Civic Intelligence

Planned Parenthood Keystone

990 • Fiscal year 2024 • EIN 23-2450112

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

29 N 9th StreetAllentown, PA 18101

(610) 481-0481

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.23x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.23x

Higher debt load relative to revenue than 50% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$226,792

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

11th percentile

-8.7%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-12%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$13,659,990

Down $1,294,183 (-8.7%) from 2023

Net Assets

Down

$10,544,100

Down $1,314,518 (-11%) from 2023

Liabilities

Up

$3,115,890

Up $20,335 (+0.7%) from 2023

Revenue

Down

$13,654,469

Down $1,924,885 (-12%) from 2023

Expenses

Down

$15,133,034

Down $1,679,975 (-10.0%) from 2023

Net Income

Down

-$1,478,565

Down $244,910 (-20%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $4,184,511Liabilities 2011: $700,799Net Assets 2011: $3,483,7122011Assets 2012: $4,891,163Liabilities 2012: $622,020Net Assets 2012: $4,269,1432012Assets 2013: $7,645,853Liabilities 2013: $663,016Net Assets 2013: $6,982,8372013Assets 2014: $8,962,529Liabilities 2014: $972,829Net Assets 2014: $7,989,7002014Assets 2015: $9,304,599Liabilities 2015: $890,797Net Assets 2015: $8,413,8022015Assets 2016: $8,007,132Liabilities 2016: $1,499,830Net Assets 2016: $6,507,3022016Assets 2017: $7,848,112Liabilities 2017: $1,030,852Net Assets 2017: $6,817,2602017Assets 2018: $8,878,450Liabilities 2018: $1,564,921Net Assets 2018: $7,313,5292018Assets 2019: $8,714,137Liabilities 2019: $1,779,312Net Assets 2019: $6,934,8252019Assets 2020: $9,159,178Liabilities 2020: $2,566,161Net Assets 2020: $6,593,0172020Assets 2021: $10,064,229Liabilities 2021: $3,336,078Net Assets 2021: $6,728,1512021Assets 2022: $15,148,697Liabilities 2022: $2,122,069Net Assets 2022: $13,026,6282022Assets 2023: $14,954,173Liabilities 2023: $3,095,555Net Assets 2023: $11,858,6182023Assets 2024: $13,659,990Liabilities 2024: $3,115,890Net Assets 2024: $10,544,1002024

Highlighted filing

2024

Assets$13,659,990
Liabilities$3,115,890
Net Assets$10,544,100

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $5,930,825Expenses 2011: $5,450,905Net Income 2011: $479,9202011Revenue 2012: $6,466,961Expenses 2012: $5,704,433Net Income 2012: $762,5282012Expenses 2013: $8,753,2142013Revenue 2014: $11,200,494Expenses 2014: $11,616,493Net Income 2014: -$415,9992014Revenue 2015: $12,212,562Expenses 2015: $11,693,609Net Income 2015: $518,9532015Revenue 2016: $9,532,165Expenses 2016: $11,358,066Net Income 2016: -$1,825,9012016Revenue 2017: $10,473,209Expenses 2017: $10,265,538Net Income 2017: $207,6712017Revenue 2018: $9,243,252Expenses 2018: $9,644,907Net Income 2018: -$401,6552018Revenue 2019: $9,541,455Expenses 2019: $9,827,178Net Income 2019: -$285,7232019Revenue 2020: $10,457,159Expenses 2020: $10,629,460Net Income 2020: -$172,3012020Revenue 2021: $10,116,891Expenses 2021: $10,723,616Net Income 2021: -$606,7252021Revenue 2022: $19,437,557Expenses 2022: $12,261,712Net Income 2022: $7,175,8452022Revenue 2023: $15,579,354Expenses 2023: $16,813,009Net Income 2023: -$1,233,6552023Revenue 2024: $13,654,469Expenses 2024: $15,133,034Net Income 2024: -$1,478,5652024

Highlighted filing

2024

Revenue$13,654,469
Expenses$15,133,034
Net Income-$1,478,565
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$15,405,877
Mission and Program Overview

Mission

Ppkeystone's mission is to: provide and promote high quality and comprehensive reproductive health care through medical services, education and advocacy.

