Planned Parenthood Pasadena and San Gabriel Valley Inc (EIN 951916050) - 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

1933

Legal Domicile

Principal Officer

Sheri Bonner

Phone

6267945737

Tax Period

2022-07-01 to 2023-06-30

Planned Parenthood Pasadena and San Gabriel Valley Inc, founded in 1933, is a mid-sized nonprofit in the Health Care sector that reported $29.0M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $27.6M left a modest 5% surplus.

Mission

Planned Parenthood Pasadena and San Gabriel Valley, Inc. ("PPPSGV") are essential health care providers and trusted educators who center our work on sexual and reproductive care and advocate for all people to live authentic and healthy lives.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,540,453

Program Service Revenue $23,179,982

Investment Income $162,613

Other Revenue $106,884

TOTAL REVENUE $28,989,932

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $17,276,559

Fundraising Expenses $830,033

Program Expenses $22,178,517

Other Expenses $10,206,985

TOTAL EXPENSES $27,573,544

Year-over-Year Comparison

	2022	2021	Change
Revenue	$28,989,932	$26,552,703	+0.1%
Expenses	$27,573,544	$25,341,402	+0.1%
Net Income	$1,416,388	$1,211,301	+0.2%

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

236

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

$1,098,043

Total Directors

Key Employees

$510,086

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annie Brose	Chair	1.00	Officer Director	$0	$0	$0
Cheryl Bode	Vice Chair	1.00	Officer Director	$0	$0	$0
Samantha Levra	Secretary (End 03/23)	1.00	Officer Director	$0	$0	$0
Susanne Greenberg	Treasurer/Treas. & Sec. (Trs. 04/23)	1.00	Officer Director	$0	$0	$0
Ali Barar	Board Member	1.00	Director	$0	$0	$0
Nicole Bernard	Board Member	1.00	Director	$0	$0	$0
Ceinwyn Clark	Board Member	1.00	Director	$0	$0	$0
Claire Gibbs	Board Member	1.00	Director	$0	$0	$0
Tim Hartley	Board Member	1.00	Director	$0	$0	$0
Ellen Ligons	Board Member	1.00	Director	$0	$0	$0
D Jason Lyon	Board Member (End 11/22)	1.00	Director	$0	$0	$0
Lupe Perez	Board Member	1.00	Director	$0	$0	$0
David Quast	Board Member	1.00	Director	$0	$0	$0
Archana Sahgal	Board Member	1.00	Director	$0	$0	$0
Gretchen B Seager	Board Member	1.00	Director	$0	$0	$0
Laura Sirott	Board Member	1.00	Director	$0	$0	$0
Dr Frances Teng	Board Member	1.00	Director	$0	$0	$0
Nick Taylor	Board Member	1.00	Director	$0	$0	$0
Megan Torrey-Payne	Board Member	1.00	Director	$0	$0	$0
Jay Wagener	Board Member	1.00	Director	$0	$0	$0
Pamela Witherspoon	Board Member	1.00	Director	$0	$0	$0
Ashley Michelle Zavala	Board Member	1.00	Director	$0	$0	$0
Sheri Bonner	President	39.00	Officer	$532,642	$77,155	$609,797
Bethany Eshleman	Chief Financial Officer	39.00	Officer	$274,641	$24,491	$299,132
Grace Lin	Chief Operations Officer	39.00	Officer	$171,874	$17,240	$189,114
Noah Nattell	Chief Medical Director	40.00	Key Emp	$263,434	$28,451	$291,885
Dipti Singh	General Counsel	40.00	Key Emp	$205,868	$12,333	$218,201
Sarah Egan	Dir. Of Medical Services	40.00	Highest	$199,889	$0	$199,889
Cheri Pogue	VP of Patient Services	40.00	Highest	$192,811	$17,820	$210,631
Juliana Serrano	VP of Advocacy & Equity	40.00	Highest	$191,943	$5,481	$197,424
Shelley Levy	VP of Human Resources & Admin	40.00	Highest	$188,504	$16,068	$204,572
Sarah Spiller	Lead Clinician	40.00	Highest	$186,684	$11,444	$198,128

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	No data	No data	No data	No data
2023	$28,989,932	$27,573,544	$30,914,713	$1,416,388
2022	$26,552,703	$25,341,402	$25,252,994	$1,211,301
2021	$21,642,329	$21,144,993	$26,717,381	$497,336
2020	$23,546,886	$20,152,067	$26,221,975	$3,394,819
2019	$20,765,754	$17,873,748	$18,609,968	$2,892,006
2018	$20,852,286	$15,427,337	$15,519,963	$5,424,949

Planned Parenthood Pasadena and San Gabriel Valley Inc