJ exceptionally suited for this role.

Population(s) Served

When an individual has been declared incapacitated by the Court, and family members are unable to serve, PLAN|NJ staff can serve as Legal Guardian. In this role, we prioritize supported, surrogate decision-making on their behalf and promote choices, self-determination, dignity, and respect. We visit the individuals under guardianship a minimum of once monthly to assess living arrangements, monitor employment, review their day centers, and ensure proper engagement with physicians, state and federal agencies, and other service providers. We advocate to resolve concerns and address needs, and serve as their emergency contact. We seek to promote quality of life and advocate for the individual in all areas of life including health, housing, education, employment, recreation and community living. We protect the individual and their personal property, and protect them from fraud or undue influence.

Population(s) Served

This flagship service is inherent in Guardianship services, but can also be selected as a stand-alone Case Management service. PLAN|NJ can act as a sibling, parent, or another family member’s ‘eyes and ears’ to protect and advocate for the well-being of their loved ones with disabilities. We visit individuals at home and in person, regularly and consistently, to assess needs and desires. We may share in daily activities such as grocery shopping, have a meal or coffee, or provide a ride to visit the doctor. This service supports siblings who serve as Guardians and may live far away who want to simply know their loved one is safe and well. Our service coordinators encourage relationships with neighbors, family, and friends; help them try new activities and go shopping, celebrate birthdays, holidays, and other special occasions; attend medical appointments and advocate on their behalf; support healthy life decisions by promoting person-centered support.

Population(s) Served

PLAN|NJ can provide short-term, time-limited case management or advocacy to resolve an issue or concern on an as-needed basis for an individual with disabilities. We can advocate within the complexities of the public benefits, health, and social service systems; for appropriate services – and levels of service – from providers of housing, employment, day programs, medical, financial, and legal services; to resolve concerns and address needs; for personal needs, and hire professionals to assist.

Population(s) Served

If you or a family member are already receiving a PLAN|NJ service, you can also have us serve as the Representative Payee for Social Security benefits for you. When you or your loved one needs assistance with budgeting and bill paying, we can manage Social Security and other income to ensure financial solvency and provide protection from potential financial exploitation. As a representative payee, PLAN|NJ will communicate with you or your loved one, monitor expenses, and assist with paying bills; ensure that basic requirements are met for food, clothing, and shelter; assist with budgeting and other regular financial management; assist with eligibility and benefits issues, ensuring personal needs and financial obligations are met; submit required reports to the Social Security Administration and other governmental agencies.

Population(s) Served

PLAN|NJ guides families through the design of a comprehensive future plan – a LifePLAN — for a relative with mental challenges or with intellectual, developmental or physical disabilities. This plan encompasses the legal, financial, home and community supports that are required to help their loved one thrive. It tells a holistic story of the individual, their support needs and preferences, housing and employment recommendations, interests, activities, hopes and wishes for the future, and those their families have for them. The document is updated regularly as needs and circumstances change to give future caregivers a full and up–to-date understanding. We also consult with siblings and other caregivers to improve their capacity to advocate. Knowing where to start can often be the most difficult aspect of planning for the future.

Population(s) Served
People with disabilities
Adults
Families
Parents
Economically disadvantaged people
People with disabilities
Adults
Families
Parents
Economically disadvantaged people
People with disabilities
Adults
Families
Parents
Economically disadvantaged people
People with disabilities
Adults
Families
Parents
Economically disadvantaged people
People with disabilities
Adults
Families
Parents
Economically disadvantaged people
People with disabilities
Adults
Families
Parents
Economically disadvantaged people

Where we work

Awards

President's Award 2016

National Association of Elder Law Attorneys

Affiliations & memberships

Alliance for the Betterment of Citizens with Disabilities 2006

Association of People Supporting Employment First 2005

Alliance for Pooled Trusts 2023

National Alliance on Mental Illness 1995

National Guardianship Association 2000

National PLAN Alliance 1988

Supportive Housing Association of New Jersey 2020

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of personal development plans in place

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

PLAN|NJ's LifePLANs describe an individual’s preferences and needs, and the people and resources necessary to maintain a good life; 321 are in place for future advocacy and/or Guardianship services.