Ppk provides and advocates for affordable, sexual reproductive healthcare and education. Planned parenthood serves residents of 37 pennsylvania counties through 9 medical centers, a comprehensive sexuality education program, and as an advocate for reproductive rights. Twenty-five percent of the state's women, men and teens live within reach of our affordable, confidential and culturally-responsive reproductive health centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,138,643$7,208,770▼ $929,873
Land, Buildings, and Equipment, Net$4,357,783$2,913,598▼ $1,444,185
Pledges and Grants Receivable$586,512$781,603▲ $195,091
Cash and Non-Interest-Bearing Accounts$232,434$220,199▼ $12,235
Accounts Receivable$350,480$168,837▼ $181,643
Inventories for Sale or Use$114,568$115,454▲ $886
Prepaid Expenses and Deferred Charges$12,436$53,017▲ $40,581
Total Assets$14,954,173$13,659,990▼ $1,294,183
Other Assets Total$1,161,317$2,198,512▲ $1,037,195
Liabilities
Accounts Payable and Accrued Expenses$772,638$1,335,521▲ $562,883
Other Liabilities$539,228$1,219,883▲ $680,655
Mortgage Notes Payable Secured by Investment Property$755,529--
Deferred Revenue$632,480$560,486▼ $71,994
Grants Payable$395,680--
Total Liabilities$3,095,555$3,115,890▲ $20,335
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,995,935$8,301,281▼ $1,694,654
Net Assets With Donor Restrictions$1,862,683$2,242,819▲ $380,136
Total Net Assets Fund Balance$11,858,618$10,544,100▼ $1,314,518
Total Liabilities and Net Assets / Fund Balance$14,954,173$13,659,990▼ $1,294,183

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,622,406$833,382$2,455,788
Leasehold Improvements$481,710$562,973$1,044,683
Equipment$390,176$348,738$738,914
Land$399,313-$399,313
Other Land Buildings$19,993-$19,993
Other Assets Org$1,226,351--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,215,831-▲ $137,014$217,355$2,135,490
2022$1,809,938$347,333▲ $118,755$60,195$2,215,831
2021$994,008$999,904▼ $137,585$46,389$1,809,938
2020$807,750-▲ $237,219$50,961$994,008
2019$1,078,007-▲ $4,743$275,000$807,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa ReedChief Executive OfficerFT$214,488$12,304$226,792
Trish TashjianChief Operating OfficerFT$150,463$16,911$167,374
Cassandra ScullyLead ClinicianFT$155,040$7,298$162,338
Samantha BobilaChief External Affairs OfficerFT$153,199$1,454$154,653
Natalia ArmozaChief Financial Officer (until 10/2023)FT$128,351$8,962$137,313
Faiz MalikVP of People and CultureFT$108,704$15,230$123,934
Constance ChangClinician/program DirectorFT$121,301$1,143$122,444

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Clinical Health Network For TransformatiIt Services / Call Center390 NE 191ST ST STE 8466, Miami, FL 33179$1,323,999
Healthcare Management Solutions LLCOutsourced Accounting ServicesPO BOX 56, Vails Gate, NY 12584$418,391
BetterhealthBilling Service, Electronic Health Recor23262 WESTHEIMER RD 944, Houston, TX 77098$360,211
R&s NortheastPharmaceutical SupplierPO BOX 935485, Atlanta, GA 31193-5485$240,378
Jennifer Elizabeth ColesMedical Services13603 BARDON ROAD, Phoenix, MD 21131$190,880
Revenue and Support

Revenue Composition

Contributions and Grants
$6,221,605
Program Service Revenue
$7,131,790
Investment Income
$255,737
Other Revenue
$45,337
All Other Contributions
$4,285,475
Change in Net Assets
$-1,478,565

