Plan a Health Inc

Nonprofit profile at a glance

EIN
832144751
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-N 2019
Location
New York, NY, USA
Phone
6012073959
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Reported finances

Revenue
$1,969,392
Expenses
$1,854,221
Assets
$3,154,726
Liabilities
$117,159

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Highest reported compensation

  • CAROLINE WEINBERG (Executive Dir.): $175,047 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Founded in 2018, Plan A Health, Inc. (the Organization) is a Not-for-Profit that provides healthcare to underserved communities in the rural South. Their clinics serve all people, regardless of insurance status, income or location, and ensure access to affordable, quality, and compassionate care.

What it reported doing in 2024

For the year ended December 31, 2024, Plan A Health, Inc. operated the following programs:(i)Mobile Clinics: Plan As mobile clinics bring free healthcare directly to rural communities underserved by the current healthcare system. With a focus on small towns, our team delivers compassionate, quality care regardless of insurance status or ability to pay. Services include primary care screenings, breast and cervical cancer screenings, family planning, pre- and post-natal care, HIV and STI testing, and HIV related care. Additional services (such as vaccines) are available on request. The team also provides health education, connects people to resources, and builds community awareness for critical health issues. Plan A meets people where they are - community centers, parks, factories, head starts, colleges - to ensure that in the communities the Organization serves, an individuals zip code does not determine their access to care. Plan A Health, Inc.s currently operates two mobile clinics - one in Georgia and one in Mississippi. The Organization is also performing a comprehensive evaluation of this work to help expand this model to other communities.(ii)Louise Community Clinic: The Louise Community clinic is a brick-and-mortar space in Louise, MS that provides comprehensive family medicine services free of charge. Drawing patients as far as 120 miles away, it is one of few free clinics in the Delta. The clinic also houses our free pharmacy.(iii)Healthy Families, Healthy Futures (HFHF): HFHF is a program that supports pregnant people and families with infants up to 18 months of age. This program focuses on improved health outcomes for moms and babies by coordinating care across providers and supporting medical visits, providing health education with a focus on the prenatal and early childhood period, providing extensive resources to participants including free diapers and formula, operating both support groups and one-on-one support to help families navigate pregnancy and after. Children born in Mississippi have the lowest life expectancy in the country and the state has one of the highest rates of maternal mortality. Plan A Health, Inc. seeks to change that by prioritizing access to health, education, and resources for the families the Organization serves.

Operating model

Revenue model
Donor-supported. 83% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 65
  • Accountability: 95
  • Sustainability: 53
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.1%; rating input score 85
  • Program expense ratio: 89.8%; rating input score 90
  • Fundraising efficiency: $40.67 raised per $1 spent on fundraising; rating input score 74; 74th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.8%; rating input score 52; 52nd percentile among comparable filings
  • Total-asset coverage ratio: 1.7; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 56; 56th percentile among comparable filings
  • Officer compensation ratio: 9.4%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: 39.5% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 20.1% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 32% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 85.1% of revenue deployed · 89.8% of spending went to programs
  • Governance: 8 of 8 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.7M in reported program spending
  • Leadership: top reported pay $175K · 9 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Sustainability: Operating margin scored 52/100.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.
  • Review — Sustainability: Liabilities to assets ratio scored 56/100.