Number of older adults being supported to live at home through home care, assistive technology, and/or personal support plans

This metric is no longer tracked.
Totals By Year
Population(s) Served

People with disabilities

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of adults with disabilities receiving sufficient social and emotional support

This metric is no longer tracked.
Totals By Year
Population(s) Served

People with disabilities

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Number of new clients within the past 12 months

This metric is no longer tracked.
Totals By Year
Population(s) Served

People with disabilities

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Hours of no-cost treatment provided

This metric is no longer tracked.
Totals By Year
Population(s) Served

People with disabilities, Economically disadvantaged people

Related Program

Family Support Program: Promoting Independent Living for People with Disabilities

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Protected 55 people with Guardianship, Advocacy and/or Home Visit Monitoring, managed public benefits for 45 people, guided 355 families with life planning consultations; no cost for those in need.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

In the next three to five years, we intend to expand our commitment to the mission and vision by continuously improving quality while growing as quickly as possible in order to gain scale, raising revenue in order to accomplish this. We intend to meet the following goals and objectives:

I. Growth and Sustainability – Develop the infrastructure to support the capacity for a growing client base and increase that base by 25% annually , meeting objectives in the areas of client services, finances, business development, and facilities and operations.

II. Quality Assurance – Continuously improve quality services that prioritize client, family needs and organizational mission and objectives, meeting objectives in the areas of setting standards, and continuous inquiry and improvement.

III. Governance – Increase the capacity of the Board of Directors to lead PLAN|NJ, meeting objectives in the areas of agency guidance, and efficient, effective systems.

PLAN|NJ's strategy for alignment with The 2030 Sustainable Development Goal 3: Good Health and Well-Being is to offer vital services to people with disabilities and their families that enhance their independence and help them thrive. Our model of high-quality, individualized assistance ensures access to an uninterrupted continuum of services and resources. We will support each person’s optimal health and well-being all their lives.

PLAN|NJ guides families through the design of a comprehensive future plan – a LifePLAN — for a relative with mental challenges or with intellectual, developmental or physical disabilities. This plan encompasses the legal, financial, home and community supports that are required to help their loved one thrive. It tells a holistic story of the individual, their support needs and preferences, housing and employment recommendations, interests, activities, hopes and wishes for the future, and those their families have for them. The document is updated regularly as needs and circumstances change to give future caregivers a full and up–to-date understanding. We also consult with siblings and other caregivers to improve their capacity to advocate.

PLAN|NJ staff can serve as an individual’s Legal Guardian and be responsible for surrogate decision-making on their behalf, while promoting their choice and self-determination, dignity and respect. We provide Case Management services, including a minimum of one monthly in-home visit. We ensure their quality of life is upheld and advocated for in areas of health, housing, education, employment, recreation and community living.

PLAN|NJ visits individuals at home and in person, regularly and consistently, to assess their needs and desires. We may accompany them on a daily activity such as grocery shopping, or drive them to visit the doctor. We may provide more in-depth support, such as when they need to navigate the complex disability and mental health service systems, or when they need an advocate for health care, housing, school or work.

If an individual is already receiving a PLAN|NJ service, they can also have PLAN|NJ serve as a Representative Payee for Social Security benefits. We can assist with eligibility and benefits issues, ensuring personal needs and financial obligations are met.

We can serve in a fiduciary role, providing oversight and monitoring of a Special Needs Trust or the pooled PLAN|NJ Community Trust to help families apply for and preserve Medicaid, Social Security, and other public benefits. We regularly communicate with the beneficiary of the trust, or a family member or representative, to determine what is needed to support quality life, and we administer funds from the trust to supplement public benefits. We help develop budgets and spending plans, provide financial accounting and reporting to public benefits agencies, and provide referrals to attorneys or financial planners when needed.

Our organization has steadily progressed since its inception. Records indicate that since 2005, we have achieved the following growth:

1. Protected private resources while maintaining public benefits; served as Trustee from 74 to now 580 Private and Pooled Special Needs Trusts to maintain quality of life for individuals with disabilities
2. Advocated for 30 to now 57 clients through monthly home visits, connecting with them and assessing their wellbeing, resolving concerns with service providers and governmental agencies
3. Protected from 20 to now 38 Guardian clients, visiting at least monthly and promoting their self-determination and supported decision making with choice, dignity, and respect
4. Wrote and placed on file on file for future advocacy and/or Guardianship services from 86 to now 321 Life Plans describing individual’s preferences and needs, and the people and resources necessary to maintain a good life
5. Reached over 10,000 families, professionals and individuals with disabilities with educational seminars, exhibits, materials communicating the need for legal and estate planning for people with disabilities.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals, To identify and remedy services that need improvement