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$47,633Fair Market Value (FMV)
Total Noncash Contributions4$47,633-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,687,133
Revenue Not Reported on Financial Statements
$-32,664
Revenue Not Reported on Form 990
$164,047
Other Revenue Adjustments
$-59,270
Total Revenue per Audited Statements
$13,851,180
Total Revenue per Form 990
$13,654,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,384,087
Salaries, Compensation, and Employee Benefits$6,673,947
Total Fundraising Expense$669,201
Grants and Similar Amounts Paid$75,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,457,635$293,396$314,023$5,065,054
Fees for Services Other$1,881,414$116,985$3,850$2,002,249
Information Technology$1,021,685$83,767$155$1,105,607
Fees for Services Management$131,949$813,766-$945,715
All Other Expenses$652,250$150,782$127,328$930,360
Current Officers, Directors, Trustees, and Key Employees$113,156$454,465$127,481$695,102
Other Employee Benefits$368,607$87,398$16,551$472,556
Payroll Taxes$351,976$48,370$32,784$433,130
Insurance$322,584$99,656-$422,240
Depreciation Depletion$284,552$107,092-$391,644
Occupancy$333,699$20,352-$354,051
Other Expenses$241,780$28,384$10,474$241,780
Fees for Services Legal-$229,233-$229,233
Travel$157,095$7,845$7,972$172,912
Payments to Affiliates$45,750$74,904$26,250$146,904
Grants to Domestic Orgs$75,000--$75,000
Office Expenses$47,110$2,346$322$49,778
Fees for Services Accounting-$43,250-$43,250
Fees for Service Investment Mgmnt Fees-$26,606-$26,606
Conferences and Meetings$19,557$1,345$2,011$22,913
Interest-$20,315-$20,315
Pension Plan Contributions-$8,105-$8,105
Total Functional Expenses$11,745,270$2,718,563$669,201$15,133,034

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,165,698
Total Expenses per Form 990$15,133,034
Expenses per Audited Statements$15,106,428
Expenses Not Reported on Form 990$59,270
Expenses Not Reported on Financial Statements$26,606
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make the Road StatesBrooklyn, NY501(c)(3)Nonpartisan Voter Engagement$25,000
Planned Parenthood Pennsylvania AdvocatesCamp Hill, PA501(c)(4)Nonpartisan Voter Engagement$25,000
Ywca LancasterLancaster, PA501(c)(3)Nonpartisan Voter Engagement$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,270
Fundraising Gross Income$29,550
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Keystone Cares$138,670$29,550$30,150$-600
Total Events$138,670$29,550$59,270$-29,720
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-OWNS MORE THAN 35% OF HMSManagement ServicesNo$945,715
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$663,743
Loan Guarantee Obligation$556,140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Beginning in october 2023, planned parenthood keystone engaged healthcare management solutions llc to provide contractual finance services. As part of this arrangement, marianne muise was appointed as the interim cfo for planned parenthood keystone. From october 2023 through december 2023, healthcare management solutions llc compensated marianne muise $36,000 for her services to planned parenthood keystone during this period.

Form 990, Part VI, Section B, Line 11B

Members of the finance committee, in addition to the finance staff, review the 990 in detail prior to filing. The entire board of directors have access to the 990 electronically prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Planned parenthood keystone requires all employees to acknowledge and disclose any conflicts, or potential conflicts of interest as part of the employee handbook. Any employee who violates this policy is subject to discipline, up to and including termination of employment. Every board member is required to disclose real or potential conflicts annually via a disclosure support statement.

Form 990, Part VI, Section B, Line 15A

Performance evaluation- the chair of the board works with the human resources department to initiate and complete the annual performance and compensation review for the ceo. The board distributes a ceo evaluation form to all board members. The form is returned directly to the chair who shares the results with the board executive committee. The chair meets with the ceo to deliver the results. The results are kept in the ceo's personnel file. Compensation review- an increase to ceo compensation, if any, depends upon positive evaluation results and budget restrictions. The suggested increase is reviewed against planned parenthood federation of america's annual ceo compensation report and against external salary surveys. The board's award of an increase is noted on the affiliate's change of status form which is copied to the finance department and stored in the ceo's personnel file.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Planned Parenthood Keystone
EIN
23-2450112
Phone
6104810481
Address
29 N 9TH STREET, ALLENTOWN, PA 18101

Signing Officer

Name
Melissa Reed
Title
CEO
Phone
6104810481
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Reed
Formed
1925
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
169
Volunteers
163

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
William a Loughery
Phone
2156433900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracted services: program service expenses 1,195,795. Management and general expenses 116,985. Fundraising expenses 3,850. Total expenses 1,316,630. Other professional fees: program service expenses 685,619. Management and general expenses 0. Fundraising expenses 0. Total expenses 685,619.

