PLANNED PARENTHOOD ASSOCIATION OF UTAH (EIN 870288909) - 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

1965

Legal Domicile

Principal Officer

JIBRIL HUSSEIN

Phone

8015321586

Tax Period

2023-07-01 to 2024-06-30

PLANNED PARENTHOOD ASSOCIATION OF UTAH, founded in 1965, is a mid-sized nonprofit in the Health Care sector that reported $11.5M in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $15.8M exceeded revenue, resulting in a 37% operating deficit.

Mission

PPAU'S MISSION IS TO EMPOWER UTAHNS OF ALL AGES TO MAKE INFORMED CHOICES ABOUT THEIR SEXUAL HEALTH, ENSURE ACCESS TO AFFORDABLE, QUALITY HEALTH CARE AND EDUCATION, AND PROTECT THEIR RIGHT TO DO SO.

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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 $6,411,949

Program Service Revenue $4,948,696

Investment Income $396,774

Other Revenue $-275,004

TOTAL REVENUE $11,482,415

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $8,912,572

Fundraising Expenses $444,215

Program Expenses $11,613,536

Other Expenses $6,756,447

TOTAL EXPENSES $15,769,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,482,415	$15,677,936	-0.3%
Expenses	$15,769,019	$12,939,916	+0.2%
Net Income	$-4,286,604	$2,738,020	-2.6%

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

172

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

$254,729

Total Directors

Key Employees

$664,587

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL AGUILAR	BOARD CHAIR (THRU MAY '24)	5.00	Officer Director	$0	$0	$0
LINDSAY BARENZ	CO-VICE CHAIR (THRU MAY '24)	5.00	Officer Director	$0	$0	$0
RACHEL BARNES BEVAN	CO-VICE CHAIR	5.00	Officer Director	$0	$0	$0
BRANDI SIMPON	TREASURER (THRU AUG '23)	5.00	Officer Director	$0	$0	$0
GAYLE EWER	SECRETARY	5.00	Officer Director	$0	$0	$0
ADRIENNE BORDELON	TREASURER	5.00	Officer Director	$0	$0	$0
TANIA KNAUER	CHAIR EMERITUS (THRU SEP '23)	5.00	Officer Director	$0	$0	$0
CARLA ARANCIBIA	BOARD MEMBER (THRU AUG '23)	5.00	Director	$0	$0	$0
JOAN DRAPER	BOARD MEMBER	5.00	Director	$0	$0	$0
LYNN HOFFMAN-BROUSE	BOARD MEMBER (THRU OCT '23)	5.00	Director	$0	$0	$0
MARCELA SMID	BOARD MEMBER	5.00	Director	$0	$0	$0
JOSEPH SILVERZWEIG	BOARD MEMBER (THRU APR '24)	5.00	Director	$0	$0	$0
CAMILLE COOK	BOARD MEMBER	5.00	Director	$0	$0	$0
JOY BEIGHTOL	BOARD MEMBER	5.00	Director	$0	$0	$0
KATHERINE WARD	BOARD MEMBER	5.00	Director	$0	$0	$0
EMA OSTARCEVIC	BOARD MEMBER	5.00	Director	$0	$0	$0
JENI JONES	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNY WOUDENBERG	BOARD MEMBER	5.00	Director	$0	$0	$0
JUSTIN KAHN	BOARD MEMBER (THRU APR '24)	5.00	Director	$0	$0	$0
MARIA FERNENDA RIVERA	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE RIVERA	BOARD MEMBER	5.00	Director	$0	$0	$0
KATHRYN BOYD	CEO/PRESIDENT	40.00	Officer	$228,756	$25,973	$254,729
LESLEY BAILEY	DIRECTOR OF BUSINESS SYSTEMS	40.00	Key Emp	$203,199	$25,179	$228,378
FREDERICK PENNINGTON	CHIEF INFORMATION OFFICER	40.00	Key Emp	$194,940	$53,273	$248,213
HEATHER WELCH	VP OF OPERATIONS	40.00	Key Emp	$161,133	$26,863	$187,996
ERICA AVIDANO	LEAD CLINICIAN	40.00	Highest	$120,913	$34,542	$155,455
MCKELL JAMES	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$107,161	$38,331	$145,492
LORI GAWRON	VP OF CLINICAL SERVICES	40.00	Highest	$107,030	$3,337	$110,367

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
2025	No data	No data	No data	No data
2024	$11,482,415	$15,769,019	$23,955,309	$-4,286,604
2023	$15,677,936	$12,939,916	$26,480,327	$2,738,020
2022	$19,264,421	$10,773,363	$24,402,445	$8,491,058
2021	$10,980,173	$10,258,512	$17,391,927	$721,661
2020	$11,255,570	$10,515,205	$16,075,103	$740,365
2019	$11,705,336	$10,147,639	$14,619,829	$1,557,697
2018	$12,221,713	$9,999,274	$12,242,226	$2,222,439

PLANNED PARENTHOOD ASSOCIATION OF UTAH