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We take steps to increase the number of marginalized or under- represented people we serve

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, We don’t have the right technology to collect and aggregate feedback efficiently, Staff find it hard to prioritize feedback collection and review due to lack of time

Financials

Planned Lifetime Assistance Network of New Jersey Inc
Fiscal year: Jul 01 - Jun 30
Financial documents
2022
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

5.52

Average of 11.14 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

2.7

Average of 3.9 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

20%

Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Planned Lifetime Assistance Network of New Jersey Inc

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Planned Lifetime Assistance Network of New Jersey Inc

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Planned Lifetime Assistance Network of New Jersey Inc

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Planned Lifetime Assistance Network of New Jersey Inc’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $510,324 $8,641 $283,977 $117,114 $32,918
As % of expenses 37.6% 0.5% 16.8% 6.4% 1.6%
Unrestricted surplus (deficit) after depreciation $486,340 -$22,379 $258,988 $88,100 -$3,044
As % of expenses 35.3% -1.4% 15.1% 4.8% -0.1%
Revenue composition info
Total revenue (unrestricted & restricted) $1,868,483 $1,601,009 $1,938,923 $1,968,845 $2,073,227
Total revenue, % change over prior year 31.1% -14.3% 21.1% 1.5% 5.3%
Program services revenue 61.9% 77.8% 68.0% 72.7% 74.1%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.9% 1.3% 0.3% 0.3% 0.8%
Government grants 8.5% 11.0% 13.7% 4.9% 0.0%
All other grants and contributions 27.9% 9.8% 17.4% 7.8% 24.3%
Other revenue 0.8% 0.1% 0.6% 14.2% 0.8%
Expense composition info
Total expenses before depreciation $1,355,605 $1,597,604 $1,687,326 $1,822,027 $2,054,270
Total expenses, % change over prior year -3.4% 17.9% 5.6% 8.0% 12.7%
Personnel 75.1% 75.3% 78.0% 78.8% 75.7%
Professional fees 2.1% 2.2% 4.7% 4.4% 3.2%
Occupancy 4.2% 4.5% 4.6% 4.0% 5.7%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 18.6% 18.0% 12.7% 12.9% 15.4%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $1,379,589 $1,628,624 $1,712,315 $1,851,041 $2,090,232
One month of savings $112,967 $133,134 $140,611 $151,836 $171,189
Debt principal payment $0 $0 $167,807 $0 $0
Fixed asset additions $30,896 $70,336 $31,316 $0 $40,918
Total full costs (estimated) $1,523,452 $1,832,094 $2,052,049 $2,002,877 $2,302,339

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 6.2 6.0 4.1 5.1 2.7
Months of cash and investments 7.1 6.7 6.8 5.7 4.4
Months of estimated liquid unrestricted net assets 9.0 7.7 8.6 8.7 7.7
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $705,222 $792,583 $581,117 $768,233 $459,710
Investments $99,750 $101,896 $374,351 $104,237 $299,234
Receivables $287,848 $351,922 $460,502 $568,077 $654,465
Gross land, buildings, equipment (LBE) $134,710 $183,958 $199,579 $199,079 $213,666
Accumulated depreciation (as a % of LBE) 72.9% 58.8% 58.8% 71.1% 70.7%
Liabilities (as a % of assets) 6.9% 22.8% 15.6% 9.4% 15.7%
Unrestricted net assets $1,050,829 $1,028,450 $1,287,438 $1,375,538 $1,372,494
Temporarily restricted net assets $13,392 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $13,392 $10,000 $0 $10,000 $0
Total net assets $1,064,221 $1,038,450 $1,287,438 $1,385,538 $1,372,494

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Principal Officer

Ms. Ellen Ball Nalven M. Ed.

Number of employees

Source: IRS Form 990

Planned Lifetime Assistance Network of New Jersey Inc

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Planned Lifetime Assistance Network of New Jersey Inc

Board of directors
as of 11/08/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Peter Phillips

Theodore R. Goyins, Jr.

Thomas J. Zesk

Ellie Byra

Goldie Ellis

F. Gary Knapp

Giselle Lassalle

Beth C. Manes

Michael P. McGarry

Kristi Phillips

Hazeline Pilgrim

Carla Ponn

Louise A. Tagliareni

Joseph B. Young

Thomas Zesk

Linda Buch

Elizabeth Farishian

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 3/3/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data