2019-02-25T12:29:53-06:00 2018-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2017-07-01 133539048 PLANNED PARENTHOOD ACTION FUND INC PLAN 2125417800 123 WILLIAM STREET NO 10 FL NEW YORK NY 10038 VICKIE BARROW-KLEIN CFO 2125417800 2019-02-14 1 MARGARET A BRADSHAW P00501222 2127589700 100.37.111.194 2019-02-25 12:29:42 ES P 075D52F5C3D82322296BEDE281B7C21F97998117 41114BE78F9267D8857AD0643F4D09414A798F58 2017 2019-02-21 02:37:17Z DRLEANA WEN 123 WILLIAM STREET NO 10 FL NEW YORK NY 10038 36569906 0 X WWW.PLANNEDPARENTHOODACTION.ORG X 1989 NY TO PROTECT WOMEN'S HEALTH AND REPRODUCTIVE CHOICE THROUGH ADVOCACY 14 14 0 60 0 0 49951392 36557621 0 0 0 0 110521 12285 50061913 36569906 12520687 9291313 0 0 6642715 6852330 3285447 3012650 8173349 19649480 15942102 42098329 35098395 7963584 1471511 19114882 17172819 6279841 3666267 12835041 13506552 X SEE SCHEDULE OTHE PLANNED PARENTHOOD ACTION FUND, INC. (THE "ACTION FUND") WAS ESTABLISHED BY PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.("PPFA"), TO PROTECT INFORMED INDIVIDUAL CHOICES REGARDING REPRODUCTIVE HEALTH CARE; TO ADVOCATE FOR PUBLIC POLICIES THAT GUARANTEE THE RIGHT TO CHOICE, AS WELL AS FULL AND NON-DISCRIMINATORY ACCESS TO REPRODUCTIVE HEALTH CARE; AND TO FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO THE EXERCISE OF REPRODUCTIVE CHOICE. 0 0 24096782 9291313 ADVOCACY - PROGRAMS DESIGNED TO EMPOWER ALL PEOPLE TO BUILD THE FUTURE THEY WANT AND CHANGE CULTURAL ATTITUDES ABOUT REPRODUCTIVE HEALTH. 24096782 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 72 0 1 0 0 0 0 0 1 1 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK CA CO CT FL GA HI IL KS KY LA ME MD MA MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC AR X ELZBIETA SZAFRAN-BODZIONY 2125417800 C/O PPAF 123 WILLIAM STREET 10TH FL NEW YORK NY 10038 URVASHI VAID CHAIR 1.00 X X 0 0 0 JENNIE ROSENTHAL BERLIANT VICE CHAIR 1.00 X X 0 0 0 KIKI MCLEAN SECRETARY 1.00 X X 0 0 0 GABRIEL STRICKER TREASURER 1.00 X X 0 0 0 PHILLIP AGNEW DIRECTOR 1.00 X 0 0 0 LORI CARPENTIER DIRECTOR 1.00 X 0 0 0 STACY CROSS DIRECTOR 1.00 X 0 0 0 ALEXIS MCGILL JOHNSON DIRECTOR 1.00 X 0 0 0 JILL LAFER DIRECTOR AS OF 4/27/18 1.00 X 0 0 0 KIM MOLSTRE DIRECTOR 1.00 X 0 0 0 DONYA NASSER DIRECTOR 1.00 1.00 X 0 0 0 JULIANNA SMOOT DIRECTOR 1.00 X 0 0 0 TIMOTHY STANLEY DIRECTOR 1.00 X 0 0 0 JOE SOLMONESE DIRECTOR THRU 5/1/18 THEN TC 2.00 33.00 X 0 0 0 LUZ TOWNS-MIRANDA DIRECTOR 1.00 X 0 0 0 CECILE RICHARDS PRESIDENT & CEO THRU 5/2/18 2.00 33.00 X 69123 843312 120839 WALLACE D'SOUZA CFO THRU 10/20/17 3.00 32.00 X 21366 216035 49385 ABIGAIL SMITH INTERIM CFO (10/20/17-3/5/18) 3.00 32.00 X 17603 177986 58979 VICKIE BARROW-KLEIN CFO STARTING 3/5/18 3.00 32.00 X 0 0 0 DAWN LAGUENS EVP & CHIEF BRAND & CXO 5.00 30.00 X 142871 618860 129361 JETHRO MILLER CHIEF DEVELOPMENT OFFICER 5.00 30.00 X 62215 352551 18993 MELVIN GALLOWAY EVP & COO 3.00 32.00 X 38213 386377 30266 DEBRA ALLIGOOD WHITE SR VP & GENERAL COUNSEL 3.00 32.00 X 33516 338892 37677 TOM SUBAK CHIEF STRATEGY OFFICER 1.00 34.00 X 8075 395665 47314 DANA SINGISER VP PUB POLICY & GOVT AFFAIRS 1.00 34.00 X 4960 243035 31926 DEIRDRE SCHIFELING VP ORGANIZING, ELECTORAL & CAMPAIGN 15.00 30.00 X 96183 127498 14393 REBECCA EPSTEIN VP OPERATIONS & STRATEGIC INITIATIVES 1.00 34.00 X 2215 219277 48004 EMILY STEWART VP PUBLIC POLICY 