FAMILY PLANNING SERVICES OF SUNMJ (EIN 232032597) - 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

1977

Legal Domicile

Principal Officer

PEGGY MOSER

Phone

5705233400

Tax Period

2023-07-01 to 2024-06-30

FAMILY PLANNING SERVICES OF SUNMJ, founded in 1977, is a small nonprofit that reported $603K in total revenue in fiscal year 2023. Expenses of $549K left a modest 9% surplus.

Mission

PROVIDE CONFIDENTIAL & ACCESSIBLE REPRODUCTIVE HEALTH SERVICES.

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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 $19,297

Program Service Revenue $583,854

Investment Income $50

Other Revenue $0

TOTAL REVENUE $603,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $436,392

Fundraising Expenses $617

Program Expenses $470,498

Other Expenses $112,874

TOTAL EXPENSES $549,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$603,201	$572,028	+0.1%
Expenses	$549,266	$552,064	0.0%
Net Income	$53,935	$19,964	+1.7%

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

$79,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY HARTMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN HOLSTEAD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JUDY POLITES	SECRETARY	2.00	Officer Director	$0	$0	$0
AMY WOLAVER	TREASURER	2.00	Officer Director	$0	$0	$0
KATHY BROMFIELD	MEMBER	2.00	Director	$0	$0	$0
MEGAN EPLER	MEMBER	2.00	Director	$0	$0	$0
KATE LINCOLN	MEMBER	2.00	Director	$0	$0	$0
MEGHAN WOLLEBEN	MEMBER	2.00	Director	$0	$0	$0
PEGGY MOSER	EXECUTIVE DIRECTOR	42.50	Officer	$72,982	$6,046	$79,028

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	$603,201	$549,266	$446,118	$53,935
2023	$572,028	$552,064	$405,836	$19,964
2022	$547,670	$509,699	$341,410	$37,971
2021	$489,087	$481,331	$306,278	$7,756
2020	$447,902	$433,937	$367,403	$13,965
2019	$497,762	$439,067	$296,398	$58,695
2018	$366,963	$414,305	$239,469	$-47,342

FAMILY PLANNING SERVICES OF SUNMJ