Planetree Health Library
Nonprofit profile at a glance
- EIN
- 260298885
- IRS 990 coverage
- 2015–2025
- Forms available
- Form 990 2025
- Location
- San Jose, CA, USA
- Phone
- 4088966879
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Public Health Program (Includes General Health and Wellness Promotion Services)
Reported finances
- Revenue
- $121,221
- Expenses
- $482,012
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- ALISA BARRETT (SECRETARY)
- M MICHELLE HOGAN (CHAIR)
- FRED SCHULENBURG (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Planetree health library provides consumers with free access to current, relevant, and reliable health and medical information because we believe informed consumers can make wiser lifestyle and self-care choices, and partner more effectively with health care professionals. Planetree provides free health and medical information to the public via their facebook page, website, and e-newsletter.
What it reported doing in 2025
Planetree health library guides the public to current, relevant, no-cost, and trust-worthy medical information because we believe informed consumers can make wiser lifestyle and self-care choices, and can partner more effectively with healthcare professionals. We connect the public to curated health information via our website, free e-newsletter, and social media.an election to terminate was registered with the ca secretary of state business programs division on june 5,2024. That office stipulates that once a non-profit charitable entity elects termination, it may undertake no new business. Completing its existing commitments, resolving liabilities, ending operating expenses when no longer needed, and closing the business have been phl's sole activities since april 2024.
Operating model
- Revenue model
- Investment-supported. 99% of the money available for current operations came from recurring investment income.
- Distribution model
- Grant intermediary. The nonprofit sent 97% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 93
- Accountability: 88
- Sustainability: 8
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 96.1%; rating input score 96
- Fundraising efficiency: $0 raised per $1 spent on fundraising; rating input score 1; 1st percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -297.6%; rating input score 0; 0th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: 22.6% per year; rating input score 100; 85th percentile among comparable filings
- Revenue growth: -17.1% per year; rating input score 0; 3rd percentile among comparable filings
- Asset growth: -7.4% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 96.1% of spending went to programs
- Governance: 3 of 3 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $463K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 19 of 19 current checks pass
- Schedules: 5 filed schedules · includes grants
- Filing history: 11 filing years from 2015 to 2025
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: 3 filed related-organization links
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Fundraising efficiency scored 1/100.
- High — Sustainability: Operating margin scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 1/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.