PLANNED PARENTHOOD SOUTHEASTERN PA (EIN 231352509) - 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

1929

Legal Domicile

Principal Officer

DAYLE STEINBERG

Phone

2153515500

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD SOUTHEASTERN PA, founded in 1929, is a mid-sized nonprofit in the Health Care sector that reported $26.7M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 17% operating margin.

Mission

IT IS PPSP'S MISSION TO PROTECT AND ENHANCE REPRODUCTIVE FREEDOM, INCREASE ACCESS TO REPRODUCTIVE HEALTH SERVICES AND INFORMATION, AND PROMOTE SEXUAL HEALTH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,252,175

Program Service Revenue $11,595,891

Investment Income $5,736,899

Other Revenue $72,522

TOTAL REVENUE $26,657,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,712,867

Fundraising Expenses $685,394

Program Expenses $17,322,171

Other Expenses $8,291,073

TOTAL EXPENSES $22,003,940

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,657,487	$18,678,398	+0.4%
Expenses	$22,003,940	$21,895,521	+0.0%
Net Income	$4,653,547	$-3,217,123	-2.4%

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

234

Volunteers

594

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

$707,954

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE BANKS-WESTON	CHAIR	0.50	Officer Director	$0	$0	$0
CLAIRE EB ROBINSON	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
JASMINE OGLESBY	ASSISTANT SECRETARY	0.50	Officer Director	$0	$0	$0
JUDI GOLDING-BAKER	2ND VICE CHAIR	0.50	Officer Director	$0	$0	$0
RENEE GARCIA	SECRETARY	0.50	Officer Director	$0	$0	$0
AMY LEICHNER	TREASURER	0.50	Officer Director	$0	$0	$0
JOSEPH PIERCE	BOARD MEMBER	0.50	Director	$0	$0	$0
BRENDA JACKSON WRIGHT	BOARD MEMBER	0.50	Director	$0	$0	$0
HEATHER CATES	BOARD MEMBER	0.50	Director	$0	$0	$0
IMMACULATA ERMOCIDA	BOARD MEMBER	0.50	Director	$0	$0	$0
NANDI O'CONNOR	BOARD MEMBER	0.50	Director	$0	$0	$0
ELLIOT IMANI GRIFFITH	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN MAZER	BOARD MEMBER	0.50	Director	$0	$0	$0
BEVERLY VAUGHN	BOARD MEMBER	0.50	Director	$0	$0	$0
DAYLE STEINBERG	EX-OFFICIO	35.00	Officer	$287,272	$13,302	$300,574
JANE NAPOLI	CHIEF OPERATING OFFICER	35.00	Officer	$196,601	$23,740	$220,341
OMAR GABRIEL CARRILLO	CHIEF FINANCIAL OFFICER	35.00	Officer	$178,506	$8,533	$187,039
PHEBE BRANDT	LEAD CLINICIAN	35.00	Highest	$133,353	$6,054	$139,407
SARAH DAVIS	CHIEF DEVELOPMENT OFFICER	35.00	Highest	$138,316	$6,336	$144,652
JOEL LEBED	MEDICAL DIRECTOR	28.00	Highest	$208,719	$13,897	$222,616
ALHAMBRA FRAREY	CHIEF MEDICAL OFFICER	35.00	Highest	$331,486	$17,964	$349,450
PATRICK SMITH	VP FOR EQUITY, EDUCATION, CULTURE	35.00	Highest	$131,176	$14,253	$145,429

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	$26,657,487	$22,003,940	$29,100,894	$4,653,547
2024	$18,678,398	$21,895,521	$27,180,357	$-3,217,123
2023	$19,805,509	$19,887,120	$27,357,601	$-81,611
2022	$18,585,461	$18,208,172	$25,904,727	$377,289
2021	$14,622,289	$17,498,344	$30,834,041	$-2,876,055
2020	$16,172,267	$19,336,989	$29,527,056	$-3,164,722
2019	$19,198,422	$18,422,071	$30,883,969	$776,351
2018	$19,174,563	$17,288,348	$29,826,032	$1,886,215

PLANNED PARENTHOOD SOUTHEASTERN PA