Civic Intelligence

Planned Parenthood of Wisconsin Inc

EIN 39-0863391 • 501(c)3 • Milwaukee, WI

Profile

To empower all individuals to manage their sexual and reproductive health through patient services, education, and advocacy.

302 North Jackson StreetMilwaukee, WI 53202

www.ppwi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.12x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

20th percentile

-7.0%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$385,064

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.1%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

4.5%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$36,272,797

Down $421,207 (-1.1%) from 2023

Liabilities

Up

$4,503,199

Up $152,958 (+3.5%) from 2023

Net Assets

Down

$31,769,598

Down $574,165 (-1.8%) from 2023

Revenue

Up

$37,922,144

Up $1,627,060 (+4.5%) from 2023

Expenses

Down

$40,563,501

Down $1,374,411 (-3.3%) from 2023

Net Income

Up

-$2,641,357

Up $3,001,471 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $13,972,584Liabilities 2010: $1,914,563Net Assets 2010: $12,058,0212010Assets 2011: $15,180,373Liabilities 2011: $1,818,123Net Assets 2011: $13,362,2502011Assets 2012: $14,729,441Liabilities 2012: $1,626,743Net Assets 2012: $13,102,6982012Assets 2013: $13,952,502Liabilities 2013: $1,471,105Net Assets 2013: $12,481,3972013Assets 2014: $14,774,865Liabilities 2014: $1,559,214Net Assets 2014: $13,215,6512014Assets 2015: $17,586,524Liabilities 2015: $1,710,403Net Assets 2015: $15,876,1212015Assets 2016: $17,269,477Liabilities 2016: $2,101,067Net Assets 2016: $15,168,4102016Assets 2017: $23,790,161Liabilities 2017: $2,582,879Net Assets 2017: $21,207,2822017Assets 2018: $24,328,430Liabilities 2018: $1,960,984Net Assets 2018: $22,367,4462018Assets 2019: $23,976,818Liabilities 2019: $2,314,483Net Assets 2019: $21,662,3352019Assets 2020: $26,030,836Liabilities 2020: $4,929,424Net Assets 2020: $21,101,4122020Assets 2021: $28,084,430Liabilities 2021: $2,400,666Net Assets 2021: $25,683,7642021Assets 2022: $40,534,244Liabilities 2022: $2,123,169Net Assets 2022: $38,411,0752022Assets 2023: $36,694,004Liabilities 2023: $4,350,241Net Assets 2023: $32,343,7632023Assets 2024: $36,272,797Liabilities 2024: $4,503,199Net Assets 2024: $31,769,5982024

Highlighted filing

2024

Assets$36,272,797
Liabilities$4,503,199
Net Assets$31,769,598

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $23,318,0462010Expenses 2011: $24,617,6102011Expenses 2012: $25,757,9712012Revenue 2013: $18,228,047Expenses 2013: $19,080,090Net Income 2013: -$852,0432013Revenue 2014: $24,827,365Expenses 2014: $24,259,713Net Income 2014: $567,6522014Revenue 2015: $28,476,903Expenses 2015: $25,578,125Net Income 2015: $2,898,7782015Revenue 2016: $26,736,099Expenses 2016: $27,623,168Net Income 2016: -$887,0692016Revenue 2017: $33,366,401Expenses 2017: $27,521,749Net Income 2017: $5,844,6522017Revenue 2018: $31,874,681Expenses 2018: $29,872,061Net Income 2018: $2,002,6202018Revenue 2019: $30,214,286Expenses 2019: $30,904,089Net Income 2019: -$689,8032019Revenue 2020: $31,805,176Expenses 2020: $32,469,890Net Income 2020: -$664,7142020Revenue 2021: $39,396,690Expenses 2021: $35,113,028Net Income 2021: $4,283,6622021Revenue 2022: $51,663,754Expenses 2022: $39,134,914Net Income 2022: $12,528,8402022Revenue 2023: $36,295,084Expenses 2023: $41,937,912Net Income 2023: -$5,642,8282023Revenue 2024: $37,922,144Expenses 2024: $40,563,501Net Income 2024: -$2,641,3572024

Highlighted filing

2024

Revenue$37,922,144
Expenses$40,563,501
Net Income-$2,641,357

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$4.50$31.8$37.9$40.6$2.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$4.35$32.3$36.3$41.9$5.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$2.12$38.4$51.7$39.1$12.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$2.40$25.7$39.4$35.1$4.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$4.93$21.1$31.8$32.5$0.66
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$2.31$21.7$30.2$30.9$0.69
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$1.96$22.4$31.9$29.9$2.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$2.58$21.2$33.4$27.5$5.84
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$2.10$15.2$26.7$27.6$0.89
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$1.71$15.9$28.5$25.6$2.90
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$1.56$13.2$24.8$24.3$0.57
2013Summary only. Only limited summary data is available for this year.$14.0$1.47$12.5$18.2$19.1$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$1.63$13.1$25.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$1.82$13.4$24.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$1.91$12.1$23.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$37,922,144
Mission and Program Overview

Mission

To empower all individuals to manage their sexual and reproductive health through patient services, education and advocacy.