4.00 31.00 X 23202 187719 35386 519542 4107207 622523 3 0 1 0 BLUEWEST MEDIA LLC 8999 E VASSAR AVE DENVER CO 80231 ADVERTISING 3901532 O'BRIEN GARRETT 1133 19TH ST NW SUITE 300 WASHINGTON DC 20036 CONSULTING & OTHER 2764924 MR STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW 7TH FL WASHINGTON DC 20036 CONSULTING 1446481 BLUEPRINT INTERACTIVE 1155 CONNECTICUT AVE NW SUITE 601 WASHINGTON DC 20036 ADVERTISING 1272054 GRASSROOTS CAMPAIGNS INC PO BOX 120557 BOSTON MA 02112 CANVASSING 1114462 27 1348400 35209221 36557621 12285 12285 36569906 0 0 12285 9141313 9141313 150000 150000 305780 93225 128931 83624 5105639 2948404 1020240 1136995 76461 66753 4710 4998 1014891 619145 187876 207870 349559 193094 75603 80862 131613 28635 102978 34803 34803 841645 841645 3012650 3012650 3187299 2568492 213334 405473 2854676 2561864 292812 1182931 520726 48193 614012 1393493 485673 37580 870240 430467 245077 89579 95811 854539 810149 22898 21492 64516 64516 1174122 1116633 30079 27410 7496 7496 290807 164007 61269 65531 78858 44474 16614 17770 OTHER FUNDRAISING EXPEN 2362071 1148498 1213573 MEMBERSHIP DUES 125067 124937 130 PRINTING & ARTWORK 95798 91288 1094 3416 TAXES & FEES 38375 6298 30600 1477 793526 61936 714257 17333 35098395 24096782 2828264 8173349 X 4433969 2155907 0 2278062 12168563 11586425 6726767 4440376 13995 205557 751920 0 394098 19114882 17172819 2983013 972315 1945529 1719841 1264438 974111 86861 0 6279841 3666267 X 1538706 4341888 11296335 9164664 12835041 13506552 19114882 17172819 X 1471511 -800000 X 0 1 X 1 0 5243017 0 3488054 704264 4192318 1 PP VIRGINIA POLITICAL ACTION COMMITTEE 201 N HAMILTON ST RICHMOND VA 23221 208710245 700000 NIKEMA WILLIAMS FOR SENATE PO BOX 92386 ATLANTA GA 30314 822551554 3300 PP ADVOCATES OF WISCONSIN POLITICAL FUND 302 NORTH JACKSON ST MILWAUKEE WI 53202 273225544 964 1 0 0 PART I-A, LINE 1: PLANNED PARENTHOOD ACTION FUND, INC. (THE "ACTION FUND") COMMUNICATED WITH ITS MEMBERS AND THE GENERAL PUBLIC ABOUT FEDERAL AND STATE ELECTIONS. ITS SPECIFIC ACTIVITIES INCLUDED USE OF THE MAIL, INTERNET, RADIO, TELEVISION ADVERTISING AND PHONE BANKING TO EDUCATE ITS MEMBERS AND THE PUBLIC ABOUT THE POSITIONS OF CANDIDATES ON ISSUES PERTINENT TO REPRODUCTIVE HEALTH AND TO URGE THEM TO VOTE FOR CANDIDATES LIKELY TO ADVANCE THE ORGANIZATION'S MISSION. THE ACTION FUND SUPPORTED OTHER ORGANIZATIONS UNDERTAKING SIMILAR EFFORTS, INCLUDING FUNDRAISING AND ADMINISTRATIVE EXPENSES OF RELATED 527 ORGANIZATIONS (PLANNED PARENTHOOD ACTION FUND, INC. PAC AND PLANNED PARENTHOOD VOTES). 0 X PART X, LINE 2: THE FIN 48 FOOTNOTE PER THE AUDITED FINANCIAL STATEMENTS STATES THAT THE ACTION FUND RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE ACTION FUND BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS REPRODUCTIVE HEALTH 50000 SUB-SAHARAN AFRICA 0 0 GRANTS REPRODUCTIVE HEALTH 100000 0 0 0 0 0 0 150000 0 150000 CENTRAL AMERICA AND THE CARIBBEAN TO SUPPORT REPRODUCTIVE HEALTH PROGRAMS 50000 WIRE TRANSFER SUB-SAHARAN AFRICA TO SUPPORT REPRODUCTIVE HEALTH PROGRAMS 50000 WIRE TRANSFER SUB-SAHARAN AFRICA TO SUPPORT REPRODUCTIVE HEALTH PROGRAMS 50000 WIRE TRANSFER 3 0 0 0 0 0 0 0 PART I, LINE 2: INTERNATIONAL GRANT PROCESS - AT THE DEVELOPMENT PHASE OF EACH PROJECT, THE ORGANIZATION'S STAFF AND THE GRANTEE ORGANIZATION DEVELOP AND DOCUMENT THE AGREED UPON PROJECT OBJECTIVES, OUTPUT AND KEY ACTIVITIES, WORK PLAN AND BUDGET. THESE DOCUMENTS BECOME THE TOOLS THAT ARE USED TO MEASURE AND MONITOR THE PROGRESS OF THE PROJECT. THE GRANTEE ORGANIZATION IS REQUIRED TO SUBMIT A PROGRESS AND FINANCIAL REPORT EVERY FOUR MONTHS. EACH FINANCIAL REPORT IS REVIEWED TO DETERMINE THAT PROJECTS ARE CONDUCTED IN ACCORDANCE WITH THE WORK PLAN AND BUDGET. IN ADDITION, ON-SITE MONITORING OF FINANCIAL AND PROGRAMMATIC ACTIVITIES IS PERFORMED MULTIPLE TIMES ANNUALLY. PART I, LINE 3: EXPENDITURES ARE REPORTED ON THE ACCRUAL METHOD OF ACCOUNTING X X X X X 1 MR STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW 7TH FL WASHINGTON DC 20036 CONSULTING 0 10555655 1002193 9553462 O'BRIEN GARRETT 1133 19TH STREET NW SUITE 300 WASHINGTON DC 20036 CONSULTING 0 7701119 132640 7568479 GRASSROOTS CAMPAIGNS INC PO BOX 120557 BOSTON MA 02112 CANVASSING 0 479431 1168298 -688867 DONOR SERVICES GROUP 6715 SUNSET BLVD LOS ANGELES CA 90028 TELEMARKETING 0 274659 424808 -150149 TELEFUND INC PO BOX 2366 DENVER CO 80201 TELEMARKETING 0 201960 179428 22532 PUBLIC INTEREST COMMUNICATIONS 7700 LEESBURG PIKE SUITE 301N FALLS CHURCH VA 22043 TELEMARKETING 0 28357 18670 9687 YOUR VOICE MEDIA 1111 BROADWAY SUITE 2040 OAKLAND CA 94607 TELEMARKETING 0 22358 38578 -16220 SD&A TELESERVICES 5757 W CENTURY BLVD LOS ANGELES CA 90045 TELEMARKETING 0 15817 22212 -6395 INTEGRAL RESOURCES INC 1972 MASSACHUSETTS AVE CAMBRIDGE MA 02140 TELEMARKETING 0 13437 25823 -12386 19292793 3012650 16280143 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC PART 1, LINE 2B, COLUMN (V) & FORM 990, PART IX, LINE 24A IN ADDITION TO PROFESSIONAL FUNDRAISER EXPENSES INCLUDED IN LINE 11E, $2,362,071 OF OTHER REIMBURSED EXPENSES WERE PAID DIRECTLY TO PROFESSIONAL FUNDRAISERS FOR POSTAGE ($1,094,544), PRINTING ($623,302), MAILHOUSE COSTS ($389,723) AND LIST USAGE ($254,502). THE PROFESSIONAL FUNDRAISER CONTRACTS AND THE INVOICES PAID DISTINGUISH BETWEEN PAYMENT FOR SERVICES AND PAYMENT FOR THESE EXPENSES. PART 1, LINE 2B, COLUMN (V) AMOUNTS PAID TO CERTAIN FUNDRAISERS RESULTED IN A CURRENT YEAR LOSS BUT SECURED FUTURE DONORS. 1 ACRONYM 611 PENNSYLVANIA AVE SE 143 WASHINGTON DC 20003 821630469 501(C)(3) 50000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS ADVOCATES OF PP OF THE ST LOUIS REGION & SW MISSOURI 4251 FOREST PARK AVE SAINT LOUIS MO 63108 431699908 501(C)(4) 51935 TO SUPPORT PUBLIC AFFAIRS PROGRAMS AMERICA VOTES 1155 CONNECTICUT AVE NW STE 600 WASHINGTON DC 20036 264568349 501(C)(4) 17750 TO SUPPORT PUBLIC AFFAIRS PROGRAMS COMMUNITY ACTION FUND OF PP ORANGE & SAN BERN COUNTIES 700 S TUSTIN ST ORANGE CA 92866 330468988 501(C)(4) 17980 TO SUPPORT PUBLIC AFFAIRS PROGRAMS COMMUNITY CATALYST INC 30 WINTER ST FL 10 BOSTON MA 02108 043355127 501(C)(3) 10525 TO SUPPORT PUBLIC AFFAIRS PROGRAMS FLORIDA ALLIANCE OF PP AFFILIATES INC 736 CENTRAL AVE SARASOTA FL 34236 593142119 501(C)(4) 164845 TO SUPPORT PUBLIC AFFAIRS PROGRAMS FUND FOR THE CITY OF NEW YORK W 39TH ST FL 14 NEW YORK NY 10018 132612524 501(C)(3) 25000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS GREATER WISCONSIN COMMITTEE INC PO BOX 861 MADISON WI 53701 200938084 501(C)(4) 100000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS NEVADA ADVOCATES FOR PP AFFILIATES INC 550 W PLUMB LN STE B-104 RENO NV 89509 743234716 501(C)(4) 33647 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ACTION COUNCIL OF UTAH 654 S 900 E SALT LAKE CITY UT 84102 870489105 501(C)(4) 65789 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ACTION FUND OF CENTRAL AND WESTERN NEW YORK INC 114 UNIVERSITY AVE ROCHESTER NY 14605 454269785 501(C)(4) 30881 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ACTION FUND OF NEW JERSEY INC 1150 DICKINSON ST ELIZABETH NJ 07201 223243732 501(C)(4) 181443 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ACTION FUND OF THE PACIFIC SOUTHWEST 1075 CAMINO DEL RIO S SAN DIEGO CA 92108 330476427 501(C)(4) 114759 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCACY FUND OF DELAWARE INC 625 N SHIPLEY ST WILMINGTON DE 19801 510329430 501(C)(4) 37763 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCACY FUND OF MASSACHUSETTS INC 1055 COMMONWEALTH AVE BOSTON MA 02215 222517673 501(C)(4) 337185 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCACY PROJECT LOS ANGELES COUNTY 400 W 30TH ST LOS ANGELES CA 90007 954292938 501(C)(4) 225482 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES MAR MONTE 1746 THE ALAMEDA SAN JOSE CA 95126 770261817 501(C)(4) 421457 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF ARIZONA 4751 N 15TH ST PHOENIX AZ 85014 860701472 501(C)(4) 148860 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF GREATER WASHINGTON & NORTH IDAHO 1117 TETON DRIVE YAKIMA WA 98902 824404205 501(C)(4) 29143 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF INDIANA & KENTUCKY INC 200 S MERIDIAN ST STE 400 INDIANAPOLIS IN 46225 351959672 501(C)(4) 174988 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF MICHIGAN PO BOX 15041 LANSING MI 48901 382765858 501(C)(4) 453456 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF MONTANA 1116 GRAND AVE STE 1 BILLINGS MT 59102 810467220 501(C)(4) 29511 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF OHIO 206 E STATE ST COLUMBUS OH 43215 310937837 501(C)(4) 153351 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF OREGON PO BOX 12267 PORTLAND OR 97212 931040482 501(C)(4) 155921 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF VIRGINIA INC 201 N HAMILTON ST RICHMOND VA 23221 541186756 501(C)(4) 174417 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES OF WISCONSIN 302 N JACKSON ST MILWAUKEE WI 53202 391678012 501(C)(4) 115440 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ADVOCATES PASADENA & SAN GABRIEL VALLEY 2333 LAKE AVE FL 2 ALTADENA CA 91001 475501097 501(C)(4) 48763 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP AFFILIATES OF CALIFORNIA INC 555 CAPITOL MALL STE 510 SACRAMENTO CA 958144502 942236102 501(C)(4) 11750 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ARIZONA INC 4751 N 15TH ST PHOENIX AZ 85014 860146520 501(C)(3) 7457 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP ASSOCIATION OF UTAH 654 S 900 E SALT LAKE CITY UT 84102 870288909 501(C)(3) 9084 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP CENTRAL COAST ACTION FUND 518 GARDEN ST SANTA BARBARA CA 93101 952319356 501(C)(4) 79200 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP EMPIRE STATE ACTS INC 194 WASHINGTON AVE STE 620 ALBANY NY 12210 141593876 501(C)(4) 90683 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP GREAT PLAINS VOTES 4401 W 109TH ST STE 200 OVERLAND PARK KS 66211 813024710 