PLANNED PARENTHOOD MAR MONTE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PLANNED PARENTHOOD MAR MONTE INC (EIN 94-1583439)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-15
- IRS object ID
- 202131359349301628
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-15T11:17:40-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 East Colorado Blvd Suite M150 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941583439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Planned Parenthood Mar Monte Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 4087953600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1691 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacy Cross | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4087953600 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sean E Cain CPA | PreparerPersonNm |
| PTIN | P01612986 | PTIN |
| Phone | 6264036801 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stacy Cross | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1691 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $127,447,079 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ppmarmonte.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 982 | TotalEmployeeCnt |
| Total Volunteers | 510 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,225,008 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,566,783 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $91,866,480 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $104,071,423 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,704,572 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,334,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $322,552 | PYOtherRevenueAmt |
| CY Other Revenue | $974,679 | CYOtherRevenueAmt |
| PY Total Revenue | $121,118,612 | PYTotalRevenueAmt |
| CY Total Revenue | $125,278,127 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,975,933 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,705,416 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,861,296 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,757,196 | PYOtherExpensesAmt |
| CY Other Expenses | $48,321,213 | CYOtherExpensesAmt |
| PY Total Expenses | $104,733,129 | PYTotalExpensesAmt |
| CY Total Expenses | $114,026,629 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,385,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,251,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,601,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,405,439 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,056,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,512,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,544,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,892,837 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $87,262,615 | ExpenseAmt |
| Revenue | $104,071,423 | RevenueAmt |
| Desc | 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 315,416 visits. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,953,510 | ExpenseAmt |
| Desc | 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 69,248 contacts. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,519,460 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $94,735,585 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 982 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joanne Parise | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087953715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1746 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Tanuja Bahal | ||||||||
| Chair | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cole Wilbur | ||||||||
| Immediate Past Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Katherine Aitken-Young | ||||||||
| Vice Chair | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Nicole Winger | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joan Gallo | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Janine Bera MD | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Bowers | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Reema Dirks | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ali Edwards | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Leticia Garcia | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Grove | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Despina Hatton | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Veva Islas | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lizelda Lopez | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Latika Malkani | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gwen McDonald | ||||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Trig Rosenblatt | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Diane Van Maren | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stacy Cross | ||||||||
| President/CEO | 40.00 | Yes (X) | Yes (X) | $482,043 | $0 | $54,101 | 0.50 | |
| Tom Motsiff | ||||||||
| CFO | 40.00 | Yes (X) | $355,705 | $0 | $25,170 | |||
| Laura Dalton | ||||||||
| Chief Medical Officer | 40.00 | $391,983 | $0 | $27,420 | Yes (X) | |||
| Nimish Mehta | ||||||||
| Senior VP of Finance (end 11/19) | 40.00 | $354,925 | $0 | $0 | Yes (X) | |||
| Catherine Valentine | ||||||||
| General Counsel | 40.00 | $351,796 | $0 | $11,358 | Yes (X) | |||
| Dominique Lee | ||||||||
| VP of Patient Services | 40.00 | $281,781 | $0 | $23,885 | Yes (X) | |||
| Gianni Troian | ||||||||
| VP of I.T. (end 6/19) | 40.00 | $279,313 | $0 | $11,013 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,497,546 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,947 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 115 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRIDGE Healthcare Partners LLC | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Professional Consulting | $633,987 |
| Chartis Group LLC The | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Professional Consulting | $219,407 |
| Oncore Technology LLC | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Medical Services | $166,255 |
| NBS Real Estate Consulting LLC | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Professional Consulting | $118,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $199,862 | FundraisingAmt |
| Government Grants | $4,013,815 | GovernmentGrantsAmt |
| All Other Contributions | $17,353,106 | AllOtherContributionsAmt |
| Total Contributions | $21,566,783 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medi-Cal Managed Care | 900099 | $43,342,704 | $43,342,704 |
| Family PACT | 900099 | $36,743,472 | $36,743,472 |
| Private Fees and Contracts | 900099 | $15,209,730 | $15,209,730 |
| Medi-Cal/Medicaid | 900099 | $8,775,517 | $8,775,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $104,071,423 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $761,336 | TotalRevenueColumnAmt |
| Exclusion | $761,336 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,120 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,120 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,120 | TotalRevenueColumnAmt |
| Exclusion | $70,120 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $40,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,136,094 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,136,094 | SecuritiesAmt |
| Other | $40,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,096,094 | TotalRevenueColumnAmt |
| Exclusion | -$2,096,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,858 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $199,862 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,858 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $904,559 | TotalRevenueColumnAmt |
| Exclusion | $904,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $904,559 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,278,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,071,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$360,079 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,230 | TotalAmt |
| Program Services | $829,883 | ProgramServicesAmt |
| Management And General | $116,068 | ManagementAndGeneralAmt |
| Fundraising | $21,279 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,744,311 | TotalAmt |
| Program Services | $40,652,156 | ProgramServicesAmt |
| Management And General | $6,640,457 | ManagementAndGeneralAmt |
| Fundraising | $1,451,698 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,614 | TotalAmt |
| Program Services | $1,555,345 | ProgramServicesAmt |
| Management And General | $254,528 | ManagementAndGeneralAmt |
| Fundraising | $55,741 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,472,667 | TotalAmt |
| Program Services | $7,903,643 | ProgramServicesAmt |
| Management And General | $1,288,062 | ManagementAndGeneralAmt |
| Fundraising | $280,962 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,655,594 | TotalAmt |
| Program Services | $3,884,708 | ProgramServicesAmt |
| Management And General | $632,882 | ManagementAndGeneralAmt |
| Fundraising | $138,004 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,485 | TotalAmt |
| Program Services | $196,340 | ProgramServicesAmt |
| Management And General | $94,898 | ManagementAndGeneralAmt |
| Fundraising | $6,247 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,501 | TotalAmt |
| Program Services | $76,230 | ProgramServicesAmt |
| Management And General | $36,845 | ManagementAndGeneralAmt |
| Fundraising | $2,426 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,278,135 | TotalAmt |
| Program Services | $6,781,062 | ProgramServicesAmt |
| Management And General | $3,279,916 | ManagementAndGeneralAmt |
| Fundraising | $217,157 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,593 | TotalAmt |
| Program Services | $29,207 | ProgramServicesAmt |
| Management And General | $1,481 | ManagementAndGeneralAmt |
| Fundraising | $19,905 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,441,285 | TotalAmt |
| Program Services | $17,325,724 | ProgramServicesAmt |
| Management And General | $93,511 | ManagementAndGeneralAmt |
| Fundraising | $22,050 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,130,586 | TotalAmt |
| Program Services | $6,491,809 | ProgramServicesAmt |
| Management And General | $567,214 | ManagementAndGeneralAmt |
| Fundraising | $71,563 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,258 | TotalAmt |
| Program Services | $640,208 | ProgramServicesAmt |
| Management And General | $145,127 | ManagementAndGeneralAmt |
| Fundraising | $32,923 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,190 | TotalAmt |
| Program Services | $12,700 | ProgramServicesAmt |
| Management And General | $8,950 | ManagementAndGeneralAmt |
| Fundraising | $2,540 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,869 | TotalAmt |
| Program Services | $74,883 | ProgramServicesAmt |
| Management And General | $163,986 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,197 | TotalAmt |
| Program Services | $37,500 | ProgramServicesAmt |
| Management And General | $821,697 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,335,076 | TotalAmt |
| Program Services | $3,132,920 | ProgramServicesAmt |
| Management And General | $191,458 | ManagementAndGeneralAmt |
| Fundraising | $10,698 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,357 | TotalAmt |
| Program Services | $994,469 | ProgramServicesAmt |
| Management And General | $125,323 | ManagementAndGeneralAmt |
| Fundraising | $35,565 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Intercompany mgmt. fees | $2,335,164 | $1,225,961 | $864,011 | $245,192 |
| Equipment & rental | $2,138,080 | $1,785,431 | $326,992 | $25,657 |
| Other expenses | $1,271,830 | $668,812 | $468,647 | $134,371 |
| Bank fees | $338,632 | $177,782 | $125,294 | $35,556 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,975 | TotalAmt |
| Program Services | $258,812 | ProgramServicesAmt |
| Management And General | $182,401 | ManagementAndGeneralAmt |
| Fundraising | $51,762 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,026,629 | TotalAmt |
| Program Services | $94,735,585 | ProgramServicesAmt |
| Management And General | $16,429,748 | ManagementAndGeneralAmt |
| Fundraising | $2,861,296 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,758,601 | BOYAmt |
| EOY | $22,266,691 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,290,412 | BOYAmt |
| EOY | $16,877,965 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,735,616 | BOYAmt |
| EOY | $41,412,834 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,910 | BOYAmt |
| EOY | $1,293,295 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,317 | BOYAmt |
| EOY | $2,088,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,875,792 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,408,190 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,162,828 | BOYAmt |
| EOY | $46,467,602 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,671,439 | BOYAmt |
| EOY | $23,853,197 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,886 | BOYAmt |
| EOY | $145,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,601,009 | BOYAmt |
| EOY | $155,405,439 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,249,791 | BOYAmt |
| EOY | $18,852,666 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,807,159 | BOYAmt |
| EOY | $7,659,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,056,950 | BOYAmt |
| EOY | $26,512,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,720,343 | BOYAmt |
| EOY | $111,983,604 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,823,716 | BOYAmt |
| EOY | $16,909,233 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,544,059 | BOYAmt |
| EOY | $128,892,837 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,601,009 | BOYAmt |
| EOY | $155,405,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,251,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,240,664 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$143,384 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,828,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,881,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,561,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,890,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,566,783 | CurrentTaxYearAmt |
| Total | $118,728,768 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,828,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,881,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,561,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,890,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,566,783 | CurrentTaxYearAmt |
| Total | $118,728,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,617,169 | SubstantialContributorsTotAmt |
| Public Support Total170 | $117,111,599 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $515,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $475,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $806,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,169,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $831,456 | CurrentTaxYearAmt |
| Total | $3,798,677 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $752,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $801,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $904,559 | CurrentTaxYearAmt |
| Total | $3,118,074 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $125,645,519 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $422,896,303 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98,952 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,804 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $143,756 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $113,882,873 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $114,026,629 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $277,818 | CurrentYearMinus3Amt |
| Current Year Minus2 | $318,837 | CurrentYearMinus2Amt |
| Current Year Minus1 | $267,503 | CurrentYearMinus1Amt |
| Current Year | $143,756 | CurrentYearAmt |
| Total | $1,007,914 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $72,106 | CurrentYearMinus3Amt |
| Current Year Minus2 | $92,863 | CurrentYearMinus2Amt |
| Current Year Minus1 | $112,502 | CurrentYearMinus1Amt |
| Current Year | $98,952 | CurrentYearAmt |
| Total | $376,423 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,516,917 | BeginningYearBalanceAmt |
| Contributions | $1,462,944 | ContributionsAmt |
| Investment Earnings Or Losses | $1,681,891 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,661,752 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,428,319 | BeginningYearBalanceAmt |
| Contributions | $815,477 | ContributionsAmt |
| Investment Earnings Or Losses | $1,273,121 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,516,917 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,150,399 | BeginningYearBalanceAmt |
| Contributions | $973,187 | ContributionsAmt |
| Investment Earnings Or Losses | $2,304,733 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,428,319 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,026,976 | BeginningYearBalanceAmt |
| Contributions | $606,236 | ContributionsAmt |
| Investment Earnings Or Losses | $1,517,187 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,150,399 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,074,843 | BeginningYearBalanceAmt |
| Contributions | $426,117 | ContributionsAmt |
| Investment Earnings Or Losses | -$473,984 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,026,976 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08400 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,129,923 | OtherCostOrOtherBasisAmt |
| Book Value | $12,129,923 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,937,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,895,456 | DepreciationAmt |
| Book Value | $27,042,283 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,292,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,851,671 | DepreciationAmt |
| Book Value | $3,440,619 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,198,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,661,063 | DepreciationAmt |
| Book Value | $3,537,731 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,046 | OtherCostOrOtherBasisAmt |
| Book Value | $317,046 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,467,602 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Roe v Wade | Event1Nm |
| Gross Receipts Event1 | $232,720 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $199,862 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,858 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,686 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,413 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,759 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $232,720 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $199,862 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,858 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,686 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,413 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,759 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,858 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stacy Cross | ||||||||||||||
| President/CEO | $467,561 | $0 | $14,482 | $0 | $0 | $0 | $39,888 | $0 | $14,213 | $0 | $536,144 | $0 | $0 | $0 |
| Tom Motsiff | ||||||||||||||
| CFO | $355,705 | $0 | $0 | $0 | $0 | $0 | $17,583 | $0 | $7,587 | $0 | $380,875 | $0 | $0 | $0 |
| Laura Dalton | ||||||||||||||
| Chief Medical Officer | $384,340 | $0 | $7,643 | $0 | $0 | $0 | $19,833 | $0 | $7,587 | $0 | $419,403 | $0 | $0 | $0 |
| Nimish Mehta | ||||||||||||||
| Senior VP of Finance (end 11/19) | $354,925 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $354,925 | $0 | $0 | $0 |
| Catherine Valentine | ||||||||||||||
| General Counsel | $351,796 | $0 | $0 | $0 | $0 | $0 | $11,358 | $0 | $0 | $0 | $363,154 | $0 | $0 | $0 |
| Dominique Lee | ||||||||||||||
| VP of Patient Services | $274,138 | $0 | $7,643 | $0 | $0 | $0 | $16,298 | $0 | $7,587 | $0 | $305,666 | $0 | $0 | $0 |
| Gianni Troian | ||||||||||||||
| VP of I.T. (end 6/19) | $176,813 | $0 | $0 | $0 | $102,500 | $0 | $7,321 | $0 | $3,692 | $0 | $290,326 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4a | Gianni Troian, Vice President of Information Technology, received severence pay of $102,500 on 7/23/2019. |
| Part I, Line 7 | During calendar year 2019, the CEO, CMO, & VP of Patient Services received bonuses based on accreditation achievements and overall performace. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 loss on swap contract -176,242. Fundraising event expense 32,858. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 |
| East Valley Community Clinic | ||||||||||
| 2470 Alvin Avenue 3 | San Jose | CA | 95121 | 942191935 | To provide community health care | CA | 501(C)(3) | 170(b)(1)(a)(vi) | Planned Parenthood Mar Monte | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Planned Parenthood Advocates Mar Monte | ||
| B | $1,751,961 | Work plan agreement |
| Planned Parenthood Advocates Mar Monte (Amount is included in 1B) | ||
| N | ||
| Planned Parenthood Advocates Mar Monte (Amount is included in 1B) | ||
| O | ||
| East Valley Community Clinic | ||
| Q | $146,469 | Actual cost |
| East Valley Community Clinic | ||
| P | $339,593 | Actual cost |