Financial Statement Notes

PART X, LINE 2:

Management has reviewed the tax positions for each of the open fiscal tax years (2021-2023) or expected to be taken in the organization's fiscal 2024 tax return and has concluded that there are no significant uncertain tax positions that would require recognition in the financial statements.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising expenses -59,270.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses 59,270.

Raw XML AppendixShowing 400 of 887 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0PPK PROVIDES AND ADVOCATES FOR AFFORDABLE, SEXUAL REPRODUCTIVE HEALTHCARE AND EDUCATION. PLANNED PARENTHOOD SERVES RESIDENTS OF 37 PENNSYLVANIA COUNTIES THROUGH 9 MEDICAL CENTERS, A COMPREHENSIVE SEXUALITY EDUCATION PROGRAM, AND AS AN ADVOCATE FOR REPRODUCTIVE RIGHTS. TWENTY-FIVE PERCENT OF THE STATE'S WOMEN, MEN AND TEENS LIVE WITHIN REACH OF OUR AFFORDABLE, CONFIDENTIAL AND CULTURALLY-RESPONSIVE REPRODUCTIVE HEALTH CENTERS.
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IRS990/Desc0REPRODUCTIVE HEALTH CARE: PLANNED PARENTHOOD IS THE LEADING PROVIDER OF REPRODUCTIVE HEALTH CARE. PATIENTS PAY FOR EXAMINATIONS, TESTS, TREATMENTS AND METHODS OF BIRTH CONTROL ACCORDING TO AN INCOME-BASED, SLIDING FEE SCALE. MOST INSURANCE PLANS ARE ACCEPTED, AS WELL ASMEDICAID AND OTHER PUBLICLY-FUNDED INSURANCE PROGRAMS. AS THEIR LIVES UNFOLD, WOMEN AND MEN VISIT PLANNED PARENTHOOD FOR CONTRACEPTION EDUCATION AND SUPPLIES, ANNUAL GYNECOLOGICAL EXAMS, SEXUALLY TRANSMITTED DISEASE TESTING AND TREATMENT, PREGNANCY TESTS, CERVICALCANCER SCREENING AND TREATMENT, AND ABORTION CARE. WHILE ABORTION SERVICES ACCOUNT FOR LESS THAN 5 PERCENT OF OUR SERVICES, PLANNEDPARENTHOOD IS COMMITTED TO ENSURING THAT ABORTION IS SAFE, LEGAL AND AFFORDABLE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER (UNTIL 10/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt18INTERIM CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF EXTERNAL AFFAIRS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21LEAD CLINICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF PEOPLE AND CULTURE
IRS990/Form990PartVIISectionAGrp/TitleTxt23CLINICIAN/PROGRAM DIRECTOR
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IRS990/MissionDesc0THE MISSION OF PLANNED PARENTHOOD KEYSTONE IS TO PROVIDE AND PROMOTE ACCESS TO THE ESSENTIAL REPRODUCTIVE HEALTH CARE SERVICES AND COMPREHENSIVE SEXUALITY EDUCATION PEOPLE NEED TO LIVE HEALTHY LIVES AND BUILD STRONG COMMUNITIES.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$3.12$10.5$13.7$15.1$1.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$3.10$11.9$15.6$16.8$1.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$2.12$13.0$19.4$12.3$7.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$3.34$6.73$10.1$10.7$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.16$2.57$6.59$10.5$10.6$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$1.78$6.93$9.54$9.83$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.88$1.56$7.31$9.24$9.64$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$1.03$6.82$10.5$10.3$0.21
2016Detailed filing. Detailed filing data is available for this year.$8.01$1.50$6.51$9.53$11.4$1.83
2015Detailed filing. Detailed filing data is available for this year.$9.30$0.89$8.41$12.2$11.7$0.52
2014Summary only. Only limited summary data is available for this year.$8.96$0.97$7.99$11.2$11.6$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.65$0.66$6.98$8.75
2012Summary only. Only limited summary data is available for this year.$4.89$0.62$4.27$6.47$5.70$0.76
2011Summary only. Only limited summary data is available for this year.$4.18$0.70$3.48$5.93$5.45$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $10M-$25M nonprofits