PLANETREE INTERNATIONAL INC (EIN 061505284) - 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

1998

Legal Domicile

Principal Officer

MICHAEL L GIULIANO

Phone

2037321365

Tax Period

2023-10-01 to 2024-09-30

PLANETREE INTERNATIONAL INC, founded in 1998, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 57% operating deficit.

Mission

NONPROFIT MEMBERSHIP ORGANIZATIONS IMPLEMENTING PATIENT-CENTERED CARE (SEE SCHEDULE O)PLANETREE INTERNATION INC., WORKS WITH HOSPITALS AND OTHER HEALTHCARE ORGANIZATIONS TO DEVELOP AND IMPLEMENT PATIENT-CENTERED CARE IN HEALING ENVIRONMENTS. THE PATIENT-CENTERED REVOLUTION THAT DEMANDS ON BEHALF OF ALL PATIENTS THAT HEALTHCARE ORGANIZATIONS MEET INDIVIDUAL'S HUMAN NEED FOR RESPECT, CONTROL AND WARM AND SUPPORTIVE CARE IS:EVIDENCE BASED - SUBSTANTIATED BY A GROWING BODY OF SCIENTIFIC RESEARCH CONNECTING PATIENT AND FAMILY ENGAGEMENT TO IMPROVED HEALTH OUTCOMES.QUALITY IMPERATIVE - SUPPORTED BY POWERFUL INDUSTRY FORCES REQUIRING HEALTHCARE ORGANIZATIONS TO CHANGE BUSINESS AS USUAL.RESPONSIVE - DRIVEN BY CONSUMERS WHO KNOW MORE, EXPECT MORE AND DESERVE MORE FROM THEIR HEALTHCARE EXPERIENCES.

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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 $0

Program Service Revenue $3,133,359

Investment Income $47,068

Other Revenue $-1,257,163

TOTAL REVENUE $1,923,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,539,091

Fundraising Expenses $0

Program Expenses $2,239,810

Other Expenses $1,472,607

TOTAL EXPENSES $3,011,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,923,264	$3,464,231	-0.4%
Expenses	$3,011,698	$3,759,673	-0.2%
Net Income	$-1,088,434	$-295,442	+2.7%

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

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

$1,474,308

Total Directors

$1,474,308

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN FRAMPTON PHD	PRESIDENT/BOD SECRETARY(TILL 11/23)	40.00	Officer Director	$182,771	$31,391	$214,162
MICHAEL L GIULIANO	PRESIDENT,BOD SECRETARY(AS OF 11/23)	40.00	Officer Director	$230,359	$19,646	$250,005
PATRICK A CHARMEL	CHAIRMAN	1.00	Officer Director	$0	$40,515	$1,010,141
KENNETH BALDYGA	DIRECTOR	0.23	Director	$0	$0	$0
THEMIS KLARIDES	DIRECTOR	0.23	Director	$0	$0	$0
ROBERT G REISS	DIRECTOR	0.23	Director	$0	$0	$0
PAMELA DUNLEY	DIRECTOR	0.23	Director	$0	$0	$0
NANCY DINARDO	DIRECTOR	0.23	Director	$0	$0	$0
MARIA HALE	DIRECTOR	0.23	Director	$0	$0	$0
MALEK ALMOOSA	DIRECTOR	0.23	Director	$0	$0	$0
BRUNO PETRUCCI	DIRECTOR	0.23	Director	$0	$0	$0
JOHN W BETKOSKI III	DIRECTOR	0.23	Director	$0	$0	$0
JONATHAN HOCH	DIRECTOR	0.23	Director	$0	$0	$0
JOHN J ZAPRZALKA	DIRECTOR	0.23	Director	$0	$0	$0
JEANNETTE PHILLIPS	DIRECTOR (TILL 1/1/24)	0.23	Director	$0	$0	$0
HENRY GALLARDO MD	DIRECTOR	0.23	Director	$0	$0	$0
GERALD T WEINER ESQ	DIRECTOR	0.23	Director	$0	$0	$0
GEORGE S LOGAN	DIRECTOR	0.23	Director	$0	$0	$0
DOUGLAS FINEFROCK DO	DIRECTOR	0.23	Director	$0	$0	$0
DEREK RAGHAVAN MD	DIRECTOR	0.23	Director	$0	$0	$0
MICHAEL RADOSTA	DIRECTOR (JOINED 1/1/24)	0.23	Director	$0	$0	$0
JOSEPH ANDREANA	DIRECTOR	0.23	Director	$0	$0	$0
SUSAN STONE	DIRECTOR (JOINED 1/1/24)	0.23	Director	$0	$0	$0
SARA GUASTELLO	SVP,PERSON & CENTERED CARE	40.00	Highest	$149,025	$38,040	$187,065
KARIN JAY	SENIOR VP, GLOBAL SERVICES	40.00	Highest	$149,120	$5,947	$155,067
JAMES KINSEY	VP CONTINUUM OF CARE SERVICES	40.00	Highest	$131,879	$23,461	$155,340

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
2024	$1,923,264	$3,011,698	$3,424,518	$-1,088,434
2023	$3,464,231	$3,759,673	$5,450,655	$-295,442
2022	$4,001,460	$3,888,760	$5,591,287	$112,700
2021	$4,312,648	$3,893,449	$5,662,696	$419,199
2020	$4,595,052	$4,605,935	$5,109,366	$-10,883
2019	$4,772,792	$4,873,895	$5,900,098	$-101,103
2018	$3,608,254	$3,466,862	$3,735,619	$141,392

PLANETREE INTERNATIONAL INC