2021-05-15T11:17:40-05:00 2020-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2019-07-01 941583439 Planned Parenthood Mar Monte Inc PLAN 4087953600 1691 The Alameda San Jose CA 95126 Stacy Cross CEO 4087953600 2021-05-15 1 Sean E Cain CPA P01612986 6264036801 2019 2022-09-23 18:48:47Z Stacy Cross 1691 The Alameda San Jose CA 95126 127447079 0 X www.ppmarmonte.org X 1963 CA 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. 19 18 982 510 0 0 24225008 21566783 91866480 104071423 4704572 -1334758 322552 974679 121118612 125278127 0 0 0 0 58975933 65705416 0 0 2861296 45757196 48321213 104733129 114026629 16385483 11251498 136601009 155405439 22056950 26512602 114544059 128892837 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 87262615 104071423 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. 4953510 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. 2519460 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. 94735585 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 118 0 1 982 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 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 1746 The Alameda San Jose CA 95126 Tanuja Bahal Chair 6.00 X X 0 0 0 Cole Wilbur Immediate Past Chair 5.00 X X 0 0 0 Katherine Aitken-Young Vice Chair 6.00 X X 0 0 0 Nicole Winger Treasurer 1.00 X X 0 0 0 Joan Gallo 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 Ali Edwards 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 Lizelda Lopez Board Member 1.00 X 0 0 0 Latika Malkani Board Member 1.00 X 0 0 0 Gwen McDonald board Member 1.00 X 0 0 0 Trig Rosenblatt Board Member 1.00 X 0 0 0 Diane Van Maren Board Member 1.00 X 0 0 0 Stacy Cross President/CEO 40.00 0.50 X X 482043 0 54101 Tom Motsiff CFO 40.00 X 355705 0 25170 Laura Dalton Chief Medical Officer 40.00 X 391983 0 27420 Nimish Mehta Senior VP of Finance (end 11/19) 40.00 X 354925 0 0 Catherine Valentine General Counsel 40.00 X 351796 0 11358 Dominique Lee VP of Patient Services 40.00 X 281781 0 23885 Gianni Troian VP of I.T. (end 6/19) 40.00 X 279313 0 11013 2497546 0 152947 115 0 1 0 BRIDGE Healthcare Partners LLC 1691 The Alameda San Jose CA 95126 Professional Consulting 633987 Chartis Group LLC The 1691 The Alameda San Jose CA 95126 Professional Consulting 219407 Oncore Technology LLC 1691 The Alameda San Jose CA 95126 Medical Services 166255 NBS Real Estate Consulting LLC 1691 The Alameda San Jose CA 95126 Professional Consulting 118505 4 199862 4013815 17353106 21566783 Medi-Cal Managed Care 900099 43342704 43342704 Family PACT 900099 36743472 36743472 Private Fees and Contracts 900099 15209730 15209730 Medi-Cal/Medicaid 900099 8775517 8775517 104071423 761336 761336 70120 0 70120 70120 70120 40000 2136094 0 -2136094 40000 -2096094 -2096094 32858 199862 32858 0 Miscellaneous income 621110 904559 904559 904559 125278127 104071423 0 -360079 967230 829883 116068 21279 48744311 40652156 6640457 1451698 1865614 1555345 254528 55741 9472667 7903643 1288062 280962 4655594 3884708 632882 138004 297485 196340 94898 6247 115501 76230 36845 2426 10278135 6781062 3279916 217157 50593 29207 1481 19905 17441285 17325724 93511 22050 7130586 6491809 567214 71563 818258 640208 145127 32923 24190 12700 8950 2540 238869 74883 163986 859197 37500 821697 3335076 3132920 191458 10698 1155357 994469 125323 35565 Intercompany mgmt. fees 2335164 1225961 864011 245192 Equipment & rental 2138080 1785431 326992 25657 Other expenses 1271830 668812 468647 134371 Bank fees 338632 177782 125294 35556 492975 258812 182401 51762 114026629 94735585 16429748 2861296 21758601 22266691 19290412 16877965 26735616 41412834 1216910 1293295 1497317 2088469 90875792 44408190 40162828 46467602 24671439 23853197 1000000 1000000 267886 145386 136601009 155405439 16249791 18852666 5807159 7659936 22056950 26512602 X 96720343 111983604 17823716 16909233 114544059 128892837 136601009 155405439 X 11251498 3240664 -143384 X 0 1 X 1 1 1 X 17828239 33881789 23561576 21890381 21566783 118728768 17828239 33881789 23561576 21890381 21566783 118728768 1617169 117111599 515617 475394 806933 1169277 831456 3798677 752029 801439 441844 218203 904559 3118074 125645519 422896303 0.93210 0.93510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98952 44804 143756 113882873 114026629 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 277818 318837 267503 143756 1007914 250000 250000 250000 250000 1000000 1500000 72106 92863 112502 98952 376423 26516917 1462944 1681891 29661752 24428319 815477 1273121 26516917 21150399 973187 2304733 24428319 19026976 606236 1517187 21150399 19074843 426117 -473984 19026976 0.91600 0.08400 0 0 12129923 12129923 49937739 22895456 27042283 11292290 7851671 3440619 17198794 13661063 3537731 317046 317046 46467602 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. Roe v Wade 232720 199862 32858 6686 15413 10759 232720 199862 32858 6686 15413 10759 32858 0 X X X X 1 0 0 0 0 0 0 1 0 Stacy Cross President/CEO 467561 0 14482 0 0 0 39888 0 14213 0 536144 0 0 0 Tom Motsiff CFO 355705 0 0 0 0 0 17583 0 7587 0 380875 0 0 0 Laura Dalton Chief Medical Officer 384340 0 7643 0 0 0 19833 0 7587 0 419403 0 0 0 Nimish Mehta Senior VP of Finance (end 11/19) 354925 0 0 0 0 0 0 0 0 0 354925 0 0 0 Catherine Valentine General Counsel 351796 0 0 0 0 0 11358 0 0 0 363154 0 0 0 Dominique Lee VP of Patient Services 274138 0 7643 0 0 0 16298 0 7587 0 305666 0 0 0 Gianni Troian VP of I.T. (end 6/19) 176813 0 0 0 102500 0 7321 0 3692 0 290326 0 0 0 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. 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. 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 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Planned Parenthood Advocates Mar Monte B 1751961 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 146469 Actual cost East Valley Community Clinic P 339593 Actual cost