PLANNED PARENTHOOD ADVOCATES OF TEXAS (EIN 813566701) - 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

2016

Legal Domicile

Principal Officer

SHELLIE HAYES-MCMAHON

Phone

2149691508

Tax Period

2024-01-01 to 2024-12-31

PLANNED PARENTHOOD ADVOCATES OF TEXAS, founded in 2016, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 29% operating deficit.

Mission

TO SUPPORT ITS PLANNED PARENTHOOD AFFILIATES BY ENGAGING IN DIRECT OUTREACH AND EDUCATION IN COMMUNITIES ACROSS TEXAS TO PROMOTE PUBLIC AWARENESS, ENGAGE THESE COMMUNITIES AND DEVELOP LEADERSHIP REGARDING WOMEN'S HEALTHCARE AND SAFETY, REPRODUCTIVE HEALTH ISSUES, AND INCREASING ACCESS FOR ALL TO BASIC PREVENTIVE HEALTH CARE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,059,263

Program Service Revenue $0

Investment Income $0

Other Revenue $356

TOTAL REVENUE $1,059,619

Expense Breakdown

Grants Paid $17,233

Salaries & Benefits $628,384

Fundraising Expenses $85,832

Program Expenses $1,002,940

Other Expenses $724,404

TOTAL EXPENSES $1,370,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,059,619	$1,574,881	-0.3%
Expenses	$1,370,021	$1,028,639	+0.3%
Net Income	$-310,402	$546,242	-1.6%

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

100

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

$265,768

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA TURNER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER PAFFE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
MARCI ROSENBERG	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
SHELLIE HAYES-MCMAHON	CO-EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$125,834
DRUCILLA TIGNER	CO-EXECUTIVE DIRECTOR	1.00	Officer	$0	$9,238	$139,934
WENDY DAVIS	SENIOR ADVISOR	1.00	Highest	$0	$9,038	$160,140

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	$1,059,619	$1,370,021	$1,977,672	$-310,402
2023	$1,374,881	$1,028,639	$1,717,449	$346,242
2023	$1,574,881	$1,028,639	$1,917,449	$546,242
2022	$1,116,240	$916,886	$1,320,893	$199,354
2021	$1,544,691	$687,718	$1,105,262	$856,973
2020	$655,051	$442,411	$353,136	$212,640
2019	$312,277	$438,048	$10,814	$-125,771
2018	$327,282	$257,279	$118,052	$70,003

PLANNED PARENTHOOD ADVOCATES OF TEXAS