2026-05-14T09:55:14-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-07-01 232450112 PLANNED PARENTHOOD KEYSTONE PLAN 6104810481 29 N 9TH STREET ALLENTOWN PA 18101 MELISSA REED CEO 6104810481 2026-05-12 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2026-05-12 2024 2025-03-06 01:10:19Z MELISSA REED 29 N 9TH STREET ALLENTOWN PA 18101 18556048 0 X WWW.PPKEYSTONE.ORG X 1925 PA PPK PROVIDES AND ADVOCATES FOR AFFORDABLE, SEXUAL REPRODUCTIVE HEALTHCARE AND EDUCATION. 15 15 125 162 0 0 6221605 6449644 7131790 5532751 255737 694052 45337 -23913 13654469 12652534 75000 0 0 0 6673947 5103499 0 0 371337 8384087 7966009 15133034 13069508 -1478565 -416974 13659990 13672146 3115890 3146719 10544100 10525427 THE MISSION OF PLANNED PARENTHOOD KEYSTONE IS TO PROVIDE AND PROMOTE ACCESS TO THE ESSENTIAL REPRODUCTIVE HEALTH CARE SERVICES AND COMPREHENSIVE SEXUALITY EDUCATION PEOPLE NEED TO LIVE HEALTHY LIVES AND BUILD STRONG COMMUNITIES. 0 0 9277790 0 5532751 REPRODUCTIVE HEALTH CARE: PLANNED PARENTHOOD IS THE LEADING PROVIDER OF REPRODUCTIVE HEALTH CARE. PATIENTS PAY FOR EXAMINATIONS, TESTS, TREATMENTS AND METHODS OF BIRTH CONTROL ACCORDING TO AN INCOME-BASED, SLIDING FEE SCALE. MOST INSURANCE PLANS ARE ACCEPTED, AS WELL ASMEDICAID AND OTHER PUBLICLY-FUNDED INSURANCE PROGRAMS. AS THEIR LIVES UNFOLD, WOMEN AND MEN VISIT PLANNED PARENTHOOD FOR CONTRACEPTION EDUCATION AND SUPPLIES, ANNUAL GYNECOLOGICAL EXAMS, SEXUALLY TRANSMITTED DISEASE TESTING AND TREATMENT, PREGNANCY TESTS, CERVICALCANCER SCREENING AND TREATMENT, AND ABORTION CARE. WHILE ABORTION SERVICES ACCOUNT FOR LESS THAN 5 PERCENT OF OUR SERVICES, PLANNEDPARENTHOOD IS COMMITTED TO ENSURING THAT ABORTION IS SAFE, LEGAL AND AFFORDABLE. 499673 0 0 COMPREHENSIVE SEXUALITY EDUCATION: THE COMPREHENSIVE SEXUALITY EDUCATION WE OFFER IN SCHOOLS AND COMMUNITY ORGANIZATIONS UTILIZES MEDICALLY ACCURATE, AGE-APPROPRIATE INFORMATION TO HELP YOUNG PEOPLE ACQUIRE HEALTHY ATTITUDES AND BEHAVIORS REGARDING HUMAN DEVELOPMENT AND SEXUALITY. OUR GOAL IS FOR TEENS TO DELAY SEXUAL ACTIVITY OR, IF THEY BECOME SEXUALLY ACTIVE, TO DO SO RESPONSIBLY. EITHER CHOICE ENABLES THEM TO PREVENT THE POTENTIALLY LIFE-CHANGING CONSEQUENCES OF UNINTENDED PREGNANCY AND SEXUALLY TRANSMITTED DISEASE. 121740 0 0 ADVOCACY: THROUGH PUBLIC POLICY AND PUBLIC RELATIONS EFFORTS. PPKEYSTONE ENSURES THAT THE COMMUNITIES WE SERVE ARE AWARE OF LEGISLATION AND POLICY THAT THREATENS OR WEAKENS ACCESS TO CARE. PPKEYSTONE WORKS WITH ITS CONSTITUENTS TO ENGAGE IN PUBLIC DEBATE, TO EDUCATE OUR LEGISLATORS TO MAKE INFORMED DECISIONS AND TO COLLABORATE WITH OTHER KEY STAKEHOLDERS TO IMPROVE ACCESS TO NONJUDGMENTAL REPRODUCTIVE HEALTH CARE AND COMPREHENSIVE SEXUALITY EDUCATION. 9899203 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 72 0 125 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X GREG FRONIZER 6104810481 29 N 9TH STREET ALLENTOWN PA 18101 TAYNA LONGINO BOARD CHAIR 5.00 X X 0 0 0 JON STEVENS VICE CHAIR 5.00 X X 0 0 0 BERNICE HINES CORBIT SECRETARY 5.00 X X 0 0 0 IVY SILVER TREASURER 5.00 X X 0 0 0 JUDY CHANG CODY DIRECTOR 2.00 X 0 0 0 BETH CHRISTIAN DIRECTOR 2.00 X 0 0 0 SHAVONNIA CORBIN-JOHNSON DIRECTOR 2.00 X 0 0 0 ELENA CROSS DIRECTOR 2.00 X 0 0 0 FADIA HALMA DIRECTOR 2.00 X 0 0 0 JAN HAMBY DIRECTOR 2.00 X 0 0 0 ALEXIS HEDGELAND DIRECTOR 2.00 X 0 0 0 DR RAMONA HOLLIE-MAJOR DIRECTOR 2.00 X 0 0 0 KATE ROHRBAUGH DIRECTOR 2.00 X 0 0 0 JULIE SLOAN MD DIRECTOR 2.00 X 0 0 0 DR ANUSHA VISWANATHAN DIRECTOR 2.00 X 0 0 0 MELISSA REED CHIEF EXECUTIVE OFFICER 37.50 X 225968 0 40588 MARIANNE MUISE INTERIM CFO 20.00 X 0 0 0 TRISH TASHJIAN CHIEF OPERATING OFFICER 37.50 X 162289 0 20644 CASSANDRA SCULLY LEAD CLINICIAN 37.50 X 160225 0 17002 CONSTANCE CHANG CLINICIAN/PROGRAM DIRECTOR 37.50 X 126607 0 20488 FAIZ MALIK VP OF PEOPLE AND CULTURE (UNTIL 05/2025) 37.50 X 119772 0 7079 JENNY DANZIS VP OF FACILITY OPERATIONS 37.50 X 105569 0 41669 SAMANTHA BOBILA CHIEF EXTERNAL AFFAIRS OFFICER (UNTIL 10/2024) 37.50 X 133569 0 6679 1033999 0 154149 8 0 1 0 CLINICAL HEALTH NETWORK FOR TRANSFORMATI 390 NE 191ST ST STE 8466 MIAMI FL 33179 IT SERVICES / CALL CENTER 1721620 HEALTHCARE MANAGEMENT SOLUTIONS LLC PO BOX 56 VAILS GATE NY 12584 OUTSOURCED ACCOUNTING SERVICES 812003 R&S NORTHEAST PO BOX 935485 ATLANTA GA 311935485 PHARMACEUTICAL SUPPLIER 240219 REVITAJUVE HEALTH & WELLNESS 505 VISTA DRIVE EASTON PA 18042 MEDICAL SERVICES 204089 JENNIFER ELIZABETH COLES 13603 BARDON ROAD PHOENIX MD 21131 MEDICAL SERVICES 129201 6 115896 1429078 4904670 45075 6449644 PATIENT SERVICE FEES 624100 5475049 5475049 OTHER PROGRAM SERVICES 900099 57702 57702 5532751 239653 239653 4817251 1498899 4632283 1229468 184968 269431 454399 454399 17850 115896 41763 -23913 -23913 12652534 5532751 0 670139 X 401967 101697 300270 3879207 3161098 430130 287979 13119 10608 1440 1071 484839 315444 141013 28382 324367 211040 94340 18987 1249550 842893 406657 245621 245621 54023 54023 34021 34021 1765932 1366766 399166 53003 52192 774 37 894573 621652 272536 385 368885 362298 6587 141469 128020 10088 3361 16013 12910 1537 1566 16308 16308 101099 64283 24230 12586 260795 229008 27504 4283 494377 364425 129952 CONTRACEPTIVE SUPPLIES 621749 602349 19372 28 ELECTRONIC HEALTH RECOR 412144 340053 70781 1310 BUILDING & EQUIPMENT MA 283815 280516 3256 43 PATIENT RECRUITMENT 198006 198006 754626 633945 109362 11319 13069508 9899203 2798968 371337 220199 1019579 781603 820925 168837 91809 115454 183273 53017 80476 5054214 2005848 2913598 3048366 7208770 7579908 2198512 847810 13659990 13672146 1335521 1568982 560486 507570 1219883 1070167 3115890 3146719 X 8301281 8531847 2242819 1993580 10544100 10525427 13659990 13672146 -416974 398301 0 X 0 1 X 1 1 1 X 3786660 12648793 7338898 6221605 6449644 36445600 6103997 6425232 7911898 7131790 5532751 33105668 9890657 19074025 15250796 13353395 11982395 69551268 0 0 0 69551268 48206 102396 313736 269347 239653 973338 48206 102396 313736 269347 239653 973338 9938863 19176421 15564532 13622742 12222048 70524606 0.98620 0.98830 0.01380 0.01170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13069508 13069508 803475 200869 0 0 763086 990650 906652 803475 3463863 5195795 190772 247663 226663 200869 865967 1298951 2135490 158180 834931 1458739 2215831 137014 217355 2135490 1809938 347333 118755 60195 2215831 994008 999904 -137585 46389 1809938 807750 237219 50961 994008 0.10140 0.70390 0.19470 1 0 399313 399313 2455789 910420 1545369 1044684 653605 391079 773959 441823 332136 380469 380469 3048366 TRUSTS HELD BY PPFA 59165 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS 298328 RIGHT OF USE ASSETS 490317 847810 LOAN GUARANTEE OBLIGATION 567698 LEASE LIABILITY 502469 1070167 X 13058577 