PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC (EIN 350874276) - 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

1932

Legal Domicile

Principal Officer

SCOTT BOYD

Phone

3176374378

Tax Period

2020-07-01 to 2021-03-31

PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC, founded in 1932, is a mid-sized nonprofit that reported $12.3M in total revenue in fiscal year 2020. Revenue decreased 20% compared to the prior year. Expenses of $17.9M exceeded revenue, resulting in a 46% operating deficit.

Mission

OUR MISSION IS TO SERVE PERSONS IN INDIANA AND KENTUCKY - WITHOUT BIAS OR JUDGMENT, WITHOUT FEAR, WITHOUT FAIL - BY PROVIDING ACCESS TO HIGH-QUALITY HEALTH CARE CONFIDENTIALLY AND COMPASSIONATELY; BY REDUCING UNINTENDED PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES THROUGH AGE-APPROPRIATE AND ACCURATE SEXUAL HEALTH EDUCATION; AND BY ADVOCATING FOR FREEDOM OF INDIVIDUAL CHOICE IN ALL MATTERS OF SEXUAL HEALTH AND REPRODUCTIVE JUSTICE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,670,477

Program Service Revenue $9,071,876

Investment Income $10,424

Other Revenue $511,769

TOTAL REVENUE $12,264,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,417,195

Fundraising Expenses $551,645

Program Expenses $14,525,371

Other Expenses $9,451,168

TOTAL EXPENSES $17,868,363

Year-over-Year Comparison

	2020	2019	Change
Revenue	$12,264,546	$15,257,225	-0.2%
Expenses	$17,868,363	$21,994,149	-0.2%
Net Income	$-5,603,817	$-6,736,924	-0.2%

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

292

Volunteers

165

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

$1,249,420

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN ROBY DIMLOW	CHAIR	2.00	Officer Director	$0	$0	$0
TUAN NGO	TREASURER	2.00	Officer Director	$0	$0	$0
TERRI PICKENS MANWEILER	SECRETARY	2.00	Officer Director	$0	$0	$0
JOANNA AMBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARJORIE AU	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN FOSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM GREENE	BOARD MEMBER	1.00	Director	$0	$0	$0
NORA HIATT	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER LEPARD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN LEVY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD MJELDE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIE MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE MOXNESS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHEMEN NEAL	BOARD MEMBER	1.00	Director	$0	$0	$0
KYAN OLANNA	BOARD MEMBER	1.00	Director	$0	$0	$0
BETSY SEATON	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH SILVER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF SPRUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE CHARBONNEAU	CEO	1.00	Officer	$0	$21,681	$451,643
SUSAN RETZLAFF	VP PATIENT SERVICES	40.00	Officer	$139,590	$11,171	$150,761
CHERYL GATZMER	VP OF FINANCE	40.00	Officer	$135,301	$17,593	$152,894
JUDI MORRISON	VP EDUCATION, TRAINING, HR	40.00	Officer	$162,068	$5,226	$167,294
LYNNE CLAPMAN	DIRECTOR OF HEALTH SERVICES	40.00	Officer	$137,925	$10,513	$148,438
ANDRE PAREE-HUFF	VICE PRESIDENT OF IT	40.00	Officer	$163,057	$15,333	$178,390
SUSAN NANKIN	NURSE PRACTITIONER LEAD	40.00	Highest	$140,200	$260	$140,460
JENNIFER CONDON	CLINICIAN MANAGER	40.00	Highest	$123,965	$6,620	$130,585
ABBIE AUGER	NURSE PRACTITIONER	40.00	Highest	$124,226	$6,054	$130,280
HANNAH KEENER	CLINICIAN MANAGER	40.00	Highest	$110,877	$10,597	$121,474
LISA ROSE	NURSE PRACTITIONER	40.00	Highest	$109,300	$5,941	$115,241

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
2021	$12,264,546	$17,868,363	No data	$-5,603,817
2020	$15,257,225	$21,994,149	$11,886,339	$-6,736,924
2019	$16,141,021	$19,499,984	$12,916,884	$-3,358,963
2018	$16,238,651	$19,764,165	$14,711,151	$-3,525,514

PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC