2025-05-12T09:11:53-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 232450112 PLANNED PARENTHOOD KEYSTONE PLAN 6104810481 29 N 9TH STREET ALLENTOWN PA 18101 MELISSA REED CEO 6104810481 2025-05-09 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-05-09 2023 2025-03-06 01:10:19Z MELISSA REED 29 N 9TH STREET ALLENTOWN PA 18101 15405877 0 X WWW.PPKEYSTONE.ORG X 1925 PA PPK PROVIDES AND ADVOCATES FOR AFFORDABLE, SEXUAL REPRODUCTIVE HEALTHCARE AND EDUCATION. PLANNED PARENTHOOD SERVES RESIDENTS OF 37 PENNSYLVANIA COUNTIES THROUGH 9 MEDICAL CENTERS, A COMPREHENSIVE SEXUALITY EDUCATION PROGRAM, AND AS AN ADVOCATE FOR REPRODUCTIVE RIGHTS. TWENTY-FIVE PERCENT OF THE STATE'S WOMEN, MEN AND TEENS LIVE WITHIN REACH OF OUR AFFORDABLE, CONFIDENTIAL AND CULTURALLY-RESPONSIVE REPRODUCTIVE HEALTH CENTERS. 16 16 169 163 0 0 7338898 6221605 7911898 7131790 355190 255737 -26632 45337 15579354 13654469 0 75000 0 0 8287729 6673947 0 0 669201 8525280 8384087 16813009 15133034 -1233655 -1478565 14954173 13659990 3095555 3115890 11858618 10544100 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 11078450 0 7131790 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. 354385 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. 312435 75000 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. 11745270 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 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 35 0 169 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X MARIANNE MUISE 6107096071 29 N 9TH STREET ALLENTOWN PA 18101 LIZ VIBBER BOARD CHAIR 5.00 X X 0 0 0 TANYA LONGINO VICE CHAIR 5.00 X X 0 0 0 JON STEVENS TREASURER 5.00 X X 0 0 0 BERNICE HINES CORBIT SECRETARY 5.00 X X 0 0 0 MIA BRICENO DIRECTOR 2.00 X 0 0 0 JUDY CHANG CODY DIRECTOR 2.00 X 0 0 0 HANNAH CLARK 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 DR JUDI HARTZELL 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 IVY SILVER 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 214488 0 12304 NATALIA ARMOZA CHIEF FINANCIAL OFFICER (UNTIL 10/2023) 37.50 X 128351 0 8962 MARIANNE MUISE INTERIM CFO 20.00 X 0 0 0 TRISH TASHJIAN CHIEF OPERATING OFFICER 37.50 X 150463 0 16911 SAMANTHA BOBILA CHIEF EXTERNAL AFFAIRS OFFICER 37.50 X 153199 0 1454 CASSANDRA SCULLY LEAD CLINICIAN 37.50 X 155040 0 7298 FAIZ MALIK VP OF PEOPLE AND CULTURE 37.50 X 108704 0 15230 CONSTANCE CHANG CLINICIAN/PROGRAM DIRECTOR 37.50 X 121301 0 1143 1031546 0 63302 7 0 1 0 CLINICAL HEALTH NETWORK FOR TRANSFORMATI 390 NE 191ST ST STE 8466 MIAMI FL 33179 IT SERVICES / CALL CENTER 1323999 HEALTHCARE MANAGEMENT SOLUTIONS LLC PO BOX 56 VAILS GATE NY 12584 OUTSOURCED ACCOUNTING SERVICES 418391 BETTERHEALTH 23262 WESTHEIMER RD 944 HOUSTON TX 77098 BILLING SERVICE, ELECTRONIC HEALTH RECOR 360211 R&S NORTHEAST PO BOX 935485 ATLANTA GA 311935485 PHARMACEUTICAL SUPPLIER 240378 JENNIFER ELIZABETH COLES 13603 BARDON ROAD PHOENIX MD 21131 MEDICAL SERVICES 190880 7 109120 1827010 4285475 47633 6221605 PATIENT SERVICE FEES 624100 6962557 6962557 OTHER PROGRAM SERVICES 900099 169233 169233 7131790 269347 269347 1678528 1638426 53712 40102 -53712 -13610 -13610 29550 109120 59270 -29720 -29720 COLLABORATION FEES 900099 75057 75057 75057 13654469 7131790 0 301074 X 75000 75000 695102 113156 454465 127481 5065054 4457635 293396 314023 8105 8105 472556 368607 87398 16551 433130 351976 48370 32784 945715 131949 813766 229233 229233 43250 43250 26606 26606 2002249 1881414 116985 3850 49778 47110 2346 322 1105607 1021685 83767 155 354051 333699 20352 172912 157095 7845 7972 22913 19557 1345 2011 20315 20315 146904 45750 74904 26250 391644 284552 107092 422240 322584 99656 CONTRACEPTIVE SUPPLIES 717061 716860 201 BUILDING & EQUIPMENT MA 312587 273729 28384 10474 LAB FEES 248882 248882 ELECTRONIC HEALTH RECOR 241780 241780 930360 652250 150782 127328 15133034 11745270 2718563 669201 232434 220199 586512 781603 350480 168837 114568 115454 12436 53017 4658691 1745093 4357783 2913598 8138643 7208770 1161317 2198512 14954173 13659990 772638 1335521 395680 632480 560486 755529 539228 1219883 3095555 3115890 X 9995935 8301281 1862683 2242819 11858618 10544100 14954173 13659990 -1478565 164047 0 X 0 1 X 1 1 1 X 5446696 3786660 12648793 7338898 6221605 35442652 4866400 6103997 6425232 7911898 7131790 32439317 10313096 9890657 19074025 15250796 13353395 67881969 0 0 0 67881969 71688 48206 102396 313736 269347 805373 71688 48206 102396 313736 269347 805373 10384784 9938863 19176421 15564532 13622742 68687342 0.98830 0.99070 0.01170 0.00930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 15133034 15133034 906652 226663 0 0 686181 763086 990650 906652 3346569 5019854 171545 190772 247663 226663 836643 1254965 2215831 137014 217355 2135490 1809938 347333 118755 60195 2215831 994008 999904 -137585 46389 1809938 807750 237219 50961 994008 1078007 4743 275000 807750 0.40560 0.48080 0.11360 1 0 399313 399313 2455788 833382 1622406 1044683 562973 481710 738914 348738 390176 19993 19993 2913598 TRUSTS HELD BY PPFA 36222 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS 283496 RIGHT OF USE ASSETS 652443 ASSETS HELD FOR SALE 1226351 2198512 LOAN GUARANTEE OBLIGATION 556140 LEASE LIABILITY 663743 1219883 X 13851180 164047 164047 13687133 26606 -59270 -32664 13654469 15165698 59270 59270 15106428 26606 26606 15133034 PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2021-2023) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S FISCAL 2024 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 -59,270. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 59,270. KEYSTONE CARES 138670 109120 29550 6100 17250 5770 30150 138670 109120 29550 6100 17250 5770 30150 59270 -29720 1 PLANNED PARENTHOOD PENNSYLVANIA ADVOCATES 3401 HARTZDALE DRIVE SUITE 103B UNIT 607 CAMP HILL PA 17011 232208281 501(C)(4) 25000 0 NONPARTISAN VOTER ENGAGEMENT YWCA LANCASTER 110 N LIME STREET LANCASTER PA 17602 231352609 501(C)(3) 25000 0 NONPARTISAN VOTER ENGAGEMENT MAKE THE ROAD STATES 301 GROVE STREET BROOKLYN NY 11237 843988830 501(C)(3) 25000 0 NONPARTISAN VOTER ENGAGEMENT 2 1 PART I, LINE 2: THE ORGANIZATIONS THAT RECEIVED ASSISTANCE FROM PLANNED PARENTHOOD KEYSTONE ARE REQUIRED TO REPORT ON THE USE OF FUNDS AT THE END OF THE GRANT TERM. X X X 0 0 0 0 0 0 0 0 0 MELISSA REED CHIEF EXECUTIVE OFFICER 214488 0 0 0 0 0 2018 0 10286 0 226792 0 0 0 TRISH TASHJIAN CHIEF OPERATING OFFICER 150463 0 0 0 0 0 1441 0 15470 0 167374 0 0 0 CASSANDRA SCULLY LEAD CLINICIAN 155040 0 0 0 0 0 1391 0 5907 0 162338 0 0 0 SAMANTHA BOBILA CHIEF EXTERNAL AFFAIRS OFFICER 153199 0 0 0 0 0 1395 0 59 0 154653 0 0 0 MARIANNE MUISE OWNS MORE THAN 35% OF HMS 945715 MANAGEMENT SERVICES 0 PART IV, COLUMN C THE AMOUNT OF TRANSACTION REPORTED ON PART IV OF $945,715 IS THE ACCRUAL BASIS AMOUNT FOR SERVICES PROVIDED BY HEALTHCARE MANAGEMENT SOLUTIONS TO PLANNED PARENTHOOD KEYSTONE DURING FISCAL YEAR 2024. X 4 47633 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 OCTOBER 2023 THROUGH DECEMBER 2023, HEALTHCARE MANAGEMENT SOLUTIONS LLC COMPENSATED MARIANNE MUISE $36,000 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 PLANNED PARENTHOOD KEYSTONE REQUIRES ALL EMPLOYEES TO ACKNOWLEDGE AND DISCLOSE ANY CONFLICTS, OR POTENTIAL CONFLICTS OF INTEREST AS PART OF THE EMPLOYEE HANDBOOK. ANY EMPLOYEE WHO VIOLATES THIS POLICY IS SUBJECT TO DISCIPLINE, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. EVERY BOARD MEMBER IS REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS ANNUALLY VIA A 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 CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,195,795. MANAGEMENT AND GENERAL EXPENSES 116,985. FUNDRAISING EXPENSES 3,850. TOTAL EXPENSES 1,316,630. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 685,619. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 685,619.