2020-05-19T16:48:55-05:00 2019-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2018-07-01 936031270 PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC PLAN 5037754931 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 ANNE UDALL CEO 5037754931 2020-05-06 1 WENDY CAMPOS P00448102 5032421447 2020-05-06 73.96.206.44 2020-05-06 13:06:16 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 697E1C7253A5CA0A5488E87239FE5BE3AB33F6DC 2018 2021-01-29 14:40:06Z ANNE UDALL 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 35391452 0 X WWW.PPCW.ORG X 1963 OR THE ORGANIZATION PROVIDES, PROMOTES, AND PROTECTS ACCESS TO REPRODUCTIVE AND SEXUAL HEALTH CARE. 17 17 291 245 1300 -2645 7778896 6583274 21408509 20228641 2213203 1822967 266685 424334 31667293 29059216 200000 161120 0 0 13345560 13969623 0 0 755923 11432462 11882406 24978022 26013149 6689271 3046067 37504058 39019243 7849489 7790344 29654569 31228899 X THE MISSION OF PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE (PPCW) IS TO PROVIDE, PROMOTE AND PROTECT ACCESS TO QUALITY REPRODUCTIVE AND SEXUAL HEALTH CARE IN OREGON AND SOUTHWEST WASHINGTON. 0 0 19165015 20223403 PATIENT SERVICES - ANNUALLY, MORE THAN 42,000 PEOPLE VISIT ONE OF PPCW'S SEVEN HEALTH CENTERS IN OREGON AND SOUTHWEST WASHINGTON FOR COMPASSIONATE REPRODUCTIVE HEALTH CARE. PATIENTS RECEIVE AFFORABLE CONTRACEPTIVES, EMERGENCY CONTRACEPTION, ANNUAL GYNECOLOGICAL CHECK-UPS, BREAST EXAMS, CERVICAL CANCER DETECTION AND TREATMENT, STD TESTING AND TREATMENT, VASECTOMIES, PREGNANCY TESTING AND OPTIONS COUNSELING, AND PREVENTATIVE HEALTH COUNSELING. LESS THAN EIGHT PERCENT OF PPCWS SERVICES ARE FOR EARLY-ABORTION CARE. 1217490 5238 EDUCATION AND COMMUNITY ENGAGEMENT - THROUGH PARTNERSHIPS WITH OTHER PLANNED PARENTHOOD AFFILIATES AND LOCAL INSTITUTIONS, PPCW PROVIDES AN ARRAY OF PROGRAMS IN COMMUNITIES WHERE THE NEED IS GREATEST. WE IMPLEMENT PROGRAMS THAT ASSIST YOUNG PEOPLE, THEIR FAMILIES, SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS WITH INFORMATION, TOOLS, AND TECHNICAL SUPPORT NEEDED TO PREVENT UNINTENDED PREGNANCIES, SEXUALLY TRANSMITTED INFECTIONS AND TO BE IN CONTROL OF THEIR SEXUAL AND REPRODUCTIVE HEALTH. THE PROGRAMS PROVIDE YOUNG PEOPLE WITH THE NECESSARY SUPPORT AND OPPORTUNITIES TO PREPARE FOR SUCCESSFUL ADULTHOOD AND AVOID PROBLEM BEHAVIOR. PPCW ALSO FACILITATES PEER EDUCATION PROGRAMS IN WHICH HIGHLY TRAINED AND MOTIVATED HIGH SCHOOL STUDENTS MENTOR AND TEACH THEIR PEERS IN FORMAL AND INFORMAL SETTINGS TO HELP TEENS DEVELOP HEALTHY SEXUAL ATTITUDES AND BEHAVIORS. 833348 161120 PUBLIC AFFAIRS - THE PUBLIC AFFAIRS PROGRAM PROVIDES INFORMATION, SUPPORT, AND TRAINING THAT HELPS PPCW SUPPORTERS INFULENCE PUBLIC POLICY AND THE LEGISLATIVE PROCESS. PPCW WORKS WITH LOCAL, STATE AND NATIONAL OFFICALS AND THROUGH PUBLIC INFORMATION AND GRASSROOTS ORGANIZING TO MAKE SURE THAT REPRODUCTIVE HEALTH CARE IS RECOGNIZED AS A BASIC AND FUNDAMENTAL HEALTH-CARE SERVICE, TO IMPROVE ACCESS TO FAMILY PLANNING SERVICES, TO IMPROVE THE AVAILABILITY AND ACCURACY OF SEXUALITY EDUACTION IN PUBLIC SCHOOLS, TO KEEP ABORTION SAFE AND LEGAL, AND TO REDUCE TEEN PREGNANCY RATES IN OREGON AND SOUTHWEST WASHINGTON. 21215853 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 50 0 1 291 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 OR X X CHRIS STAUB 5037754931 3727 NE M L KING JR BLVD PORTLAND OR 972121112 SITA SYMONETTE CHAIR 5.00 X X 0 0 0 KEVIN DIAZ VICE CHAIR 5.00 X X 0 0 0 SHARON ROBBINS SECRETARY 5.00 X X 0 0 0 SALLY BROWN TREASURER 5.00 X X 0 0 0 ALLYSON ANDERSON BOARD MEMBER 1.50 X 0 0 0 CLAUDIA ANDREWS BOARD MEMBER 3.00 X 0 0 0 FLETCHER CHAMBERLIN BOARD MEMBER 5.00 X 0 0 0 ROBYN GASTIEAU BOARD MEMBER THROUGH APR 2019 1.50 X 0 0 0 BOBBI RAINE HARRISON BOARD MEMBER THROUGH FEB 2019 1.50 X 0 0 0 RABBI RACHEL JOSEPH BOARD MEMBER 1.50 X 0 0 0 ZEENIA JUNKEER BOARD MEMBER 1.50 X 0 0 0 MICHAEL KAPLAN BOARD MEMBER 3.00 X 0 0 0 LAURA KORMAN BOARD MEMBER 1.50 X 0 0 0 DANI LEDEZMA BOARD MEMBER 1.50 X 0 0 0 EDDY MORALES BOARD MEMBER 1.50 X 0 0 0 CHERYL MYERS BOARD MEMBER 1.50 X 0 0 0 SCOTT NELSON BOARD MEMBER 1.50 X 0 0 0 CHRISTINE TANNER BOARD MEMBER 1.50 X 0 0 0 ASHLEY THIRSTRUP BOARD MEMBER 1.50 X 0 0 0 ANNE UDALL PRESIDENT & CEO 40.00 X 223873 0 10592 ERIKA BALLINGER VP OF FINANCE 40.00 X 107638 0 11004 ADRIENNE QUINTANA COO THROUGH AUG 2018 40.00 X 181167 0 2548 KENJI NOZAKI CHIEF INFORMATION OFFICER 40.00 X 153256 0 10113 KIMBERLY THOMPSON CHIEF DEVELOPMENT OFFICER 40.00 X 127704 0 12437 RENEE HASHBARGER DIRECTOR OF CLINICAL SERVICES 40.00 X 145497 0 8768 ELIZABETH BANKS LEAD CLINICIAN 40.00 X 139046 0 12695 KATHY SCHUBERT FRITZ GENERAL COUNSEL/COMPLIANCE MANAGER 40.00 X 132199 0 12536 MINDIE ALPERT LEAD CLINICIAN 37.50 X 114584 0 8027 MARIE GIBSON LEAD CLINICIAN 37.50 X 119627 0 11287 1444591 0 100007 15 0 1 0 BRIDGE HEALTHCARE PARTNERS 1001 S MONACO PARKWAY SUITE 201 DENVER CO 80224 MEDICAL BILLING CONSULTING 1427005 LEOPOLD KETEL 118 SW 1ST AVENUE PORTLAND OR 97204 ADVERTISING 197026 MILLENNIUM BUILDING SERVICES 5909 N CUTTER CIRCLE PORTLAND OR 97217 JANITORIAL 193369 OREGON HEALTH SCIENCES UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 MEDICAL DIRECTOR 190293 QUEST DIAGNOSTICS 500 PLAZA DRIVE SECAUCUS NJ 07094 LABORATORY TESTING 175290 9 292256 6291018 1441727 6583274 PATIENT SERVICES 621300 20223403 20223403 EDUCATION AND TRAINING 900099 5238 5238 20228641 255678 255678 88559 0 88559 88559 1300 87259 7725758 108496 6155273 111692 1570485 -3196 1567289 1567289 107433 292256 65271 42162 42162 ADMINISTRATION 900099 220030 220030 INFORMATION TECHNOLOGY 900099 59500 59500 HUMAN RESOURCES 900099 10500 10500 3583 3583 293613 29059216 20522254 1300 1952388 161120 161120 546517 308188 188044 50285 10722240 8589690 1775350 357200 191737 191737 895607 723530 142571 29506 1613522 1284285 268518 60719 14252 14252 62854 62854 341476 341476 2101081 1742233 309451 49397 377318 1200 373180 2938 388488 328252 49978 10258 877905 777638 83474 16793 148052 97440 40555 10057 184044 52628 126165 5251 170605 130022 32727 7856 364805 318805 6000 40000 1039336 890267 120133 28936 286343 263721 19546 3076 MEDICAL SUPPLIES 3967182 3967156 21 5 EQUIPMENT 786229 578252 171501 36476 LAB FEES 543714 540291 3423 PRINTING 36976 14474 6965 15537 191746 105185 54928 31633 26013149 21215853 4041373 755923 4099895 8559489 4008056 7813613 1967974 1712793 1748807 2081588 281266 282229 320821 443318 27822747 10417699 17334305 17405048 7107837 635097 721165 37504058 39019243 2778631 2574301 66292 141377 3504566 3392374 1500000 1682292 7849489 7790344 X 23980465 25320498 4824103 4946456 850001 961945 29654569 31228899 37504058 39019243 X 3046067 -1562995 5190 86068 X 0 1 X 1 1 1 X 2952180 2984741 6011070 7778896 6583274 26310161 2952180 2984741 6011070 7778896 6583274 26310161 2274797 24035364 259210 183164 233398 260807 342937 1279516 0 0 0 3448 0 3448 73219 125946 161552 208529 293613 862859 28455984 101262935 0.84470 0.85080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27499 341476 368975 25644174 26013149 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 49841 74805 87066 368975 580687 250000 250000 250000 250000 1000000 1500000 29149 37716 37320 27499 131684 7578614 159405 211941 176249 7773711 6861560 328439 505607 116992 7578614 4854330 1787307 500561 280638 6861560 5787265 6500 -219297 720138 4854330 5813042 