2019-08-15T08:54:31-05:00 2018-09-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-10-01 221643997 PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC PLAN 9735399580 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 TRISTE BROOKS PRESIDENT & CEO 9735399580 2019-08-14 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 67.137.57.251 2019-08-14 15:18:33 ED P 7C4F72814B31E9C8AAF770E8CF8B6ADCC178C262 4DC81AC5090E51A43603AD047BBA54151ACF830E 2017 2019-02-21 02:37:17Z TRISTE BROOKS 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 31601922 0 X WWW.PPGNNJ.ORG X 1932 NJ PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND RELATED SERVICES 12 12 237 50 0 0 13910473 13880117 16103989 15114224 319586 641409 227925 302536 30561973 29938286 620000 1050000 0 0 14905457 15782332 0 0 891049 10858807 12985514 26384264 29817846 4177709 120440 21946479 22360670 3050216 2826117 18896263 19534553 PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY, INC. (PPNCSNJ) DELIVERS VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO THOUSANDS OF WOMEN, MEN AND YOUNG PEOPLE ACROSS 18 COUNTIES IN NEW JERSEY. 0 0 21863437 0 14894174 IN 2018, PPNCSNJ PROVIDED HIGH QUALITY, VOLUNTARY AND CONFIDENTIAL FAMILY PLANNING AND REPRODUCTIVE HEALTH CARE SERVICES TO 61,329 UNDUPLICATED INDIVIDUALS WITH 80,014 HEALTH CENTER VISITS. SERVICES WERE PROVIDED AT THE FOLLOWING HEALTH CENTER LOCATIONS, ALL OF WHICH ARE IN THE STATE OF NEW JERSEY: BELLMAWR, CAMDEN, DELRAN, ELIZABETH, ENGLEWOOD, FLEMINGTON, FREEHOLD, HACKENSACK, HAMILTON, MORRISTOWN, NEW BRUNSWICK, NEWTON, PERTH AMBOY, SHREWSBURY, STOCKTON UNIVERSITY, TRENTON, AND WASHINGTON. 1037590 0 422945 PPNCSNJ IS A LEADING EDUCATOR ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. WE DELIVER COMPREHENSIVE AND MEDICALLY ACCURATE INFORMATION THAT EMPOWERS WOMEN, MEN, TEENS AND FAMILIES TO MAKE INFORMED DECISIONS AND LEAD HEALTHY LIVES. OUR SEXUAL HEALTH EDUCATORS PLAY A VITAL ROLE IN PROVIDING YOUNG PEOPLE WITH HONEST SEXUALITY AND RELATIONSHIP INFORMATION TO HELP REDUCE THE ALARMINGLY HIGH RATES OF TEEN PREGNANCIES AND SEXUALLY TRANSMITTED INFECTIONS. 1341882 1050000 0 ON CAMPUSES AND ONLINE, IN OUR STATEHOUSES AND IN COMMUNITY SETTINGS AND IN THE MEDIA, PPNCSNJ IS A VISIBLE AND PASSIONATE ADVOCATE FOR POLICIES THAT ENABLE NEW JERSEY COMMUNITY MEMBERS TO ACCESS COMPREHENSIVE REPRODUCTIVE AND SEXUAL HEALTH CARE, EDUCATION AND INFORMATION. 24242909 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 237 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X THE ORGANIZATION 9735399580 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 P COOK BOARD MEMBER 1.00 X 0 0 0 S FISHER BOARD MEMBER 1.00 X 0 0 0 K KLEEMAN BOARD MEMBER 1.00 X 0 0 0 K LAU BOARD MEMBER 1.00 X 0 0 0 S PISANI BOARD MEMBER 1.00 X 0 0 0 J SAKS BOARD MEMBER 1.00 X 0 0 0 J GOTTI BOARD GOVERNANCE CHAIR 1.00 X 0 0 0 P STOVER CHAIRPERSON 10.00 X X 0 0 0 B MEISTRICH FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 M BRAHANEY SECOND VICE CHAIRPERSON 2.00 X X 0 0 0 M ROEMER TREASURER 2.00 X X 0 0 0 C NEWMAN SECRETARY 2.00 X X 0 0 0 C BAGWELL BOARD MEMBER (TO 1/1/2018) 1.00 X 0 0 0 T BROOKS PRESIDENT & CEO 35.00 X 252500 0 36777 C THOMAS CHIEF FINANCIAL OFFICER 35.00 X 209574 0 25014 Z COLAZO CHIEF HUMAN RESOURCES OFFICER 35.00 X 217502 0 16775 S DYER CHIEF PHILANTHROPIC/LEGAL AFFAIRS OFFICER 35.00 X 201055 0 33929 E TALMONT VP OF RESEARCH & DEVELOPMENT 35.00 X 174489 0 39151 D MILLER VP OF FACILITIES & SECURITY 35.00 X 163058 0 16459 A FERRAIOLI VP OF MEDICAL SERVICES 35.00 X 160719 0 31780 1378897 0 199885 17 0 1 0 WHISTLE BUILDING MAINTENANCE 210 DRYDEN