501(C)(4) 99508 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP GULF COAST ACTION FUND INC 4600 GULF FREEWAY HOUSTON TX 77023 760369997 501(C)(4) 52704 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP GULF COAST INC 4600 GULF FREEWAY HOUSTON TX 77023 741100163 501(C)(3) 5223 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP HUDSON PECONIC ACTION FUND INC 4 SKYLINE DR HAWTHORNE NY 10532 134133042 501(C)(4) 102266 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP MAINE ACTION FUND 784 HERCULES DR STE 110 COLCHESTER VT 05446 465689688 501(C)(4) 51596 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP NEW HAMPSHIRE ACTION FUND 18 LOW AVE CONCORD NH 03301 465554692 501(C)(4) 24576 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP NORTHERN CALIFORNIA ACTION FUND 2185 PACHECO ST CONCORD CA 94520 201489361 501(C)(4) 290820 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF CENTRAL & WESTERN NEW YORK INC 114 UNIVERSITY AVE ROCHESTER NY 14605 160746860 501(C)(3) 5825 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF ILLINOIS ACTION 18 S MICHIGAN AVE FL 6 CHICAGO IL 60603 371021751 501(C)(4) 254703 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF INDIANA & KENTUCKY INC 200 S MERIDIAN ST STE 400 INDIANAPOLIS IN 46225 350874276 501(C)(3) 13988 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF METROPOLITAN WASHINGTON DC ACTION FUND INC 1225 4TH ST NE WASHINGTON DC 20002 521687743 501(C)(4) 200127 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF MINNESOTA ND SD ACTION FUND INC 671 VANDALIA ST ST PAUL MN 55114 411709702 501(C)(4) 122685 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF NASSAU COUNTY ACTION FUND INC 540 FULTON AVE HEMPSTEAD NY 11550 383649080 501(C)(4) 56492 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF NASSAU COUNTY INC 540 FULTON AVE HEMPSTEAD NY 11550 111776035 501(C)(3) 7152 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF ORANGE & SAN BERNARDINO COUNTIES INC 700 S TUSTIN ST ORANGE CA 92866 956152773 501(C)(3) 48387 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF SOUTH EAST & NORTH FLORIDA 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 591391115 501(C)(3) 88457 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF SOUTHERN NEW ENGLAND INC 345 WHITNEY AVE NEW HAVEN CT 06511 060263565 501(C)(3) 6086 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF SOUTHWESTERN OREGON 3579 FRANKLIN BLVD EUGENE OR 97403 930573822 501(C)(3) 25000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP OF THE MID-HUDSON VALLEY ACTION FUND INC 178 CHURCH ST POUGHKEEPSIE NY 12601 141772752 501(C)(4) 52894 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP PENNSYLVANIA ADVOCATES 1514 N 2ND ST HARRISBURG PA 17102 232208281 501(C)(4) 208744 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP SOUTH ATLANTIC 100 S BOYLAN AVE RALEIGH NC 27603 561282557 501(C)(3) 15370 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP SOUTHEAST ADVOCATES 241 PEACHTREE ST NE ATLANTA GA 30303 581899303 501(C)(4) 140161 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP SOUTHEAST INC 241 PEACHTREE ST NE STE 400 ATLANTA GA 30303 586045874 501(C)(3) 16193 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP TEXAS VOTES PO BOX 41646 AUSTIN TX 78704 465305326 501(C)(4) 361509 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VERMONT