FAMILY PLANNING SERVICES OF SUNMJ

EIN: 232032597 501(c)(3)

LEWISBURG, PA

Total Revenue
$603,201
Total Expenses
$549,266
Total Assets
$446,118
Net Assets
$407,572
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
PA
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

FAMILY PLANNING IS A NON-PROFIT HEALTH CARE ORGANIZATION DEDICATED TO PROVIDING CONFIDENTIAL AND ACCESSIBLE SERVICES THROUGH REPRODUCTIVE HEALTH TO IMPROVE THE QUALITY OF LIFE AND WELL-BEING OF THE COMMUNITY. THE CARING STAFF SEEKS TO HELP COUPLES PLAN FAMILIES WHEN THEY ARE READY, IMPROVE PREGNANCY OUTCOMES, IMPROVE MATERNAL & CHILD HEALTH, REDUCE UNINTENDED PREGNANCY, SLOW THE SPREAD OF SEXUALLY TRANSMITTED DISEASES, DETECT CANCER AT EARLY AND CURABLE STAGES, AND EDUCATE THE COMMUNITY ABOUT GENERAL HEALTH MAINTENANCE, SEXUALITY, AND REPRODUCTIVE HEALTH.

Program Service Accomplishments

Program 1
Expenses: $470,498 Revenue: $583,854

FAMILY PLANNING OPERATES FOUR REPRODUCTIVE HEALTH CARE CLINICS, FOUR STD TESTING AND TREATMENT CLINICS, A TEEN SERVICES CLINIC AND AN EDUCATION CENTER. FAMILY PLANNING PROVIDES REPRODUCTIVE HEALTH...

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FAMILY PLANNING OPERATES FOUR REPRODUCTIVE HEALTH CARE CLINICS, FOUR STD TESTING AND TREATMENT CLINICS, A TEEN SERVICES CLINIC AND AN EDUCATION CENTER. FAMILY PLANNING PROVIDES REPRODUCTIVE HEALTH CARE SERVICES TO OVER 2,000 CLIENTS AND EDUCATIONAL SERVICES TO AN AVERAGE OF 1,000 COMMUNITY MEMBERS PER YEAR.OUR CLINICS OFFER REPRODUCTIVE HEALTH CARE AND CRUCIAL CANCER SCREENING SERVICES TO WOMEN OF ALL AGES AND INCOMES. SERVICES INCLUDE CLINICAL BREAST EXAMS, PAP TESTS, PELVIC EXAMS, PREGNANCY TESTS, DIAGNOSIS AND TREATMENT OF VAGINAL INFECTIONS, AND PROVISION OF BIRTH CONTROL. NO ONE IS EVER REFUSED SERVICES DUE TO INABILITY TO PAY. FEES ARE BASED ON HOUSEHOLD SIZE AND GROSS INCOME. MANY INDIVIDUALS QUALIFY FOR FREE OR REDUCED FEE SERVICES. STD TESTING AND TREATMENT SERVICES ARE AVAILABLE TO BOTH MALES AND FEMALES.

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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%)

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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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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
7
Volunteers
8

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
5
$79,028
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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