PLANNED PARENTHOOD ADVOCATES OF INDIANA AND KENTUCKY INC (EIN 351959672) - 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

1995

Legal Domicile

Principal Officer

JENNIFER ALLEN

Phone

3176374378

Tax Period

2020-07-01 to 2021-03-31

PLANNED PARENTHOOD ADVOCATES OF INDIANA AND KENTUCKY INC, founded in 1995, is a micro nonprofit that reported $47K in total revenue in fiscal year 2020. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 108% operating deficit.

Mission

TO PROVIDE ADVOCACY AND EDUCATION REGARDING REPRODUCTIVE CHOICE.

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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 $46,745

Program Service Revenue $0

Investment Income $85

Other Revenue $0

TOTAL REVENUE $46,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,135

Fundraising Expenses $0

Program Expenses $97,229

Other Expenses $40,094

TOTAL EXPENSES $97,229

Year-over-Year Comparison

	2020	2019	Change
Revenue	$46,830	$63,714	-0.3%
Expenses	$97,229	$125,282	-0.2%
Net Income	$-50,399	$-61,568	-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

N/A

Volunteers

975

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

$338,323

Total Directors

$451,643

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WURTSBURG	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JAMES YOUNG	TREASURER	2.00	Officer Director	$0	$0	$0
MICHELE JANIN	SECRETARY	2.00	Officer Director	$0	$0	$0
AMY MONK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE UDALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHARINE HARKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN JONES MAYFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL BARINBAUM	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT DION	BOARD MEMBER	1.00	Director	$0	$0	$0
RODNEY PERDUE	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN BORNSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE CHARBONNEAU	BOARD MEMBER	1.00	Director	$0	$21,681	$451,643
TAI SIMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL GATZMER	VICE PRESIDENT OF FINANCE	13.00	Officer	$0	$17,593	$152,894
JENNIFER ALLEN	CEO	1.00	Officer	$0	$18,524	$185,429

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	$46,830	$97,229	No data	$-50,399
2020	$63,714	$125,282	$175,193	$-61,568
2019	$202,561	$238,299	$215,277	$-35,738
2018	$283,891	$123,199	$268,062	$160,692

PLANNED PARENTHOOD ADVOCATES OF INDIANA AND KENTUCKY INC