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← PLANETREE HEALTH LIBRARY

Form 990 for tax year 2024

Filed by PLANETREE HEALTH LIBRARY.

Totals

Total revenue
$38,637
Total expenses
$72,624
Contributions and grants received
$1,171
Grants paid
$0
Program service revenue
$0
Investment income
$37,166
Other revenue
$300
Total assets, end of year
$443,062
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$443,062
Program services expenses (Part IX)
$46,699
Management and general expenses
$24,716
Fundraising expenses
$1,209
Program service expenses (Part III)
$46,699

Program services were 64.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,171

  • 3 · Investment income

    total $12,917 · excluded $12,917

  • 7a · Gross sales of assets other than inventory

    securities $90,514

  • 7b · Less cost or other basis and sales expenses

    securities $66,265

  • 7c · Gain or loss

    securities $24,249

  • 7d · Net gain or loss

    total $24,249 · excluded $24,249

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $300 · excluded $300

  • 11e · Other revenue, total

    $300

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $55,464 · program services $41,598 · management and general $12,757 · fundraising $1,109

  • 10 · Payroll taxes

    total $5,001 · program services $3,751 · management and general $1,150 · fundraising $100

  • 11f · Fees: investment management

    total $4,732 · management and general $4,732

  • 11g · Fees: other

    total $2,275 · management and general $2,275

  • 12 · Advertising and promotion

    total $33 · management and general $33

  • 13 · Office expenses

    total $179 · program services $90 · management and general $89

  • 23 · Insurance

    total $3,588 · management and general $3,588

  • 24a · Other expenses: SOFTWARE

    total $1,260 · program services $1,260

  • 24b · Other expenses: MISCELLANEOUS

    total $92 · management and general $92

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,943 · end of year $22,323

  • 2 · Savings and temporary cash investments

    beginning of year $3,837 · end of year $3,833

  • 11 · Investments: publicly traded securities

    beginning of year $460,867 · end of year $416,906

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,207

  • 27 · Net assets without donor restrictions

    beginning of year $9,573 · end of year $26,156

  • 28 · Net assets with donor restrictions

    beginning of year $460,867 · end of year $416,906

Mission and programs · 2024

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.

Activities or mission (Part I)

TO PROVIDE FREE ACCESS TO CURRENT, RELEVANT, AND RELIABLE HEALTH AND MEDICAL INFORMATION

  • 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.

    Expenses $46,699

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alisa Barrett

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Lise Dyckman

    EXECUTIVE DIRECTOR THROUGH 12/24

    Total calculated
    $55,464
    From this org
    $55,464
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • M Michelle Hogan

    CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • Fred Schulenburg

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Candace Ford Gray Through 324

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mallory Olson Jurik Through 324

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
1 May 2025
IRS schema version
2024v5.1
Source object
202501229349301915

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