To empower all individuals to manage their sexual and reproductive health through patient services, education, and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,089,696$11,930,736▼ $5,158,960
Land, Buildings, and Equipment, Net$8,367,185$8,431,157▲ $63,972
Pledges and Grants Receivable$1,400,000$4,751,848▲ $3,351,848
Savings and Temporary Cash Investments$1,027,399$1,225,198▲ $197,799
Prepaid Expenses and Deferred Charges-$1,220,029-
Accounts Receivable$2,705,184$1,202,472▼ $1,502,712
Inventories for Sale or Use$948,491$1,110,365▲ $161,874
Cash and Non-Interest-Bearing Accounts$1,978,688$970,105▼ $1,008,583
Total Assets$36,694,004$36,272,797▼ $421,207
Other Assets Total$3,177,361$5,430,887▲ $2,253,526
Liabilities
Other Liabilities$2,035,886$2,245,523▲ $209,637
Accounts Payable and Accrued Expenses$2,306,028$2,159,276▼ $146,752
Deferred Revenue$8,327$98,400▲ $90,073
Total Liabilities$4,350,241$4,503,199▲ $152,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,190,832$23,253,081▼ $2,937,751
Net Assets With Donor Restrictions$6,152,931$8,516,517▲ $2,363,586
Total Net Assets Fund Balance$32,343,763$31,769,598▼ $574,165
Total Liabilities and Net Assets / Fund Balance$36,694,004$36,272,797▼ $421,207

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,768,795$5,465,951$10,234,746
Leasehold Improvements$734,025$4,263,002$4,997,027
Land$2,599,185-$2,599,185
Equipment$329,152$1,659,245$1,988,397
Other Assets Org$2,277,981--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,008,051-▲ $418,026-$2,426,077
2022$1,827,499-▲ $180,552-$2,008,051
2021$1,560,042-▲ $267,457-$1,827,499
2020$1,305,519-▲ $254,523-$1,560,042
2019$1,188,230-▲ $117,289-$1,305,519
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tanya AtkinsonPresident and CEOFT$364,352$20,712$385,064
Linda NeffChief Dev and Brand StratFT$215,030$32,038$247,068
Carrie VanazntChief Operating OfficerFT$208,000$18,933$226,933
Lauren LasryChief of StaffFT$193,544$19,470$213,014
Kate TarpeyCFOFT$172,037$12,850$184,887
Michelle VelasquezChief Strategy OfficerFT$175,157$9,077$184,234
Jennifer DoyleVP DevelopmentFT$153,379$28,423$181,802
Amy DoczyVP Patient ServicesFT$145,787$29,396$175,183
Jane CarpenterVP Human ResourcesFT$156,374$16,151$172,525
Jody KrahnAssociate Director of Clinical ServicesFT$144,581$15,359$159,940
Jody KrahnAssociate Director of Clinical Servi-$144,581$15,359$159,940

Board Members and Trustees

NameTitle
Eileen Force CahillBoard Chair
Carrie Norbin KilloranChair-elect
Alex Cade-whiteDei Task Force Chair
Caralynn BrownGoverance Chair
BRIGID O'BRIEN MILLERStrategic Planning Chair
Alexandra GuevaraVice Chair
Abigail KieferDirector
Anna MirerDirector
Catarina ColonDirector
Charm DerDirector
Dr Sylvia MeltzerDirector
Emily TauDirector
Ginny GravesDirector
Gisela TernerDirector
Martha CollinsDirector
Sharon CarterDirector
Mike MaschekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,400,897
Program Service Revenue
$21,137,299
Investment Income
$449,075
Other Revenue
$934,873
All Other Contributions
$15,052,460
Change in Net Assets
$-2,641,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,633,733
Other Expenses$18,929,768
Total Fundraising Expense$2,674,550
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,612,531$2,241,102$891,097$15,744,730
Fees for Services Other$4,604,375$693,067$684,227$5,981,669
Occupancy$1,830,636$1,039,005-$2,869,641
Other Employee Benefits$1,840,532$322,094$138,039$2,300,665
Payroll Taxes$1,307,351$217,331$27,683$1,552,365
Current Officers, Directors, Trustees, and Key Employees-$1,237,668-$1,237,668
Office Expenses$544,797$227,253$404,661$1,176,711
Pension Plan Contributions$675,086$72,587$50,632$798,305
Depreciation Depletion$707,341$2,003-$709,344
Advertising$74,369$599,226$17,173$690,768
Conferences and Meetings$169,932$45,238$417,949$633,119
Information Technology$383,104$113,734-$496,838
Fees for Services Legal$360$367,923-$368,283
Travel$268,753$64,044$35,133$367,930
Insurance$257,458$53,858-$311,316
Fees for Services Accounting$74,145$67,807-$141,952
Fees for Service Investment Mgmnt Fees$14,666$94,443$3,250$112,359
Other Expenses$32,211$683$118$33,012
All Other Expenses$-13,046$6,560$-161$-6,647
Total Functional Expenses$30,119,072$7,769,879$2,674,550$40,563,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability- Long Term$1,506,347
Lease Liability- Short Term$739,176
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The board of directors reviews and approves form 990 before it is filed with the irs.