398301 398301 12660276 34021 -41763 -7742 12652534 13077250 41763 41763 13035487 34021 34021 13069508 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED ENDOWMENT INVESTMENT AND SPENDING POLICIES WHICH HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS. THE INVESTMENT POLICY IS TO PROVIDE FOR A TOTAL RETURN THAT PRESERVES THE LONG-TERM PURCHASING POWER OF THE ENDOWMENT'S ASSETS, WHILE PROVIDING AN INCOME STREAM TO SUPPORT THE ACTIVITIES AND MISSION OF THE ORGANIZATION. PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2022-2024) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S FISCAL 2025 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -41,763. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 41,763. KEYSTONE CARES 133746 115896 17850 12701 19039 10023 133746 115896 17850 12701 19039 10023 41763 -23913 X X X 0 0 0 0 0 0 0 0 0 MELISSA REED CHIEF EXECUTIVE OFFICER 225968 0 0 0 0 0 30500 0 10088 0 266556 0 0 0 TRISH TASHJIAN CHIEF OPERATING OFFICER 162289 0 0 0 0 0 12983 0 7661 0 182933 0 0 0 CASSANDRA SCULLY LEAD CLINICIAN 160225 0 0 0 0 0 16023 0 979 0 177227 0 0 0 MARIANNE MUISE OWNS MORE THAN 35% OF HMS 1249550 MANAGEMENT SERVICES 0 PART IV, COLUMN C THE AMOUNT OF TRANSACTION REPORTED ON PART IV OF $1,249,550 IS THE ACCRUAL BASIS AMOUNT FOR SERVICES PROVIDED BY HEALTHCARE MANAGEMENT SOLUTIONS TO PLANNED PARENTHOOD KEYSTONE DURING FISCAL YEAR 2025. X 4 45075 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 BEGINNING IN OCTOBER 2023, PLANNED PARENTHOOD KEYSTONE ENGAGED HEALTHCARE MANAGEMENT SOLUTIONS LLC TO PROVIDE CONTRACTUAL FINANCE SERVICES. AS PART OF THIS ARRANGEMENT, MARIANNE MUISE WAS APPOINTED AS THE INTERIM CFO FOR PLANNED PARENTHOOD KEYSTONE. FROM JANUARY 2024 THROUGH DECEMBER 2024, HEALTHCARE MANAGEMENT SOLUTIONS LLC COMPENSATED MARIANNE MUISE $296,314 FOR HER SERVICES TO PLANNED PARENTHOOD KEYSTONE DURING THIS PERIOD. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE COMMITTEE, IN ADDITION TO THE FINANCE STAFF, REVIEW THE 990 IN DETAIL PRIOR TO FILING. THE ENTIRE BOARD OF DIRECTORS HAVE ACCESS TO THE 990 ELECTRONICALLY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND EVERY BOARD MEMBER IS REQUIRED TO DISCLOSE ANNUALLY VIA AN ANNUAL BOARD DISCLOSURE SUPPORT STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A PERFORMANCE EVALUATION- THE CHAIR OF THE BOARD WORKS WITH THE HUMAN RESOURCES DEPARTMENT TO INITIATE AND COMPLETE THE ANNUAL PERFORMANCE AND COMPENSATION REVIEW FOR THE CEO. THE BOARD DISTRIBUTES A CEO EVALUATION FORM TO ALL BOARD MEMBERS. THE FORM IS RETURNED DIRECTLY TO THE CHAIR WHO SHARES THE RESULTS WITH THE BOARD EXECUTIVE COMMITTEE. THE CHAIR MEETS WITH THE CEO TO DELIVER THE RESULTS. THE RESULTS ARE KEPT IN THE CEO'S PERSONNEL FILE. COMPENSATION REVIEW- AN INCREASE TO CEO COMPENSATION, IF ANY, DEPENDS UPON POSITIVE EVALUATION RESULTS AND BUDGET RESTRICTIONS. THE SUGGESTED INCREASE IS REVIEWED AGAINST PLANNED PARENTHOOD FEDERATION OF AMERICA'S ANNUAL CEO COMPENSATION REPORT AND AGAINST EXTERNAL SALARY SURVEYS. THE BOARD'S AWARD OF AN INCREASE IS NOTED ON THE AFFILIATE'S CHANGE OF STATUS FORM WHICH IS COPIED TO THE FINANCE DEPARTMENT AND STORED IN THE CEO'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,366,766. MANAGEMENT AND GENERAL EXPENSES 399,166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,765,932.