AVENUE EWING TOWNSHIP NJ 08638 MAINTENANCE 298658 OSIS 8790 GOVERNORS HILL DRIVE SUITE 2 CINCINNATI OH 45249 SOFTWARE SUPPORT 264371 CENTER FOR DISEASE DECTION 11603 CROSSWINDS WAY SUITE 100 SAN ANTONIO TX 78233 LABORATORY SERVICES 135524 DONALD BOYCHUK S47 W 36105 MEADOWS DRIVE DOUSMAN WI 53118 CONSULTANCY 123457 MK CONSULTANTS PO BOX 17133 WEST PALM BEACH FL 33416 DEVELOPMENT AND GRANT SERVICES 115500 5 173713 10493918 3212486 13880117 PROGRAM REVENUE 900099 15114224 15114224 15114224 138583 138583 111661 0 111661 111661 111661 213057 1868641 213057 1365815 0 502826 502826 502826 26750 173713 72359 -45609 -45609 101772 12405 89367 89367 MISCELLANEOUS 900099 147117 113528 33589 147117 29938286 15317119 0 741050 1050000 1050000 576645 576645 12114153 9505938 2104729 503486 371067 288100 61666 21301 1772084 1387173 317028 67883 948383 709609 198722 40052 123780 107162 16618 130771 64641 60000 6130 39029 39029 1250160 847813 332446 69901 334508 333524 480 504 1843647 1631937 151011 60699 1259858 1129151 113105 17602 1857281 1772321 80526 4434 352547 259052 79698 13797 787165 541940 210470 34755 461993 409129 46415 6449 236123 236123 SUPPLIES AND MEDICATION 2863343 2863343 BAD DEBT 756015 756015 TRAINING 240508 240508 LABORATORY SERVICES 181639 181639 267147 168299 54792 44056 29817846 24242909 4683888 891049 1615097 398554 387700 523054 887509 835036 1950688 2022713 357972 364304 485271 636555 11629533 4809818 7559277 6819715 1352568 6037663 4830274 2665302 4577897 21946479 22360670 2056106 2267556 68928 46823 344962 503264 580220 8474 3050216 2826117 X 14168844 16110841 4477419 3173712 250000 250000 18896263 19534553 21946479 22360670 120440 517850 0 X 0 1 X 1 1 1 X 5690852 5583383 18033806 13910473 13880117 57098631 5690852 5583383 18033806 13910473 13880117 57098631 57098631 321673 221772 378931 175151 250244 1347771 33589 33589 58479991 69737696 0.97640 0.93110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 33,589. SCHEDULE A, PART II, COLUMN (D): PPNCSNJ PREVIOUSLY CHANGED ITS YEAR END, AND AS SUCH THE AMOUNTS REPORTED IN COLUMN (D) ARE FOR THE PERIOD JANUARY 1, 2016 THROUGH SEPTEMBER 30, 2017. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1000000 1000000 939708 0 2939708 4409562 4628 20000 40950 0 65578 250000 250000 234927 0 734927 1102391 2500 12500 10950 0 25950 SCHEDULE C, PART II-A, LINE 2, COLUMN (C): PPNCSNJ PREVIOUSLY CHANGED ITS YEAR END, AND AS SUCH THE AMOUNTS REPORTED IN COLUMN (C) ARE FOR THE PERIOD JANUARY 1, 2016 THROUGH SEPTEMBER 30, 2017. 2685874 1219396 280718 0 238095 3947893 2683126 750000 493320 0 1240572 0 2685874 2579499 286121 -47287 118239 16968 2683126 3598549 20153 191075 1215401 14877 2579499 3756037 38143 480354 666497 9488 3598549 0.91620 0.06330 0.02050 1 0 970351 970351 7744293 3246635 4497658 1228790 640387 588403 1686099 922796 763303 6819715 POOLED INVESTMENTS 4704045 F INSURANCE AFFILIATE 16229 C PREFERRED STOCK 110000 C 4830274 BENEFICIAL INTERESTS 2492619 SECURITY DEPOSITS 73897 OTHER RECEIVABLES 2011381 4577897 TENANT SECURITY DEPOSITS HELD IN TRUST 8474 8474 30501871 517850 517850 29984021 39029 -84764 -45735 29938286 29863581 84764 84764 29778817 39029 39029 29817846 PART V, LINE 4: EARNINGS AND INVESTMENT RETURNS FROM THE PERMANENT ENDOWMENT ARE EXPENDABLE FOR USE IN OPERATIONS. BOARD DESIGNATED FUNDS ARE ALSO EXPENDABLE FOR OPERATIONS IN ACCORDANCE WITH THE ENDOWMENT SPENDING POLICY AND FURTHER UPON APPROVAL OF THE BOARD OF DIRECTORS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -72,359. COST OF GOODS SOLD -12,405. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 72,359. COST OF GOODS SOLD 12,405. FORM 990, SCHEDULE D, PART V, LINE 1A, COLUMN (A): THE AMOUNT REPORTED IN SCHEDULE D, PART V, LINE 1A, COLUMN (A) FOR CURRENT YEAR CONTRIBUTIONS CONSISTS OF $500 OF CURRENT YEAR CONTRIBUTIONS PLUS $1,218,896 FOR A RECLASSIFICATION OF A PORTION OF THE BOARD-DESIGNATED ENDOWMENT RECEIVED IN PRIOR YEARS. FORM 990, SCHEDULE D, PART V, COLUMN (B): PPNCSNJ PREVIOUSLY CHANGED ITS YEAR END, AND AS SUCH THE AMOUNTS REPORTED IN COLUMN (B) ARE FOR THE PERIOD JANUARY 1, 2016 THROUGH SEPTEMBER 30, 2017. ANNUAL SPRING BENEFIT 200463 173713 26750 40908 10771 20680 200463 173713 26750 40908 10771 20680 72359 -45609 1 PLANNED PARENTHOOD ACTION FUND OF NEW JERSEY 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 223243732 501(C)(4) 1050000 SUPPORT PUBLIC AFFAIRS PROGRAMS 0 1 PART I, LINE 2: OBTAIN REPORTS FROM GRANTEE ON USE OF FUNDS AWARDED. X X 0 0 0 0 0 0 0 0 0 T BROOKS PRESIDENT & CEO 250000 0 2500 0 0 0 11353 0 25424 0 289277 0 0 0 C THOMAS CHIEF FINANCIAL OFFICER 175000 0 34574 0 0 0 4981 0 20033 0 234588 0 0 0 Z COLAZO CHIEF HUMAN RESOURCES OFFICER 199519 0 17983 0 0 0 9745 0 7030 0 234277 0 0 0 S DYER CHIEF PHILANTHROPIC/LEGAL AFFAIRS OF 175000 0 26055 0 0 0 8750 0 25179 0 234984 0 0 0 E TALMONT VP OF RESEARCH & DEVELOPMENT 165000 0 9489 0 0 0 8005 0 31146 0 213640 0 0 0 D MILLER VP OF FACILITIES & SECURITY 130577 0 32481 0 0 0 6529 0 9930 0 179517 0 0 0 A FERRAIOLI VP OF MEDICAL SERVICES 159519 0 1200 0 0 0 7976 0 23804 0 192499 0 0 0 FORM 990, PART IV, LINE 11F: AN EVALUATION OF UNCERTAIN TAX POSITIONS WAS CONDUCTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018. THE AUDIT DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS EXISTED AND AS SUCH NO FOOTNOTE ADDRESSING UNCERTAIN TAX POSITIONS WAS DEEMED NECESSARY AS PART OF THE AUDITED FINANCIAL STATEMENT. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRPERSON OF THE BOARD, VICE-CHAIRPERSON(S), TREASURER, SECRETARY, AND THE CHAIRPERSON OF THE BOARD GOVERNANCE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT FOR THE BOARD ON URGENT MATTERS WHICH REQUIRE ACTION BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JANUARY 25, 2018, THE BOARD APPROVED AN AMENDMENT TO THE BYLAWS TO REDUCE THE MINIMUM NUMBER OF DIRECTORS FROM TWELVE (12) TO TEN (10). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER, AND THE CHAIR OF THE BUDGET AND FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND OFFICER(S) OF THE ORGANIZATION AS DEFINED IN ITS BY-LAWS. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: THE PRESIDENT AND CEO IS EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD'S EXECUTIVE COMMITTEE THEN EVALUATES, REVIEWS, AND DISCUSSES THE INFORMATION WITH THE BOARD IN CLOSED SESSION. COMPENSATION DATA IS OBTAINED FROM SIMILAR AND LIKE ORGANIZATIONS AND IS CONSIDERED IN THIS PROCESS. A FAIR COMPENSATION AMOUNT IS DETERMINED AS A RESULT OF THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15B: PPNCSNJ DOES NOT HAVE ANY EMPLOYEES THE MEET THE INTERNAL REVENUE SERVICE DEFINITION OF KEY EMPLOYEE. THE COMPENSATION DETERMINATION FOR OFFICERS OTHER THAN THE PRESIDENT AND CEO, IS BASED ON AN ANALYSIS CONDUCTED PERIODICALLY BY A THIRD-PARTY CONSULTANT AND/OR USING PAYSCALE, A VALIDATED COMPENSATION PROGRAM PROVIDED BY PLANNED PARENTHOOD FEDERATION OF AMERICA, INC., WHICH HAS MARKET DATA RELEVANT TO POSITION RESPONSIBILITIES AND REVIEWS COMPARABLE NON-PROFIT ORGANIZATIONS IN THE LOCAL AND REGIONAL AREAS. BUDGET SIZE AND COST-OF-LIVING DATA ARE USED TO DETERMINE COMPARABLE MARKET RATES. THIS PROCESS IS DOCUMENTED BY THE CHIEF HUMAN RESOURCES OFFICER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST