↑ parent cluster · ·
research dossier →

PLANNED LIFETIME ASSISTANCE NETWORK OF ARIZONA INC

PHOENIX, AZ · EIN 860773049 · Form 990 · FY2020 · NTEE P80 · Human Services · Small ($100K-$1M) · www.planofaz.org
revenue
$210K
expenses
$175K
net assets
$2K
employees
5
program ratio
90%
mission · from form 990

COORDINATION,MONITORING,IMPLEMENTATION OF SERVICES, AND TRUST ADMINISTRATION FOR CARE OF ADULTS WITH SERIOUS MENTAL ILLNESS AND LIFELONG DISABILITIES.

profile · synthesized from sources

PLAN of Arizona is a nonprofit organization based in Phoenix, Arizona, that provides planning, trust management, and support coordination services for individuals with disabilities. It helps beneficiaries maintain eligibility for public benefits while enhancing their quality of life through various financial and care management programs. The organization also offers peace of mind to families concerned about the long-term care of their loved ones with disabilities.

named programs · 9 · from sources

what they call their work

1st Party Pooled Trusts
Manages assets owned by individuals with disabilities to protect current or future means-tested government benefits, ensuring funds are used to supplement rather than supplant benefits.
3rd Party Pooled Trusts
Allows family and friends to provide inherited money for individuals with special needs without jeopardizing their eligibility for means-tested benefits.
ABLE ACT Account Services
Provides enrollment and account management services for AZ ABLE STABLE Accounts, allowing eligible individuals with disabilities to save and invest money without losing public benefit eligibility.
Conservatorship
Acts as a court-appointed conservator to protect and manage the funds and assets of incapacitated adults or minors, ensuring financial obligations are met.
Individual Trusts (Private Trust)
Serves as Trustee, Successor Trustee, or Trust Advisor for existing 1st or 3rd Party Trusts, managing funds for individuals with disabilities, especially for trusts with balances over $500,000 or those holding real estate.
Pay-As-You-Go Services
Provides services on a contract basis where families pay for specific assistance as needed.
Representative Payee
Receives government benefit payments on behalf of beneficiaries, deposits funds into a special account, and disburses them based on a personalized budget to manage finances for people with disabilities.
Support Coordination
Provides individualized care management through Client Support Coordinators who act as primary points of contact, advocates, and decision-makers for trust expenditures to enhance beneficiaries' quality of life while protecting government benefits.
Trust Advisory Services
Offers advice to family members or corporate trustees on smart purchasing, allowed distributions, and maintaining benefits for individuals with funded Special Needs Trusts not managed by PLAN.
activities · 4 clusters

what they do

  • Special Needs Trust & Financial Management 3 activities
    • ABLE Act Account Services
      Provides enrollment and account management services for qualified individuals opening STABLE savings accounts through AZ ABLE, enabling tax-advantaged savings for individuals with significant disabilities diagnosed before age 26.
    • Representative Payee Services
      Manages benefits and pays bills for trust clients by receiving government benefit payments, depositing them into special accounts, disbursing funds according to personalized budgets, and submitting annual representative payee reports.
    • Special Needs Trust Administration
      Administers pooled and individual supplemental needs trusts (1st and 3rd Party) to help individuals with disabilities maintain eligibility for government benefits while managing funds from inheritances, settlements, or other sources. This includes serving as Trustee, Successor Trustee, or Trust Advisor.
  • Respite and Personal Care Support 1 activity
    • Comprehensive Support Services
      Offers a range of support services including advocacy, companionship, housing assistance, monitoring, bill payment, daily assistance, moving assistance, scheduling doctor appointments, transportation, benefit analysis, and personal shopping for individuals with special needs.
  • Legal Forms for Guardianship & Probate 1 activity
    • Court-Appointed Conservatorship Services
      Provides court-appointed conservatorship services to manage financial needs for incapacitated individuals or minors.
  • Uncategorized 1 activity
    • Individualized Care Management
      Provides individualized care management through Client Support Coordinators who serve as primary points of contact for beneficiaries and their families, handling daily inquiries, referrals, and recommendations for trust expenditures. Support Coordinators maintain ongoing contact with beneficiaries and their support networks.
financials · form 990 · fy2020

the money

revenue
Total revenue$210K
Contributions & grants$00%
Program service revenue$210K100%
Investment income$00%
Other revenue$0
expenses
Total expenses$175K
Program expenses90%
Admin / overhead10%
Fundraising0%
Salaries & benefits$73K
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$74K
Cash$35K
Investments$0
Liabilities$72K
Net assets$2K
Liquid reserves2.4 mo
1 years on record · 2020–2020
leadership · form 990 part vii · fy2020

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
ELIZABETH KOSLOFF EXECUTIVE DIRECTOR - PRESIDEN 40 $71K
board members · 2
  • CHRIS SAR — CHAIRMAN OF THE BOARD
  • JACK DEMPSEY — MEMBER
relationships · 3

who they work with

  • AZ ABLE Partner — Partnership to provide enrollment and account management services for STABLE savings accounts.
  • National PLAN Alliance Network — PLAN of Arizona is an affiliate of the National PLAN Alliance, participating in a national network focused on planning for families of adults with lifelong disabilities.
  • PLAN of Arizona Government — Administers pooled and individual special needs trusts in compliance with federal and state benefit rules.