PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC (EIN 936031270) - 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

1963

Legal Domicile

Principal Officer

KRISTA WOOD

Phone

5037754931

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC, founded in 1963, is a mid-sized nonprofit in the Health Care sector that reported $41.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $37.7M left a modest 8% surplus.

Mission

THE ORGANIZATION PROVIDES, PROMOTES, AND PROTECTS ACCESS TO REPRODUCTIVE AND SEXUAL HEALTH 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 (2024)

Revenue Breakdown

Contributions & Grants $10,952,990

Program Service Revenue $27,383,050

Investment Income $2,355,343

Other Revenue $326,278

TOTAL REVENUE $41,017,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,749,943

Fundraising Expenses $1,071,986

Program Expenses $30,867,873

Other Expenses $15,907,367

TOTAL EXPENSES $37,657,310

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,017,661	$37,971,032	+0.1%
Expenses	$37,657,310	$34,423,931	+0.1%
Net Income	$3,360,351	$3,547,101	-0.1%

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

326

Volunteers

124

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

$434,106

Total Directors

Key Employees

$188,746

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY BROWN	CHAIR	10.00	Officer Director	$0	$0	$0
CASSI MACQUEEN	VICE CHAIR	7.00	Officer Director	$0	$0	$0
KATHERINE BRADLEY	TREASURER	7.00	Officer Director	$0	$0	$0
ALEXA VASCONCELOS	SECRETARY	7.00	Officer Director	$0	$0	$0
OMAR AL RAIS	DIRECTOR	4.00	Director	$0	$0	$0
ROXANNE BARRA	DIRECTOR	4.00	Director	$0	$0	$0
FLETCHER CHAMBERLIN	DIRECTOR	4.00	Director	$0	$0	$0
JESS DEFREES	DIRECTOR	4.00	Director	$0	$0	$0
CHRISTINE DUPRES	DIRECTOR	4.00	Director	$0	$0	$0
ADRIANNE FELDSTEIN	DIRECTOR	4.00	Director	$0	$0	$0
MARIOTTA GARY-SMITH	DIRECTOR	4.00	Director	$0	$0	$0
LISA GOREN	DIRECTOR	4.00	Director	$0	$0	$0
JULIA HARPER	DIRECTOR	4.00	Director	$0	$0	$0
BRAD MILLER	DIRECTOR	4.00	Director	$0	$0	$0
PAMELA NEFERKARA	DIRECTOR	4.00	Director	$0	$0	$0
ESPERANZA TERVALON	DIRECTOR UNTIL SEPT 24	4.00	Director	$0	$0	$0
ERIC WEEKS	DIRECTOR	4.00	Director	$0	$0	$0
SARA KENNEDY	PRESIDENT & CEO	40.00	Officer	$382,583	$19,917	$402,500
KRISTA WOOD	CHIEF FINANCIAL OFFICER	40.00	Officer	$28,868	$2,738	$31,606
JESSICA KEERSEMAKER	VP OF PATIENT SERVICES	40.00	Key Emp	$171,886	$16,860	$188,746
HAYLEY NUNN	VP OF STRATEGIC INITITATIVES	40.00	Highest	$162,977	$17,441	$180,418
RENEE HASHBARGER	ASSOCIATE MEDICAL DIRECTOR	40.00	Highest	$183,464	$21,797	$205,261
TUMI JANTJIE	FORMER VP OF PEOPLE & CULTURE	40.00	Highest	$154,682	$19,527	$174,209
MARIE GIBSON	CLINICIAN	40.00	Highest	$176,708	$21,454	$198,162
LISA BENITEZ	LEAD CLINICIAN	40.00	Highest	$157,714	$20,686	$178,400

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	$41,017,661	$37,657,310	$69,110,652	$3,360,351
2024	$37,971,032	$34,423,931	$64,639,883	$3,547,101
2023	$31,459,792	$29,145,609	$60,510,227	$2,314,183
2022	$48,474,074	$26,640,018	$54,482,692	$21,834,056
2021	$23,978,506	$26,275,409	$40,260,476	$-2,296,903
2020	$25,120,573	$25,905,228	$40,038,927	$-784,655
2019	$29,059,216	$26,013,149	$39,019,243	$3,046,067
2018	$31,667,293	$24,978,022	$37,504,058	$6,689,271

PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC