Civic Intelligence

Planned Parenthood of Sw Oregon

EIN 93-0573822 • 501(c)3 • Eugene, OR

Profile

To ensure the right of all individuals to manage their sexual and reproductive health, by providing health services, education, and advocacy.

3579 Franklin BlvdEugene, OR 97403

www.plannedparenthood.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.20x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.32x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

76th percentile

$289,798

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

14th percentile

-7.1%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

3.1%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$16,698,061

Down $1,271,840 (-7.1%) from 2024

Liabilities

Down

$3,412,293

Down $169,245 (-4.7%) from 2024

Net Assets

Down

$13,285,768

Down $1,102,595 (-7.7%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$10,571,996

Up $318,963 (+3.1%) from 2024

Expenses

Down

$12,170,450

Down $364,015 (-2.9%) from 2024

Net Income

Up

-$1,598,454

Up $682,978 (+30%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$30M$20M$10M$0Assets 2011: $12,871,253Liabilities 2011: $789,435Net Assets 2011: $12,081,8182011Assets 2012: $17,157,958Liabilities 2012: $4,031,250Net Assets 2012: $13,126,7082012Assets 2013: $16,815,271Liabilities 2013: $3,983,975Net Assets 2013: $12,831,2962013Assets 2014: $15,154,365Liabilities 2014: $3,727,853Net Assets 2014: $11,426,5122014Assets 2015: $14,271,086Liabilities 2015: $3,990,271Net Assets 2015: $10,280,8152015Assets 2016: $14,928,467Liabilities 2016: $3,661,490Net Assets 2016: $11,266,9772016Assets 2017: $14,779,594Liabilities 2017: $3,766,235Net Assets 2017: $11,013,3592017Assets 2018: $14,367,307Liabilities 2018: $3,519,937Net Assets 2018: $10,847,3702018Assets 2019: $14,668,543Liabilities 2019: $3,737,516Net Assets 2019: $10,931,0272019Assets 2020: $15,042,185Liabilities 2020: $4,664,983Net Assets 2020: $10,377,2022020Assets 2021: $14,796,873Liabilities 2021: $4,546,570Net Assets 2021: $10,250,3032021Assets 2022: $21,470,840Liabilities 2022: $3,476,025Net Assets 2022: $17,994,8152022Assets 2023: $20,285,677Liabilities 2023: $4,006,726Net Assets 2023: $16,278,9512023Assets 2024: $17,969,901Liabilities 2024: $3,581,538Net Assets 2024: $14,388,3632024Assets 2025: $16,698,061Liabilities 2025: $3,412,293Net Assets 2025: $13,285,7682025

Highlighted filing

2025

Assets$16,698,061
Liabilities$3,412,293
Net Assets$13,285,768
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$20M$10M$0-$10MExpenses 2011: $8,163,3952011Expenses 2012: $8,305,3132012Revenue 2013: $8,124,799Expenses 2013: $8,866,189Net Income 2013: -$741,3902013Revenue 2014: $7,092,477Expenses 2014: $8,444,461Net Income 2014: -$1,351,9842014Revenue 2015: $7,900,933Expenses 2015: $8,954,098Net Income 2015: -$1,053,1652015Revenue 2016: $10,135,254Expenses 2016: $9,337,011Net Income 2016: $798,2432016Revenue 2017: $5,186,786Expenses 2017: $5,477,791Net Income 2017: -$291,0052017Revenue 2018: $10,135,644Expenses 2018: $10,280,309Net Income 2018: -$144,6652018Revenue 2019: $10,557,959Expenses 2019: $10,657,663Net Income 2019: -$99,7042019Revenue 2020: $10,315,223Expenses 2020: $11,027,114Net Income 2020: -$711,8912020Revenue 2021: $9,117,903Expenses 2021: $9,589,728Net Income 2021: -$471,8252021Revenue 2022: $19,580,165Expenses 2022: $10,362,243Net Income 2022: $9,217,9222022Revenue 2023: $10,601,038Expenses 2023: $12,876,835Net Income 2023: -$2,275,7972023Revenue 2024: $10,253,033Expenses 2024: $12,534,465Net Income 2024: -$2,281,4322024Revenue 2025: $10,571,996Expenses 2025: $12,170,450Net Income 2025: -$1,598,4542025

Highlighted filing

2025

Revenue$10,571,996
Expenses$12,170,450
Net Income-$1,598,454
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,698,061
Liabilities
$3,412,293
Net assets
$13,285,768
Revenue
$10,571,996
Expenses
$12,170,450
Net income
-$1,598,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.7$3.41$13.3$10.6$12.2$1.60
2024Detailed filing. Detailed filing data is available for this year.$18.0$3.58$14.4$10.3$12.5$2.28
2023Detailed filing. Detailed filing data is available for this year.$20.3$4.01$16.3$10.6$12.9$2.28
2022Detailed filing. Detailed filing data is available for this year.$21.5$3.48$18.0$19.6$10.4$9.22
2021Detailed filing. Detailed filing data is available for this year.$14.8$4.55$10.3$9.12$9.59$0.47
2020Detailed filing. Detailed filing data is available for this year.$15.0$4.66$10.4$10.3$11.0$0.71
2019Detailed filing. Detailed filing data is available for this year.$14.7$3.74$10.9$10.6$10.7$0.10
2018Detailed filing. Detailed filing data is available for this year.$14.4$3.52$10.8$10.1$10.3$0.14
2017Summary only. Only limited summary data is available for this year.$14.8$3.77$11.0$5.19$5.48$0.29
2016Detailed filing. Detailed filing data is available for this year.$14.9$3.66$11.3$10.1$9.34$0.80
2015Detailed filing. Detailed filing data is available for this year.$14.3$3.99$10.3$7.90$8.95$1.05
2014Detailed filing. Detailed filing data is available for this year.$15.2$3.73$11.4$7.09$8.44$1.35
2013Detailed filing. Detailed filing data is available for this year.$16.8$3.98$12.8$8.12$8.87$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$4.03$13.1$8.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.79$12.1$8.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.2
Gross Receipts
$11,579,181
Mission and Program Overview

Mission

To ensure the right of all individuals to manage their sexual and reproductive health, by providing health services, education, and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,624,174$6,256,973▼ $367,201
Investments in Publicly Traded Securities$5,794,568$5,421,364▼ $373,204
Savings and Temporary Cash Investments$1,139,185$1,788,372▲ $649,187
Pledges and Grants Receivable$2,365,829$1,193,797▼ $1,172,032
Accounts Receivable$435,613$626,803▲ $191,190
Prepaid Expenses and Deferred Charges$76,009$157,833▲ $81,824
Inventories for Sale or Use$204,990$88,177▼ $116,813
Total Assets$17,969,901$16,698,061▼ $1,271,840
Other Assets Total$1,329,533$1,164,742▼ $164,791
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,291,848$2,229,927▼ $61,921
Other Liabilities$742,786$600,915▼ $141,871
Accounts Payable and Accrued Expenses$545,704$581,031▲ $35,327
Deferred Revenue$1,200$420▼ $780
Total Liabilities$3,581,538$3,412,293▼ $169,245
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,017,923$13,007,374▼ $1,010,549
Net Assets With Donor Restrictions$370,440$278,394▼ $92,046
Total Net Assets Fund Balance$14,388,363$13,285,768▼ $1,102,595
Total Liabilities and Net Assets / Fund Balance$17,969,901$16,698,061▼ $1,271,840

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,409,647$2,549,610$6,959,257
Equipment$398,208$1,575,315$1,973,523
Leasehold Improvements$680,053$110,971$791,024
Land$769,065-$769,065
Other Assets Org$592,392--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$48,990-▲ $11,510$11,510$48,990
2023$48,277-▲ $7,575$6,862$48,990
2022$43,069-▲ $5,208-$48,277
2021$48,990-▼ $5,921-$43,069
2020$48,990-▲ $5,729$5,729$48,990
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy HandlerCEO & PresidentFT$271,083$18,715$289,798
Kate ShadoanCOOFT$202,472$13,513$215,985
Justine ParkerMedical DirectorFT$195,137$18,729$213,866
Julie LindseyFinance DirectorFT$136,680$11,737$148,417
Lisa GartinClinician SupervisorFT$135,172$12,806$147,978
Mallory SingerDirector of Affiliate Quality and ComplianceFT$119,783$12,806$132,589
Mallory SingerDirector of Affiliate Quality and Co-$119,783$12,806$132,589
Heather LukasewyczFamily Planning ClinicianFT$117,226$12,778$130,004
Yezenia RamirezPatient Services DirectorFT$115,370$14,537$129,907
Jessica Lynn HamptonDirector of Learning and EducationFT$106,039$12,735$118,774
Thomas Neil EwingDirector of Amab Care and PhysicianFT$103,457$14,615$118,072
Hilary PragerTelehealth ClinicianFT$104,803$5,269$110,072

Board Members and Trustees

NameTitle
Claire ElamBoard Chair
Lauren SommersVice Chair
Alicia JonesDirector
Britni JessupDirector
Brittany MortensenDirector
Jessica FisherDirector
Kellie DevoreDirector
Kelly HowerDirector
Kelly LyonDirector
Kerry TedescoDirector
Ricci HulingDirector
Sarah Kate SharkeyDirector
Timmy ThomasDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
BetterhealthMedical Billing Services3262 WESTHEIMER ROAD 944, Houston, TX 77098$379,869
Clinical Health Network TransformationCall Center Services2300 N FLORIDA MANGO ROAD, West Palm Beach, FL 33409$364,425
Partnered Solutions ItIt Support Services58 W 11TH AVENUE, Eugene, OR 97401$174,574
Revenue and Support

Revenue Composition

Contributions and Grants
$2,863,239
Program Service Revenue
$6,926,658
Investment Income
$278,796
Other Revenue
$503,303
All Other Contributions
$1,604,121
Change in Net Assets
$-1,598,454

