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Nonprofiteer
← PLANETREE HEALTH LIBRARY

Form 990 for tax year 2023

Filed by PLANETREE HEALTH LIBRARY.

Totals

Total revenue
$50,933
Total expenses
$103,058
Contributions and grants received
$700
Grants paid
$0
Program service revenue
$2,543
Investment income
$32,212
Other revenue
$15,478
Total assets, end of year
$471,647
Total liabilities, end of year
$1,207
Net assets or fund balances, end of year
$470,440
Program services expenses (Part IX)
$70,232
Management and general expenses
$31,089
Fundraising expenses
$1,737
Program service expenses (Part III)
$70,232

Program services were 68.1% 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

    $700

  • 2a · Program service revenue: PROGRAM INCOME

    total $2,543 · related or exempt $2,543

  • 3 · Investment income

    total $12,967 · excluded $12,967

  • 7a · Gross sales of assets other than inventory

    securities $103,161

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

    securities $83,916

  • 7c · Gain or loss

    securities $19,245

  • 7d · Net gain or loss

    total $19,245 · excluded $19,245

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $15,478 · excluded $15,478

  • 11e · Other revenue, total

    $15,478

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $60,000 · program services $45,000 · management and general $13,800 · fundraising $1,200

  • 7 · Other salaries and wages

    total $5,328 · program services $3,996 · management and general $1,225 · fundraising $107

  • 10 · Payroll taxes

    total $22,853 · program services $17,472 · management and general $4,951 · fundraising $430

  • 11f · Fees: investment management

    total $4,964 · management and general $4,964

  • 11g · Fees: other

    total $4,000 · management and general $4,000

  • 13 · Office expenses

    total $269 · program services $209 · management and general $60

  • 23 · Insurance

    total $1,510 · management and general $1,510

  • 24a · Other expenses: SOFTWARE

    total $3,396 · program services $3,396

  • 24b · Other expenses: MISCELLANEOUS

    total $453 · management and general $453

  • 24c · Other expenses: EMPLOYEE TRAINING

    total $253 · program services $127 · management and general $126

  • 24d · Other expenses: PRINTING

    total $32 · program services $32

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,484 · end of year $6,943

  • 2 · Savings and temporary cash investments

    beginning of year $3,967 · end of year $3,837

  • 11 · Investments: publicly traded securities

    beginning of year $497,707 · end of year $460,867

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,517 · end of year $1,207

  • 27 · Net assets without donor restrictions

    beginning of year -$6,066 · end of year $9,573

  • 28 · Net assets with donor restrictions

    beginning of year $497,707 · end of year $460,867

Mission and programs · 2023

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.- AUDIENCE ENGAGEMENT WITH OUR ONLINE COLLECTIONS REMAINED CONSTANT; WHILE THERE WERE SLIGHTLY FEWER WEBINARS AND PRESENTATIONS IN 2023 THAN 2022, AUDIENCES AT EACH TENDED TO BE LARGER THAN THE PREVIOUS YEAR.- CREATED SHORT VIDEO ON DIY FACT-CHECKING HEALTH NEWS, TO INTRODUCE OUR 4 WEBSITES FOR EVALUATING HEALTH INFORMATION.- IMPLEMENTED PLANETREE HEALTH LIBRARY YOUTUBE CHANNEL TO PUBLISH OUR VIDEOS.- CREATED A NEW ONLINE COLLECTION (BETTER COMMUNICATION WITH HEALTH PROFESSIONALS), AND REGULARLY UPDATED ALL 7 ONLINE COLLECTIONS.- USAGE OF OUR FREE PUBLIC ONLINE LIBRARY OF LIBRARIAN-CURATED LINKS ON:LATER LIFE (COMBINED COMMON ISSUES OF LATER LIFE, CAREGIVING, LATER LIFE [ADVANCED CARE PLANNING]) - 818 VIEWS.EVALUATING HEALTH INFORMATION - 509 VIEWS.CRISIS HEALTH INFORMATION (COMBINED EMERGENCIES & YOUR HEALTH, COVID & CORONAVIRUS) - 519 VIEWS.BETTER COMMUNICATION WITH HEALTH PROFESSIONALS (DEBUT MID-MARCH 2023) - 232 VIEWS.- ONLINE COMMUNITY CALENDAR POSTED, ON AVERAGE, APPROX. 45 EVENTS PER MONTH.- NINE WEBINARS / PRESENTATIONS ON EVALUATING HEALTH INFORMATION OFFERED TO: AVENIDAS (LGBTQ+ FOCUS), AMERICAN ASSOCIATION ON AGING (2 PROGRAMS), SAN ANDREAS REGIONAL CENTER (PERSONS WITH DISABILITIES FOCUS), NATIONAL NETWORK OF LIBRARIES OF MEDICINE, AARP NORTHERN CALIFORNIA AND AARP NATIONAL (2 PROGRAMS). THE COMBINED SYNCHRONOUS ATTENDANCE FOR THESE PROGRAMS WAS 415 (NNLM AND AARP PROGRAMS WERE RECORDED AND AVAILABLE TO WATCH AFTER EACH PROGRAM, NUMBER OF VIEWS UNKNOWN).

    Expenses $70,232 · Revenue $2,543

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ailsab Barrett

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Lise Dyckman

    EXECUTIVE DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mallory Olson Jurik

    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
2023
Filed
6 May 2024
IRS schema version
2023v5.0
Source object
202401279349302860

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