PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES INC (EIN 160953368) - 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

1968

Legal Domicile

Principal Officer

JOY D CALLOWAY

Phone

6072731526

Tax Period

2019-01-01 to 2019-12-31

PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES INC, founded in 1968, is a community nonprofit that reported $6.6M in total revenue in fiscal year 2019. Revenue decreased 9% compared to the prior year. Expenses of $8.4M exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROMOTE SEXUAL AND REPRODUCTIVE HEALTH BY PROVIDING EXCEPTIONAL SERVICES, HONEST EDUCATION, AND FEARLESS ADVOCACY.

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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 $2,679,600

Program Service Revenue $3,782,523

Investment Income $21,517

Other Revenue $110,197

TOTAL REVENUE $6,593,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,167,929

Fundraising Expenses $241,990

Program Expenses $6,436,930

Other Expenses $4,229,247

TOTAL EXPENSES $8,397,176

Year-over-Year Comparison

	2019	2018	Change
Revenue	$6,593,837	$7,250,233	-0.1%
Expenses	$8,397,176	$7,559,707	+0.1%
Net Income	$-1,803,339	$-309,474	+4.8%

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

400

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

$201,256

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BIXLER	DIRECTOR	1.00	Director	$0	$0	$0
NORRIS KIRBY	CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY SILBER	TREASURER (THRU 5/19), DIRECTOR (AFTER 5/19)	1.00	Officer Director	$0	$0	$0
AMY CARVER	SECRETARY (THRU 5/19), TREASURER (AFTER 5/19)	1.00	Officer Director	$0	$0	$0
MELANIE ANASTASIO	DIRECTOR	1.00	Director	$0	$0	$0
MONICA BANKSTON	DIRECTOR	1.00	Director	$0	$0	$0
MILLICIENT RUFFIN	DIRECTOR (THRU 5/19), SECRETARY (AFTER 5/19)	1.00	Officer Director	$0	$0	$0
KAREN GILOVICH	DIRECTOR	1.00	Director	$0	$0	$0
KATIE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE BRODY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FRANK	DIRECTOR	1.00	Director	$0	$0	$0
AMY WHITE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH WOLFOLDS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
IAN HARROP	DIRECTOR	1.00	Director	$0	$0	$0
LINDA JOLLY	DIRECTOR	1.00	Director	$0	$0	$0
KATE POTTEIGER	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
SHEREE VAIL	DIRECTOR (THRU 5/19)	1.00	Director	$0	$0	$0
AMY GECAN	DIRECTOR (THRU 5/19)	1.00	Director	$0	$0	$0
ALICIA KENALEY	PRESIDENT AND CHIEF EXECUT	40.00	Officer	$120,443	$11,271	$131,714
ANGELA RIDDELL	CHIEF OPERATING OFFICER (T	40.00	Officer	$62,838	$6,704	$69,542

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	$6,593,837	$8,397,176	No data	$-1,803,339
2018	$7,250,233	$7,559,707	$11,439,917	$-309,474

PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES INC