PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC (EIN 391678012) - 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

4142893717

Tax Period

2023-10-01 to 2024-09-30

PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC, founded in 1935, is a small nonprofit in the Health Care sector that reported $720K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 349% operating deficit.

Mission

ADVOCATING PUBLIC POLICIES WHICH GUARANTEE FULL AND NONDISCRIMINATORY ACCESS TO 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 $715,887

Program Service Revenue $0

Investment Income $0

Other Revenue $4,135

TOTAL REVENUE $720,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $47,193

Program Expenses $2,672,519

Other Expenses $3,229,540

TOTAL EXPENSES $3,229,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$720,022	$3,323,624	-0.8%
Expenses	$3,229,540	$3,655,868	-0.1%
Net Income	$-2,509,518	$-332,244	+6.6%

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

709

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

$569,298

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN ROH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LINDA BOCHERT	DIRECTOR	1.00	Officer Director	$0	$0	$0
ALEXANDRA GUEVARA	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO WYNN	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY DEWEY	DIRECTOR	1.00	Officer Director	$0	$0	$0
CHRISTINE SYMCHYCH	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
TOMIKA VUKOVIC	TREASURER	1.00	Officer Director	$0	$0	$0
TANYA ATKINSON	PRESIDENT	1.00	Officer	$0	$10,420	$385,064
MICHELLE VELASQUEZ	CHIEF STRATEGY OFFICER	1.00	Officer	$0	$1,714	$184,234

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	$720,022	$3,229,540	$307,962	$-2,509,518
2023	$3,323,624	$3,655,868	$419,713	$-332,244
2022	$3,661,754	$3,420,698	$1,032,165	$241,056
2021	$1,806,402	$1,793,498	$376,256	$12,904
2020	$1,958,278	$2,063,134	$576,652	$-104,856
2019	$1,852,244	$2,084,263	$276,086	$-232,019
2018	$1,925,904	$1,793,433	$548,732	$132,471

PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC