Planning & Conservation League (EIN 941600890) - 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

Howard Penn

Phone

9168225631

Tax Period

2023-07-01 to 2024-06-30

Planning & Conservation League, founded in 1965, is a small nonprofit that reported $423K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $276K, a strong 65% operating margin.

Mission

The Planning and Conservaton League is a 501(c)(4) nonprofit organization that serves as the lobbying arm of environmental community -- passing, enforcing, and protecting laws and initiatives that safeguard our environment and communities.

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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 $336,148

Program Service Revenue $0

Investment Income $86,930

Other Revenue $0

TOTAL REVENUE $423,078

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,000

Other Expenses $22,463

TOTAL EXPENSES $147,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,078	$1,793,309	-0.8%
Expenses	$147,463	$20,521	+6.2%
Net Income	$275,615	$1,772,788	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chanell Fletcher	Director	1.00	Director	$0	$0	$0
Kevin Johnson	Vice Chair	3.00	Officer Director	$0	$0	$0
Sage Sweetwood	Treasurer	2.00	Officer Director	$0	$0	$0
David Mogavero	Vice Chair	2.00	Officer Director	$0	$0	$0
Elisabeth Brown	Director	1.00	Director	$0	$0	$0
Judy Corbett	Director	2.00	Director	$0	$0	$0
Caroline Farrell	Director	1.00	Director	$0	$0	$0
Jen McGraw	Vice President	2.00	Officer Director	$0	$0	$0
Denny Zane	Director	1.00	Director	$0	$0	$0
Phoebe Seaton	Director	1.00	Director	$0	$0	$0
Stephanie Cadena	Vice Chair	2.00	Officer Director	$0	$0	$0
Jesus Hernandez	Director	1.00	Director	$0	$0	$0
Eileen Rice	Secretary	2.00	Director	$0	$0	$0
Ellison Folk	Director	2.00	Director	$0	$0	$0
Doug Carstens	Chairman	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$423,078	$147,463	$2,136,156	$275,615
2023	$1,793,309	$20,521	$1,860,541	$1,772,788

Planning & Conservation League