2024-04-23T17:21:51-05:00 2023-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-07-01 770261817 PLANNED PARENTHOOD ADVOCATES MAR MONTE INC PLAN 4087953600 1691 THE ALAMEDA SAN JOSE CA 95126 STACY CROSS PRESIDENT & CEO 4087953600 2024-04-22 1 STACY CROSS 999009999 0 MICHAEL LUMSDEN P01262236 4159561500 2024-04-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STACY CROSS 1691 THE ALAMEDA SAN JOSE CA 95126 3255968 0 X WWW.PPAMM.ORG X 1990 CA TO ADVOCATE FOR REPRODUCTIVE HEALTH AND RIGHTS BY EDUCATING POLICY MAKERS AND THE PUBLIC, AND TO ELECT CANDIDATES THAT SUPPORT ACCESS TO REPRODUCTIVE HEALTH CARE BY IDENTIFYING, EDUCATING, AND MOBILIZING VOTERS. 14 13 0 183 0 0 492793 663694 2478655 2546882 7 2420 27846 42972 2999301 3255968 20000 450000 0 0 0 1469320 0 0 33543 2637048 1401287 2657048 3320607 342253 -64639 1235570 1254814 170266 254149 1065304 1000665 TO ADVOCATE FOR REPRODUCTIVE HEALTH AND RIGHTS BY EDUCATING POLICY MAKERS AND THE PUBLIC, AND TO ELECT CANDIDATES THAT SUPPORT ACCESS TO REPRODUCTIVE HEALTH CARE BY IDENTIFYING, EDUCATING, AND MOBILIZING VOTERS. 0 0 3046971 450000 2546882 PUBLIC EDUCATION ACTIVITIES - EDUCATING THE PUBLIC ON LEGISLATION AND REGULATIONS IN THE FIELD OF FAMILY PLANNING, HEALTH CARE, AND COMPREHENSIVE SEXUALITY EDUCATION AS WELL AS LEGISLATOR'S VOTING RECORDS ON THESE ISSUES THROUGH TIMELY UPDATES AND THE PROVISION OF MEDIA RELATIONS. 90797 0 0 ELECTORAL ACTIVITIES - PPAMM'S INVOLVEMENT ON PUBLIC AFFAIRS INCLUDES EDUCATING AND LOBBYING LEGISLATORS ABOUT THE IMPORTANCE OF AFFORDABLE, ACCESSIBLE HEALTH CARE AT LOCAL, STATE & NATIONAL LEVELS; MONITORING LEGISLATIVE & JUDICIAL ACTIVITIES REGARDING REPRODUCTIVE CHOICE; AND INFORMING AND MOBILIZING THE COMMUNITY ABOUT ISSUES AFFECTING ACCESS TO REPRODUCTIVE HEALTH CARE AND EDUCATION. 3137768 0 1 1 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 2 0 1 0 0 0 0 0 1 1 0 0 0 X 14 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JOANNE PARISE 4087953715 1691 THE ALAMEDA SAN JOSE CA 95126 STEPHANIE DOMINGUEZ WALTON CHAIR THROUGH 9/2022 1.00 40.00 X X 0 42045 0 DEB KINNEY VICE CHAIR / CHAIR START 9/2022 1.00 0.00 X X 0 0 0 MAX VARGAS VICE CHAIR START 9/2022 1.00 0.00 X X 0 0 0 COOPER TEBOE TREASURER 1.00 0.00 X X 0 0 0 ALEJANDRO ROMO CARRILLO SECRETARY 1.00 0.00 X X 0 0 0 STACY CROSS BOARD MEMBER / PRESIDENT AND CEO 5.00 45.00 X X 0 669149 56522 HAWAH AHMAD BOARD MEMBER 1.00 0.00 X 0 0 0 REBECCA BARFKNECHT BOARD MEMBER / IMMEDIATE PAST CHAIR 1.00 0.00 X 0 0 0 CECILIA CASTRO BOARD MEMBER 1.00 0.00 X 0 0 0 CAMILA CHAVEZ BOARD MEMBER THROUGH 7/2022 1.00 0.00 X 0 0 0 REEMA DIRKS BOARD MEMBER 1.00 1.00 X 0 0 0 VANESSA GONZALEZ BOARD MEMBER 1.00 0.00 X 0 0 0 ELIZABETH KAMYA BOARD MEMBER 1.00 0.00 X 0 0 0 PATSY MONTGOMERY BOARD MEMBER 1.00 0.00 X 0 0 0 MARGO PISCEVICH BOARD MEMBER 1.00 0.00 X 0 0 0 DEBORAH ROTENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 VERONICA VILLALOBOS CRUZ BOARD MEMBER THROUGH 7/2022 1.00 0.00 X 0 0 0 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 5.00 45.00 X 0 446134 30166 0 1157328 86688 0 0 1 0 0 663694 663694 SERVICE/CONTRACT FEES 541900 2546882 2546882 2546882 2420 2420 MISCELLANEOUS REVENUE 900099 42972 42972 42972 3255968 2546882 0 45392 450000 450000 1366364 1366364 13936 13936 43919 43919 45101 45101 30608 30608 19610 19610 187357 60708 93649 33000 13421 13421 10705 9785 377 543 23880 19318 4562 2977 2977 12294 12294 1100 1100 744519 744519 833 833 1149 665 484 MISC INTERCO EXPENSES 245320 245320 0 0 STAFF APPRECIATION 85 85 0 0 SUBSCRIPTIONS 79 79 0 0 TAXES & LICENSES 69 69 0 0 107281 107275 6 3320607 3137768 149296 33543 1007890 984310 66946 118168 500 160734 151836 1235570 1254814 22176 33328 51515 148090 169306 170266 254149 X 370303 753261 695001 247404 1065304 1000665 1235570 1254814 -64639 0 X 1 X 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90797 0 90797 0 90797 1 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE 1691 THE ALAMEDA SAN JOSE CA 95126 460772665 500 PART I-A, LINE 1: PROTECTING REPRODUCTIVE HEALTH RIGHTS THROUGH EDUCATION GRASSROOTS ACTIVISM AND LEGISLATIVE ADVOCACY INCLUDING PHONE BANKS, MAILING AND HOUSE PARTIES. 0 1 X 0 DUE FROM RELATED ORGANIZATION 151836 151836 DUE TO RELATED ORGANIZATION 169306 169306 X PART IV, LINE 2B: THE ORGANIZATION SERVES AS AN INTERMEDIARY FOR CONTRIBUTIONS ON BEHALF OF WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE ("PAC"), A RELATED ORGANIZATION. PPAMM DOES NOT RECORD THESE AMOUNTS AS CONTRIBUTION REVENUE, BUT RATHER, THEY ARE RECORDED TO A LIABILITY ACCOUNT ON PPAMM'S BALANCE SHEET UNTIL CHECKS ARE ISSUED FROM PPAMM TO THE PAC. AS OF 6/30/2022, THERE WAS NO LIABILITY RECORDED ON THE BALANCE SHEET AS ALL CONTRIBUTIONS RECEIVED ON BEHALF OF THE PAC HAD BEEN DISBURSED PRIOR TO THIS DATE; AS OF 6/30/2023, THE ORGANIZATION RECORDED A $51,515 LIABILITY REPRESENTING CONTRIBUTIONS RECEIVED WHICH HAD NOT YET BEEN DISBURSED TO THE PAC. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY PPAMM IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PPAMM'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. 1 KANSANS FOR CONSTITUTIONAL FREEDOM INC 4401 W 109TH STREET STE 200 OVERLAND PARK KS 66211 871244241 501(C)(4) 50000 0 BALLOT INITIATIVE CONTRIBUTIONS PLANNED PARENTHOOD ALLIANCE ADVOCATES SERVING AKHIIDINKY AND WA 2001 EAST MADISON STREET SEATTLE WA 98122 943168114 501(C)(4) 50000 0 BALLOT INITIATIVE CONTRIBUTIONS REPRODUCTIVE FREEDOM FOR ALL COMMITTEE 2966 WOODWARD AVENUE DETROIT MI 48201 874298762 501(C)(4) 50000 0 BALLOT INITIATIVE CONTRIBUTIONS VERMONT FOR REPRODUCTIVE LIBERTY BALLOT COMMITTEE 784 HERCULES DRIVE SUITE 110 COLCHESTER VT 05446 882890365 501(C)(4) 50000 0 BALLOT INITIATIVE CONTRIBUTIONS YES ON PROPOSITION 1 - PROTECTING CHOICE IN CALIFORNIA A PROJECT OF PPAC 555 CAPITOL MALL SUITE 400 SACRAMENTO CA 95814 273374221 501(C)(4) 250000 0 BALLOT INITIATIVE CONTRIBUTIONS 0 5 PART I, LINE 2: TO MONITOR USE OF GRANT FUNDS, THE ORGANIZATION REQUIRES A SIGNED GRANT AGREEMENT WHICH CONTAINS TERMS AND CONDITIONS FOR THE USE OF FUNDS, AS WELL AS THE PERIODIC GRANT REPORTS OUTLINING USE OF FUNDS AND/OR PERFORMANCE MEASUREMENTS. 0 0 0 0 0 0 0 0 0 STACY CROSS BOARD MEMBER / PRESIDENT AND CEO 0 561441 0 107708 0 0 0 48538 0 7984 0 725671 0 0 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 0 435985 0 10149 0 0 0 15250 0 14916 0 476300 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT & CEO IS COMPENSATED BY PLANNED PARENTHOOD MAR MONTE, INC., A RELATED ORGANIZATION. PLANNED PARENTHOOD MAR MONTE, INC. UTILIZES THE FOLLOWING METHODS TO DETERMINE COMPENSATION OF THE PRESIDENT & CEO: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; COMPENSATION SURVEY OR STUDY; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINE A "MEMBER" AS A PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, THE ORGANIZATION HAS ONE SOLE MEMBER, PLANNED PARENTHOOD MAR MONTE, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A PLANNED PARENTHOOD MAR MONTE, INC. HAS THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD ADVOCATES MAR MONTE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY THE PRESIDENT & CEO, CHIEF ADMINISTRATIVE & FINANCIAL OFFICER, AND CONTROLLER OF PLANNED PARENTHOOD MAR MONTE, INC.; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ("INTERESTED PERSONS"). UNDER THE CONFLICT OF INTEREST POLICY, EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT THAT: (A) THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD IT, AND HAS AGREED TO COMPLY WITH IT; AND (B) IF REQUIRED, DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, AN INTERESTED PERSON HAS AN ONGOING OBLIGATION TO PROMPTLY DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST GIVING RISE TO THE POTENTIAL CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE COMPLIANCE, QUALITY, AND RISK MANAGEMENT OVERSIGHT COMMITTEE ("CQRM OVERSIGHT COMMITTEE") OR, IN THE CASE OF A DIRECTOR, TO THE BOARD OF DIRECTORS, WHO WILL ASSESS THE POTENTIAL FOR CONFLICTS OF INTEREST ON BEHALF OF PPMM. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE DISINTERESTED MEMBERS OF THE BOARD OR CQRM OVERSIGHT COMMITTEE SHALL DECIDE: (I) WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, (II) WHETHER TO ENTER INTO THE TRANSACTION. THE INTERESTED PERSONS SHALL NOT BE PRESENT DURING THE BOARD OR CQRM OVERSIGHT COMMITTEE'S FINAL DELIBERATIONS AND SHALL NOT VOTE ON ANY DECISIONS REGARDING THE MATTER. THE PROCEEDINGS ARE RECORDED WITHIN THE BOARD OR CQRM OVERSIGHT COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO AND CHIEF ADMINISTRATIVE & FINANCIAL OFFICER ARE BOTH COMPENSATED BY PLANNED PARENTHOOD MAR MONTE, INC., A RELATED ORGANIZATION. ACCORDINGLY, FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. PLEASE REFER TO THE PLANNED PARENTHOOD MAR MONTE, INC. FORM 990 FOR A DISCUSSION ON HOW COMPENSATION IS DETERMINED FOR THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PLANNED PARENTHOOD MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 95126 941583439 TO PROVIDE HEALTH CARE AND EDUCATION, AND EXPAND RIGHTS AND ACCESS FOR ALL CA 501(C)(3) LINE 7 N/A 0 EAST VALLEY COMMUNITY CLINIC 2470 ALVIN AVENUE 60 SAN JOSE CA 95121 942191935 TO PROVIDE COMMUNITY HEALTH CARE CA 501(C)(3) LINE 7 PLANNED PARENTHOOD MAR MONTE INC 0 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE 1691 THE ALAMEDA SAN JOSE CA 95126 460772665 TO ELECT OFFICIALS ADVOCATING FOR ACCESS TO QUALITY REPRODUCTIVE HEALTH CARE CA 527 PPAMM 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 0 1 1