PLANNED GIVING GROUP OF NEW ENGLAND (EIN 042767452) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

LAURA PARKER

Phone

7816474343

Tax Period

2023-07-01 to 2024-06-30

PLANNED GIVING GROUP OF NEW ENGLAND, founded in 1982, is a small nonprofit that reported $226K in total revenue in fiscal year 2023. The organization ran a surplus of $36K, a strong 16% operating margin.

Mission

TO PROVIDE A FORUM FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF FUND RAISING OFFICERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,150

Program Service Revenue $212,164

Investment Income $10,752

Other Revenue $0

TOTAL REVENUE $226,066

Expense Breakdown

Grants Paid $2,749

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,608

Other Expenses $187,567

TOTAL EXPENSES $190,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,066	$217,542	+0.0%
Expenses	$190,316	$211,737	-0.1%
Net Income	$35,750	$5,805	+5.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL SANKER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA PARKER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
LINDEN NASH	VICE PRESIDENT FOR PROGRAM	0.75	Officer Director	$0	$0	$0
CAROLYN FREEMAN	TREASURER	0.75	Officer Director	$0	$0	$0
JOEL CARLTON-GYSAN	MEMBERSHIP SECRETARY	1.50	Director	$0	$0	$0
MEREDITH JOHNSON	RECORDING SECRETARY	1.00	Director	$0	$0	$0
ANDREW PALMER	DIRECTOR OF COMMUNICATIONS	0.75	Director	$0	$0	$0
HOLLY FERGUSON	OFFICER-AT-LARGE PROGRAMMING AND CONFERENCE	1.00	Director	$0	$0	$0
BROOKE CARTER SUKHAVASI	OFFICER-AT-LARGE CONFERENCE CHAIR	0.75	Director	$0	$0	$0
ROSETTA CANNIZZARO	DIRECTOR OF DIVERSITY, EQUITY, AND INCLUSION	0.25	Director	$0	$0	$0
EMMA PENICK	OFFICER-AT-LARGE MENTORING	0.50	Director	$0	$0	$0
JANE VERRILL	OFFICER-AT-LARGE OPERATIONS	1.50	Director	$0	$0	$0
AMY SCHWADER	OFFICER-AT-LARGE COMMUNICATIONS	0.50	Director	$0	$0	$0
MICHELLE RHODES	OFFICER-AT-LARGE MEMBERSHIP	1.00	Director	$0	$0	$0
ROGELIO FUSSA	OFFICER-AT-LARGE PROGRAMMING AND CONFERENCE	1.25	Director	$0	$0	$0
MICHELLE DANNAHER	OFFICER-AT-LARGE SPONSORSHIP	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$226,066	$190,316	$447,809	$35,750
2023	$217,542	$211,737	$408,836	$5,805
2019	$213,755	$212,526	$258,829	$1,229

PLANNED GIVING GROUP OF NEW ENGLAND