2023-05-08T20:04:08-05:00 2022-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2021-07-01 770261817 PLANNED PARENTHOOD ADVOCATES MAR MONTE INC PLAN 4087953600 1691 THE ALAMEDA SAN JOSE CA 95126 STACY CROSS PRESIDENT & CEO 4087953600 2023-05-06 1 STACY CROSS 999009999 MICHAEL LUMSDEN P01262236 4159561500 2023-05-06 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z STACY CROSS 1691 THE ALAMEDA SAN JOSE CA 95126 2999301 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. 12 10 0 86 0 0 2420588 492793 0 2478655 7 7 49808 27846 2470403 2999301 0 20000 0 0 0 0 0 0 1737 2299402 2637048 2299402 2657048 171001 342253 839193 1235570 116142 170266 723051 1065304 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 2551390 20000 2478655 PUBLIC EDUCATION ACTIVITIES - PPAMM CONDUCTS AGE/DEVELOPMENTALLY APPROPRIATE AND MEDICALLY ACCURATE SEX EDUCATION SERVICES INCLUDING PRETEEN CURRICULUM; MIDDLE SCHOOL AGED CURRICULUM; MALE INVOLVEMENT PROGRAMS; TEEN PEER-TO-PEER EDUCATIONAL PROGRAMS; PARENT/CHILD COMMUNICATION EDUCATION; TEEN SUCCESS GROUPS FOR TEEN MOTHERS; AND COMMUNITY OUTREACH AND REFERRAL. 51762 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. 2603152 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 1 0 1 4 0 1 0 0 0 0 0 1 1 0 0 0 X 12 10 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 X STACY CROSS BOARD MEMBER / PRESIDENT & CEO 5.00 45.00 X X 0 550829 50902 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 5.00 45.00 X 0 409183 25788 STEPHANIE DOMINGUEZ WALTON DIRECTOR / CHAIR (START 5/2022) 2.00 40.00 X X 0 91134 4400 REBECCA BARFKNECHT CHAIR (THRU 5/2022) / DIRECTOR 1.00 0.00 X X 0 0 0 DEB KINNEY VICE CHAIR (START 5/2022) 1.00 0.00 X X 0 0 0 FRANCISCO J SILVA SECRETARY-TREASURER (THRU 3/2022) 1.00 0.00 X X 0 0 0 COOPER TEBOE DIRECTOR / TREASURER (START 3/2022) 1.00 0.00 X X 0 0 0 ALEJANDRO ROMO CARRILLO DIRECTOR / SECRETARY (START 1/2022) 1.00 0.00 X X 0 0 0 CAMILA CHAVEZ BOARD MEMBER 1.00 0.00 X 0 0 0 REEMA DIRKS BOARD MEMBER 1.00 0.00 X 0 0 0 MYLAN HAWKINS BOARD MEMBER (THRU 7/2021) 1.00 0.00 X 0 0 0 LIZZY KAMYA BOARD MEMBER 1.00 0.00 X 0 0 0 MARGO PISCEVICH BOARD MEMBER 1.00 0.00 X 0 0 0 MAX VARGAS BOARD MEMBER 1.00 0.00 X 0 0 0 VERONICA VILLALOBOS CRUZ BOARD MEMBER 1.00 0.00 X 0 0 0 0 1051146 81090 0 0 1 0 0 492793 492793 SERVICE/CONTRACT FEES 541900 2478655 2478655 2478655 7 7 MISCELLANEOUS REVENUE 900099 27846 27846 27846 2999301 2478655 0 27853 X 20000 20000 32036 32036 8888 38 8850 1726176 1718516 7660 10753 10753 49138 45866 1535 1737 65765 64286 1479 25299 25299 1747 1747 704636 704636 5865 5865 1915 1501 414 EQUIP MAINT & RENTAL 1815 1815 STAFF APPRECIATION 961 961 BACKGROUND CHECKS 768 768 FOOD & BEVERAGE 463 463 823 638 185 2657048 2603152 52159 1737 671689 1007890 67329 66946 100175 160734 839193 1235570 15194 22176 100948 148090 116142 170266 X -16950 370303 740001 695001 723051 1065304 839193 1235570 342253 0 X 1 X 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51762 51762 0 51762 0 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE 1691 THE ALAMEDA SAN JOSE CA 95126 460772665 197575 PART I-A, LINE 1: PROTECTING REPRODUCTIVE HEALTH RIGHTS THROUGH EDUCATION GRASSROOTS ACTIVISM AND LEGISLATIVE ADVOCACY INCLUDING PHONE BANKS, MAILING AND HOUSE PARTIES. PART I-C, LINE 4: FORM 1120-POL IS NOT REQUIRED TO BE FILED FOR THE JUNE 30, 2022 TAX YEAR AS TAXABLE INCOME (AS REFLECTED ON THE FORM 1120-POL) IS $0 AFTER TAKING INTO ACCOUNT THE $100 SPECIFIC DEDUCTION. 1 0 197575 197575 0 0 0 DUE FROM RELATED ORGANIZATION 160734 160734 DUE TO RELATED ORGANIZATION 148090 148090 X PART IV, LINE 1B: THE ORGANIZATION SERVES AS AN INTERMEDIARY FOR CONTRIBUTIONS ON BEHALF OF WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE, PPAMM CANDIDATE PAC, AND PPAMM INDEPENDENT PAC. 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 VARIOUS PACS. THERE WAS NO LIABILITY RECORDED ON THE BALANCE SHEET AS OF 7/1/2021 OR 6/30/2022 AS ALL CONTRIBUTIONS RECEIVED ON BEHALF OF THE PACS HAD BEEN DISBURSED PRIOR TO THESE DATES. 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 NEVADANS FOR EQUAL RIGHTS PO BOX 15845 WASHINGTON DC 20003 881927652 501(C)(4) 20000 0 CONTRIBUTION TO NEVADANS FOR EQUAL RIGHTS - BALLOT QUESTION 0 1 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 & CEO 0 510329 0 40500 0 0 0 43348 0 7554 0 601731 0 0 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 0 409183 0 0 0 0 0 14500 0 11288 0 434971 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; FORM 990 OF OTHER ORGANIZATIONS; 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. FORM 990, PART VII, SECTION A: STEPHANIE DOMINGUEZ WALTON SERVED AS MAJOR GIFTS OFFICER OF PLANNED PARENTHOOD MAR MONTE (A RELATED ORGANIZATION) FROM FEBRUARY 2021 - OCTOBER 2021, AND SUBSEQUENTLY JOINED THE BOARD OF PLANNED PARENTHOOD ADVOCATES MAR MONTE IN JANUARY 2022. COMPENSATION REPORTED FOR STEPHANIE DOMINGUEZ WALTON ON FORM 990, PART VII, SECTION A IS IN RELATION TO HER DUTIES AS AN EMPLOYEE OF PLANNED PARENTHOOD MAR MONTE AND NOT IN RELATION TO HER ROLE AS A BOARD MEMBER OF PLANNED PARENTHOOD ADVOCATES MAR MONTE. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 326,515. MANAGEMENT AND GENERAL EXPENSES 7,660. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,175. OTHER FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 1,367,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,367,001. CONSULTING FEES: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. 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 PPAMM CANDIDATE PAC 1691 THE ALAMEDA SAN JOSE CA 95126 050611521 TO ELECT OFFICIALS ADVOCATING FOR ACCESS TO QUALITY REPRODUCTIVE HEALTH CARE CA 527 PPAMM 1 PPAMM INDEPENDENT PAC 1691 THE ALAMEDA SAN JOSE CA 95126 721557840 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 0 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE R 197575 FAIR MARKET VALUE