Plan Of Pa Foundation
- Assets
- $441.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Wayne, PA
- Founding
- 12/2006
- Data as of
- 06/2023
- EIN
- 20-4171965
Organization Overview
Plan Of Pa Foundation is located in Wayne, PA. The organization was established in 2006. According to its NTEE Classification (P11) the organization is classified as: Single Organization Support, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Plan Of PA Foundation 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 06/2023, Plan Of PA Foundation generated $8.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (25.0%) each year. All expenses for the organization totaled $2.6k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (37.7%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Betsy Murray Board Member | 1 | $0 | |
Marilyn Mitchell ESQ President | 1 | $0 | |
Abby Grasso Executive Director | 1 | $0 | |
Mark Greim CFP Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $8,298 |
| Gain or Loss | $35 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $8,333 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $1,675 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $115 |
| Total expenses | $2,590 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $178,193 |
| Other assets | $0 |
| Total assets | $441,284 |
| Total liabilities | $0 |
| Net assets or fund balances | $441,284 |