PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST (EIN 330476427) - 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

1991

Legal Domicile

Principal Officer

JENNY BLACK

Phone

6198814500

Tax Period

2023-07-01 to 2024-06-30

PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST, founded in 1991, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $1.1M left a modest 5% surplus.

Mission

PROMOTE CHOICE IN REPRODUCTIVE 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 (2023)

Revenue Breakdown

Contributions & Grants $1,230,243

Program Service Revenue $0

Investment Income $0

Other Revenue $-47,249

TOTAL REVENUE $1,182,994

Expense Breakdown

Grants Paid $118,992

Salaries & Benefits $97,486

Fundraising Expenses $18,463

Program Expenses $1,075,896

Other Expenses $912,182

TOTAL EXPENSES $1,128,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,182,994	$1,329,349	-0.1%
Expenses	$1,128,660	$1,176,974	0.0%
Net Income	$54,334	$152,375	-0.6%

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

N/A

Volunteers

188

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

$2,520,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSE ALCALA	ACTION FUND BOARD CHAIR	1.00	Director	$0	$0	$0
NAOMI SOTO	C3 BOARD CHAIR	1.00	Director	$0	$0	$0
BARBARA LEVY	SECRETARY	1.00	Director	$0	$0	$0
KURT GESING	TREASURER	1.00	Director	$0	$0	$0
RANDY CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN HENSLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANA LAURA MARTINEZ	BOARD MEMBER (THRU 03/24)	1.00	Director	$0	$0	$0
MAHA RIZVI	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEUS STEPHENS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID TRUJILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRAH D JOHNSON	CEO-PRESIDENT	5.00	Officer	$0	$64,950	$698,934
ANTOINETTE MARGENO-BARBICK	CHIEF MEDICAL OFFICER	5.00	Officer	$0	$40,354	$514,383
GARY D ZIMBLE	CHIEF OPERATING OFFICER	5.00	Officer	$0	$57,650	$480,194
TRACY L SKADDAN	GENERAL COUNSEL	5.00	Officer	$0	$53,309	$421,904
FRANCIS J PICKFORD	CFO	5.00	Officer	$0	$35,711	$405,037

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	$1,182,994	$1,128,660	$525,834	$54,334
2023	$1,329,349	$1,176,974	$476,887	$152,375
2022	$1,167,586	$981,566	$350,728	$186,020
2021	$1,025,064	$1,115,731	$125,935	$-90,667
2020	$1,015,788	$819,994	$316,862	$195,794
2019	$651,271	$942,977	$76,882	$-291,706
2018	$684,783	$660,469	$423,470	$24,314

PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST