PLANETREE HEALTH LIBRARY

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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

2007

Legal Domicile

Principal Officer

FRED SCHULENBURG

Phone

4088966879

Tax Period

2025-01-01 to 2025-12-31

PLANETREE HEALTH LIBRARY, founded in 2007, is a small nonprofit that reported $121K in total revenue in fiscal year 2025. Revenue surged 214% from the prior year, signaling strong growth momentum. Expenses of $482K exceeded revenue, resulting in a 298% operating deficit.

Mission

PLANETREE HEALTH LIBRARY PROVIDES CONSUMERS WITH FREE ACCESS TO CURRENT, RELEVANT, AND RELIABLE HEALTH AND MEDICAL INFORMATION BECAUSE WE BELIEVE INFORMED CONSUMERS CAN MAKE WISER LIFESTYLE AND SELF-CARE CHOICES, AND PARTNER MORE EFFECTIVELY WITH HEALTH CARE PROFESSIONALS. PLANETREE PROVIDES FREE HEALTH AND MEDICAL INFORMATION TO THE PUBLIC VIA THEIR FACEBOOK PAGE, WEBSITE, AND E-NEWSLETTER.

Program Service Accomplishments

Program 1

Expenses: $463,431

PLANETREE HEALTH LIBRARY GUIDES THE PUBLIC TO CURRENT, RELEVANT, NO-COST, AND TRUST-WORTHY MEDICAL INFORMATION BECAUSE WE BELIEVE INFORMED CONSUMERS CAN MAKE WISER LIFESTYLE AND SELF-CARE CHOICES...

PLANETREE HEALTH LIBRARY GUIDES THE PUBLIC TO CURRENT, RELEVANT, NO-COST, AND TRUST-WORTHY MEDICAL INFORMATION BECAUSE WE BELIEVE INFORMED CONSUMERS CAN MAKE WISER LIFESTYLE AND SELF-CARE CHOICES, AND CAN PARTNER MORE EFFECTIVELY WITH HEALTHCARE PROFESSIONALS. WE CONNECT THE PUBLIC TO CURATED HEALTH INFORMATION VIA OUR WEBSITE, FREE E-NEWSLETTER, AND SOCIAL MEDIA.AN ELECTION TO TERMINATE WAS REGISTERED WITH THE CA SECRETARY OF STATE BUSINESS PROGRAMS DIVISION ON JUNE 5,2024. THAT OFFICE STIPULATES THAT ONCE A NON-PROFIT CHARITABLE ENTITY ELECTS TERMINATION, IT MAY UNDERTAKE NO NEW BUSINESS. COMPLETING ITS EXISTING COMMITMENTS, RESOLVING LIABILITIES, ENDING OPERATING EXPENSES WHEN NO LONGER NEEDED, AND CLOSING THE BUSINESS HAVE BEEN PHL'S SOLE ACTIVITIES SINCE APRIL 2024.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $121,160

Other Revenue $61

TOTAL REVENUE $121,221

Expense Breakdown

Grants Paid $449,412

Salaries & Benefits $17,844

Fundraising Expenses $357

Program Expenses $463,431

Other Expenses $14,756

TOTAL EXPENSES $482,012

Year-over-Year Comparison

	2025	2024	Change
Revenue	$121,221	$38,637	+2.1%
Expenses	$482,012	$72,624	+5.6%
Net Income	$-360,791	$-33,987	+9.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISA BARRETT	SECRETARY	2.00	Officer Director	$0	$0	$0
M MICHELLE HOGAN	CHAIR	2.50	Officer Director	$0	$0	$0
FRED SCHULENBURG	TREASURER	2.00	Officer Director	$0	$0	$0

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	$121,221	$482,012	No data	$-360,791
2024	$38,637	$72,624	$443,062	$-33,987
2023	$50,933	$103,058	$471,647	$-52,125
2022	$29,379	$102,929	$508,158	$-73,550
2021	$43,947	$91,898	$688,358	$-47,951
2020	$78,163	$68,286	$705,366	$9,877
2019	$59,327	$80,257	$661,629	$-20,930
2018	$62,417	$89,780	$600,938	$-27,363