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 Traded14$82,276Fair Market Value (FMV)
Total Noncash Contributions14$82,276-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,534,786
Revenue Not Reported on Financial Statements
$37,210
Revenue Not Reported on Form 990
$497,010
Other Revenue Adjustments
$7,200
Total Revenue per Audited Statements
$11,031,796
Total Revenue per Form 990
$10,571,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,222,502
Other Expenses$4,947,948
Total Fundraising Expense$658,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,700,423$1,345,424$125,554$4,171,401
Current Officers, Directors, Trustees, and Key Employees$1,153,914$371,983$81,325$1,607,222
Fees for Services Other$896,615$559,053$1,086$1,456,754
Other Employee Benefits$630,400$341,645$26,618$998,663
Payroll Taxes$302,709$67,670$16,759$387,138
Depreciation Depletion$224,063$149,376-$373,439
Information Technology$26,387$208,912$11,276$246,575
All Other Expenses$1,774,531$-1,812,437$272,688$234,782
Insurance$149,531$35,258-$184,789
Occupancy$165,790--$165,790
Other Expenses$16,690$27,048$89,023$132,761
Fees for Services Legal-$104,883-$104,883
Interest-$92,252-$92,252
Travel$57,386$16,755$6,134$80,275
Fees for Services Accounting-$73,778-$73,778
Advertising$2,565$46,501$24,082$73,148
Pension Plan Contributions$35,053$18,997$4,028$58,078
Fees for Service Investment Mgmnt Fees-$30,010-$30,010
Office Expenses$10,041$1,828-$11,869
Conferences and Meetings-$1,917-$1,917
Total Functional Expenses$9,736,608$1,775,269$658,573$12,170,450

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,170,450
Total Expenses per Audited Statements$12,134,391
Expenses per Audited Statements$12,133,240
Expenses Not Reported on Financial Statements$37,210
Other Expense Adjustments$7,200
Expenses Not Reported on Form 990$1,151
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,151
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rou Lease Liability$600,915
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

“A draft of the form 990 is provided to the finance committee for their review. Before the form is filed with the irs, the finance committee refers the form 990 to the full board for review and approval.”

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

“Periodic review of the conflict of interest policy and disclosure documentation.”

Form 990, Part VI, Section B, Line 15

“Executive committee of the board reviews ppfa compensation data as part of annual review and salary adjustments.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Form 990, Part VIII, Line 11A

“Planned parenthood of southern oregon received $461,118 during the tax year as a return of dues previously paid to planned parenthood action of oregon. This amount is reported as other income on form 990, part viii, line 11a. The return of dues was due to organizational restructuring and reallocation of resources within the affiliated network. No goods or services were provided in exchange for this amount.”

Filing and Contact Details

Filer

Filer Name
Planned Parenthood of Sw Oregon
EIN
93-0573822
Phone
5413442632
Address
3579 FRANKLIN BLVD, EUGENE, OR 97403

Signing Officer

Name
Amy Handler
Title
Pres. / CEO
Phone
5413442632
Signed
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Handler
Formed
1966
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
13
Employees
123
Volunteers
47

Preparer

Firm
Kernutt Stokes Llp
Address
1600 EXECUTIVE PARKWAY SUITE 110, EUGENE, OR 97401-7116
Preparer
Matthew S Diment
Phone
5416871170
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“General office support: these are primarily at our administrative headquarters in eugene. Scheduling is typically flexible. Outreach and marketing: at our administrative headquarters in eugene and at events. Scheduling is typically flexible. Projects include: distributing marketing materials, tabling events, organizing outreach materials. Education: compiling statistics, school directory update which involves calling schools and making changes in our database, general office support. Development (fundraising): assisting planning and executing events, help managing donor information.”

Form 990, Part IX, Line 11G

“Contract services: program service expenses 208,271. Management and general expenses 547,234. Fundraising expenses 0. Total expenses 755,505. Professional services: program service expenses 610,534. Management and general expenses 0. Fundraising expenses 1,086. Total expenses 611,620. Temporary support: program service expenses 0. Management and general expenses 6,855. Fundraising expenses 0. Total expenses 6,855. Contract providers: program service expenses 77,810. Management and general expenses 0. Fundraising expenses 0. Total expenses 77,810. Hw/sw maintenance: program service expenses 0. Management and general expenses 4,964. Fundraising expenses 0. Total expenses 4,964.”

Financial Statement Notes

PART V, LINE 4:

“Public education endowment: the public education endowment is to fund the sex education programs for youth, parents, and professionals.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 1,151.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rent income - sublease 7,200.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 1,151.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Occupany - sublease 7,200.”

Raw XML AppendixShowing 400 of 901 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm0AMY HANDLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO & PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt14COO
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF AFFILIATE QUALITY AND COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PATIENT SERVICES DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF LEARNING AND EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt20TELEHEALTH CLINICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF AMAB CARE AND PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt22CLINICIAN SUPERVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23FAMILY PLANNING CLINICIAN
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IRS990/OtherExpensesGrp/ProgramServicesAmt316690
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IRS990/OtherExpensesGrp/TotalAmt1203522

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