PLANNED PARENTHOOD OF THE MID-HUDS… - Form 990 Financial Data

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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

1943

Legal Domicile

Principal Officer

JOY CALLOWAY

Phone

8454711530

Tax Period

2019-01-01 to 2019-12-31

PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC, founded in 1943, is a community nonprofit that reported $9.9M in total revenue in fiscal year 2019. Expenses of $11.6M exceeded revenue, resulting in a 17% operating deficit.

Mission

PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY EMPOWERS INDIVIDUALS TO MAKE INDEPENDENT, INFORMED DECISIONS ABOUT THEIR SEXUAL AND REPRODUCTIVE LIVES BY PROVIDING ACCESS TO HIGH QUALITY, EVIDENCE-BASED AND MEDICALLY-SOUND HEALTH CARE AND EDUCATIONAL SERVICES, AND BY PROMOTING AND ADVOCATING FOR PUBLIC POLICIES TO MAKE THOSE SERVICES AVAILABLE TO ALL.

Program Service Accomplishments

Program 1

Expenses: $6,359,727 Revenue: $5,747,151

CLINICAL SERVICES - PRIMARY AND PREVENTATIVE HEALTH SERVICES, INCLUDING PERSONAL COUNSELING AND EXAMINATION OF PATIENTS. PROVIDE BIRTH CONTROL, PREVENTION AND TREATMENT OF SEXUALLY TRANSMITTED...

CLINICAL SERVICES - PRIMARY AND PREVENTATIVE HEALTH SERVICES, INCLUDING PERSONAL COUNSELING AND EXAMINATION OF PATIENTS. PROVIDE BIRTH CONTROL, PREVENTION AND TREATMENT OF SEXUALLY TRANSMITTED DISEASES, ABORTIONS, REFERRAL FOR STERILIZATION, INFERTILITY AND OTHER MEDICAL ISSUES. CARE PROVIDED TO 22,884 PATIENTS DURING 2019 IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES.

Program 2

Expenses: $994,105

EDUCATION & OUTREACH - PROVIDE SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION AND PRINTED MATERIALS TO SCHOOLS, ORGANIZATIONS AND GROUPS IN DUTCHESS, ULSTER, SULLIVAN AND ORGANGE COUNTIES.

Program 3

Expenses: $156,356

PUBLIC POLICY & ADVOCACY - ACTIVITIES, SERVICES AND MATERIALS USED FOR CONDUCTING WITH, ADDRESSED TO OR PREPARED FOR INDIVIDUALS OR ORGANIZATIONS THAT RELATE TO PROGRAMS FOR COMMUNITY INVOLVEMENT IN FERTILITY MANAGEMENT AND POPULATION RELATED MATTERS. WHICH CAN INCLUDE THOSE PROGRAMS INTENDED TO STIMULATE OR SUPPORT COMMUNITY ACTION, RELATIONS WITH OTHER AGENCIES AND INSTITUTIONS, GOVERNMENTAL DEPARTMENTS AND HEALTH FACILITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $4,137,820

Program Service Revenue $4,924,424

Investment Income $41,732

Other Revenue $808,956

TOTAL REVENUE $9,912,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,629,573

Fundraising Expenses $401,808

Program Expenses $7,510,188

Other Expenses $4,947,428

TOTAL EXPENSES $11,577,001

Year-over-Year Comparison

	2019	2018	Change
Revenue	$9,912,932	$10,177,023	0.0%
Expenses	$11,577,001	$10,188,692	+0.1%
Net Income	$-1,664,069	$-11,669	+141.6%

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

135

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

$742,600

Total Directors

Key Employees

$163,077

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN ULLRICH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SHANNON WONG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CYNTHIA LOWE	DIRECTOR	1.00	Director	$0	$0	$0
KELLYANN KOSTYAL-LARRIER	SECRETARY	1.00	Officer Director	$0	$0	$0
IRA HOCHMAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE BACHER	TREASURER	1.00	Officer Director	$0	$0	$0
KATE BLOSSOM	DIRECTOR	1.00	Director	$0	$0	$0
PAT CLAIBORNE	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
CATHIE HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE ODIERNA	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA REID	DIRECTOR	1.00	Director	$0	$0	$0
BOB HASKINS	DIRECTOR	1.00	Director	$0	$0	$0
JULIA GOINGS-PERROT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH-ELLEN BLODGETT	PRESIDENT & CEO	37.50	Officer	$496,047	$7,244	$503,291
MARY RADFORD	CFO	37.50	Officer	$218,731	$20,578	$239,309
JOSHUA JAFFE	MEDICAL DIRECTOR	11.00	Key Emp	$163,077	$0	$163,077
LISA MURPHY	REVENUE CYCLE DIRECTOR	37.50	Highest	$133,411	$18,231	$151,642
FRANCES FOX-PIZZONIA	VP OF EDUCATION AND PUBLIC	37.50	Highest	$142,604	$8,716	$151,320
LAURA BUNORA	VP OF HEALTH CENTER OPERAT	37.50	Highest	$160,299	$20,436	$180,735
IANNE YARRY-LANDICHO	DIRECTOR OF INFORMATION TECHNOLOGY	37.50	Highest	$125,132	$200	$125,332
SUSAN FRIEDMAN	VP OF HUMAN RESOURCES	37.50	Highest	$141,463	$46,406	$187,869

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
2019	$9,912,932	$11,577,001	No data	$-1,664,069
2018	$10,177,023	$10,188,692	$6,013,481	$-11,669

PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC