PLANNED PARENTHOOD OF SW OREGON (EIN 930573822) - 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

1966

Legal Domicile

Principal Officer

AMY HANDLER

Phone

5413442632

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD OF SW OREGON, founded in 1966, is a mid-sized nonprofit in the Health Care sector that reported $10.6M in total revenue in fiscal year 2024. Expenses of $12.2M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO ENSURE THE RIGHT OF ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH, BY PROVIDING HEALTH SERVICES, EDUCATION, AND ADVOCACY.

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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 $2,863,239

Program Service Revenue $6,926,658

Investment Income $278,796

Other Revenue $503,303

TOTAL REVENUE $10,571,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,222,502

Fundraising Expenses $658,573

Program Expenses $9,736,608

Other Expenses $4,947,948

TOTAL EXPENSES $12,170,450

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,571,996	$10,253,033	+0.0%
Expenses	$12,170,450	$12,534,465	0.0%
Net Income	$-1,598,454	$-2,281,432	-0.3%

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

123

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

$505,783

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY HANDLER	CEO & PRESIDENT	40.00	Officer	$271,083	$18,715	$289,798
CLAIRE ELAM	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LAUREN SOMMERS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRITNI JESSUP	DIRECTOR	2.00	Director	$0	$0	$0
SARAH KATE SHARKEY	DIRECTOR	2.00	Director	$0	$0	$0
TIMMY THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
ALICIA JONES	DIRECTOR	2.00	Director	$0	$0	$0
BRITTANY MORTENSEN	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA FISHER	DIRECTOR	2.00	Director	$0	$0	$0
KELLIE DEVORE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY HOWER	DIRECTOR	2.00	Director	$0	$0	$0
KERRY TEDESCO	DIRECTOR	2.00	Director	$0	$0	$0
RICCI HULING	DIRECTOR	2.00	Director	$0	$0	$0
KELLY LYON	DIRECTOR	2.00	Director	$0	$0	$0
KATE SHADOAN	COO	40.00	Officer	$202,472	$13,513	$215,985
JUSTINE PARKER	MEDICAL DIRECTOR	40.00	Highest	$195,137	$18,729	$213,866
MALLORY SINGER	DIRECTOR OF AFFILIATE QUALITY AND COMPLIANCE	40.00	Highest	$119,783	$12,806	$132,589
JULIE LINDSEY	FINANCE DIRECTOR	40.00	Highest	$136,680	$11,737	$148,417
YEZENIA RAMIREZ	PATIENT SERVICES DIRECTOR	40.00	Highest	$115,370	$14,537	$129,907
JESSICA LYNN HAMPTON	DIRECTOR OF LEARNING AND EDUCATION	40.00	Highest	$106,039	$12,735	$118,774
HILARY PRAGER	TELEHEALTH CLINICIAN	40.00	Highest	$104,803	$5,269	$110,072
THOMAS NEIL EWING	DIRECTOR OF AMAB CARE AND PHYSICIAN	40.00	Highest	$103,457	$14,615	$118,072
LISA GARTIN	CLINICIAN SUPERVISOR	40.00	Highest	$135,172	$12,806	$147,978
HEATHER LUKASEWYCZ	FAMILY PLANNING CLINICIAN	40.00	Highest	$117,226	$12,778	$130,004

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	$10,571,996	$12,170,450	$16,698,061	$-1,598,454
2024	$10,253,033	$12,534,465	$17,969,901	$-2,281,432
2023	$10,601,038	$12,876,835	$20,285,677	$-2,275,797
2022	$19,580,165	$10,362,243	$21,470,840	$9,217,922
2021	$9,117,903	$9,589,728	$14,796,873	$-471,825
2021	$8,355,071	$9,583,889	$14,076,150	$-1,228,818
2020	$10,315,223	$11,027,114	$15,042,185	$-711,891
2019	$10,557,959	$10,657,663	$14,668,543	$-99,704
2018	$10,135,644	$10,280,309	$14,367,307	$-144,665

PLANNED PARENTHOOD OF SW OREGON