PLAN A HEALTH INC (EIN 832144751) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Phone

6012073959

Tax Period

2023-01-01 to 2023-12-31

PLAN A HEALTH INC, founded in 2018, is a community nonprofit in the Health Care sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $733K, a strong 33% operating margin.

Mission

Plan A mobile clinics bring health care directly to underserved communities, with an emphasis on improving sexual and reproductive health. We serve all people, regardless of insurance status, income, or location, and ensure access to affordable, quality, and compassionate care.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,151,052

Program Service Revenue $0

Investment Income $48,725

Other Revenue $13,185

TOTAL REVENUE $2,212,962

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $480,194

Fundraising Expenses $34,403

Program Expenses $1,381,884

Other Expenses $995,134

TOTAL EXPENSES $1,480,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,212,962	$2,031,545	+0.1%
Expenses	$1,480,328	$1,664,804	-0.1%
Net Income	$732,634	$366,741	+1.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$164,056

Total Directors

$164,056

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE WEINBERG	Executive Dir.	40.00	Officer Director	$164,056	$0	$164,056
RICK SEGAL	Treasurer	5.00	Officer Director	$0	$0	$0
MOLIIE WILLIAMS	Director	5.00	Director	$0	$0	$0
GRETCHEN BORCHELT	Director	5.00	Director	$0	$0	$0
IVANA THOMPSON	Director	5.00	Director	$0	$0	$0
JACKIE SANDERS HAWKINS	Director	5.00	Director	$0	$0	$0
CARRIE DENNING JACKSON	Director	5.00	Director	$0	$0	$0
PAMELA PAYNE FOSTER	Director	5.00	Director	$0	$0	$0
MELANIE RICHARDS	Director	5.00	Director	$0	$0	$0

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
2023	$2,212,962	$1,480,328	$2,695,113	$732,634
2022	$2,031,545	$1,664,804	$2,017,576	$366,741
2021	$1,659,575	$504,345	$1,663,370	$1,155,230
2020	$553,541	$151,036	$471,527	$402,505

PLAN A HEALTH INC