Sonia Plotnick Health Fund Inc

Nonprofit profile at a glance

EIN
043701604
IRS 990-EZ coverage
2016–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
St Petersburg, FL, USA
Phone
7274820216
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Health Program (Includes General Health and Wellness Promotion Services)

Reported finances

Revenue
$49,045
Expenses
$46,433
Assets
$161,126
Liabilities
$12,469

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • Karen Johnson (Chairperson)
  • Jo-Anne Bellemer (Treasurer)
  • Amy Tripi (Fund Administrator)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide financial assistance to women for healthcare costs and to lesbians for education in a healthcare field, and provide health-related education for women.

What it reported doing in 2025

Medical grants issued (59 payments for 19 applicants).

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 100
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.8%; rating input score 75
  • Program expense ratio: 76.3%; rating input score 76

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 5.3%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 3.47; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 11.8% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 13.7% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 13.8% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 74.8% of revenue deployed · 76.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $35K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 6 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • 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.

  • Review — Sustainability: Operating margin scored 54/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.