The Plan For Social Excellence Incorporated
- Assets
- $2.5m
- Revenue
- $1.2m
- Investments
- $1.7m
- Employees
- 0
- Location
- Armonk, NY
- Founding
- 02/1963
- Data as of
- 12/2023
- EIN
- 06-6082681
Organization Overview
The Plan For Social Excellence Incorporated is located in Armonk, NY. The organization was established in 1963. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Plan For Social Excellence Incorporated is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Plan For Social Excellence Incorporated generated $1.2m in total revenue. All expenses for the organization totaled $596.3k during the year ending 12/2023. While expenses have increased by 8.5% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY ENGAGEMENT - PRODUCE IN-DEPTH MULTIMEDIA REPORTS ON TOPICS OF IMPORTANCE TO THE COMMUNITY RELATING TO SOCIAL, ECONOMIC, ENVIRONMENTAL, HOUSING AND HEALTH ISSUES. SUPPORT COMMUNITY ORGANIZATIONS TO PRODUCE AND PUBLICIZE COMMUNITY CONTENT, EVENTS AND ACTIVITIES.
HISTORIC PRESERVATION - ORGANIZE, PRESERVE AND DISPLAY HISTORIC MATERIALS, IMPROVE PUBLIC ACCESS TO HISTORIC MATERIALS AND PRESERVE AND SHOW OLD FILM FOOTAGE OF THE ISLAND.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alex Jones Director/treasurer | 0.25 | $0 | |
Pam Kohlberg President/treasurer | 0.5 | $0 | |
Ron Rappaport Director/secretary | 0.5 | $0 | |
Sarah Bartlett Vice President/director | 0.5 | $0 | |
The Kisco Foundation Foundation Manager | 0.25 | $0 | |
Jane Seagrave Manager/publisher | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,117,570 |
| Interest on Savings | $4,866 |
| Dividends & Interest | $12,284 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $9,864 |
| Capital Gain Net Income | $9,864 |
| Net ST Capital Gain | $66 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $20,995 |
| Total Revenue | $1,165,579 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $349 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,013 |
| Printing and publications | $0 |
| Other expenses | $515,751 |
| Total operating and administrative expenses | $596,268 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $596,268 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $247,367 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,665,399 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $577,889 |
| Total assets | $2,490,655 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |