PLANNED PARENTHOOD MAR MONTE INC (EIN 941583439) - 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

1963

Legal Domicile

Principal Officer

STACY CROSS

Phone

4087953600

Tax Period

2024-07-01 to 2025-06-30

PLANNED PARENTHOOD MAR MONTE INC, founded in 1963, is a major nonprofit in the Health Care sector that reported $150.5M in total revenue in fiscal year 2024.

Mission

PLANNED PARENTHOOD MAR MONTE INVESTS IN COMMUNITIES BY PROVIDING HEALTH CARE AND EDUCATION, AND BY EXPANDING RIGHTS AND ACCESS FOR ALL.

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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 $25,619,992

Program Service Revenue $120,939,418

Investment Income $3,329,045

Other Revenue $581,605

TOTAL REVENUE $150,470,060

Expense Breakdown

Grants Paid $822,500

Salaries & Benefits $94,540,558

Fundraising Expenses $4,564,791

Program Expenses $136,905,860

Other Expenses $66,289,473

TOTAL EXPENSES $161,652,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,470,060	$150,032,173	+0.0%
Expenses	$161,652,531	$147,564,462	+0.1%
Net Income	$-11,182,471	$2,467,711	-5.5%

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

1000

Volunteers

423

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

$1,425,859

Total Directors

$848,046

Key Employees

$1,195,354

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI ANN GUY	CHAIR	5.00	Officer Director	$0	$0	$0
GWEN MCDONALD	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
STELLA YING	TREASURER	5.00	Officer Director	$0	$0	$0
GABRIEL STRICKER	SECRETARY	5.00	Officer Director	$0	$0	$0
KIM BARBER	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA BERKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM CONELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTORIA COOLBAUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
REEMA DIRKS PHARMD	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSE DOROGUSKER	BOARD MEMBER	1.00	Director	$0	$0	$0
LETICIA GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARISA KOLOKOTRONIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DONYA NASSER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDRES RAMOS	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA ROBINS	BOARD MEMBER	1.00	Director	$0	$0	$0
COLE WILBUR	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY CROSS	PRESIDENT & CEO	40.00	Officer Director	$780,501	$67,545	$848,046
THOMAS MOTSIFF	CHIEF ADMIN & FINANCIAL OFFICER	40.00	Officer	$522,229	$55,584	$577,813
LAURA DALTON DO MBA	CHIEF MEDICAL OPERATING OFFICER	40.00	Key Emp	$680,505	$36,587	$717,092
REBECCA SCHUETT	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$174,155	$4,647	$178,802
SHAWHEEN MORIDI	GEN COUNSEL & CHIEF COMPL OFFICER	40.00	Key Emp	$263,990	$35,470	$299,460
MARGAUX LAZARIN DO MPH	SENIOR MEDICAL DIRECTOR	40.00	Highest	$444,889	$33,232	$478,121
ANDREW ADAMS	CHIEF OF STAFF & HEAD OF STRAT COMM	40.00	Highest	$340,939	$47,383	$388,322
NAMRATA MASTEY MD	ASSOCIATE MEDICAL DIRECTOR	40.00	Highest	$304,826	$17,069	$321,895
MORGAN THEIS MD	SUPERVISING PHYSICIAN	40.00	Highest	$295,819	$15,109	$310,928
ABRAHAM CABEBE MD	SUPERVISING PHYSICIAN	32.00	Highest	$293,174	$39,221	$332,395

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	$150,470,060	$161,652,531	$197,113,075	$-11,182,471
2024	No data	No data	No data	No data
2023	$129,470,266	$134,894,885	$175,226,831	$-5,424,619
2022	$120,329,049	$123,067,567	$151,623,583	$-2,738,518
2021	$129,916,913	$126,847,943	$161,531,250	$3,068,970
2020	$125,278,127	$114,026,629	$155,405,439	$11,251,498
2019	$121,118,612	$104,733,129	$136,601,009	$16,385,483
2018	$103,844,982	$103,806,082	$127,249,027	$38,900

PLANNED PARENTHOOD MAR MONTE INC