THE PLANNING COUNCIL

EIN: 540505998 501(c)(3) Human Services

NORFOLK, VA

Total Revenue
$13,862,849
Total Expenses
$13,908,805
Total Assets
$2,968,817
Net Assets
$1,345,320
🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1941
Legal Domicile
VA
Principal Officer
JO ANN SHORT
Phone
7576229268
Tax Period
2024-01-01 to 2024-12-31

THE PLANNING COUNCIL, founded in 1941, is a mid-sized nonprofit in the Human Services sector that reported $14.2M in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year.

Mission

WE IDENTIFY COMMUNITY NEEDS, CONNECT PEOPLE WITH SOLUTIONS AND IMPROVE LIVES.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $99,414
Program Service Revenue $13,744,601
Investment Income $35,436
Other Revenue $-16,602
TOTAL REVENUE $13,862,849

Expense Breakdown

Grants Paid $10,532,971
Salaries & Benefits $2,228,141
Fundraising Expenses $8,582
Program Expenses $13,181,094
Other Expenses $1,147,693
TOTAL EXPENSES $13,908,805

Year-over-Year Comparison

2024 2023 Change
Revenue $13,862,849 $13,298,309 +0.0%
Expenses $13,908,805 $13,240,676 +0.1%
Net Income $-45,956 $57,633 -1.8%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
42
Volunteers
16

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
7
$282,841
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARTER SMITH CHAIR 0.20
Officer Director
$0 $0 $0
THOMAS MARTIN JR ESQ VICE CHAIR 0.20
Officer Director
$0 $0 $0
CAPTAIN MATT FRAUENZIMMER TREASURER 0.20
Officer Director
$0 $0 $0
CYDNEY LOPEZ SECRETARY 0.20
Officer Director
$0 $0 $0
ONEICEIA HOWARD PAST CHAIR 0.20
Director
$0 $0 $0
SERENA AMERSON BOARD MEMBER 0.20
Director
$0 $0 $0
NICOLE BROWN-GRIFFIN BOARD MEMBER 0.20
Director
$0 $0 $0
EVA WIGGINS BOARD MEMBER 0.20
Director
$0 $0 $0
GREG GROOTENDORST BOARD MEMBER 0.20
Director
$0 $0 $0
JT HASTY BOARD MEMBER 0.20
Director
$0 $0 $0
JAMES HERNDON BOARD MEMBER 0.20
Director
$0 $0 $0
DALIP KAPOOR ESQ BOARD MEMBER 0.20
Director
$0 $0 $0
KATE LENNON ESQ BOARD MEMBER 0.20
Director
$0 $0 $0
J GAIL NICULA PHD BOARD MEMBER 0.20
Director
$0 $0 $0
PATRYCJA PULCINSKI BOARD MEMBER 0.20
Director
$0 $0 $0
RADM BRYON TOBIN USN RET BOARD MEMBER 0.20
Director
$0 $0 $0
JO ANN SHORT CEO/PRESIDENT 40.00
Officer
$164,016 $6,631 $170,647
DIANA MORAN VP FINANCE (JAN-OCT) 40.00
Officer
$76,272 $2,216 $78,488
MARY RYBERG CFO (OCT-DEC) 40.00
Officer
$32,216 $1,490 $33,706
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 $13,862,849 $13,908,805 $2,968,817 $-45,956
2023 $13,298,309 $13,240,676 $3,240,362 $57,633
2022 $15,204,591 $15,052,887 $4,065,032 $151,704
2021 $14,330,288 $14,050,391 $2,554,279 $279,897
2020 $12,603,458 $12,433,271 $2,795,129 $170,187
2019 $12,902,674 $12,754,217 $2,052,161 $148,457
2018 $14,181,134 $13,937,193 $2,789,685 $243,941
Explore More Nonprofits
→Top 100 Nonprofits in Virginia →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE PLANNING COUNCIL with other nonprofits in Virginia and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.