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

Conflict of interest forms are required to be completed annually by directors, officers, and key employees and are submitted for review to the executive committee, including the board chair and the president/ceo. If a conflict arises the member is expected to remove themselves from the discussion and voting on the matter.

Form 990, Part VI, Section B, Line 15

Hr and the board committee determine the compensation for the ceo. Hr determines compensation for the organization's officers or key employees. Salary ranges (grades) are established utilizing a variety of compensation studies. These studies can be local, regional or national and can be prepared by ppwi, independent employee agencies or related organizations.

Form 990, Part VI, Section C, Line 19

The governing documents and form 990 are available upon request.

Form 990, Part VII, Section A, Line 1A, Column B

Hours for related organizations: tanya atkinson, president and ceo, devotes an average of 40 hours per week working with planned parenthood of wisconsin, inc. Tanya is also the president/ceo of planned parenthood advocates of wisconsin, inc. And administrator of planned parenthood advocates of wisconsin political fund, related organizations. Tanya devotes an average of 1 hour per week with planned parenthood advocates of wisconsin, inc and 1 hour per week with planned parenthood advocates of wisconsin political fund. Khary penebaker, board member, devotes an average of 1 hour per week working with planned parenthood of wisconsin, inc. Khary is also a board chair of planned parenthood advocates of wisconsin, inc. And administrator of planned parenthood advocates of wisconsin political fund, related organizations. Khary devotes an average of 1 hour per week to each organization.

Filing and Contact Details

Filer

Filer Name
Planned Parenthood of Wisconsin Inc
EIN
39-0863391
Phone
4142718045
Address
302 NORTH JACKSON STREET, MILWAUKEE, WI 53202

Signing Officer

Name
Tanya Atkinson
Title
President and CEO
Phone
4142718045
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tanya Atkinson
Formed
1935
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
22
Employees
290
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants: program service expenses 4,604,375. Management and general expenses 693,067. Fundraising expenses 684,227. Total expenses 5,981,669.

FORM 990, PART XI, LINE 9:

Change in community foundation 73,660.

Financial Statement Notes

PART V, LINE 4:

Planned parenthood of wisconsin, inc. Uses the annual income generated on the endowments for health center and education services.

Raw XML AppendixShowing 400 of 928 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.

Path#Value
AffiliatedGroupSchedule/AffiliatedScheduleGrp/BusinessName/BusinessNameLine1Txt0PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC
AffiliatedGroupSchedule/AffiliatedScheduleGrp/EIN0391678012
AffiliatedGroupSchedule/AffiliatedScheduleGrp/ElectingOrganizationInd0X
AffiliatedGroupSchedule/AffiliatedScheduleGrp/GrassrootsNontxAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/LobbyNontxAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/OtherExemptPurposeExpendAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/ShareExcessLobbyExpendAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/TotalDirectLobbyAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/TotalExemptPurposeExpendAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/TotalGrassrootsLobbyAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/TotalLobbyExpenditureAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/TotalLobbyGrssrootMnsNontxAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/TotLbbyExpendMnsLobbyNontxAmt00
AffiliatedGroupSchedule/AffiliatedScheduleGrp/USAddress/AddressLine1Txt0302 NORTH JACKSON STREET
AffiliatedGroupSchedule/AffiliatedScheduleGrp/USAddress/CityNm0MILWAUKEE
AffiliatedGroupSchedule/AffiliatedScheduleGrp/USAddress/StateAbbreviationCd0WI
AffiliatedGroupSchedule/AffiliatedScheduleGrp/USAddress/ZIPCd053202
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02306028
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02159276
IRS990/AccountsReceivableGrp/BOYAmt02705184
IRS990/AccountsReceivableGrp/EOYAmt01202472
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION, AND ADVOCACY.
IRS990/AdvertisingGrp/FundraisingAmt017173
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0599226
IRS990/AdvertisingGrp/ProgramServicesAmt074369
IRS990/AdvertisingGrp/TotalAmt0690768
IRS990/AllOtherContributionsAmt015052460
IRS990/AllOtherExpensesGrp/FundraisingAmt0-161
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06560
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0-13046
IRS990/AllOtherExpensesGrp/TotalAmt0-6647
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum04142718045
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0302 NORTH JACKSON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053202
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IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CashNonInterestBearingGrp/EOYAmt0970105
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0417949
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt045238
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0169932
IRS990/ConferencesMeetingsGrp/TotalAmt0633119
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015400897
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0449075
IRS990/CYOtherExpensesAmt018929768
IRS990/CYOtherRevenueAmt0934873
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IRS990/CYRevenuesLessExpensesAmt0-2641357
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt037922144
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IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/TotalAmt0709344
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IRS990/DescribedInSection501c3Ind01
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04604375
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IRS990/ForeignFinancialAccountInd00
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