PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC (EIN 311215310) - 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

1988

Legal Domicile

Principal Officer

NAN WHALEY

Phone

5137217635

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC, founded in 1988, is a small nonprofit in the Health Care sector that reported $969K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $4.2M exceeded revenue, resulting in a 336% operating deficit.

Mission

PROVIDE FINANCIAL SUPPORT FOR THE CONTINUED EXISTENCE OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION.

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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 $0

Program Service Revenue $0

Investment Income $969,332

Other Revenue $0

TOTAL REVENUE $969,332

Expense Breakdown

Grants Paid $4,153,919

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,153,919

Other Expenses $70,132

TOTAL EXPENSES $4,224,051

Year-over-Year Comparison

	2024	2023	Change
Revenue	$969,332	$1,565,611	-0.4%
Expenses	$4,224,051	$3,675,303	+0.1%
Net Income	$-3,254,719	$-2,109,692	+0.5%

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

N/A

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

$415,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY CUNI	TRUSTEE	0.30	Director	$0	$0	$0
JULIE DESAI	TRUSTEE	0.30	Director	$0	$0	$0
JOHN GILLESPIE	TRUSTEE	0.30	Director	$0	$0	$0
WILLIAM JOINER	TRUSTEE	0.30	Director	$0	$0	$0
CAROL KABEL	TRUSTEE	0.30	Director	$0	$0	$0
ELIZABETH LESLIE	TRUSTEE	0.30	Director	$0	$0	$0
CHARLIE NORTON	TRUSTEE	0.30	Director	$0	$0	$0
ELLEN REISTER	TRUSTEE	0.30	Director	$0	$0	$0
MARGO ROSS	TRUSTEE	0.30	Director	$0	$0	$0
ANDREW TUDOR	TRUSTEE	0.30	Director	$0	$0	$0
JAY SHATZ	TRUSTEE	0.30	Director	$0	$0	$0
BETH MANDEL	TRUSTEE	0.30	Director	$0	$0	$0
LAURA MERCER	TRUSTEE	0.30	Director	$0	$0	$0
AMY KATTMAN	CHAIR	0.30	Officer	$0	$0	$0
RICHARD KAY	TREASURER	0.30	Officer	$0	$0	$0
SUSANNE BERTULEIT	INTERIM CEO/PAST COO	1.00	Officer	$0	$14,116	$169,978
CLAUDIA VILLENUEVA	SECRETARY	0.30	Officer	$0	$0	$0
ALLY ARMITAGE	COO	1.00	Officer	$0	$12,556	$124,484
KIMBERLY SPURGEON	CFO	1.00	Officer	$0	$0	$121,500

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	$969,332	$4,224,051	$7,592,599	$-3,254,719
2024	No data	No data	No data	No data
2023	$2,755,276	$408,759	$11,612,304	$2,346,517
2022	$639,508	$365,081	$8,044,908	$274,427
2021	$1,213,444	$400,333	$9,189,797	$813,111
2020	$342,490	$421,240	$6,445,201	$-78,750
2019	$553,582	$923,801	$6,805,133	$-370,219
2018	$572,410	$1,005,171	$6,827,032	$-432,761

PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC