PLANNED PARENTHOOD OF WISCONSIN INC (EIN 390863391) - 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

1935

Legal Domicile

Principal Officer

TANYA ATKINSON

Phone

4142718045

Tax Period

2023-10-01 to 2024-09-30

PLANNED PARENTHOOD OF WISCONSIN INC, founded in 1935, is a mid-sized nonprofit in the Health Care sector that reported $37.9M in total revenue in fiscal year 2023.

Mission

TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION, AND ADVOCACY.

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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 $15,400,897

Program Service Revenue $21,137,299

Investment Income $449,075

Other Revenue $934,873

TOTAL REVENUE $37,922,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,633,733

Fundraising Expenses $2,674,550

Program Expenses $30,119,072

Other Expenses $18,929,768

TOTAL EXPENSES $40,563,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,922,144	$36,295,084	+0.0%
Expenses	$40,563,501	$41,937,912	0.0%
Net Income	$-2,641,357	$-5,642,828	-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

290

Volunteers

N/A

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

$1,228,186

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GISELA TERNER	DIRECTOR	1.00	Director	$0	$0	$0
SHARON CARTER	DIRECTOR	1.00	Director	$0	$0	$0
ALEX CADE-WHITE	DEI TASK FORCE CHAIR	1.00	Director	$0	$0	$0
DR SYLVIA MELTZER	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
CARALYNN BROWN	GOVERANCE CHAIR	1.00	Director	$0	$0	$0
BRIGID O'BRIEN MILLER	STRATEGIC PLANNING CHAIR	1.00	Director	$0	$0	$0
CATARINA COLON	DIRECTOR	1.00	Director	$0	$0	$0
CHARM DER	DIRECTOR	1.00	Director	$0	$0	$0
ABIGAIL KIEFER	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MIRER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY TAU	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRA GUEVARA	VICE CHAIR	1.00	Director	$0	$0	$0
MIKE MASCHEK	TREASURER	1.00	Director	$0	$0	$0
EILEEN FORCE CAHILL	BOARD CHAIR	1.00	Director	$0	$0	$0
CARRIE NORBIN KILLORAN	CHAIR-ELECT	1.00	Director	$0	$0	$0
GINNY GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
KATE TARPEY	CFO	40.00	Officer	$172,037	$12,850	$184,887
LINDA NEFF	CHIEF DEV AND BRAND STRAT	40.00	Officer	$215,030	$32,038	$247,068
CARRIE VANAZNT	CHIEF OPERATING OFFICER	40.00	Officer	$208,000	$18,933	$226,933
TANYA ATKINSON	PRESIDENT AND CEO	40.00	Officer	$364,352	$20,712	$385,064
MICHELLE VELASQUEZ	CHIEF STRATEGY OFFICER	40.00	Officer	$175,157	$9,077	$184,234
AMY DOCZY	VP PATIENT SERVICES	40.00	Highest	$145,787	$29,396	$175,183
JODY KRAHN	ASSOCIATE DIRECTOR OF CLINICAL SERVICES	40.00	Highest	$144,581	$15,359	$159,940
LAUREN LASRY	CHIEF OF STAFF	40.00	Highest	$193,544	$19,470	$213,014
JENNIFER DOYLE	VP DEVELOPMENT	40.00	Highest	$153,379	$28,423	$181,802
JANE CARPENTER	VP HUMAN RESOURCES	40.00	Highest	$156,374	$16,151	$172,525

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
2024	No data	No data	No data	No data
2024	$37,922,144	$40,563,501	$36,272,797	$-2,641,357
2023	$36,295,084	$41,937,912	$36,694,004	$-5,642,828
2022	$51,663,754	$39,134,914	$40,534,244	$12,528,840
2021	$39,396,690	$35,113,028	$28,084,430	$4,283,662
2020	$31,805,176	$32,469,890	$26,030,836	$-664,714
2019	$30,214,286	$30,904,089	$23,976,818	$-689,803
2018	$31,874,681	$29,872,061	$24,328,430	$2,002,620

PLANNED PARENTHOOD OF WISCONSIN INC