70071 60934 156782 5787265 0.87000 0.12000 0.01000 0 0 3551756 3551756 15768158 5182489 10585669 1173723 683968 489755 5565832 4551242 1014590 1763278 1763278 17405048 LINE OF CREDIT 1500000 CAPITAL LEASE OBLIGATION 182292 1682292 X 27587479 -1562995 5190 86068 -1471737 29059216 0 29059216 26013149 0 26013149 0 26013149 PART V, LINE 4: THE PURPOSE OF THE BOARD DESIGNATED ENDOWMENT (THE "ENDOWMENT") IS TO ADVANCE THE MISSION OF PPCW AND TO PROTECT THE LONG-TERM VIABILITY OF THE ORGANIZATION. EARNINGS ON THE ENDOWMENT MAY BE USED TO FUND OPERATIONS FROM TIME TO TIME, AND WITH CAREFUL CONSIDERATION, THE BOARD MAY USE THE CORPUS OF THE ENDOWMENT FOR MISSION-RELATED INVESTMENTS. OTHER ENDOWMENT FUNDS GENERATE EARNINGS TO SUPPORT EDUCATION PROGRAMS. PART X, LINE 2: PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE (PPCW) IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SIMILAR STATE PROVISIONS EXCEPT FOR TAX ON ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. PPCW IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. MANAGEMENT DOES NOT BELIEVE PPCW HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. PPCW ANNUAL LUNCHEON 322907 280407 42500 38359 20868 3409 FRIENDS WITH BENEFITS 11849 11849 31 64933 64933 1035 1600 399689 292256 107433 1035 38359 20868 5009 65271 42162 1 PLANNED PARENTHOOD ADVOCATES OF OREGON PO BOX 12267 PORTLAND OR 97212 931040482 501(C)(4) 161120 ADVOCACY FOR REPRODUCTIVE RIGHTS 0 1 PART I, LINE 2 GRANTS ARE GRANTED BASED ON CRITERIA SET FORTH BY THE PROGRAM. X X X 0 0 0 0 0 0 0 0 0 ANNE UDALL PRESIDENT & CEO 223873 0 0 0 0 0 0 0 7725 0 231598 0 0 0 ADRIENNE QUINTANA COO THROUGH AUG 2018 181167 0 0 0 0 0 0 0 1042 0 182209 0 0 0 KENJI NOZAKI CHIEF INFORMATION OFFICER 153256 0 0 0 0 0 0 0 8587 0 161843 0 0 0 X 30 1441727 AVERAGE HIGH/LOW QUOTE X MISCELLANOUS 80 7635 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONRIBUTIONS FOR LINE 9 AND NUMBER OF ITEMS CONTRIBUTED FOR LINE 25. FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR, PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE, MANAGEMENT PROVIDES A COPY OF THE 990 TO ALL BOARD MEMBERS, REVIEWS THE DOCUMENT WITH THE BOARD AT A FULL MEETING OF THE BOARD, AND PROVIDES THE BOARD AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY REVIEWS AND CONFIRMS THEIR UNDERSTANDING OF THE PPCW CONFLICT OF INTEREST POLICY. IN ADDITION, AT LEAST ONCE EACH YEAR, BOARD MEMBERS AND EMPLOYEE-OFFICERS OF THE ORGANIZATION COMPLETE A QUESTIONNAIRE, INTENDED TO IDENTIFY POTENTIAL CONFLICTS OF INTERESTS, SO THAT THE ORGANIZATION CAN EFFECTIVELY MONITOR COMPLIANCE WITH THE POLICY. ALL STAFF MEMBERS ARE INFORMED OF PPCW'S CONFLICT OF INTEREST POLICY WHEN THEY ARE HIRED AND ARE EXPECTED TO ADHERE TO THAT POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS TOTAL COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IN COMPARISON TO CEOS OF OTHER COMPARABLE PORTLAND, OREGON-BASED NOT-FOR-PROFIT ORGANIZATIONS AND TO OTHER PLANNED PARENTHOOD AFFILIATES NATION-WIDE. MINUTES OF THE BOARDS DELIBERATIONS ARE TAKEN AND SUPPORTING DOCUMENTATION USED IN THE BOARDS ANALYSIS AND REVIEW IS RETAINED BY THE BOARD SECRETARY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINDED BY THE CEO THROUGH CONSULTATION WITH THE VICE PRESIDENT OF HUMAN RESOURCES AND REVIEW OF COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 AND OTHER GOVERNING DOCUMENTS CAN BE OBTAINED FROM THE ORGANIZATION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 86,068. 14601 SE DIVISION LLC 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 831866112 HOLDS PROPERTY AT 14601 SE DIVISION STREET OR 1300 91899 PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE