2023-05-12T15:42:45-05:00 2022-06-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990 2021-07-01 591391115 PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST INC PLAN 5618486402 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 ALEXANDRA MANDADO PRESIDENT/CEO 5618486402 2023-05-12 1 ALEXANDRA MANDADO 999009999 JAMES F MULLEN IV P00141012 5618329292 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SEE NOTE ON SCHEDULE O ALEXANDRA MANDADO 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 45526276 0 X WWW.PPSENFL.ORG X 1971 FL PROVIDE COMPREHENSIVE SEXUAL HEALTH CARE THROUGH DIRECT SERVICES AND EDUCATION. 24 24 247 642 0 0 10847371 14885018 9871143 9632250 4736393 145881 -5905 1885959 25449002 26549108 0 0 0 0 11716209 13667424 0 0 1472085 9009923 10600517 20726132 24267941 4722870 2281167 43572724 40604861 4595405 2684430 38977319 37920431 X THE MISSION OF PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST IS TO PROVIDE COMPREHENSIVE SEXUAL HEALTH CARE THROUGH THE PROVISION OF CLINICAL SERVICES, EDUCATION AND ADVOCACY. WE DO SO BY UNDERSTANDING AND RESPONDING TO THE NEEDS OF THOSE SEEKING OUR SERVICES, AND BY PROTECTING AND RESPECTING THE ESSENTIAL PRIVACY RIGHTS, DIGNITY AND CULTURE OF EACH INDIVIDUAL. 0 0 17142940 9163611 MEDICAL PATIENT SERVICES - THE ORGANIZATION PROVIDES MEDICAL SERVICES AND PATIENT VISITS IN A MEDICAL CLINIC AND FAMILY PLANNING COUNSELING. IN 2021/2022, THE HEALTH CLINICS SERVED APPROXIMATELY 39,768 PATIENTS WITH APPROXIMATELY 45,709 MEDICAL VISITS IN ELEVEN HEALTH CENTERS SERVICING FORTY-FIVE COUNTIES. 1285304 468639 PUBLIC AFFAIRS - THROUGH ITS PUBLIC POLICY INITIATIVE, THE ORGANIZATION ADVOCATES FOR THE PROTECTION OF WOMEN'S HEALTH AND EACH INDIVIDUAL'S RIGHTS TO PRIVACY AND ACCESS TO FAMILY PLANNING BY MONITORING LOCAL AGENCIES, THE STATE LEGISLATURE, AND THE U.S. CONGRESS. 690354 672083 PERSONAL RESPONSIBILITY EDUCATION PROGRAM (PREP) - THIS YOUTH DEVELOPMENT PROGRAM PROVIDED THE TEEN OUTREACH PROGRAM (TOP) AND FAMILY LIFE AND SEXUAL HEALTH (FLASH) PROGRAMS TO APPROXIMATELY 1,559 TEENS IN 2021/2022. 681004 COMPREHENSIVE EDUCATION PROGRAMS - THE ORGANIZATION OFFERS A WIDE RANGE OF AGE-APPROPRIATE INSTRUCTIVE PROGRAMS. IN 2021/2022, THE ORGANIZATION HELPED APPROXIMATELY 3596 AREA RESIDENTS. THE ORGANIZATION ALSO COLLABORATES WITH TARGETED ORGANIZATIONS THAT ASSIST WITH ISSUES OF YOUTH AND SEXUALITY. 681004 19799602 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 34 0 1 247 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ALEXANDRA MANDADO 5618486402 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 DOLLY VOORHEES DAVIS CHAIRMAN 2.00 X X 0 0 0 ELAINE BLACK DIRECTOR 2.00 X 0 0 0 KIRSTEN DOOLITTLE DIRECTOR 2.00 X 0 0 0 THEODORE GLASSER DIRECTOR 2.00 X 0 0 0 LAUREN GROFF DIRECTOR 2.00 X 0 0 0 CHRISTINE CURTIS DIRECTOR 2.00 X 0 0 0 DAVID L BALL DIRECTOR 2.00 X 0 0 0 DEBRA FRANK DIRECTOR 2.00 X 0 0 0 DIANE GOLDMAN DIRECTOR 2.00 X 0 0 0 CAROLE A BARHAM DIRECTOR 2.00 X 0 0 0 MARSHA LAUFER DIRECTOR 2.00 X 0 0 0 ERICA MERRELL DIRECTOR 2.00 X 0 0 0 DELLESA KIRK-JOHNSON DIRECTOR 2.00 X 0 0 0 GAIL JOHNSON DIRECTOR 2.00 X 0 0 0 VALERIE MCCARTHY DIRECTOR 2.00 X 0 0 0 JODY LEHMAN DIRECTOR 2.00 X 0 0 0 DEBORAH MOSKOW-MAUNUS DIRECTOR 2.00 X 0 0 0 PATRICIA MINTMIRE DIRECTOR 2.00 X 0 0 0 CAROL B MOORE DIRECTOR 2.00 X 0 0 0 ANTONIA WRIGHT DIRECTOR 2.00 X 0 0 0 ELAINE JOHNSON JAMES SECRETARY 2.00 X X 0 0 0 ARCHER A BARRY TREASURER 2.00 X X 0 0 0 CAROL C LANG VICE CHAIR 2.00 X X 0 0 0 STEPHEN VON OEHSEN VICE CHAIR 2.00 X X 0 0 0 LILLIAN TAMAYO PRESIDENT/CEO 37.50 X 462393 0 32906 ALEXANDRA MANDADO PRESIDENT/CEO 37.50 X 194320 0 16565 MICHELLE FOWLER COO 37.50 X 203500 0 20567 DAVID GARTNER CFO 37.50 X 163320 0 20657 JOHN MCGOLDRICK VP HUMAN RESOURSES 37.50 X 171320 0 26225 KANTHI DHADUVAI MD 37.50 X 209167 0 15351 GLORY GUERRERO VP -CLINICAL CARE 37.50 X 169140 0 11658 SHELLY TIEN MD 37.50 X 258846 0 14915 1832006 0 158844 8 0 1 0 KL MCCAUL CONSTRUCTION INC 11383 NW 112ND STREET MEDLEY FL 33178 CONSTRUCTION 1762253 UPIC HEALTH LLC 5360 ROBIN HOOD RD STE 200 NORFOLK VA 23513 CALL CENTER 412400 ROBERT J PEARL DO PA 11225 WATERCREST CIRCLE E PARKLAND FL 33076 MEDICAL SERVICES 327000 QUEST DIAGNOSTICS INC PO BOX 530440 ATLANTA GA 30353 LABORATORY 245051 DALEY BROTHERS ROOFING INC 490 BUSINESS PKWY SUITE A ROYAL PALM BEACH FL 33411 ROOFING 147714 5 1093568 763959 13027491 399495 14885018 PATIENT SERVICE FEES 624100 9163611 9163611 PUBLIC AFFAIRS 900099 468639 468639 9632250 751300 751300 18211701 18804759 12361 -593058 -12361 -605419 -605419 64180 1093568 160048 -95868 -95868 PPP LOAN FORGIVENESS 621400 1981827 1981827 1981827 26549108 9632250 0 2031840 2295122 1053743 826545 414834 8983064 7372080 1038430 572554 210910 139448 51823 19639 1033321 617362 318186 97773 1145007 762005 356637 26365 64808 62506 1654 648 72346 57243 10852 4251 156850 156850 863413 617249 59326 186838 156646 156022 624 129946 126652 1824 1470 624439 556438 40710 27291 1282820 1222409 18577 41834 540723 483418 12357 44948 18810 14883 2822 1105 793950 758638 25372 9940 335239 316803 13246 5190 MEDICAL EXPENSES 3550234 3550234 COMMUNICATION EXPENSE 835631 818657 7548 9426 BAD DEBT 293500 293500 DUES & SUBSCRIPTIONS 232730 207227 18148 7355 648432 613085 35347 24267941 19799602 2996254 1472085 182106 289499 2705020 4165444 4912413 3031913 574774 1032718 454477 408439 94410 64536 17253429 4880945 12010472 12372484 21971147 18710144 667905 529684 43572724 40604861 1962512 2410382 432913 90071 1940378 0 259602 183977 4595405 2684430 X 27714626 27127718 11262693 10792713 38977319 37920431 43572724 40604861 X 2281167 -3266365 3198 -74888 X 0 1 X 1 1 1 X 20952757 10040935 8073479 10854271 14789150 64710592 20952757 10040935 8073479 10854271 14789150 64710592 3223979 61486613 403078 410904 344916 476208 751300 2386406 67096998 0.91640 0.90740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122661 146080 268741 23999200 24267941 1000000 250000 0 0 1000000 991210 1000000 1000000 3991210 5986815 117127 61624 328387 268741 775879 250000 247803 250000 250000 997803 1496705 52711 45456 122661 220828 3185979 3185979 3184979 1000 3185979 3184979 3184979 3184979 3184979 3184979 3184979 1.00000 1 0 2127975 2127975 10037262 1656170 8381092 1834655 1379894 454761 763239 436851 326388 2490298 1408030 1082268 12372484 DEFERRED RENT 183977 183977 X 22757505 -3266365 -74888 -3341253 26098758 156850 293500 450350 26549108 23814393 0 23814393 160048 293500 453548 24267941 PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD IN TRUST -74,888. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 293,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 293,500. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO MAINTAIN THE ORIGINAL PRINCIPAL OF THE ENDOWMENT ASSETS. PALM BEACH DINNER DANCE 426225 387475 38750 5420 35175 13620 TRADITION OF CHOICE LUNCHEON 412449 399350 13099 29049 312 48286 5 319074 306744 12330 88 18288 9810 1157748 1093569 64179 34557 53775 71716 160048 -95869 X X X X 0 1 0 0 0 0 0 0 0 LILLIAN TAMAYO PRESIDENT/CEO 310833 0 150000 0 1560 0 29250 0 3656 0 495299 0 0 0 SHELLY TIEN MD 233846 0 25000 0 0 0 9750 0 5165 0 273761 0 0 0 KANTHI DHADUVAI MD 209167 0 0 0 0 0 9747 0 5604 0 224518 0 0 0 MICHELLE FOWLER COO 175000 0 22500 0 6000 0 9285 0 11282 0 224067 0 0 0 ALEXANDRA MANDADO PRESIDENT/CEO 170000 0 20000 0 4320 0 0 0 16565 0 210885 0 0 0 JOHN MCGOLDRICK VP HUMAN RESOURSES 150000 0 20000 0 1320 0 9750 0 16475 0 197545 0 0 0 DAVID GARTNER CFO 150000 0 12000 0 1320 0 9000 0 11657 0 183977 0 0 0 GLORY GUERRERO VP -CLINICAL CARE 150183 0 3500 0 15457 0 1928 0 9730 0 180798 0 0 0 FORM 990, SCHEDULE J, LINE 4B, NONQUALIFIED RETIREMENT PLAN PARTICIPATION: A $19,500 CONTRIBUTION WAS MADE TO THE NONQUALIFIED 457B PLAN ACCOUNT OF LILLIAN A. TAMAYO X 14 399495 STOCK QUOTES 0 0 1 PART I, LINE 32B: THE ORGANIZATION USES NORTHERN TRUST FOR THE SALE OF SECURITIES DONATED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO MONITOR COMPLIANCE, THE QUESTION IS RAISED BY THE BOARD CHAIR AT EACH MEETING OF THE BOARD OF DIRECTORS, ASKING DIRECTORS TO DISCLOSE IF A CONFLICT OF INTEREST HAS DEVELOPED SINCE THE LAST MEETING OR SINCE SIGNING THE ANNUAL CONFLICT OF INTEREST POLICY STATEMENT. ACCORDING TO THE ORGANIZATION'S GOVERNANCE POLICY, IF A CONFLICT SHOULD BE DISCLOSED, THE DIRECTOR HAS THE RESPONSIBILITY TO WITHDRAW FROM DECISION-MAKING, DEPENDING ON THE CONFLICT, OR RESIGN FROM THE BOARD DEPENDING ON THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DATA IS COLLECTED FROM MULTIPLE SOURCES INCLUDING (BUT NOT LIMITED TO) AFFILIATE COMPENSATION DATA, EXTERNAL SURVEY DATA FOR COMPARABLE POSITIONS, FORMS 990 OF OTHER ORGANIZATIONS, AND CURRENT LOCAL MARKET DATA OF COMPARABLE POSITIONS FROM PLACEMENT SERVICES AND SURVEY DATA. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN DOCUMENTS ARE AVAILABLE ON THE GUIDESTAR WEBSITE, AND OTHER DOCUMENTS MAY BE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD IN TRUST -74,888. FORM 990, BOX C, DOING BUSINESS AS: THE ORGANIZATION REGISTERED AND BEGAN DOING BUSINESS AS PLANNED PARENTHOOD OF SOUTH, EAST AND NORTH FLORIDA EFFECTIVE APRIL 1, 2015. HEALTH SERVICES OF SOUTH FLORIDA LLC 423 FERN STREET SUITE 200 WEST PALM BEACH FL 33401 452848919 PROVIDE FAMILY PLANNING FL 4981 N/A PROTECTION MEDICAL ARCHIVE LLC 423 FERN STREET SUITE 200 WEST PALM BEACH FL 33401 270267951 MANAGE ARCHIVE OF PATIENT RECORDS FL 0 N/A EDIFICE DEVELOPMENT LLC 423 FERN STREET SUITE 200 WEST PALM BEACH FL 33401 811388401 FACILITY DEVELOPMENT DE 4235759 N/A