2022-05-11T10:19:03-05:00 2021-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2020-07-01 941583439 Planned Parenthood Mar Monte Inc PLAN 4087953600 1691 The Alameda San Jose CA 95126 Stacy M Cross President & CEO 4087953600 2022-05-11 1 Stacy Cross 999009999 Sean E Cain CPA P01612986 6264036801 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Stacy M Cross 1691 The Alameda San Jose CA 95126 138987869 0 X www.ppmarmonte.org X 1963 CA Planned Parenthood Mar Monte invests in communities by providing health care and education, and by expanding rights and access for all. 21 20 934 384 0 0 21566783 18744713 104071423 107661039 -1334758 2942484 974679 568677 125278127 129916913 0 0 0 0 65705416 72572677 0 0 3221238 48321213 54275266 114026629 126847943 11251498 3068970 155405439 161531250 26512602 24745616 128892837 136785634 The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. 0 0 102657419 103634279 Patient Services - 34 health centers and additional satellite service sites; annual gynecological exams; cancer screening & treatment; birth control and reproductive health care; pregnancy testing & counseling; HIV testing & counseling; menopausal services; general adult and pediatric health; integrated behavioral health; gender affirming care services, prenatal care; emergency contraception; male sterilization; medical and surgical abortions. During the year there were 372,287 visits. 4325864 3684288 Education Services - Age/Developmentally appropriate and medically accurate sex education for youths 6-26 and high needs adult, teen peer-to-peer education programs, parent/child communication education; support and case management for young parents, and community outreach and referral. During the year there were 68,919 contacts. 2733220 342472 Public Affairs - Educate & lobby legislators about the importance of affordable, accessible health care at local, state & national levels; monitor legislative & judicial activities regarding reproductive choice; inform, educate & mobilize the community about issues affecting access to reproductive health care & education. 109716503 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 129 0 1 934 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X Joanne Parise 4087953715 1691 The Alameda San Jose CA 95126 Katherine Aitken-Young Chair 6.00 X X 0 0 0 Tanuja Bahal Immediate Past Chair 5.00 X X 0 0 0 Nicole Winger Treasurer 1.00 X X 0 0 0 Ali Edwards Secretary 1.00 X X 0 0 0 Janine Bera MD Board Member 1.00 X 0 0 0 Lisa Bowers Board Member 1.00 X 0 0 0 Reema Dirks Board Member 1.00 X 0 0 0 Jesse Dorogusker Board Member 1.00 X 0 0 0 Annie Flanzraich Board Member 1.00 X 0 0 0 Joan Gallo Board Member 1.00 X 0 0 0 Leticia Garcia Board Member 1.00 X 0 0 0 Karen Grove Board Member 1.00 X 0 0 0 Despina Hatton Board Member 1.00 X 0 0 0 Veva Islas Board Member 1.00 X 0 0 0 David Kladney Board Member 1.00 X 0 0 0 Lizelda Lopez Board Member 1.00 X 0 0 0 Gwen McDonald Board Member 1.00 X 0 0 0 Noah Moss Board Member 1.00 X 0 0 0 Trig Rosenblatt Board Member 1.00 X 0 0 0 Cole Wilbur Board Member 1.00 X 0 0 0 Stacy Cross President/CEO 40.00 0.50 X X 479461 0 78468 Tom Motsiff CAFO 40.00 X 411460 0 28968 Laura Dalton Chief Medical Officer 40.00 X 454945 0 50781 Maureen Guajardo Senior Dir. of Lab Services 40.00 X 314142 0 50503 Catherine Shubert Fritz General Counsel 40.00 X 334653 0 20331 Dominique Lee COO 40.00 X 324096 0 27315 Abraham Cabebe Physician 40.00 X 279076 0 37623 2597833 0 293989 90 0 1 0 BRIDGE Healthcare Partners LLC 1691 The Alameda San Jose CA 95126 Professional Consulting 796796 Oncore Technology LLC 1691 The Alameda San Jose CA 95126 Medical Services 142986 Boulder Associates 1691 The Alameda San Jose CA 95126 Professional Consulting 141589 NBS Real Estate Consulting LLC 1691 The Alameda San Jose CA 95126 Professional Consulting 122888 4 24695 1921812 16798206 18744713 Family PACT 900099 30235415 30235415 Medi-Cal Managed Care 900099 29582867 29582867 Medi-Cal/Medicaid 900099 29283448 29283448 Private Fees and Contracts 900099 18559309 18559309 107661039 535358 535358 85218 85218 0 11392864 8985738 2407126 2407126 2407126 0 24695 0 0 Miscellaneous income 621110 568677 568677 568677 129916913 107661039 0 3511161 1043502 895326 125220 22956 50795744 43348211 5978605 1468928 2194139 1895034 248896 50209 14347061 12237750 1693529 415782 4192231 3650517 430830 110884 277702 8135 269567 116900 116900 6484982 4089846 1916780 478356 191996 159278 31183 1535 17400949 16515453 515409 370087 8230973 7429306 745710 55957 199089 185147 13479 463 30230 27644 2586 158937 28825 130112 542870 3125 539745 4262998 4043804 201571 17623 1117040 882863 200377 33800 Bad debt 8600000 8600000 Equipment & rental 2975277 2432821 514392 28064 Other expenses 1903572 1764172 128975 10425 Intercompany mgmt. fees 1425646 1425646 356105 93600 108922 153583 126847943 109716503 13910202 3221238 22266691 23024568 16877965 9423706 41412834 36180519 1293295 1214935 2088469 1781803 91785920 47332749 46467602 44453171 23853197 44327727 1000000 1000000 145386 124821 155405439 161531250 18852666 17429040 7659936 7316576 26512602 24745616 X 111983604 119360313 16909233 17425321 128892837 136785634 155405439 161531250 X 3068970 4661067 162760 X 0 1 X 1 0 X 33881789 23561576 21890381 21566783 18744713 119645242 33881789 23561576 21890381 21566783 18744713 119645242 45207 119600035 475394 806933 1169277 831456 620576 3903636 801439 441844 218203 904559 578677 2944722 126493600 453876487 0.94550 0.93210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112009 245454 357463 126490480 126847943 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 318837 267503 143756 357463 1087559 250000 250000 250000 250000 1000000 1500000 92863 112502 98952 112009 416326 29661752 390472 7431833 37484057 26516917 1462944 1681891 29661752 24428319 815477 1273121 26516917 21150399 973187 2304733 24428319 19026976 606236 1517187 21150399 0.93350 0.06650 0 0 12129923 12129923 51187122 25182064 26005058 10586846 7709295 2877551 17286674 14441390 2845284 595355 595355 44453171 X Part V, Line 4: PPMM has adopted investment and spending policies, approved by the Board of Directors, for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment funds while also maintaining the purchasing power of those endowments assets over the long-term. Accordingly, the investment process seeks to achieve an after-cost total real rate of return, including investment income as well as capital appreciation, which exceeds the annual distribution with acceptable levels of risk. Endowment assets are invested in a well diversified asset mix, which includes equity and debt securities, that is intended to result in a consistent inflation-protected rate of return that has sufficient liquidity to make a reasonable annual distribution, while growing the funds if possible. Part X, Line 2: Planned Parenthood is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles ("GAAP") 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 Planned Parenthood in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Planned Parenthood's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. X X X X 0 0 0 0 0 0 0 1 0 Stacy Cross President/CEO 479461 0 0 0 0 0 40276 0 38192 0 557929 0 0 0 Laura Dalton Chief Medical Officer 433222 0 21723 0 0 0 22496 0 28285 0 505726 0 0 0 Tom Motsiff CAFO 389737 0 21723 0 0 0 19417 0 9551 0 440428 0 0 0 Maureen Guajardo Senior Dir. of Lab Services 314142 0 0 0 0 0 32070 0 18433 0 364645 0 0 0 Catherine Shubert Fritz General Counsel 312930 0 21723 0 0 0 12308 0 8023 0 354984 0 0 0 Dominique Lee COO 302373 0 21723 0 0 0 18125 0 9190 0 351411 0 0 0 Abraham Cabebe Physician 279076 0 0 0 0 0 27489 0 10134 0 316699 0 0 0 Part I, Line 7 During calendar year 2020, the CMO, CFO, General Counsel, & VP of Patient Services received bonuses based on accreditation achievements and overall performance. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed and approved by the President/CEO, CFO and the Controller before submission to the IRS. The board members review them before submission to the IRS. Form 990, Part VI, Section B, line 12c PPMM board members, employees and volunteers have a responsibility to conduct themselves with the highest ethical standards. They are expected to avoid any conflict of interest or appearance related to their duties at PPMM. No board member, employee or volunteer shall use his/her position with PPMM to further the manufacture, distribution, promotion or sale of any materials, products or services in which he/she has either direct or indirect financial interest or from which he/she receives any direct or indirect financial benefit. No board member, employee or volunteer shall accept any gift or gratuity from any pharmaceutical firm, or medical device manufacturer, or a supplier of pharmaceuticals or medical devices to PPMM, or other supplier or potential supplier to PPMM, or from any provider or potential provider of services to PPMM. However, a board member, employee or volunteer may accept a gift of nominal value, such as an advertising novelty, when it is customarily offered to others having a similar relationship with the supplier or provider. No gifts of cash or cash equivalents are permitted. PPMM board members will disclose any potential conflict of interest annually and as soon as he or she is aware of the real potential conflict. In addition, any board member who is aware of a possible conflict of interest related to any matter coming before the board has an obligation to refrain from discussion and/or voting on the issue. No board or executive staff member of PPMM shall be granted a loan from any PPMM funds. Approved by the Board of Directors, September 2015. Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board annually reviews and adjusts as appropriate the salaries of the CEO and Management Team based on external data, surveys and benchmarks. Form 990, Part VI, Section C, line 19 PPMM makes its governing documents, conflict of interest policy and financial statements available to the public upon request. The Form 990 is also available on Guidestar.org. Form 990, Part XI, line 9: Unrealized gain on swap contract 162,760. Planned Parenthood Advocates Mar Monte 1691 The Alameda San Jose CA 95126 770261817 Community education and public affairs and educate the public on candidates CA 501(c)(4) N/A Planned Parenthood Mar Monte 1 East Valley Community Clinic 2470 Alvin Avenue 60 San Jose CA 95121 942191935 To provide community health care CA 501(C)(3) 170(b)(1)(a)(vi) Planned Parenthood Mar Monte 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Planned Parenthood Advocates Mar Monte B 650219 Work plan agreement Planned Parenthood Advocates Mar Monte N 1407545 Resource sharing agreement Planned Parenthood Advocates Mar Monte (Amount is included in 2N) O Resource sharing agreement East Valley Community Clinic Q 47839 Actual cost East Valley Community Clinic P 57963 Actual cost Planned Parenthood Advocates Mar Monte Q 62096 Actual cost