ACTION FUND 784 HERCULES DR STE 110 COLCHESTER VT 05446 030326364 501(C)(4) 165054 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VIRGINIA POLITICAL ACTION COMMITTEE 201 N HAMILTON ST RICHMOND VA 23221 208710245 527 700000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTERS OF IOWA 818 5TH AVE STE 200 DES MOINES IA 50309 421357011 501(C)(4) 86464 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTERS OF NEBRASKA 818 5TH AVE STE 200 DES MOINES IA 50309 470762497 501(C)(4) 76990 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTES COLORADO 7155 E 38TH AVE DENVER CO 80207 841191279 501(C)(4) 365435 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTES NORTHWEST & HAWAII 2001 E MADISON SEATTLE WA 98122 943168114 501(C)(4) 510653 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTES CONNECTICUT 345 WHITNEY AVE NEW HAVEN CT 06511 061309773 501(C)(4) 92028 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTES RHODE ISLAND 345 WHITNEY AVE NEW HAVEN CT 06511 050499804 501(C)(4) 46913 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PP VOTES SOUTH ATLANTIC 100 S BOYLAN AVE CHAPEL HILL NC 27603 562208857 501(C)(4) 181477 TO SUPPORT PUBLIC AFFAIRS PROGRAMS PROGRESSIVE STATE LEADERS COMMITTEE 1875 K STREET NW 4TH FL WASHINGTON DC 20036 050623909 501(C)(4) 150000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS SIXTEEN THIRTY FUND 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20005 264486735 501(C)(4) 250000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS TENNESSEE ADVOCATES FOR PP 50 VANTAGE WAY STE 102 NASHVILLE TN 37228 462511274 501(C)(4) 137632 TO SUPPORT PUBLIC AFFAIRS PROGRAMS VOICE FOR CHOICEPP OF NEW YORK CITY ACTION FUND 26 BLEECKER ST NEW YORK NY 10012 133731867 501(C)(4) 496197 TO SUPPORT PUBLIC AFFAIRS PROGRAMS 15 54 PART I, LINE 2: THE ORGANIZATION'S MANAGEMENT MONITORS ON A CONTINUING BASIS THE USAGE OF GRANTS TO ENSURE SUCH GRANTS ARE USED FOR INTENDED PURPOSES. GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE AND FINANCIAL REPORT EXPLAINING HOW THE GRANT FUNDS WERE EXPENDED. 0 1 0 0 0 0 0 0 0 CECILE RICHARDS PRESIDENT & CEO THRU 5/2/18 36732 488008 1750 23250 30641 332054 8321 110549 138 1831 77582 955692 27164 294190 WALLACE D'SOUZA CFO THRU 10/20/17 21332 215695 0 0 34 340 1305 13194 3140 31746 25811 260975 0 0 ABIGAIL SMITH INTERIM CFO (10/20/17-3/5/18) 17488 176820 0 0 115 1166 1126 11383 4182 42288 22911 231657 0 0 DAWN LAGUENS EVP & CHIEF BRAND & CXO 65827 404363 5600 34400 71444 180097 12343 75820 5768 35430 160982 730110 65101 163915 JETHRO MILLER CHIEF DEVELOPMENT OFFICER 52873 299613 9300 52700 42 238 2236 12669 613 3475 65064 368695 0 0 MELVIN GALLOWAY EVP & COO 36256 366587 1939 19611 18 179 1027 10381 1697 17161 40937 413919 0 0 DEBRA ALLIGOOD WHITE SR VP & GENERAL COUNSEL 30236 305718 3208 32442 72 732 1368 13831 2023 20455 36907 373178 0 0 TOM SUBAK CHIEF STRATEGY OFFICER 7735 378994 331 16219 9 452 162 7938 784 38430 9021 442033 0 0 DANA SINGISER VP PUB POLICY & GOVT AFFAIRS 4955 242765 0 0 5 270 299 14639 340 16648 5599 274322 0 0 DEIRDRE SCHIFELING VP ORGANIZING, ELECTORAL & CAMPAIGN 96104 127394 0 0 79 104 5766 7644 423 560 102372 135702 0 0 REBECCA EPSTEIN VP OPERATIONS & STRATEGIC INITIATIVE 2213 219092 0 0 2 185 114 11312 366 36212 2695 266801 0 0 EMILY STEWART VP PUBLIC POLICY 21531 174201 1650 13350 21 168 766 6199 3126 25295 27094 219213 0 0 PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN RE: CECILE RICHARDS THE BASE COMPENSATION OF THE PRESIDENT AND CEO IN 2017 WAS $524,740. IN ADDITION TO COMPENSATION, PPFA MAINTAINS A NON QUALIFIED DEFERRED COMPENSATION PLAN (457(F) PLAN) FOR CERTAIN KEY EMPLOYEES. UNDER THIS PLAN, AT THE DIRECTION OF THE BOARD OF DIRECTORS, THE PRESIDENT'S TOTAL OF $321,354 WAS CONTRIBUTED BY PPFA BETWEEN 2014-2016 AND REPORTED AS DEFERRED COMPENSATION ON THE FORM 990 OVER THESE PREVIOUS THREE YEARS. THE PLAN REQUIRES VESTING EVERY THREE YEARS. IN 2017, $361,507 (WHICH CONSISTS OF THE PAYMENTS TO THE PLAN OF $108,204 IN 2014 AND $106,575 IN BOTH 2015 AND 2016 PLUS INVESTMENT EARNINGS) VESTED AND WAS PAID OUT, WHICH IS REPORTED ON THE 2017 FORM 990. BECAUSE OF THE REQUIREMENTS OF THE FORM 990, $321,354 OF THIS COMPENSATION WAS DEFERRED AND REPORTED ON THE FORM 990 IN PRIOR YEARS BUT IS ALSO DISCLOSED ON THE 2017 FORM 990 BECAUSE IT VESTED AND WAS PAID OUT DURING THIS TIME. IN ADDITION, THE TOTAL AMOUNT DEFERRED TO THIS PLAN FOR CALENDAR YEAR 2017 AMOUNTED TO $106,575. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN RE: DAWN LAGUENS THE BASE COMPENSATION OF THE EXECUTIVE VICE PRESIDENT AND CHIEF BRAND AND EXPERIENCE OFFICER (EVP) IN 2017 WAS $470,190. UNDER THE 457(F) PLAN, AT THE DIRECTION OF THE BOARD OF DIRECTORS, THE EVP'S TOTAL OF $229,016 WAS CONTRIBUTED BY PPFA BETWEEN 2014-2016 AND REPORTED AS DEFERRED COMPENSATION ON THE FORM 990 OVER THESE PREVIOUS THREE YEARS. IN 2017, $251,127 (WHICH CONSISTS OF THE PAYMENTS TO THE PLAN OF $76,174 IN 2014, $77,842 IN 2015 AND $75,000 IN 2016 PLUS INVESTMENT EARNINGS) VESTED AND WAS PAID OUT, WHICH IS REPORTED AS OTHER REPORTABLE COMPENSATION ON THE 2017 FORM 990. BECAUSE OF THE REQUIREMENTS OF THE FORM 990, $229,016 OF THIS COMPENSATION WAS DEFERRED AND REPORTED ON THE FORM 990 IN PRIOR YEARS BUT IS ALSO DISCLOSED ON THE 2017 FORM 990 BECAUSE IT WAS PAID OUT DURING THIS TIME. IN ADDITION, THE TOTAL AMOUNT DEFERRED TO THIS PLAN FOR CALENDAR YEAR 2017 AMOUNTED TO $75,000. PART 1, LINE 3 PLANNED PARENTHOOD FEDERATION OF AMERICA, INC., A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VII CECILE RICHARDS, PRESIDENT AND CEO OF PLANNED PARENTHOOD ACTION FUND, INC. RESIGNED EFFECTIVE MAY 2, 2018. BOARD MEMBER JOE SOLMONESE RESIGNED FROM THE BOARD OF DIRECTORS ON MAY 1, 2018 AND BECAME THE TRANSITION CHAIR ON MAY 3, 2018 UNTIL A NEW PRESIDENT STARTED ON NOVEMBER 12, 2018. PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE #3 - DURING THE YEAR, THE ORGANIZATION DID NOT CEASE CONDUCTING OR MAKE SIGNIFICANT CHANGES IN HOW IT CONDUCTS ANY PROGRAM SERVICES. THE ORGANIZATION CONSIDERS PRIOR YEAR'S PROGRAMS SERVICES TO ALL BE A PART OF ADVOCACY. FORM 990, PART VI, SECTION A, LINE 1 THE ACTION FUND HAS AN EXECUTIVE COMMITTEE THAT MAY EXERCISE ALL THE AUTHORITY OF THE FULL BOARD EXCEPT FOR: MATTERS REQUIRING THE APPROVAL OF THE REGULAR MEMBERS; FILLING OF VACANCIES ON THE BOARD OR COMMITTEES; AMENDMENT OR REPEAL OF RESOLUTIONS OF THE BOARD THAT BY THEIR TERMS MAY NOT BE AMENDED OR REPEALED BY THE COMMITTEE; REMOVAL OF VOTING DIRECTORS; INDEMNIFICATION; DISPOSITION OF REAL PROPERTY; AND DISSOLUTION. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS AND ELECTION OF MEMBERS THE ACTION FUND IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION. THERE ARE THREE CLASSES OF MEMBERS OF THE ACTION FUND: REGULAR, CONTRIBUTING AND ASSOCIATE MEMBERS. THE ASSOCIATE MEMBERS ELECT ONE DIRECTOR; THE REGULAR MEMBERS ELECT THE BALANCE OF THE DIRECTORS. REGULAR MEMBERS ARE THOSE INDIVIDUALS WHO SERVE AS VOTING MEMBERS OF THE BOARD OF DIRECTORS OF PPFA. CONTRIBUTING MEMBERS ARE THOSE INDIVIDUALS WHO: (1)PAY ANNUAL DUES IN AN AMOUNT ESTABLISHED BY THE BOARD; OR (2)ARE "LIFETIME MEMBERS" AS A RESULT OF MAKING ONE OR MORE DUES PAYMENTS IN AN AMOUNT ESTABLISHED BY THE BOARD. CONTRIBUTING MEMBERS HAVE NO VOTING OR OTHER RIGHTS WITH RESPECT TO THE CORPORATION. ASSOCIATE MEMBERS ARE THOSE INDIVIDUALS WHO ANNUALLY AFFIRM THEIR DESIRE TO BE A MEMBER PURSUANT TO A PROPERLY EXECUTED FORM PROVIDED BY THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A SEE RESPONSE TO PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION A, LINE 7B IN ADDITION TO THE BOARD, THE REGULAR MEMBERS APPROVE CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990: THE ACTION FUND USES THE SERVICES OF THE EMPLOYEES OF PPFA, A RELATED ORGANIZATION. THE ACTION FUND'S FORM 990 IS PREPARED BY THE ORGANIZATION'S SHARED FINANCE STAFF AND REVIEWED INTERNALLY BY THE CHIEF FINANCIAL OFFICER AND THE LEGAL DEPARTMENT. THE DRAFT FORM 990 IS THEN REVIEWED EXTERNALLY BY AN INDEPENDENT PAID TAX PREPARER. ANY REVISIONS ARE PRESENTED TO THE ORGANIZATION AND ONCE REVISED, THE FINAL DRAFT FORM 990 IS REVIEWED BY THE ACTION FUND'S FINANCE COMMITTEE. ONCE THE DRAFT FORM 990 IS APPROVED BY THE FINANCE COMMITTEE, COPIES OF THE COMPLETE FORM 990 ARE PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD PRIOR TO SUBMISSION AND FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE ACTION FUND USES THE SERVICES OF THE EMPLOYEES OF PPFA, A RELATED ORGANIZATION. ANNUALLY, PPFA ASKS ITS KEY EMPLOYEES, OTHER EMPLOYEES,AND OFFICERS TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. IN ADDITION, THE ACTION FUND HAS ITS BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE ACTION FUND'S LEGAL COUNSEL FOLLOWS UP TO RESOLVE ANY DISCLOSED CONFLICTS. IF A CONFLICT IS IDENTIFIED, THE INTERESTED INDIVIDUAL MAY NOT BE PRESENT AT, OR PARTICIPATE IN DELIBERATION, OR VOTE ON THE MATTER GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS: THE ACTION FUND USES THE SERVICES OF THE EMPLOYEES OF PPFA, A RELATED ORGANIZATION. PPFA HAS A COMPENSATION SETTING BODY (THE BODY) THAT REVIEWS AND APPROVES THE COMPENSATION OF THE LEADERSHIP STAFF OF PPFA, INCLUDING THE PRESIDENT AND CEO, CHIEF FINANCIAL OFFICER, EVP AND CHIEF OPERATING OFFICER, AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THIS INDEPENDENT BODY IS COMPRISED OF THE OFFICERS OF THE PPFA BOARD AND 3 OTHER DIRECTORS, WITH THE CHAIR OF THE BOARD SERVING AS ITS CHAIR. THE REVIEW AND APPROVAL OF THE SALARIES OF THESE EMPLOYEES TAKES PLACE ON AN ANNUAL BASIS USING COMPARABILITY DATA SUCH AS INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, AND/OR INDEPENDENT COMPENSATION STUDIES. THE PROCEEDINGS ARE DOCUMENTED CONTEMPORANEOUSLY IN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE OF GOVERNING DOCUMENTS: THE ACTION FUND'S FINANCIAL REPORT AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO COG -800,000. 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